Sales invoice overview

A sales invoice is a document that a company issues to a customer to record a sales transaction and request payment.

The document can have the following types:

Invoice type	Purpose
Invoice	Register an invoice issued to a customer for products already shipped to them.
Advance invoice	Register an advance invoice issued to a customer for the products ordered by the customer but not yet shipped to them.
Zero invoice	Register an invoice with zero amount. This applies when a company needs to issue invoices under an agreement even though services or goods have not been provided during a period. It is only available if the Add a zero invoice type checkbox is selected in Settings > Sales.
Closing invoice	Register a closing invoice that adjusts the variance between the services invoiced and the services actually provided within the agreed period. This applies to services a company provides regularly under an agreement. It is only available if the Issue closing invoices checkbox is selected in Settings > Sales.

A sales invoice can be used in the following processes:

Process	Document purpose
Quote-to-cash	Record an invoice for the sale of goods owned by the company.
Consignment sale process for consignee	Record an invoice for the sale of consigned goods owned by a third party.

After posting a sales invoice, a company's balances, such as accounts receivable or stock level, are adjusted depending on whether the goods were shipped before the invoice. For details, see Shipping goods and processing sales invoices.

1C:Drive stores all sales invoices in the Sales invoices list. To open it:

Go to Sales.
Under Sales, click Sales invoices.

In this list, you can perform the following actions with sales invoices:

For the detailed description of sales invoice fields, see Sales invoice fields.

To generate a closing invoice for the difference between services invoiced and actually provided, use the Closing invoice processing tool.

To analyze sales invoices, use the following reports:

Report	Description	How to open
Order analysis	Shows the shipment and reservation details of a sales order or work order specified in the sales invoice. The details include the following: The quantity of products ordered, shipped, and remaining to be shipped. The quantity of products reserved under the order. The quantity of ordered products replenished using different methods.	Go to Sales. Under Sales, click Sales invoices. In the Sales invoices list, double-click a sales invoice line. In the sales invoice link bar, click a link with the report name.
Available stock	For the products specified in the sales invoice, shows the quantity of items on hand, items reserved, and items available for sale.
Statement of account	Shows opening balance, debits and credits, and closing balance for a certain period by customer specified in the sales invoice.
Accounts receivable balance	Shows the accounts receivable—including due, overdue, and total amounts—according to the sales invoice.
Goods invoiced not shipped	For the products specified in the sales invoice, shows the quantity of items invoiced but not yet shipped at the beginning and at the end of the period, as well as quantity of items invoiced during the period and quantity of items shipped during the period. The report is applicable only to sales invoices where Invoice type is Advance invoice.
Applied discounts	Shows details of discounts automatically applied to products specified in the sales invoice. The report is available only if the Use automatic discounts checkbox is selected in Settings > Sales.
Credit limits	Shows the customer's credit limit, customer's debt to the company, and variance between the two.