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A Sales Invoice records a sale to a customer — submitting one decreases stock on hand and increases Sales Income. It also supports returns, where a customer brings something back and it’s linked to the original invoice it’s returning against.
Sales Invoice detail page with items and totals

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Sales Invoice Fields

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Returns

To record a customer return, create a new Sales Invoice with Is Return turned on and Return Against set to the original invoice. The items on a return are entered as positive quantities (the system handles the sign internally) — submitting it adds the stock back and reverses the appropriate portion of Sales Income.
If you’re also tracking stock on hand for a product, the invoice’s line items show a quick “in stock: X” hint so you can catch an oversell before it happens, rather than only finding out when the server rejects it.

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Create a Sales Invoice

1

Go to Retail → Sales Invoices

Under Retail — Sales & Payments.
2

Click New Sales Invoice

Choose the Customer, Location, and Posting Date.
3

Add line items

Product, quantity, and rate for each item sold.
4

Submit

Stock decreases, Sales Income increases, and the invoice is ready to be paid.

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Frequently Asked Questions

No — if a product’s Stock Profile has Is Sales Item turned off, the system rejects any attempt to add it to a Sales Invoice. See Stock Profile.
No — a Sales Invoice records the sale and what’s owed; a separate Payment records money actually received.
Automatically, using FIFO (first-in, first-out) costing from your actual purchase history — you don’t enter a cost manually on a sale.

Payments

Collect payment for this invoice

Parties

Set up your customers

Stock Balances

See stock drop after a sale

Overview

Back to the module overview