Sales Invoice
A Sales Invoice is the bill you send to a customer for goods or services provided. It records the revenue, tax (VAT), and the amount the customer owes you.
Creating a Sales Invoice
- Go to Selling > Sales Invoice and click New.
- Select the Customer.
- Set the Posting Date and Due Date.
- Add items or services sold:
- Item Code, Quantity, Rate
- Add Taxes and Charges (VAT).
- Click Save and Submit.
Creating from Sales Order or Delivery Note
Sales Invoices can be created from:
- Sales Order: Click Create > Sales Invoice (billing before delivery).
- Delivery Note: Click Create > Sales Invoice (billing after delivery).
The items, quantities, and rates are pre-filled from the source document.
Sales Invoice Status
| Status | Description |
|---|---|
| Draft | Not yet submitted |
| Submitted | Posted to accounts, awaiting payment |
| Paid | Fully paid |
| Partly Paid | Partially paid |
| Overdue | Past due date |
| Unpaid | Submitted but not paid |
| Return / Credit Note Issued | Refunded or credited |
| Cancelled | Invoice cancelled |
Accounting Impact
A Sales Invoice posts:
- Debit: Accounts Receivable (customer owes you)
- Credit: Sales Revenue (income account)
- Credit: VAT Output (tax liability to government)
Saudi E-Invoicing (ZATCA)
YousrERP supports Saudi Arabia's ZATCA e-invoicing requirements:
- Unique invoice numbering (sequential)
- QR code generation on invoices
- VAT registration number display
- Proper invoice format as required by ZATCA
- Integration with ZATCA's Fatoora platform (Phase 1 & 2)
Key Features
- Update Stock: Deduct inventory when invoice is submitted
- Write Off: Write off small outstanding amounts
- Multi-Currency: Invoice in customer's currency
- Deferred Revenue: Handle prepaid services
- Credit Note: Issue credit notes for returns or adjustments
- Print Format: Print in standard or custom formats
Invoice Printing
When printing a Sales Invoice, you can include:
- Company logo and letterhead
- Customer and shipping addresses
- Item details with unit prices
- VAT breakup
- Payment terms and bank details
- QR code (for ZATCA compliance)
- Terms and conditions