Sales invoices and receipts

Go to CRM → Invoices → Add. Select the customer and add the products or services, quantities, prices, taxes, discount, due date, and payment terms. Save and post the invoice only after checking the totals. The posted invoice records the receivable and revenue entries and updates stock when the configured item workflow requires it. Record a receipt from the invoice or Payments screen. Select the payment method, amount, date, reference, and bank or cash account. Never record a receipt against the wrong customer or currency.