BusinessPre-alpha
Invoicing
Customer invoices, vendor bills, payments, and basic accounting.
Main areas
| Area | Purpose |
|---|---|
| Customers → Invoices | Outgoing invoices |
| Customers → Credit Notes | Refunds to customers |
| Vendors → Bills | Incoming vendor bills |
| Accounting → Journal Entries | General ledger entries |
| Reporting → Invoice Analysis | Invoice reports |
Customer invoice from a sale
When a sales order is confirmed, a draft invoice is created automatically. Open Invoicing → Invoices to review it.
Post an invoice
Posting finalizes the accounting entries. Until posted, the invoice is a draft.
- Open the invoice.
- Click Post (or equivalent action on the form).
Register payment
After posting:
- Open the invoice.
- Click Register Payment.
- Enter amount, date, and journal.
- Confirm — payment is recorded and linked to the invoice.
Vendor bills
Confirming a purchase order creates a vendor bill automatically. Post and pay bills the same way as customer invoices.
Credit notes
Use the reverse action to create a credit note or refund from a posted invoice.
Use Print on an invoice for a printable HTML view.
Setup (before go-live)
Managers configure in Configuration:
- Chart of accounts
- Journals
- Taxes
- Payment terms