Sales invoice

Purpose

Bill a customer for goods or services they still owe. The invoice posts to the customer control (they owe you), to the sales account on each line, and (Premium) can reduce stock.
Collect later with a receipt. For walk-in paid now, use Cash Sales.
Screen: Sales → Sales Document → Sales Invoice. New Sales or double-click a row.
Assistant: Sales & money in → Bill a customer, or type Bill a customer / Sales invoice.
Required in chat: Customer, what you sold (Item Description), Quantity, Unit Price, Account. Date is filled. Confirm before KinraSoft posts. Reply add for another line; yes to create.
Chat does not cover every screen field (column layout, print format, attachments, Fast Sales). Finish those on Sales Invoice.
Do not type “how to bill a customer” if you want the wizard. Use Bill a customer.

The customer exists, with a control account.
Date on or after System Conversion Date for new work. A date before conversion asks you to confirm Save as past invoice, and that is only for opening bills.
Default Sales account on Account Setup, so Account fills after unit price.
Tax codes if you charge SST.
e-Invoice: company profile, and buyer TIN or category on the customer.

Sales → Sales Document → Sales Invoice → New Sales.
Select Customer (required). Address and attention fill.
Leave Bill No. blank for Next No., or type a unique number. Set Date (required).
Optional: DO No, Project, Remark, Agent, currency and rate (if the customer is foreign), Posting Date.
Line items: item code (optional), description, qty, unit price, discount, UOM, Account, tax. Use Column Setting (More…) to show or hide columns.
Click Save.
Print: choose a format, then PDF Preview or Download. Envelope to email (customer email on Maintain Customer).
When ready for MyInvois: Submit E Invoice.

Bill a customer.
Pick the customer, what you sold, qty, price, and account if it is not defaulted.
Read the confirmation. Save, or yes.
For another line before confirm: add. To drop a line: remove line 2 (example).

Header: Customer (required), Bill No. (required), Date (required), DO No, Description, Address, Attention.
Other: Project, Remark, Agent, Currency/Rate, Posting Date.
Lines: Item Code, Description, Qty, U/Price, Account, Tax, Discount, UOM.
Toolbar: Save, Save As New (Next No. or manual Bill No.), print format, email, Submit E Invoice, Column Setting, Create Recurring, attachments.
Bill No. blank uses Next No. A manual number must be unique.
Simplify data entry: set default Sales account on Account Setup. After you key Unit Price, description, qty, and account can fill.
Print section title: in header Remark, {@Your section title@} prints in bold above lines. A description-only line (no item, qty, price, or account) prints as a section header.
If the customer has unused deposits, the invoice can open a deposit list. Confirm KnockOff to apply them.

Filters: Customer, dates, Outstanding (All / greater than zero / equal to zero / Cancelled), Project, keyword.
More… includes Copy, Transfer, bulk print, export Excel, Column Setting, and Fast Sales Entry.
PDF: print selected invoices, or by date range or bill-number range.

Cannot save — customer. Create the customer.
Account blank on the line. Set default Sales on Account Setup, or pick an account on the line.
Duplicate Bill No. Clear Bill No., or change Next No.
No “Save as past invoice”. The date is on or after conversion. Use an earlier date only for opening bills.
e-Invoice reject missing TIN. Edit customer e-Invoice, then submit again.
They already paid. You wanted Cash Sales, or enter a Receipt next.