> For the complete documentation index, see [llms.txt](https://tfx-guide.gitbook.io/tfx-biz-flow-comprehensive-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://tfx-guide.gitbook.io/tfx-biz-flow-comprehensive-guide/quick-start/sell-module-guide/navigating-the-sell-module/invoice-management/invoice-creation.md).
# Invoice Creation
Step-by-Step Invoice Creation
'Invoice' Page Overview
**Accessing the Invoice Feature**
* Navigate to the **Invoices page** within the Sell module.
* Click on the **"Add New Invoice"** button to open the invoice form.
New Invoice Form
**Filling Out the Invoice Form**
1. **Invoice Number & Date**: The system automatically generates these details for accuracy and traceability. You can edit the invoice date if necessary, but you must provide a justification for any changes as per governance best practices.
2. **Customer Purchase Order Number**: If applicable, input the customer's purchase order number to align with their records.
3. **Payment Terms**: Define the payment terms, indicating the number of days the customer has to settle the invoice. For cash sales, set this term to zero.
4. **Due Date Calculation**: The app calculates the invoice's due date based on the invoice date and the payment terms.
5. **Customer Selection**: Choose an existing customer from the dropdown menu or add a new customer profile with the necessary details.
**Adding Products or Services**
1. Use the **"Add Products"** or **"Add Services"** button to include the items or services provided.
2. For businesses with multiple warehouses, ensure you select the correct warehouse and input the ordered quantity.
**Reimbursement/Disbursements**
For service-oriented businesses, utilize the **"Add Reimbursement/Disbursements"** feature to handle expenses incurred on behalf of the customer, aligning them with the appropriate accounts for accurate financial tracking.
**Bank Account Details**
* Include your designated bank account details on the invoice to facilitate direct transfers or payments through a gateway.
* If preferred, hide these details by selecting the "no display" option in your business profile settings.
**Additional Invoice Information**
* Utilize the **"Remarks"** field to communicate any additional information to the customer.
Generate Invoice
**Pro-Forma Invoice & Final Steps**
1. After saving the invoice, generate a pro-forma copy upon request.
2. Close the invoice to mark it as "pending" if a pro-forma is not needed.
