Record sales to customers and track what is owed to your business.
Go to Transactions → Sales Invoices. The list shows number, date, customer, reference, subtotal, tax, WHT, total AR, and delivery status. Use the search box and date range filters to narrow results.
Click New Invoice and fill in the header:
| Field | Description |
|---|---|
| Date | Invoice date (required) |
| Due Date | Payment due date |
| Customer | Select from your party list (required) |
| Reference | Your internal or customer reference |
| Sales Order | Link to an existing sales order (optional) |
| Currency | Transaction currency (if multi-currency enabled) |
| Narration | Internal note |
| Tax Basis | Inclusive or exclusive of line price |
| Discount Type | Line-level or total discount |
Add line items — select an item, enter quantity, unit price, and discount. Tax and WHT are calculated automatically from the item's tax category.
Click Save to record the invoice. The entry is committed to the ledger immediately.
| Action | Description |
|---|---|
| Preview | Generate a print-ready PDF |
| Create Credit Note | Raise a credit note against this invoice |
| Edit | Modify a saved invoice |
| Delete | Remove the invoice (requires a reason) |
When the Sales Orders module is enabled, invoices linked to a sales order show a Delivery Status badge (Pending / Delivered) based on whether a delivery note exists.
