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erp-manual:cloud:sales:sales-invoice
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Table of Contents
Create New Sales Invoice
Workflow
- Create Full Invoice or Deposit Invoice
- Print the Invoice
Scenario 1: Create Deposit Invoice
- Go to Sales order menu
- Search for the sales order for which invoice is required
- Open the Sales Order
- Go to the bottom of the screen, and under the summary find the button labeled Deposit Invoice and Full Invoice
- Click on Deposit Invoice
Deposit Invoice Detail
- A popup will open
- Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order
- You can change the billing name as required for the invoice
- Billing name should be selected from the master, if it is not there then click on the + button next to the billing name and Add a new billing name
- Provide the amount that the customer is paying as advance
- Click Confirm
Print the Invoice
- The invoice number is auto generated and displayed in the sales order screen
- Click on the Print icon to print the invoice
Scenario 2: Create Full Invoice
- Go to Sales order menu
- Search for the sales order for which invoice is required
- Open the Sales Order
- Go to the bottom of the screen, and under the summary find the button labeled Deposit Invoice and Full Invoice
- Click on Full Invoice
Full Invoice Detail
- A popup will open
- Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order
- Billing name should be selected from the master, if it is not there then click on the + button next to the billing name and Add a new billing name
- You can change the billing name as required for the invoice
- Click Confirm
Print the Invoice
- The invoice number is auto generated and displayed in the sales order screen
- Click on the Print icon to print the invoice
Additional Notes
- Only last invoice created is visible on the sales order screen
erp-manual/cloud/sales/sales-invoice.1768726864.txt.gz · Last modified: 2026/01/18 09:01 by Kalpesh Popat
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