Invoice, invoice-receipt, or simplified invoice: how to choose
Decision guide to select the right Portuguese document type for Stripe payment flows with less operational uncertainty.
Operational differences between document types
Document selection affects accounting flow, customer expectations, and reconciliation. It should be decided as a rule, not per transaction.
In LusoInvoice, you can define a default type and still apply exceptions when needed.
Practical decision criteria
Adopt a simple criterion based on payment timing and transaction nature. Consistency matters more than complexity.
- Invoice: when you need billing without immediate settlement.
- Invoice-receipt: when billing and settlement happen in the same flow.
- Simplified invoice: when legally and operationally applicable.
Applying this in Stripe smoothly
After defining a baseline rule, document it internally and share it with finance and support teams for alignment.
In the first days, review a sample of issued documents to verify the selected type matches expected behavior.
- Set the default type in LusoInvoice settings.
- Create an internal exception procedure.
- Audit a weekly sample during rollout.
Quick FAQ
Can I change the default document type later?
Yes. You can change the default in settings and apply the new rule for future issuances.
Does document type selection affect webhook processing?
It affects the document output but does not block synchronization when configuration is valid.