Create Customer Invoice

This page allows finance users to create, edit, and send official customer invoices. The form includes customer details, invoice items, reference data, and accounting information.

🧾 Main Invoice Fields

• Customer *: Select an existing customer from the dropdown or click Add Customer.
• Date / Due Date *: The invoice issue and due date.
• Reference Number: Link to another document like a sales order.
• Create Reference: Auto-generate a reference if needed.
• Journal: Indicates where the entry will be logged (default: Customer Invoices).

📦 Items Tab

• Add Existing Item: Load items already configured in the system.
• Add New Item: Manually enter item details for ad-hoc billing.
• Get Reference Items: Pull items from a referenced document.
• Table columns include:
  • Item, Unit, The Price, The Quantity
  • Final Price, Taxes, Tax Value, Price Include Tax
• Final totals are displayed at the bottom in AED.

📋 Template Tab

• Select a predefined invoice template (optional).
• The rich text editor lets you add custom notes, clauses, or instructions.

📚 Journals Tab

• Set the ledger accounts to be affected:
  • Tax Receivable → Receives the tax amount (e.g., VAT).
  • Account Receivable → Total amount owed by the customer.
• Debit and Credit amounts auto-fill based on item lines and tax rules.

📁 Others Tab

• Customer PO Reference: Link to a Purchase Order number from the customer.
• Reference Description: Describe the nature of the reference or the job.
• Incoterm: Delivery/payment terms (e.g., EXW, FOB, DDP).
• Financial Statements: Optional notes on how this invoice relates to fiscal reporting.

💾 Save

• Click Save at the top-right once all required fields are filled.
• The invoice is recorded and can be printed, emailed, or exported based on workflow.