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description: Step-by-Step Invoice Creation
---

# Invoice Creation

<figure><img src="https://1189595053-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqE82XboXfbiEqBNnpfRh%2Fuploads%2F63irYH0VgPWIO3Kw39eT%2FScreenshot%202024-01-23%20at%201.28.54%E2%80%AFPM.png?alt=media&#x26;token=77a6b589-e958-4518-a4e8-c95da5e6a5c4" alt=""><figcaption><p>'Invoice' Page Overview</p></figcaption></figure>

**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.

<figure><img src="https://1189595053-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqE82XboXfbiEqBNnpfRh%2Fuploads%2FQiQ03HuKWbwiaVdMXrVB%2FScreenshot%202024-01-23%20at%201.31.14%E2%80%AFPM.png?alt=media&#x26;token=ae5bfa70-7228-4ee3-8120-0636fbe5af63" alt=""><figcaption><p>New Invoice Form</p></figcaption></figure>

**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.

<figure><img src="https://1189595053-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqE82XboXfbiEqBNnpfRh%2Fuploads%2FsSff4EWxNDutWP7hz3VV%2FScreenshot%202024-01-23%20at%201.35.19%E2%80%AFPM.png?alt=media&#x26;token=4bace5ce-b98d-4cee-abb6-2512810e3799" alt=""><figcaption><p>Generate Invoice</p></figcaption></figure>

**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.

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