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Invoice Data and Additional Custom Fields

Click on “Sales” from the main menu.
Click on “Create Invoice”.
Select the “Invoicing Method” and “Client”.
Adjust the invoice data:
- 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 Routing is 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 user in 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.
Click on the “Save” button.

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