Invoices and receipts
When to issue a tax invoice, when a receipt, how an invoice-receipt differs from a proforma, and how to cancel a document already issued.
Which document you issue follows what happened in the transaction, not what is convenient. A tax invoice records the sale, a receipt records the payment, and an invoice-receipt does both when the money arrives as the deal closes. An osek patur issues no tax invoice at all, only a transaction invoice and a receipt. A document already issued cannot be edited or deleted, so a mistake is corrected with a credit note that cancels it and a fresh document in its place. The guides here cover each document type, what has to appear on it, and what to do when something already went out wrong.
-
Delivery notes - who needs one and what must be on it
When Israeli bookkeeping rules require a delivery note, what it must contain, why it carries no prices, and how it links to the invoice that follows.
-
Order documents - when you need one and what goes in it
What an order document is, how it differs from a quote and from the customer's own purchase order, what it must contain, and why it never reaches your books.
-
Payment requests - when to send one and what it is not
What a payment request is, how it differs from a transaction invoice and a tax invoice, and what to put in it so it gets paid.
-
Quotes - what goes in one and how long it binds you
What a quote must contain, how long it stays valid, when it becomes a binding contract, and what to do once the customer approves.
-
Card Payments for the Self-Employed - Fees and Dates
What a small business needs to accept card payments, what really makes up the fee, and whether income belongs to the charge date or the day the money lands.
-
Digital Receipts - When to Issue and What to Include
What's required of a receipt issued from software and emailed, why the payment method is the field that fails audits, and how to fix a mistake.
-
Osek Murshe Invoices - What to Issue and When
Which documents an osek murshe issues, the 14-day window for a tax invoice, and the amount above which an allocation number is required.
-
Invoices for an Osek Patur - Which Document to Issue
Which documents an osek patur issues instead of a tax invoice, what each one must contain, and why allocation numbers never apply.
-
When your invoice has to be paid, by law
What the Payment to Suppliers Law sets as the deadline for the state, a local authority and a business, and what a late payment entitles you to.
-
What a transaction invoice is and when to issue one
What a transaction invoice is, why it gives your customer no input VAT deduction, when an osek patur issues one, and whether it needs an allocation number.
-
Tax invoice receipt, issue one or split
What a combined tax invoice receipt is, when it may replace a separate invoice and receipt, and how it affects your VAT cash flow.
-
Credit note - when you need one and how to issue it
What a credit note is, when you're required to issue one instead of editing or deleting an invoice, and how it affects your VAT report.
-
Tax invoice vs transaction invoice vs receipt
The differences between a tax invoice, a transaction invoice, a receipt, and a combined tax invoice receipt - which one to issue, and when.
