Create Invoice

This guide explains how to create and issue a sales invoice to a customer.

Creating a New Invoice

Navigate to Accounts Receivable > Transactions > Invoice > Create Invoice.

Invoice Details

1. Customer: Select the customer from the dropdown list.
2. Invoice Date: The date the invoice is issued.
3. Due Date: The date payment is due (automatically calculated based on customer credit terms but can be adjusted).
4. Reference: Enter an external reference number (e.g., Purchase Order number from the customer).

Adding Line Items

The invoice form allows you to add lines for either Items (Inventory/Service Items) or directly to Accounts (General Ledger).

Using Item Mode

Use this for standard products or services you have set up in the Items module.

1. Type: Select Item.
2. Item: Choose the product/service from the list.
3. Quantity: Enter the quantity sold.
4. Description: Automatically populated from the item definition but can be edited.
5. Unit Price/VAT: These are pulled from the Item master data.
6. Total: Calculated automatically as (Price + VAT) * Quantity.

Using Account Mode

Use this for one-off charges or specific GL allocations.

1. Type: Select Account.
2. Account: Choose the Revenue/Income GL account to credit.
3. Description: Enter a description for the line.
4. Amount: Enter the amount (exclusive of VAT).
5. VAT Type: Select the applicable VAT rate/type. The system will calculate VAT and add it to the total.

Finalizing the Invoice

1. Review Totals: Check the Subtotal, VAT, and Grand Total at the bottom of the screen.
2. Submit: Click Create Invoice to post the transaction.
   • This will update the customer's balance and your General Ledger.
   • You can then print or email the invoice from the Invoice List.

Scheduled Invoices

For recurring bills (e.g., subscriptions), use Scheduled Invoices to automate generation.