Invoice Number: A serial number that distinguishes the invoice, which can be changed along with the method of sequencing through the “Auto Number Settings“ in the account.
Invoice Date: Choose the creation date of the invoice from the calendar, which is automatically set to the current date with the ability to modify it.
Journal Account: This option appears when the feature of Invoice Account Routingis activated only, as the system allows specifying a sub-account within the invoice to direct the financial transaction to it.
Sales Person: You can specify the sales employee responsible for completing this process, noting that only “users” employees will appear to you. Refer to the difference between an employee and a userin the guide.
Issue Date: Choose the issue date of the invoice for the client from the calendar.
Payment Terms: Specify the period for the deferred invoices, and their value is added in days.
Additional Custom Fields: The number of fields can be increased below the invoice data by clicking on the button with the (+) sign, where the inputs of these fields appear inside the invoice template.
Complete the invoice data as needed. For more details, refer to the “Creating a Sales Invoice“ guide.
