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Sales Invoices

Sales Invoices are bills that are sent to your customers when an income is booked.

It is a transactional entry that denotes a sale.

Creating Sales Invoices

To create a Sales Invoice, first navigate to the Sales Invoices page

Sales > Sales Invoices

Then click on the blue + button to open the Sales Invoice form.

Sales Invoice Form

  1. Select the Customer to whom you will be making a sale.
  2. Click on Add Row and select the Item being sold.
  3. Enter the Quantity.
  4. You can add more items or if you are done, click on Save.
  5. Once finalized, click on Save. Accountinite will do the required ledger entries against the appropriate accounts.

Editing an Invoice Item

To edit the values of an Invoice Item click on the edit button on the item row. From there you can change the item's data.

Making Sales Payments

Once a sales invoice has been submitted, you’ll need to record payment against it to denote that you’ve received the money.

To make a Payment first navigate to the Sales Invoice, then click on the Create menu, then click the Payment option.

Sales Invoice Status

This will open the Payment quick edit form with the outstanding amount auto-filled.

Sales Invoice Payment

You can change the values and click on Save. This will Save and Submit the Payment.

On making the Payment, Accountinite will make the necessary ledger entries to reduce the payment amount from Accounts Receivable and increase the amount in your Bank or Cash Account.

It will also update the Outstanding Amount on the invoice form.

Sales Invoice Status

Until Payments are made to settle the Outstanding Amount, the Sales Invoice will be in the Unpaid state.

Once the Outstanding Amount reaches 0, the status will change to Paid.

Auto Payments

You can simplify the Sales Invoice → Payment workflow by using Auto Payments. For this you just need to set the default accounts for Sales Payment.

This can be done in Setup > Settings > Defaults > Auto Payments: Payment Accounts

Once this is set, whenever you Submit a Sales Invoice a Payment entry will automatically be created.

Disable Auto Payment for a Sales Invoice

You can disable Auto Payment by simply deleting the payment account from Defaults Settings, then saving the changes.

Sales Invoice Return

The customer could return an already sold Item due to quality issues or any other reasons.

To reflect this you can create a Sales Invoice Return from the original Sales Invoice entry or manually create one from a new Sales Invoice Entry.

Creating a Sales Invoice Return

  1. Navigate to the Sales Invoice page Sales > Sales Invoice
  2. Click on Return Against then select the target Sales Invoice against which customer returned the Items. Select return invoice
  3. Fill Item details.
  4. Save and Submit.

Sales Invoice Return impact on General Ledger

The Sales Invoice Return entry will create General Ledger entries to reverse the impact of the original Sales Invoice.

Sales Invoice Return in General Ledger