Create, save and post a sales invoice
A draft allows review before approval. Posting differs from printing or sending and may affect customer accounts and inventory by line type.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Open a new invoice and select customer, date, currency, invoice type and branch.
- Add items or services, variants, quantities, units and prices, then review tax and discount.
- Review total, payment, due date and warehouse; save a draft if review is incomplete.
- Post with appropriate permission; inspect document number, customer and stock movements, then print or send.
Watch this distinction
Posting can fail due to stock, credit or approval. Read the message and inspect the saved draft before creating another invoice.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.