{"id":48671,"date":"2026-04-02T13:33:06","date_gmt":"2026-04-02T13:33:06","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=faq&#038;p=48671"},"modified":"2026-04-02T13:33:22","modified_gmt":"2026-04-02T13:33:22","slug":"routing-the-invoice-account","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/","title":{"rendered":"Routing the Invoice Account"},"content":{"rendered":"<div class=\"post-content-body-container\">\n<article class=\"post-content-body\">\n<div id=\"\" class=\"post-content-body-section\">\n<p>The system allows redirecting the invoice journal entry. Instead of the default direction to the\u00a0<b>\u201cSales Account\u201d\u00a0<\/b>it is possible to redirect it to another ledger account as needed.<\/p>\n<p><b><i>Note the following:<\/i><\/b><\/p>\n<ul>\n<li aria-level=\"1\"><i>Before starting, make sure to<\/i><b><i>\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-sales-app\/\">activate the Sales App\u00a0<\/a><\/i><\/b><i>and the\u00a0<\/i><b><i><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-chart-of-accounts-app\/\">Chart of Accounts &amp; Journals Accounting plugin\u00a0<\/a><\/i><\/b><i>as well.<\/i><\/li>\n<li aria-level=\"1\">Also, make sure to set the\u00a0<b><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/routing-the-sales-account\/\">routing type of the sales account<\/a>\u00a0<\/b>is<b>\u00a0\u201cSpecify per each\u201d<\/b>.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<\/div>\n<div id=\"steps_to_direct_the_invoice_account:\" class=\"post-content-body-section\">\n<h2 class=\"post-content-body-section-title\">Steps to direct the invoice account:<\/h2>\n<ol>\n<li>Click on\u00a0<b>\u201cSales\u201d\u00a0<\/b>from the main menu.<\/li>\n<li>Click on\u00a0<b>\u201cCreate Invoice\u201d<\/b>.<\/li>\n<li>Go to the\u00a0<b>\u201cLedger Account\u201d<\/b>\u00a0field within the invoice data.<\/li>\n<li>Enter the code or name of the required ledger account.<\/li>\n<li>Select the account from the search results.<\/li>\n<li>Complete entering the invoice data and click on the\u00a0<b>\u201cSave\u201d<\/b>\u00a0button.<\/li>\n<\/ol>\n<ul>\n<li aria-level=\"1\"><i>The system will create a journal entry for the invoice, with the\u00a0<strong>credit party<\/strong>\u00a0transferred from the entry to be the account selected in the<\/i><b><i>\u00a0\u201cLedger Account\u201d\u00a0<\/i><\/b><i>field on the invoice entry screen instead of the<\/i><b><i>\u00a0\u201cSales\u201d\u00a0<\/i><\/b><i>account.<\/i><\/li>\n<\/ul>\n<\/div>\n<\/article>\n<\/div>\n","protected":false},"author":23,"template":"","categories":[2155],"tags":[],"class_list":["post-48671","faq","type-faq","status-publish","hentry","category-sales-invoice"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Routing the Invoice Account - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Routing the Invoice Account - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The system allows redirecting the invoice journal entry. Instead of the default direction to the\u00a0\u201cSales Account\u201d\u00a0it is possible to redirect it to another ledger account as needed. Note the following: Before starting, make sure to\u00a0activate the Sales App\u00a0and the\u00a0Chart of Accounts &amp; Journals Accounting plugin\u00a0as well. Also, make sure to set the\u00a0routing type of the [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-02T13:33:22+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/\",\"name\":\"Routing the Invoice Account - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2026-04-02T13:33:06+00:00\",\"dateModified\":\"2026-04-02T13:33:22+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Routing the Invoice Account\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Routing the Invoice Account - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/","og_locale":"en_US","og_type":"article","og_title":"Routing the Invoice Account - Daftra Knowledge Base","og_description":"The system allows redirecting the invoice journal entry. Instead of the default direction to the\u00a0\u201cSales Account\u201d\u00a0it is possible to redirect it to another ledger account as needed. Note the following: Before starting, make sure to\u00a0activate the Sales App\u00a0and the\u00a0Chart of Accounts &amp; Journals Accounting plugin\u00a0as well. Also, make sure to set the\u00a0routing type of the [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-04-02T13:33:22+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/#webpage","url":"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/","name":"Routing the Invoice Account - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2026-04-02T13:33:06+00:00","dateModified":"2026-04-02T13:33:22+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/faq\/routing-the-invoice-account\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Routing the Invoice Account"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/48671","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/faq"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":2,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/48671\/revisions"}],"predecessor-version":[{"id":48674,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/48671\/revisions\/48674"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=48671"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=48671"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=48671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}