Creating a Single Sales Invoice from Scratch

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You can create a single (non-recurring) sales invoice from the sales invoices home page.

Lightning Experience

To create a single sales invoice using Lightning:

  1. Click the Sales Invoices tab.
  2. Click New. The New Sales Invoice window displays.
  3. In the Company field, specify the company for which you want to create the sales invoice.
  4. In the Account field, specify the customer account for which you want to create the sales invoice.
  5. Click Save.
  6. [Optional] Complete any remaining fields. For details of other fields, see Sales Invoice Fields.
  7. Click Save.
  8. Add one or more sales invoice line items, as described in Sales Invoice Line Items. We do not recommend changing a default value if it is applicable to the line item that you want to add or edit.
  9. When the invoice is ready to go, you can post it by clicking Post.
Notes:
  • A saved invoice has an initial status of "In Progress" and is allocated an invoice number.
  • A posted invoice has a status of "Complete".
  • When creating a new sales invoice, or editing, or amending the dimension fields, you can assign a dimension only when the period start date and end date of the created sales invoice are within the posting effective dates of that dimension. For more information, see Managing Analysis Dimensions.
  • Last unsaved changes on the sales invoice are recorded and retained when using the same browser on the same computer.

Classic Edition

To create a single sales invoice from scratch:

  1. Click the Sales Invoices tab.
  2. Click New next to Recent Sales Invoices on the home page.
  3. Specify the customer account for which you want to create an invoice. Click the lookup icon to search for an account.

    The account's billing and shipping addresses are displayed in the Account Detail section and its currency is displayed in the Invoice Detail section for reference.

  4. If you want to analyze the selected account, click the expander icon to show an expander panelClosed Panels that are initially hidden when the page is loaded. They allow you to enter, and subsequently view, additional attributes of the related field or line item, such as further analysis or a line description.. When you have provided all the analysis dimensionsClosed Custom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you., click the icon again to hide the panel. Any custom fields that have been set up for sub-analysis mappingClosed Mapping of custom fields at header and line level for the purpose of profitability reporting. are displayed immediately below the Dimension analysis fields.
  5. Enter the header details for the invoice in the Invoice Detail section. See Sales Invoice Fields for a description of the standard fields that make up an invoice.

    You can change the invoice currency up until the time that you add your first sales invoice line item. If you do, remember to click Apply to confirm the change.

  6. Add one or more sales invoice line items in the Invoice Line Items section, as described in Sales Invoice Line Items .
  7. Accept the default of "None" in the Recurring Invoice Schedule section. This leads to the creation of a single, non-recurring sales invoice.
  8. [Optional] Set up a payment scheduleClosed Used to create a single invoice that has multiple values that are due for payment on different dates.. See Defining Payment Schedules for more information.
  9. [Optional] Set up an income scheduleClosed Used to spread the income (revenue) from a sales invoice across a range of accounting periods..
  10. [Optional] Amend the Printed Text section, as described in Adding Text to a Sales Invoice.
  11. Click Save to save the invoice or Cancel to abort.

    You can also click Save & New to save the changes to the current invoice and begin to create another.

  12. When the invoice is ready to go, click Post. Instead of clicking Save and then Post separately, you can click Save & Post to perform both actions together.
Notes:

A saved invoice has an initial status of "In Progress" and is allocated an invoice number.

A posted invoice has a status of "Complete".

Extended Edition

To create a single invoice from scratch:

  1. Click the Sales Invoices tab.
  2. Click New next to Recent Sales Invoices on the home page.
  3. Specify the customer account for which you want to create an invoice. Click the lookup icon to search for an account.
  4. If you want to copy the details from the selected account, leave the Copy Account Values checkbox selected. To provide custom account details, deselect the checkbox. The fields are populated on save.
  5. Leave the remaining checkboxes on the page selected to automatically derive other information such as a due date and a currency. See Sales Invoice Fields for a description of the fields that make up an invoice.
  6. [Optional] Deselect selected checkboxes to provide custom data for this invoice.
  7. Click Save to save the invoice or Cancel to abort.
  8. Add one or more sales invoice line items, as described in Sales Invoice Line Items .
  9. When the invoice is ready to go, click Post.
Notes:

A saved invoice has an initial status of "In Progress" and is allocated an invoice number.

A posted invoice has a status of "Complete".