non_compliant mode this allows organizations to edit some information in issued invoices, define invoice numbers freeform and stops credit notes from being created automatically on invoice cancellation.
Compliance modes
Organization settings include thereceivable_edit_flow setting that defines the compliance mode for invoicing. The available modes are compliant (default) and non_compliant. The compliance mode controls how issued invoices are handled.
By default, Tesouro doesn’t allow modification of issued invoices because this can render the invoice non-compliant, depending on the jurisdiction. However, organizations without a compliance obligation can opt to enable editing of issued invoices. To do this, the organization needs to change its receivable_edit_flow setting to non_compliant.
compliant mode
This is the default mode for all organizations. In this mode:
- Document numbers (
document_id) of invoices, quotes, credit notes, and delivery notes are generated automaticaly based on the organization’s document number customization settings. - After an invoice is issued, the invoice data - line items, payment terms, counterpart information, etc. - can no longer be edited. Only metadata (
partner_metadata, project, tags) and supplementary data (attachments) can be updated for issued invoices. - When an invoice is canceled, a new credit note is automatically created and sent for the outstanding amount of the invoice.
non_compliant mode
In this mode:
-
The organization can manually set the document number (
document_id) for invoices, quotes, credit notes, and delivery notes.Tesouro does not validate the uniqueness and sequential numbering of user-defined document numbers. - The organization can fully edit issued invoices, including their line items, organization and counterpart information, due date, payment terms, reminders, issue date, and other details. There is no need to create credit notes in order to amend issued invoices.
- When an invoice is canceled, Tesouro does not create any credit notes for the outstanding invoice amount.