If you have enabled the sales person field in the settings, you can associate a sales person to your invoice. You can set the due date for the invoice by choosing one of the standard options in the Terms tab or by mentioning your own date. It will usually be the date on which you create the invoice. If you have a physical sales order or say a purchase order from your customer in hand, you can record its number in this field. You can also autogenerate it by clicking the gear icon and configure it. You can also add a new customer.Įnter a unique Invoice Number. Select the customer for whom you wish to raise an invoice. In the New Invoice page, fill in the following details:Ĭonfiguring Basic Invoice Details Field Name.Click the + New button on the top-right corner.Go to the Invoices module under Sales from the left sidebar.This comes in handy when you want to freeze an invoice and create another one in its place. The status of an invoice becomes Void when you have chosen to void it. When the invoice amount is fully paid by your customer, it will be shown as Paid. When the payment is made for a part of the items in the invoice, it will be shown as Partially Paid. Once the due date for payment is exceeded, it will be indicated as Overdue. Invoices once sent to the customer with a due date for payment, will be shown as Sent.
Invoices when created will be in Draft status before being sent to the customer.
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