Running a Full Sales Cycle
This guide walks you through the complete sales workflow: creating and submitting a sales invoice, then recording the corresponding payment from your customer.Prerequisites
- At least one customer exists in your system (this guide uses “Test Customer”)
- At least one item exists in your inventory (this guide uses “Widget A”)
1
Open a new Sales Invoice
Navigate to Accounting → Sales Invoice and click New to open a blank invoice form.
2
Enter the customer name
In the Customer field, type the customer’s name (for example,
Test Customer).3
Add an item to the invoice
In the first row of the items table, enter the item name in the text field (for example,
Widget A).4
Set the quantity
In the same row, enter the quantity in the first number field (for example,
5).5
Set the unit price
Still in the same row, enter the unit price in the last number field (for example,
200).6
Save the invoice
Click the Save button. The form will save and the URL will update from
/new to a permanent document ID, confirming the record has been created.7
Submit the invoice
Click the Submit button to finalize the invoice. If a confirmation dialog appears, click Submit, Confirm, or Yes to proceed.
Once submitted, the invoice status changes to Submitted and the document becomes read-only. You will see a “submitted” confirmation message on the page.
8
Open a new Payment Entry
Navigate to Accounting → Payment Entry and click New to open a blank payment form.
9
Set the payment type to Receive
Click the payment type dropdown and select Receive. This indicates that you are recording an incoming payment from a customer.
10
Enter the customer name
In the Customer field, type the customer’s name (for example,
Test Customer).11
Enter the payment amount
In the amount field, enter the payment value (for example,
1000).12
Save the payment entry
Click the Save button. The URL will update from
/new to a permanent document ID, confirming the payment record has been saved successfully.To fully reconcile the payment against the invoice, open the saved Payment Entry and use the Get Outstanding Invoices option to link the payment to the specific submitted invoice.