How to Create an Invoice
Generate clean customer invoices tied to stock movement and account balances.
Before issuing
Confirm item availability, customer credit status, and pricing rules. This avoids credit disputes and backdated corrections.
Steps
Go to Sales → New Invoice, choose customer, select items from available stock, apply taxes and discounts, then publish the invoice.
Best practice
Attach delivery note references to every invoice so finance and warehouse teams are aligned on what was dispatched.
Next steps
After this workflow is configured, align teams on role permissions and reporting cadence.