Customers, taxes, series, drafts, and issuance

Inputs and calculation

Customer records retain customer type and tax-identifier data. Tax rates and invoice-series purpose are configured per environment. Draft creation and validation use the application calculation/domain rules; PDF rendering does not recalculate invoice amounts.

• Choose a series compatible with the invoice category (ordinary, corrective, or simplified).
• The backend enforces series/domain compatibility; do not rely on a client-side selector as a security rule.
• Anonymous customer data is allowed only where the applicable document policy permits it.
• A corrective invoice has explicit links and references to its source; it is not a generic edit of an issued invoice.

Draft, validation, and immutable issue

Drafts may be edited according to their lifecycle. Validation reports current blockers. Issuance allocates the number and stores an immutable issue snapshot; later fiscal delivery and document generation proceed through separate processing paths.

• First invoice workflow
• Provider outcome