Invoices

Overview

Invoices represent the central means by which your business records the money you earn ≡ƒÆ╕. It's an itemized list of all the products and services offered to customers ≡ƒô¥. Accountants, bookkeepers, and finance staff use this page to manage invoices.

Navigation Path

To access the Invoices page, navigate to Sales > Create Invoice ≡ƒôê.

Field Descriptions

The following fields are available on the Invoices page:

Main Invoice Fields

Field Name	Purpose	Expected Values	Defaults
Cash Sale	Checkbox to limit invoice to cash customers	Yes/No	Default: No
Customer	Client receiving the invoice	Customer name	Required
Date	Date the invoice will be posted	Date (YYYY-MM-DD)	Current date
Due Date	Date the invoice is due	Date (YYYY-MM-DD)	Current date
Ship From	Warehouse for inventory deduction	Warehouse name	Optional
Currency	Currency of the invoice	Currency code	Auto-populated when customer is selected
Exchange Rate	Exchange rate for currency conversion	Numeric value (e.g., 1.25)	Auto-populated when customer is selected
Update Stock	Flag to update stock levels	Yes/No	Default: No
Commission Code	Commission code for invoice	Commission code name	Optional
Terms	Terms of the sale	Text string	Optional
Comments	Additional comments or notes	Text string	Optional

Line Item Fields

The following fields are available for each line item:

Field Name	Purpose	Expected Values	Defaults
Item	Product or service being sold	Product name (from product and services categories)	Optional
Item Description	Description of item (if not using a product)	Text string	Optional
Unit	Unit of measurement for item	Unit name	Auto-populated if product is selected
Unit Price	Cost per unit of item	Numeric value (e.g., 10.99)	Auto-populated if product is selected
Quantity	Quantity of item being sold	Numeric value (e.g., 2)	Default: 1
% Tax	Sales tax percentage applied to item	Numeric value (e.g., 8.25)	Auto-populated if product is selected
Discount (%)	Discount percentage applied to item	Numeric value (e.g., 5)	Default: 0

Calculated Fields

The following fields are calculated automatically:

Subtotal: The total value of the line items before taxes
Tax Amount: The total tax amount for the invoice
Total: The total amount due for the invoice
Total Due: The total amount due for the invoice, including any payments or credits

Actions & Buttons

Create Invoice: Click this button to create a new invoice ≡ƒô¥.
Add Row: Adds a new line item to the invoice ≡ƒôê.
Submit: Creates a new invoice and takes you to the invoice detail view ≡ƒôè.
Save as Draft: Saves the invoice as a draft for later modification ≡ƒùé∩╕Å.

Examples / Usage Notes

For example, you might create an invoice for a customer who purchased 2 units of a product with a unit price of $10.99 and a sales tax of 8.25%. The invoice would include the item details, quantities, and taxes.

When creating an invoice, you can add multiple line items and adjust the quantities, unit prices, and discounts as needed. The total amount will be automatically calculated.