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Invoice your customers

Sales invoices bill your customers for what they ordered. Create invoices directly or from sales orders (pre-filled with the order's details), generate PDFs to share, manage invoice status, handle returns, and kick off payment recording from the invoice.

Before you start​

Create an invoice​

  1. Go to Sales > Sales Invoices.
  2. Create a new invoice directly — or, faster, invoice a sales order so the invoice screen opens pre-filled with the order's details.
  3. Add or review the customer and invoice lines.
  4. Review the invoice and save it.

Manage invoice status and actions​

From Sales > Sales Invoices, you can:

  • Manage status — mark invoices as sent, pending, or cancelled.
  • Generate a PDF — produce the invoice PDF to share with the customer.
  • Duplicate — copy an existing invoice.
  • Delete — remove an invoice.
  • Record payment — opens the payment screen pre-filled with the invoice details. See Record customer payments.
  • Returns — handle customer returns from the invoice.

Note: sharing invoices by email. Invoices cannot currently be emailed directly from the invoice screen. Share the invoice with your customer as a PDF document — and remember that buyers can also view their invoices themselves in your Customer Portal.

A sales invoice raised from a sales order: the lines, tax and totals come from the order.

Tips​

  • Invoice from the sales order whenever one exists — the pre-filled screen removes rekeying and keeps the invoice tied to the order.
  • Keep invoice statuses up to date (sent, pending, cancelled) — they drive a clean picture of what is outstanding. See Track outstanding and aging.
  • If the customer returns goods, start from the invoice's Returns action so the return stays linked to what was billed. Credit notes can be issued where needed — see Credit notes.