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PrerequisitesBefore issuing a Sales Invoice, make sure:
  • A Sales Order or Delivery Note has been submitted.
  • The customer and item details are complete and correct.
  • You have permission to access the Sales Invoice module.
  • Taxes and pricing rules (if applicable) are already configured.

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1.0 Ways to Generate a Sales Invoice

1. From a Sales Order If no items have been delivered yet but you want to invoice upfront or partially:
  • Go to Sales Order > open the relevant order.
  • Click Create > Sales Invoice.
  • The system will pull in all billable items and prices.
  • Adjust quantities if issuing a partial invoice.
2. From a Delivery Note This is the most common flow—perfect for post-delivery billing.
  • Go to Delivery Note > open the document.
  • Click Create > Sales Invoice.
  • The invoice will include items delivered and pricing from the original Sales Order.
3. Manual Entry Use this when you don’t have a linked Sales Order or Delivery Note.
  • Go to Selling > Sales Invoice > New.
  • Select theCustomer and add items, quantities, and rates manually.
  • Apply any discounts, taxes, or pricing rules as needed.

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1.1 Collecting Payments

Once an invoice is submitted, you can:
  • Record Payment: Click Payment > Receive Payment if payment is received.
  • Send by Email: Use the Email button to send the invoice PDF to the customer.
  • Print PDF: Generate a print-friendly version for manual delivery or archiving.

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1.2 Example: Create an Invoice from Delivery Note

  1. Open the Delivery Note (e.g., DN-0001).
  2. Click Create > Sales Invoice.
  3. System pre-fills:
    • Customer info
    • Items delivered
    • Taxes and pricing
  4. Review, make edits if needed.
  5. Click Submit to finalize.
🎉 You’re done! The invoice is now part of the customer’s account and ready for payment follow-up.
2.0 Tracking and Follow-Up
  • View all invoices under Selling > Sales Invoice List.
  • Filter by:
    • Status: Draft, Overdue, Paid, Unpaid
    • Customer
    • Date Range
  • Use Accounts Receivable reports to follow up on overdue invoices.