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Creating and Submitting a Sales Invoice

This guide walks you through creating a new sales invoice, adding a line item, saving the draft, and submitting the invoice to finalize it.

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Prerequisites

  • At least one customer exists in your system
  • At least one item is available to add as a line item
1

Open the new sales invoice form

Navigate to Accounting → Sales Invoice and click the New button to open a blank sales invoice form.
2

Enter the customer name

In the Customer field, type the name of the customer you are billing (for example, Test Customer).
3

Add a line item

In the first row of the items table, fill in the following fields:
  • Item Name — Enter the name of the product or service (for example, Widget A).
  • Quantity — Enter the number of units (for example, 10).
  • Rate — Enter the unit price (for example, 100).
The line total will be calculated automatically.
4

Save the invoice

Click the Save button. A confirmation notification will appear briefly to confirm the invoice has been saved successfully.
5

Return to the sales invoice list

Navigate to Accounting → Sales Invoice to view the list of all sales invoices.
6

Open the saved invoice

Click the invoice row you just created in the table to open it. The invoice status will show as Draft.
7

Submit the invoice

Click the Submit button. If a confirmation dialog appears, click Submit, Confirm, or Yes to proceed.
8

Confirm the invoice is submitted

The invoice status will update to Submitted, indicating it has been finalized and is no longer editable.
Sales invoices follow a two-step lifecycle: Draft and Submitted. While in Draft, you can freely edit the invoice. Once Submitted, the invoice is locked and considered final.
Always double-check the Customer name and line item details before clicking Submit. Submitted invoices cannot be edited directly — you would need to cancel and amend them if corrections are required.