Sales Invoice User Guide

Prerequisites

Before creating Sales Invoices, confirm:

  1. You are logged in and have access to an Entity.

  2. The Entity has a default Chart of Accounts. If it does not, the Sales Invoice flow provisions the default CoA and sales/tax account presets.

  3. At least one active Customer exists.

  4. At least one sellable Item exists (Product/Service).

Create a Sales Invoice

  1. Open Sales Invoices from the invoice list screen.

  2. Click Create Sales Invoice.

  3. Fill Ledger Invoice fields: * Customer * Draft date * Terms * Cash account * Receivable account * Deferred revenue account

  4. Fill sales invoice fields: * Sales channel / external order info * Ship-to address * Tax mode and optional tax preset * Optional manual GST/PST/HST/US rates * Shipping amount / discount amount

  5. Submit the form.

After creation

The system creates:

  • A regular django_ledger.InvoiceModel record.

  • A linked SalesInvoiceProfile.

  • A tax snapshot for aggregated and per-line values.

  • Default sales revenue and sales-tax payable accounts if they were missing.

  • A SalesTaxAccountMapping for GST/PST/HST/US sales tax routing.

Add invoice items

To include line items, open the Sales Invoice editor and add rows in the Line Items section. The account dropdown is pre-filled with operational income accounts such as Product Sales, Service Revenue, Freight Revenue, and E-commerce Sales. The Sales Invoice tax snapshot recalculates automatically after item changes.