Record sales and collections
How to create and review an invoice
Create an invoice in DistributorFlow, check the customer, products and amounts, and review approval separately from receiving.
Enter a customer sales invoice directly.
Where to start
Invoices > New Invoice
Steps
- Open Invoices > New Invoice with the appropriate account.
- Choose the intended customer and enter the invoice details requested by the form.
- Check the products, quantities, rates and applicable adjustments before saving.
- Save and open the resulting invoice record to verify its details and approval status.
- Record actual collections through the receiving workflow. Creating an invoice is not the same event as receiving its payment.
Example
Invoice 2 Pista units and record the amount received from that shop.
Before you finish
This is a sales invoice, not an Add/Remove Stock entry. New direct invoices await approval.