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.
Practical SINAD Business and shared-settings guides: company and team, sales and purchasing, inventory, accounting and reports. Follow workflows with screenshots and related guides.
A draft allows review before approval. Posting differs from printing or sending and may affect customer accounts and inventory by line type.
A quote proposes a sale, an order tracks commitment, and an invoice records the transaction. A return addresses a prior transaction, not a draft typo.
A quotation presents items, prices and terms before the sale. Check validity and the resulting document when converting; a quote itself is neither an invoice nor a receipt.
Returning goods, correcting the customer balance and refunding cash are related but separate steps. Use the original invoice for quantity and pricing, then check the financial effect.
A recurring invoice stores a rule for scheduled invoice creation. Scheduling differs from posting and sending; inspect results rather than assuming every stage completed.