Invoice Types and Transaction Types

Cloud POS supports all invoice types and transaction types as defined in the Technical Instructions for EFD Suppliers. Every combination of invoice type and transaction type creates a distinct fiscal document.

Invoice Types

Type	Description	When to Use
Normal	Standard fiscal invoice for a completed sale or return	Most everyday sales and refunds
Advance	Invoice for payment received before goods or services are delivered	Deposits, prepayments, layaway
Proforma	A quotation or estimate — not a tax document	Providing a price quote to a customer
Copy	An official fiscal duplicate of a previously issued invoice	Customer needs another receipt
Training	A test invoice used during operator training	Staff training without creating real fiscal records

Transaction Types

Each invoice type can be combined with a transaction type:

Transaction Type	Description	Effect on Tax Liability
Sale	A forward transaction — goods sold or payment received	Increases tax liability
Refund	A reverse transaction — goods returned or payment refunded	Decreases tax liability

All Invoice and Transaction Type Combinations

Normal Sale

The most common invoice type. Issued when a product or service is provided and payment is received.

Creates a fiscal record reported to the tax authority
Requires at least one item with a tax category
Supports all payment types

Normal Refund

Issued when goods are returned or a correction is needed on a Normal Sale.

Requires a Reference Number — the invoice number of the original Normal Sale
Creates a fiscal refund document reported to the tax authority
The refund amount is based on the items included

Advance Sale

Issued when payment is collected in advance, before the goods or services are delivered.

Used for deposits, prepayments, or layaway arrangements
Creates a fiscal record and increases tax liability
When the goods are later delivered, a Normal Sale can reference the Advance Sale

Advance Refund

Issued to reverse an Advance Sale — for example, when a customer cancels a prepaid order.

Requires a Reference Number — the invoice number of the original Advance Sale
Creates a fiscal refund decreasing tax liability

Proforma Sale

A non-binding quotation or estimate provided to a customer.

Not a fiscal invoice — does not affect tax liability
Used to provide price quotes before a sale is confirmed
When the sale is finalized, a Normal Sale can optionally reference the Proforma Sale

Proforma Refund

Reverses a previously issued Proforma Sale.

Requires a Reference Number — the invoice number of the original Proforma Sale
Not a fiscal invoice — no tax impact

Copy Sale

An official fiscal duplicate of a previously issued sale invoice.

Created from the invoice list by selecting Copy Invoice on a signed sale
Automatically references the original invoice
Gets its own unique invoice number

Copy Refund

An official fiscal duplicate of a previously issued refund invoice.

Created from the invoice list by selecting Copy Invoice on a signed refund
Automatically references the original invoice

Training Sale

A test sale used during operator training.

Functions exactly like a Normal Sale, but is marked as a training document
Not reported as a real fiscal transaction — no tax impact
Useful for training staff without affecting real records

Training Refund

A test refund used during operator training.

Functions exactly like a Normal Refund, but is marked as a training document
Not reported as a real fiscal transaction

Reference Numbers

Some invoice types require a Reference Number linking back to a previously issued invoice:

Invoice Type	Reference Number
Normal Refund	Required — original Normal Sale invoice number
Advance Refund	Required — original Advance Sale invoice number
Copy Sale/Refund	Automatic — set automatically when copying from the invoice list
Proforma Refund	Required — original Proforma Sale invoice number
Normal Sale (linked to Advance or Proforma)	Optional — can reference a prior Advance or Proforma invoice

The Reference Number uses the format returned by the SDC: RequestedBy-SignedBy-OrdinalNumber (e.g., 7AF4D923-E3B30A31-234).

"THIS IS NOT A FISCAL INVOICE"

For invoice types Refund, Copy, and Training, the fiscal receipt includes the message "THIS IS NOT A FISCAL INVOICE" displayed prominently. This message is generated by the V-SDC and included in the receipt automatically. It is printed in a font size at least twice the size of the rest of the invoice, as required by regulation.

Next Steps

Create an invoice — Select your invoice and transaction type
Copy, refund, and cancel — Post-sale operations
Fiscal compliance — Understand the rules behind each type