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Invoices and Credits

The invoice is where selling becomes money owed. Invoices can be created directly for simple sales, or generated from sales order shipments and lines; either way they behave the same once created. Credits are their mirror image, reversing part or all of an invoice.

Where invoices come from

  • Directly: create an invoice, pick the client, add lines. Fine for over-the-counter and service billing.
  • From a sales order: invoice a shipment or selected lines; see Dispatch, Shipments and Invoicing. The invoice stays linked to the order.

The header

  • Invoice number: assigned automatically
  • Invoice date, payment terms and the resulting due date
  • Customer purchase order number and reference fields
  • Currency and tax type. The badge shows whether this is a Tax Invoice or Non-tax Invoice
  • Discount: a percentage or fixed amount across the invoice
  • Billing and shipping addresses, and (under Advanced) the from details if you need to override your default company identity

Lines use the standard line editor; see Working with Document Lines.

Draft, finalize, send, paid

  1. Invoices start as drafts, so you can edit freely.
  2. Finalize when ready to issue.
  3. Send or Share: email the PDF, use your device’s share option, or print.
  4. Mark the invoice paid when the money arrives.

Spotted an error after finalizing? Revert to Draft, fix it, and finalize again. Every version is kept in the document’s history.

Issuing a credit

To reverse some or all of an invoice, open the invoice and click Create Credit:

  1. Select the lines to credit. Only quantities actually invoiced are available, so you can’t over-credit.
  2. Confirm to create a credit note linked to the invoice.

Credits work like invoices in reverse: they have their own number, draft/finalize cycle, and PDF for sending to the customer.