Sales Invoicing

Overview

A Sales Invoice is the bill sent to a customer for solar products or services delivered. Submitting a sales invoice updates the accounts receivable and books income automatically.

To access: Accounting → Accounts Receivable → Sales Invoice

Creating a Sales Invoice

1. Go to Accounting → Sales Invoice → New
2. Select the Customer
3. Set the Posting Date
4. Under Items, click Add Row and select the item sold
5. Enter the Quantity and verify the Rate
6. Add applicable taxes under the Taxes and Charges section
7. Review the total
8. Click Save then Submit

Submitting a Sales Invoice is irreversible. Review all details carefully before submitting.

Creating from a Sales Order

If a Sales Order already exists:

1. Open the Sales Order
2. Click Create → Sales Invoice
3. All item and customer details are pre-filled
4. Verify and click Submit

Cancelling an Invoice

If an invoice was submitted in error:

1. Open the invoice
2. Click Cancel
3. The system creates a reverse accounting entry automatically

Cancelled invoices are not deleted — they remain in the system for audit purposes.

Viewing Outstanding Invoices

Go to Accounting → Accounts Receivable to see all unpaid invoices with their due dates and outstanding amounts.