Creating and Managing Sales Invoices

Sales invoices document completed sales and help you track payments. This guide explains how to create, send, and manage sales invoices in ERP ERP.

1. Navigate to the Sales Module and click on 'Sales Invoices.'
2. Click 'Create Invoice' to generate a new invoice.
3. Select the customer and add products or services to the invoice.
4. Apply any discounts, taxes, or additional charges.
5. Review the invoice and click 'Save' or 'Send' to email it to the customer.
6. Track payment status (e.g., Paid, Partially Paid, Pending).

• Navigate to the Sales Module and click on 'Sales Invoices.'
• Click 'Create Invoice' to generate a new invoice.
• Select the customer and add products or services to the invoice.
• Apply any discounts, taxes, or additional charges.
• Review the invoice and click 'Save' or 'Send' to email it to the customer.
• Track payment status (e.g., Paid, Partially Paid, Pending).