Sales Invoices
Go to: Sales → Sales Invoice
Sales invoices are billing documents sent to customers for delivered goods or services.
Creating a Sales Invoice
Click Make → Sales Invoice on a delivery note or sales order.
| Field | Description |
|---|---|
| Customer | The customer being invoiced |
| Delivery Note | Linked delivery note (if applicable) |
| Posting Date | Invoice date |
| Due Date | Payment due date |
| Items | Items invoiced with quantity and rate |
| Taxes | Applicable tax template |
Invoice Statuses
| Status | Description |
|---|---|
| Draft | Not yet submitted |
| Submitted | Invoice confirmed and sent |
| Partly Paid | Partial payment received |
| Paid | Fully paid |
| Overdue | Past due date, unpaid |
| Cancelled | Invoice voided |
Collecting Payment
Once a sales invoice is submitted, record payment using:
- Make → Payment Entry — Create a payment entry directly from the invoice
- Or navigate to Financials → Payment Entry and allocate the payment
The invoice status updates to Partly Paid or Paid once payments are recorded.