Your certified sales recording system (SRS) automatically assigns a unique transaction number to each transaction. That number can serve as a reference.

References are required for any transaction that modifies, revises, corrects or cancels a previous transaction. The reference links two or more transactions.

Required notes

In some situations, the document produced must contain a specific note. For instance, a corrected closing invoice or credit note must be marked “Facture corrigée” or “Note de crédit corrigée,” respectively.

A revised quote, estimate or temporary bill must say “SOUMISSION RÉVISÉE,” “ESTIMATION RÉVISÉE” OR “FACTURE RÉVISÉE,” respectively. The number of quotes, estimates or temporary bills the new transaction replaces must also appear on the document.

Initial transaction

The initial transaction is the first sales transaction recorded. As a result, it cannot contain a reference to a previous transaction.

If a transaction is revised or corrected, the new transaction must also contain a reference to the initial transaction. This can occur with a credit note.

Information to be entered manually

Depending on the situation, you may have to enter the following information in your SRS manually to identify the initial transaction:

• the date and time (hour, minute and second) you sent us the transaction;
• the subtotal before taxes;
• the transaction number generated by your SRS.