{"id":6293,"date":"2023-06-14T07:28:11","date_gmt":"2023-06-14T07:28:11","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%a5%d9%86%d8%b4%d8%a7%d8%a1-%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9-%d9%81%d9%8a-%d8%a8%d8%b1%d9%86%d8%a7%d9%85%d8%ac-%d8%af%d9%81%d8%aa%d8%b1%d8%a9\/"},"modified":"2026-01-06T08:54:31","modified_gmt":"2026-01-06T08:54:31","slug":"how-to-create-an-invoice","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-an-invoice\/","title":{"rendered":"How to Create an Invoice"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1738151381739{margin-left: 200px !important;}”]Thousands of invoices are issued daily, and because they are a frequently used document, the system makes it easy for you to create invoices. It provides a simple and clear interface with the features you need throughout the invoicing process. In this article, we’ll guide you step by step on setting up the process of creating and tracking electronic invoices.[\/vc_column_text][vc_custom_heading text=”Create a New Invoice” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1697092239691{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1738152455663{margin-left: 200px !important;}”]<\/p>\n

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To create an invoice, make sure to activate the “Sales Application<\/strong>” from the “App Manager<\/strong>” section.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Click on “Sales<\/strong>” in the main menu, then click on “Create Invoice<\/strong>” to find a new invoice that has been automatically created with a unique serial number. You can then specify the invoice date, which is automatically set to the creation date, and also the issue date, which you can set on the same day or before or after it.<\/p>\n

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The “Client<\/strong>” field allows you to select the Client associated with the invoice from the system’s client database. Alternatively, you can add a new client by using the button next to the field.<\/p>\n

The “Salesperson<\/strong>” field is used to assign invoices to a specific salesperson, facilitating later tracking and performance evaluation of employees and the calculation of sales commissions.<\/p>\n

The “Payment Terms”<\/strong> field specifies the number of days allowed for the client to pay the invoice.<\/p>\n

The “Price List<\/strong>” is a list containing special prices for specific products or all products. During invoice creation, you can choose from this list, and product prices will be automatically calculated based on the prices in this list rather than the regular prices associated with the products since they were added to the inventory.<\/p>\n

\"\"[\/vc_column_text][vc_custom_heading text=”Completing the Basic Information for the Invoice” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1697093230281{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1738152648575{margin-left: 200px !important;}”]After entering the basic information and selecting the client for the invoice, you can add products, specify quantities, modify the price if you want to change the default product price in your inventory, and choose the tax applied to each product individually.<\/p>\n

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The value-added tax (VAT<\/strong>) is applied by default by the system based on the percentage adopted according to the country associated with the account.<\/p><\/blockquote>\n

[\/vc_message][vc_column_text css=”.vc_custom_1738151451833{margin-left: 200px !important;}”]Many invoice options give you a degree of control, and you can use them whenever you want, or you can simply stick to the basic invoice details without additional details.<\/p>\n

The Invoice Options Include:<\/strong><\/p>\n

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  1. Discounts and Adjustments:<\/strong><\/li>\n<\/ol>\n
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