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.
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.
The initial transaction is the first sales transaction recorded. As a result, it cannot contain a reference to a previous transaction.
If a temporary bill corresponds to the first transaction showing the amount the customer must pay, it cannot contain a reference.
However, a transaction that produces a closing receipt after a temporary bill always contains a reference.
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.