How to Create an Invoice

Invoice types

Type	Use case
Invoice	Standard billing document
Credit Note	Corrects or cancels a previous invoice
Proforma	Advance invoice for customs or pre-payment

How to create an Invoice

1. Go to Data → Commercial → Invoices
2. Click + New Invoice
3. Select the Customer and optionally link to an Order
4. Add Line Items with quantities and amounts
5. Set the Due date and Payment terms
6. Click Save as Draft, then Issue when ready

Creating directly from an Order

1. Open the completed Order
2. Click Create Invoice
3. Line items are pre-filled from the Order
4. Adjust if needed and click Issue

Credit Notes

1. Open the original Invoice
2. Click Create Credit Note
3. Adjust the line items to reflect what is being credited
4. Issue the credit note

Invoice status and payment

An Invoice carries its own status as it moves from draft to settled:

Draft → Sent → Partially Paid → Paid — and may also be Overdue, Void (cancelled), or Credited (offset by a Credit Note).

Payment is tracked separately, so you can see where money stands at a glance:

Unpaid → Partially Paid → Paid — plus Overdue, Refunded, or Written Off.