Sales Invoices

Sales Invoices

A Sales Invoice is the bill you send a customer. It's the document that asks for payment and posts the revenue + receivable + BTW into your books.

Create from upstream

The cleanest path:

From any source, click Create → Sales Invoice. Lines copy across; you can adjust.

Create from scratch

Sales Invoice → New:

| Field | Required | What | |---|---|---| | Customer | Yes | Their record (or quick-create) | | Posting Date | Yes | The date the revenue belongs to | | Due Date | Auto-set from Customer's Payment Terms (e.g. +30 days) | | Items | Yes | What you're billing for — pick item, qty, rate | | Sales Taxes and Charges | Auto-applied from Item Tax Template / Customer Tax Category — BTW handled automatically on NL-localised sites |

What happens on submit

• The invoice is locked — no more edits
• A General Ledger entry posts: debit the customer's receivable, credit revenue, credit BTW liability
• The invoice appears on the Receivables Overview until paid
• If integrated with a PEPPOL provider, the EDocument is generated automatically — see eInvoicing

Sending it

Click Email → composer opens with the invoice PDF, primary contact pre-filled. You can attach a second PDF (e.g. signed contract) if needed.

For PEPPOL, the e-invoice is sent automatically through your service provider on submit.

Getting paid

When the customer pays, see Customer Payments for how to record the receipt against the invoice.

Credit notes (return invoice)

For a refund or correction, create a Sales Invoice with Is Return = Yes. Quantities and amounts should be negative. It reverses the original posting.

Recurring invoices

For monthly subscriptions or services, set up an Auto-Repeat on the invoice — ERPNext generates the next month's invoice automatically on the set date.

Status