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Customer invoices

From this section, you can view your customers' invoices and create new documents.

Navigation path: Invoicing → Customers → Invoices.

1. Open the invoice list​

Go to the Invoicing module, select Customers in the top menu, and then Invoices in the sidebar.

Customer invoice list

The list displays information such as Number, Status, Payment Status, Customer, Invoice Date, and amounts.

To browse the records, you can:

  • Select the All, Invoices, Draft, Posted, Canceled, or Unsecured views.
  • Use Search to find an invoice.
  • Select Group by to organize the results.
  • Use the filter and column icons to adjust the view.

2. Create an invoice​

Click Create Invoice in the upper-right corner of the list.

3. Complete the general information​

In the General section, complete:

  • Customer: select the customer the invoice is for.
  • Invoice Date: enter the document date.
  • Due Date: enter the invoice's due date.
  • Payment Terms: select the terms agreed with the customer.
Invoice general information and ARCA settings

Review the prefilled dates and adjust them as needed.

4. Complete the ARCA details​

In the ARCA section, select:

  • Point of Sale: the corresponding point of sale.
  • Document Type: the type of document you want to record.
  • Concept: the concept of the operation.
  • Currency: the invoice currency.

To use the point of sale, first configure ARCA under Settings. The procedure is explained in the ARCA Configuration guide.

5. Add products​

Go to the Invoice Lines tab and click Add Product to start adding the document's products or services.

Invoice Lines tab and Add Product button

6. Complete Other Information​

Go to the Other Information tab and complete the applicable details.

Invoice​

  • Customer Reference: enter a reference associated with the customer.
  • Salesperson: select the appropriate salesperson.
  • Recipient Bank: select the appropriate bank.
  • Payment Reference: add a payment-related reference.
  • Delivery Date: enter the delivery date, if applicable.

Accounting​

  • Incoterm: select the appropriate Incoterm, if applicable.
  • Incoterm Location: enter the associated location.
  • Payment Method: select the appropriate method.
  • Auto-post: review whether this option should be enabled.
  • Checked: review the status of this option.
Invoice and accounting details in Other Information

Additional information​

Review the selected Company and Currency.

Marketing​

If applicable, select the Campaign, Medium, and Source.

Invoice additional information and marketing details

7. Add terms and conditions​

In the Terms and Conditions tab, enter the text you want to include.

The editor allows you to format the content and add lists, links, and other elements.

Terms and conditions and invoice creation buttons

8. Create the record​

Review the invoice details and complete the fields marked with an asterisk.

Then select:

  • Create: to create the invoice.
  • Create and create another: to create the invoice and continue adding another.
  • Cancel: to exit without creating the record.