Invoice Data and Additional Custom Fields

  1. Click on “Sales” from the main menu.
  2. Click on “Create Invoice”.
  3. Select the “Invoicing Method” and “Client”.
  4. Adjust the invoice data:
    • Invoice Number: A serial number that distinguishes the invoice, which can be changed along with the method of sequencing through the [Auto Number Settings“] in the account.


    • Invoice Date: Choose the creation date of the invoice from the calendar, which is automatically set  to the current date with the ability to modify it.


    • Journal Account: This option appears when the feature of [Invoice Account Routing] is activated only, as the system allows specifying a sub-account within the invoice to direct the financial transaction to it.


    • Sales Person: You can specify the sales employee responsible for completing this process, noting that only “users” employees will appear to you. Refer to the [difference between an employee and a user] in the guide.


    • Issue Date: Choose the issue date of the invoice for the client from the calendar.


    • Payment Terms: Specify the period for the deferred invoices, and their value is added in days.


    • Additional Custom Fields: The number of fields can be increased below the invoice data by clicking on the button with the (+) sign, where the inputs of these fields appear inside the invoice template.
  5. Complete the invoice data as needed. For more details, refer to the [“Creating a Sales Invoice“] guide.
  6. Click on the “Save” button.