How to Create a Sale Invoice

Bill customers with OEM/cross-reference search, tax groups, and immediate stock and GL posting.

Step 1. Open Sales → Sale invoices → Create and select the customer party.
Step 2. Set bill date, payment terms, and currency if you trade in more than one currency.
Step 3. Add lines — search by OEM or cross reference, enter quantity, price, warehouse per line if multi-site, and tax group when Taxation is configured.
Step 4. Apply invoice discount and record payments: cash, cheque/bank rows, or customer advance if available.
Step 5. Save — the invoice posts immediately; stock and accounting updates run without a separate post step.

Tips

Automotive parts counters benefit from OEM cross-reference autocomplete on sales lines.
Avoid editing invoices in closed accounting periods.