Sales invoices

A sales invoice is the main billing document in sales: lines, VAT, due date, PDF, e-invoice, and receipts.

How to open: Sales → Sales invoices

Why use sales invoices

• issue an invoice to the customer
• send by email or e-invoice
• track unpaid / overdue invoices
• register receipts or link bank payments
• create a credit invoice
• use advance / final invoice logic (if configured)

Where an invoice comes from

• manually (New invoice / create invoice)
• from a sales order
• from a shipment (unbilled shipments)
• from a recurring invoice (template, if used)
• from field service / act invoicing (if those modules are on)

Creating a new invoice

1. Sales invoices → New / create invoice (or open a separate create view).
2. Select the customer.
3. Add lines (articles / services, quantity, price — often from a price list).
4. Check date, due date, reference number, bank account.
5. Save as draft.
6. When everything is correct: Confirm / finalise the invoice.

You can edit a draft; correct a confirmed invoice carefully (or with a credit invoice).

Sending

Email

1. Open the invoice.
2. Send email / Send by email.
3. Check the address and PDF attachment.
4. Send.

E-invoice

1. The invoice must be confirmed.
2. Click Send e-invoice.
3. Confirm sending (e.g. via Finbite, depending on setup).

E-invoice setup is in company settings (E-invoices). If the button is missing or an error appears, check e-invoicing and the customer’s e-invoice details.

Payments and receipts

On the invoice / in actions:

• view payments / receipts
• add a manual receipt (if allowed)
• or link a bank statement line to the invoice in the Bank module

Offset (advance vs open invoice): menu Payments → Offset.

Credit invoice

If you need to cancel or credit an invoice partly or fully:

1. Open the sales invoice.
2. Create credit invoice.
3. Check lines and amount.
4. Confirm and send to the customer (email / e-invoice), as with a normal invoice.

Statuses (typical)

Filter the page for unpaid and overdue to manage receivables. Aged receivables report: Sales reports.

Recurring invoices

If the company uses recurring invoices:

• templates (e.g. monthly) generate new invoices automatically
• open the recurring invoices register (if visible in the menu / via link)
• set active / paused and the next run date

Tips

• Before sending, check VAT, due date, and the customer’s email / e-invoice address.
• Advance and final invoice: use the correct invoice type if it is on the form.
• PDF templates and reminders are configured in company settings.

Related guides

• Shipments
• Sales orders
• Customers and price lists
• Sales reports
• Sales — overview