{"id":3763,"date":"2019-05-06T11:05:33","date_gmt":"2019-05-06T11:05:33","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d9%86%d8%b4%d8%a7%d8%a1-%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9\/"},"modified":"2026-10-20T12:28:36","modified_gmt":"2026-10-20T12:28:36","slug":"creating-an-invoice","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/creating-an-invoice\/","title":{"rendered":"Creating a Sales Invoice"},"content":{"rendered":"
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A sales invoice lets you record the products and services you sold to your clients, calculate tax and discounts, record payments, and create journal entries automatically. This guide explains every part of the create invoice screen, and how tax is calculated and recorded in the tax account.<\/p>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> Make sure the Sales<\/strong> app is enabled, and that you have the permission to add new invoices (for all clients or for your own clients only), or the permission to add invoices as drafts.<\/p>\n<\/div>\n

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Contents<\/p>\n

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  1. Opening the create invoice screen<\/strong><\/a><\/li>\n
  2. Invoice details<\/strong><\/a><\/li>\n
  3. Invoice items<\/strong><\/a><\/li>\n
  4. Locking the selling price in invoices and the point of sale<\/strong><\/a><\/li>\n
  5. Tax on the invoice<\/strong><\/a><\/li>\n
  6. Is the tax recorded in the tax account automatically?<\/strong><\/a><\/li>\n
  7. The tabs below the items<\/strong><\/a><\/li>\n
  8. The warehouse the goods are issued from<\/strong><\/a><\/li>\n
  9. Notes on the invoice<\/strong><\/a><\/li>\n
  10. Cash or credit invoice?<\/strong><\/a><\/li>\n
  11. Recording the payment<\/strong><\/a><\/li>\n
  12. Preview and save<\/strong><\/a><\/li>\n
  13. After saving the invoice<\/strong><\/a><\/li>\n
  14. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Opening the create invoice screen<\/h2>\n
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    1. From the main menu, click Sales<\/strong>.<\/li>\n
    2. Click Create Invoice<\/strong><\/a>.<\/li>\n<\/ol>\n

      Invoice details<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
      Field<\/th>\nDescription<\/th>\n<\/tr>\n
      Use Pre-filled Templates<\/strong><\/td>\nTo start the invoice with data saved earlier in a template.<\/td>\n<\/tr>\n
      Invoice layout<\/strong><\/td>\nHow the invoice looks when viewed and printed. Keep the Default Invoice Layout<\/strong>, or choose another layout from Invoice\/Estimate Layouts<\/strong><\/a>.<\/td>\n<\/tr>\n
      Client<\/strong> (required)<\/td>\nChoose the client, or click New<\/strong> to add a client quickly. To add one with full details, use Add Client<\/strong><\/a>.<\/td>\n<\/tr>\n
      Edit Currency<\/strong><\/td>\nAppears below the client, to change the invoice currency and exchange rate.<\/td>\n<\/tr>\n
      Invoice No<\/strong><\/td>\nGenerated automatically according to the auto number settings.<\/td>\n<\/tr>\n
      Invoice Date<\/strong><\/td>\nThe invoice date that reports and the tax return are calculated on. Changing it requires the permission to edit the invoice date.<\/td>\n<\/tr>\n
      Issue Date<\/strong><\/td>\nThe invoice issue date, if it’s different from the day it was created.<\/td>\n<\/tr>\n
      Payment Terms<\/strong><\/td>\nThe number of days allowed to pay the invoice.<\/td>\n<\/tr>\n
      PO Number<\/strong><\/td>\nThe client’s purchase order number (optional).<\/td>\n<\/tr>\n
      Sales Person<\/strong><\/td>\nThe staff member responsible for the sale. You can choose more than one with Multiple<\/strong>.<\/td>\n<\/tr>\n
      Order Source<\/strong><\/td>\nWhere the order came from (optional).<\/td>\n<\/tr>\n
      Cost Center<\/strong> \/ Sales Account<\/strong><\/td>\nAppear depending on the accounting and account routing settings.<\/td>\n<\/tr>\n
      Add Extra Custom Field<\/strong><\/td>\nTo add fields that appear in the printed invoice.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Invoice items<\/h2>\n

      Add the invoice items in the table. Each row contains:<\/p>\n\n\n\n\n\n\n\n\n\n\n
      Column<\/th>\nDescription<\/th>\n<\/tr>\n
      Items<\/strong><\/td>\nSearch for the product or service by name or code.<\/td>\n<\/tr>\n
      Description<\/strong><\/td>\nAn additional description for the item.<\/td>\n<\/tr>\n
      Unit Price<\/strong><\/td>\nThe unit selling price.<\/td>\n<\/tr>\n
      Qty<\/strong><\/td>\nThe quantity sold.<\/td>\n<\/tr>\n
      Discount<\/strong><\/td>\nA discount on the item (percentage or amount).<\/td>\n<\/tr>\n
      Tax<\/strong><\/td>\nThe item’s first tax. A second tax column appears if you have two or more taxes enabled.<\/td>\n<\/tr>\n
      Subtotal<\/strong><\/td>\nThe row total.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n