Sales invoices guide
A sales invoice turns customer sales into collectible receivables with automatic accounting, cost, and inventory effects.
Create the invoice
Create the invoice directly or from an order; order-based creation copies only quantities not yet invoiced.
- An invoice starts as a draft and cannot be edited or deleted after leaving that state.
- It can be duplicated as a clean draft without prior accounting or payment effects.
Approval and posting
The invoice needs at least one line for approval and must be approved before posting. Posting records receivables, revenue, tax, discount, and applicable cost of sales.
- Stock may be deducted on posting according to the deduction setting.
- The system updates invoiced quantities on the linked order.
Payment and cancellation
The system tracks paid and due amounts and marks the invoice partial, paid, or overdue. Cancellation is blocked once payments are recorded.
- Cancelling a posted invoice reverses entries and restores stock.
- Overdue balances can be reviewed in the aging report.
