Sales Invoices

Overview

The Sales Invoices tab is where you issue invoices to your customers for goods or services rendered. This guide will walk you through creating and managing sales invoices in Accounter.

Creating a New Sales Invoice

To create a sales invoice, navigate to the Sales Invoices tab and click the New Sales Invoice button.

This will open the sales invoice form where you can fill in the details. For a comprehensive guide on filling out the sales invoice form, refer to the Sales Invoice - Edit guide.

Inventory Handling

When you create a sales invoice that includes inventory items, Accounter automatically reduces the inventory quantities for those items. This ensures your inventory levels are always up-to-date.

Invoice Status and Management

Sales invoices can have different statuses depending on payment received:

• Unpaid - Invoice has been issued but no payment received
• Partially Paid - Some payment received but balance remains
• Paid - Full payment received
• Overpaid - Payment received exceeds invoice amount

Key Features

• Automatic calculation of taxes and totals
• Support for multiple currencies
• Integration with inventory management
• Customer statements and aging reports
• Email delivery of invoices to customers
• Recurring invoice functionality
• Custom fields and branding options

Best Practices

• Include clear descriptions for all line items
• Set appropriate payment terms for your customers
• Use consistent numbering sequences for invoices
• Review and reconcile accounts receivable regularly
• Follow up on overdue invoices promptly
• Keep detailed records for tax compliance