Sales invoices
Create, issue, send and manage sales invoices.
- Create a sales invoice A sales invoice is the demand for payment you send a customer for goods or services you have supplied. This guide covers building a new invoice and saving it as a draft. Issuing it…
- Save an invoice as a draft Every sales invoice starts life as a draft. A draft is a work-in-progress version you can change as often as you like before it becomes a finalised record. This guide explains what…
- Edit a draft invoice You can change a sales invoice freely while it is a Draft. Once it has been issued it becomes a permanent record and can no longer be edited — you correct it a different way. This…
- Approve and issue an invoice Issuing is the step that turns a Draft into a finalised invoice. It assigns the permanent invoice number, records the sale in your accounts and produces the definitive PDF, ready…
- Apply a discount You can reduce the amount of an invoice with an invoice-level discount — a single reduction applied to the whole invoice. This is separate from the per-line Discount % you can set…
- Add a custom tax rate to a line Most of the time you apply one of your organisation's saved tax rates to an invoice line — for example Standard (20%). But when a line needs a rate that isn't in your list, you can…
- Email an invoice to a customer Once an invoice is issued you can email it straight to your customer, with the PDF attached and a link to view it online. Emails are queued and delivered in the background, so you…
- Download or print an invoice You can preview an invoice as a PDF on screen, download it to keep or attach elsewhere, and print it from there.
- Copy lines from a customer purchase order If you have recorded a customer's purchase order in Sales Scribe, you can copy its lines straight into a draft invoice instead of retyping them.
- Work with foreign-currency invoices You can invoice a customer in a currency other than your organisation's functional currency (the home currency your books are kept in). Sales Scribe captures the exchange rate on…
- Understand invoice statuses A sales invoice moves through a small number of statuses. Some you set by taking an action (issuing, voiding, writing off); the rest are worked out automatically from the invoice's…
- Void or cancel an invoice Voiding is how you cancel an invoice that has already been issued. It reverses the invoice's effect on your accounts while keeping a permanent record of both the original and the…
- Write off an invoice as bad debt When a customer is not going to pay, you can write off the outstanding balance of an issued invoice as a bad debt. This records the loss and clears the amount from your accounts…