Billing records

Billing records are the documents your workspace uses to record what it sells, what it is owed and what it has been paid.

Who it is for: anyone who works with invoices, notes, orders, payments or receipts and wants to know how these documents relate.

Availability: billing records appear in Studio under Modules > Accounting > Billing for your workspace, and through the platform's REST API. Each record type needs its own read or write permission.

Record types

Record	What it is	Page
Invoice	A bill to a customer. It starts as a draft and becomes a payable amount when it is issued.	Invoices
Credit note	A document that reduces what is owed on an issued invoice.	Credit and debit notes
Debit note	A document that increases what is owed on an issued invoice.	Credit and debit notes
Order	A customer's order. Orders are managed in Sales Hub.	Orders
Payment	Money received against an invoice.	Payments
Receipt	A record that a payment was received or that goods were received from a supplier.	Receipts

Rules that apply to every billing record

• Your workspace owns its records. Members of other workspaces never see them.
• Each record has its own currency. A document is totaled in its own currency, never in a default currency.
• Lines carry the detail. Invoices, orders, quotes and deal units hold their items as lines. See Billing item records.
• Issued documents are final. Once an invoice or note is issued, its amounts cannot change. You correct an invoice with a credit or debit note.
• Numbers come from your own series. Invoices and notes can draw their numbers from your own ranges. See Invoice-number ranges.