Invoices
Manage sales invoices to customers and purchase invoices from suppliers, with full tax and payment tracking.
Sales Invoice
Sales Invoice
Go to: Financials → Sales Invoice
Sales invoices record amounts owed by customers for goods or services delivered.
Creating a Sales Invoice
A sales invoice is typically created from a Sales Order or Delivery Note by clicking Make Sales Invoice. You can also create one directly.
| Field | Description |
|---|---|
| Customer | Select the customer |
| Posting Date | Invoice date |
| Due Date | Payment due date |
| Items | Products/services with quantity, rate, and tax |
| Payment Terms | Net 30, Net 60, etc. |
Invoice Statuses
| Status | Description |
|---|---|
| Draft | Not yet submitted |
| Submitted | Invoice sent / confirmed |
| Partly Paid | Partial payment received |
| Paid | Fully paid |
| Overdue | Past due date, unpaid |
| Cancelled | Invoice voided |
Submitting a sales invoice automatically creates a journal entry debiting Accounts Receivable and crediting the income account.
Tax Management
Tax Rules
Configure tax rules under Financials → Tax Rules to automatically apply the correct tax rate based on:
- Customer/supplier territory
- Item tax category
- Tax exemption status
Supported Tax Types
| Tax Type | Description |
|---|---|
| GST | CGST + SGST (intra-state) / IGST (inter) |
| VAT | Standard / Reduced / Zero-rated / Exempt |
| Sales Tax | State and local sales tax |