Create a sales invoice

Bill a customer and post the sale.

A sales invoice records what a customer owes. Submitting it posts the income, the tax and the receivable to the ledger.

1. Start the invoice

   Type Sales Invoice in the search bar at the top of any screen and press Enter. Select Add Sales Invoice. You can also create it from a quotation, sales order or delivery note so nothing is typed twice.

2. Choose the customer

   Select the Customer. Their currency, price list and payment terms fill in.

3. Add the items

   In Items, add each product or service with its quantity. The rate comes from the price list and can be changed.

4. Check tax

   Choose the sales taxes template. Tax is calculated on each line and shown in the totals.

5. Update stock if needed

   Tick Update Stock when you deliver the goods with the invoice and there is no separate delivery note.

6. Submit and send

   Select Save, then Submit. Send it by email or print it. In Egypt, the e-invoice is sent to the Tax Authority when set up.