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​How to create a customer invoice from the accounting module?

Here’s a step-by-step guide to create an invoice:

1) Go to the "Acounting" module by clicking on its icon in the main dashboard or using the application menu.


2) Inside the Accounting module, go to the "Customers" menu and then select "Invoices."


3) To create a new invoice, click the "Create" button. This will open a new invoice form.

4) Fill in the invoice details, including the customers, invoice date, due date, payment terms, journal and any additional information.

Header Information:

  1. Customer: Dropdown to select the customer for whom the invoice is being created.
  2. Delivery Address: Optional field to specify the delivery location.
  3. Payment Reference: Field to add a reference for the payment.
  4. Invoice Date: The date the invoice is issued.
  5. Due Date: The date payment is expected. It can be entered manually or determined based on payment terms.
  6. Journal: Dropdown to select the accounting journal (e.g., "Customer Invoices"). It determines how the transaction will be recorded in the books.
  7. Currency: The currency in which the invoice is being prepared (SGD in this case).


Tabs/Sections:

    • Product: Dropdown to select the product or service being invoiced.
    • Label: Description or additional information about the product.
    • Account: The general ledger account where the revenue will be recorded.
    • Quantity: Number of units being billed.
    • Unit of Measure (UoM): The unit used for the product (e.g., pieces, hours).
    • Price, Discount, Taxes, Subtotal: These fields calculate the invoice total after considering applicable discounts and taxes.

    Invoice Lines: Allows adding product or service lines to the invoice.

  • Journal Items & Other Info: Other tabs for advanced accounting and metadata related to the invoice.



Actions:

  • Save: Saves the draft invoice.
  • Confirm: Finalizes the invoice, making it ready for payment or other actions.
  • Discard: Cancels the draft.


 To create an invoice from the accounting module, please do contact us atsupport@metrogroup.solutions