Sales
Create a sales invoice
Raise a customer invoice: set the customer, dates and warehouse, add items and discounts, check VAT and totals, then submit or save a draft.
Updated 12 September 2026
The sales invoice is the billing document. It creates the receivable (the amount the customer owes you). The customer pays against it, and it appears on your VAT records. Check it carefully before you save it.
Open the form
- Go to the left navigation panel.
- Click Sales.
- Open Sales Invoice.
- Click New Sales Invoice.
Invoice information
- Select Customer, required.
- Sales Code ID.
- Invoice Date, required.
- Due Date, required.
- Payment Term.
- Select Warehouse, required.
The warehouse matters because it decides which location the stock is taken from. The due date controls the ageing (how overdue the invoice shows) on your accounts receivable report. Set it from the payment terms you actually agreed. Do not leave the default.
Add the products
The table holds the serial number, product name, quantity, rate per item, discount and total price. Find products by product name or product code.
After selecting a product, enter the quantity. The rate and totals are calculated for you.
For several products, click Add Items in Bulk. The window shows a search box and the product list on the left. Your selection is on the right, with plus and minus quantity controls and an X to remove a line. Click Continue to add them to the invoice, or Close to cancel.
Discounts
The discount field follows the product’s discount mode. Discountable products accept a percentage or a fixed amount. No-discount products have the field locked. Your role must also have discount permission. Customer types can give a standing discount percentage to a group of customers.
Totals and VAT
The summary section calculates the subtotal, discount, taxable total, non-taxable total, VAT total and total amount, combining item-level discounts with invoice-level totals. Check the taxable and non-taxable split before you submit. Your VAT reporting depends on it.
Terms and conditions
Add terms for this invoice. Manage reusable text under Configuration, then Terms and conditions. Choose the print layout under Invoice config.
Save it
- Cancel stops the process.
- Save as Draft keeps the invoice editable and out of the approval workflow.
- Save Sales Invoice creates it. The invoice moves to Pending.
A draft invoice has no financial effect: it is not in receivables and not on the dashboard. Submit it, get it approved, then record the payment.