Creating and Submitting a Sales Invoice
This guide walks you through creating a new sales invoice, adding line items, and submitting it for approval in the Accounting module.Prerequisites
- At least one customer exists in your system
- At least one item exists in your inventory
1
Open the Sales Invoice list
Navigate to Accounting > Sales Invoice. The page will load a list of all existing sales invoices.
2
Create a new invoice
Click the New button at the top of the list. The New Sales Invoice form will open.
3
Enter customer details
In the Customer field, type the name of the customer you are billing (for example,
Test Customer).4
Add a line item
In the items table, locate the first row and fill in the following fields:
- Item Name — Enter the name of the product or service (for example,
Widget A) - Qty — Enter the quantity (for example,
10) - Rate — Enter the unit price (for example,
100)
5
Save the invoice
Click the Save button. A confirmation notification will appear once the invoice has been saved successfully. The invoice is now in Draft status.
6
Submit the invoice
To finalize the invoice, click the Submit button. If a confirmation dialog appears, click Submit (or Confirm / Yes) to proceed. The invoice status will update to Submitted.
Sales invoices follow a two-stage lifecycle. An invoice must first be Saved as a draft before it can be Submitted. Only submitted invoices are considered finalized and posted to your accounts.