This screen is for creating sales invoices.
It contains the following fields:
Enter the date when this invoice is issued to the customer.
The issue date determines when revenue is recognized and affects your sales reports.
This date is also used to calculate payment due dates based on your payment terms.
Select payment terms to determine when this invoice is due for payment.
Choose Immediate for cash sales or immediate payment requirements.
Choose Net to specify a number of days from the issue date.
Choose By to set a specific calendar date for payment.
Enter the number of days from issue date when payment is due.
Common terms include Net 30 (30 days), Net 60 (60 days), or Net 90 (90 days).
The system will calculate the exact due date by adding these days to the issue date.
Enter the specific date when payment for this invoice is due.
Use this for invoices with fixed payment dates, such as month-end or specific contract dates.
The due date cannot be earlier than the issue date.
Enter a unique reference number for this sales invoice.
Reference numbers help customers identify invoices and are used for payment matching.
Enable automatic numbering to generate sequential invoice numbers automatically.
Configure default settings and number sequences under Settings → Form Defaults.
Select the Customer who will receive this invoice.
The customer selection determines billing details, payment terms, and applicable pricing.
Create new customers under the Customers tab before creating invoices.
Customer currency settings will determine if this is a foreign currency invoice.
Link this invoice to a Sales Quote if it originated from a quote.
Linking helps track quote-to-invoice conversion rates and maintains transaction history.
The linked sales quote will automatically update to 'Accepted' status.
Quote details can be copied to the invoice to save data entry time.
Link this invoice to a Sales Order if fulfilling an order.
Linking ensures all sales orders are properly invoiced and tracks order fulfillment.
Order details and items can be copied to the invoice automatically.
The system tracks which orders have been partially or fully invoiced.
Enter the customer's billing address for this invoice.
The billing address is automatically populated from the customer record but can be modified.
This address appears on the invoice and should match where payment notices are sent.
Use a complete address including country for international customers.
Enter the Exchange rate when invoicing customers in foreign currency.
This field appears when the selected customer uses a currency different from your base currency.
The exchange rate converts foreign currency amounts to base currency for reporting.
Configure automatic exchange rates under Settings → Exchange Rates.
Enter an optional description that applies to the entire invoice.
Use this for general invoice notes, project references, or delivery instructions.
This description appears at the top of the invoice, separate from line item details.
Add line items to detail what you are charging the customer for.
Each line can be an inventory item, service, or other billable item.
Use multiple lines to itemize different products, services, or charge categories.
Line totals are automatically calculated based on quantity, price, discounts, and tax.
Enable line numbers to display sequential numbering for each invoice line.
Line numbers help customers reference specific items when making inquiries.
Useful for invoices with many line items or when matching to purchase orders.
Enable the Description column to add detailed explanations for each line item.
Descriptions provide additional context beyond the item name.
Essential for services or custom work where details vary per invoice.
Enable the Discount column to apply discounts to individual line items.
Choose between percentage discounts or fixed amount discounts per line.
Line discounts are applied before tax calculations.
Useful for promotional pricing, volume discounts, or customer-specific pricing.
Specify whether line item amounts include or exclude tax.
Check this box if prices already include tax - common in retail sales.
Leave unchecked if tax should be added to prices - common in business-to-business sales.
This setting affects how the invoice total is calculated and displayed.
Enable rounding to adjust the final invoice total to a round number.
Rounding eliminates small cent amounts for easier payment processing.
Choose the rounding method that complies with your local regulations.
The rounding difference is typically posted to a rounding expense or income account.