Create a sales invoice

Goal

Bill a customer for goods or services and post the invoice.

Who it is for

Sales clerk, AR clerk.

Preconditions

• Customer exists (or you can create one).
• Items/prices available; warehouse if stocked items.
• sales.manage permission.

Steps

1. Open Sales invoices → New (or Help on this page from the create screen).
2. Select the customer, document date, and any defaults (price list, warehouse).
3. Add lines: item, quantity, price, tax as needed.
4. Review totals, then Save as draft or Post according to your process.
5. After posting, collect payment via a receipt when money arrives.

Result

A sales invoice exists; posted invoices update AR and inventory/GL per your configuration.

Related

• Sales invoices list
• Record a receipt