How to create Sales Invoice in ERPNext?

A Sales Invoice can be simply defined as the request of payment by the customer for goods sold or services provided the seller. An invoice generally lists the description and the quantity of the item sold or service provided. The document is also a record of the sale for both the seller and the buyer.

Follow the below steps to create New Sale Invoice

1)To create Sales Invoice

Goto Accounts->Documents->Sales Invoice->New

or

You can create Sales Invoice from Delivery Note/Sales Order

In the above diagram you can see,you can create Sales Invoice by clicking right side Invoice button in Sales Order(it is same in Delivery Note also)

2)You can create Sales Invoice by pulling information from Sales Order/Delivery Note

In the above diagram you can see,We can create New Sales Invoice From Sales Order/Delivery Note.

3)You can also create Sales Invoice directly by

goto Account->Documents->Sales Invoice

The Sales Invoice requires

-Customer Details like customer name

-Mode of payment like Bank,Cash,Cheque

-Payment Due Date means the due date is always indicated and means that the payment must be received on or before the specified date

-Currency and Price List

-Item Details like Item Name,Qty,Rate,Income Account(You can set income account for each row or you can set income account for item in Item Master),Cost Centre(in which income booked)

-Taxes and Charges like Vat,Service charges

-Sales Partner Details

3)If you received advance amount for your sale then in Sales Invoice you can link that advances

In the above diagram you can see,By clicking Get Advances Received in advance field you can link advance payment Journal Entry to Sale Invoice.

4)Check Is Recurring in Recurring Invoice if you have contact with customer where you can bill on monthly,quarterly,annual basis.In the recurring invoice you add details about how frequently you send bill to your customer and the period for which your contract is valid. And ERPNext will automatically create new invoices and mail it to the mail ids you set.

5)After entering all data Save and Submit the Sales Invoice

What will happen after submitting Sales Invoice ?

-Sales Must be booked against Income Account. So that Income Account will be credited and Customer Account(Debtors) will be debited.You can check Accounting Ledger for that Sales Invoice by clicking Accounting Ledger in the right side of sales invoice.