Invoices
Invoices raised from the Sales module.
Overview
Sales invoices are customer invoices created from orders or directly. They are the same records Accounting posts to the ledger, with their own list, create and detail screens inside Sales so you never leave the module.
When to use invoices
- You bill an order.
Step by step
In the Sales module open Sales in the green navigation bar, then choose Invoices under Invoicing.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Accounting impact
- Posting debits receivables and credits revenue and tax in Accounting.
What you see on the screen
- Columns: INVOICE #, CUSTOMER, DATE, DUE DATE, STATUS, TOTAL, DUE.
- Actions on the screen: New Invoice.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- sales.invoice.create
- sales.invoice.read
- sales.invoice.update