Invoice

To create an invoice for the products already shipped to a customer:

Do one of the following:
- To generate an invoice based on a source document, select or open the source document. Then, click Generate > Sales invoice.
- To generate a single invoice based on multiple source documents, select them while holding down Shift or Ctrl. Then click Generate > Sales invoice. Source documents can be sales orders, work orders, goods issues, packing slips, and supplier invoices.
- To create an invoice from scratch, go to Sales and under Sales, click Sales invoices. Then, in the Sales invoices list, click Create.
Specify general details:
- Select Customer.
- Check that Invoice type is set to Invoice.
- Fill in other fields as necessary.
Specify the products to invoice:
- To fill in products automatically, do one of the following:
  - In the Base document field, specify a source document and click .
  - In the Reservation under field, specify an order and click .
    Products are populated from the specified document to the sales invoice.
- To import product list from a spreadsheet file, on the Products tab, click and follow the data import wizard instructions.
- To select products from the Products catalog, on the Products tab, click Select > Goods. For details, see Product selection in business documents.
- To select products ordered but not yet shipped or shipped but not yet invoiced by the company to the specified customer, on the Products tab, click Select > Ordered goods.
- To add products manually, click Add and fill in product details.
- To find products by barcode, click .
Optional: To offset a customer's advance payments against an invoice, on the Advance clearing tab, specify the advance clearing details .
Optional: On the Payment terms tab, specify payment terms.
Note. If the sales invoice is for a customer with billing details specified, the payment terms are prefilled from these details. You can edit them.
Optional: To apply early payment discounts to the invoice amount, on the Early payment discounts tab, specify early payment discounts.
Optional: If a company is registered for a sales tax permit, on the Sales tax tab, specify sales tax details.
Optional: On the Delivery tab, specify the delivery terms.
Optional: On the Additional information tab, specify additional information.
Click Post and close.

You can specify payment terms and early payment discounts only in sales invoices that do not require payment through a third-party payment processor (the Third-party payment checkbox is cleared).

At the sales invoice bottom, the following link can be shown:

Link	Description
Create tax	Click the link to create a tax invoice issued. This document is used for registering VAT on sales. The Create tax link is shown if a company’s accounting policy states that the company is registered for VAT and tax invoices are required for registering VAT (Tax invoices is selected under Register VAT entries with).

Specifying advance clearing details

An advance is a payment that a customer makes prior to the goods delivery. When you invoice the goods, you can clear the advance against the final sales invoice. When you clear the advance, you mark the sales invoice as paid completely or partially depending on the total amount of advance payments. To view closing balance by sales invoices, run the Statement of account and Accounts receivable balance.

To offset advance payments against a sales invoice, use any of the following options:

Option	How to use
Clear advance payments automatically	Go to Settings > Cash management Under Advance payments, select Yes for Set off advance payments automatically.Then, when you post a sales invoice, advance payment documents are automatically added to the sales invoice's Advance clearing tab (if it is not filled in manually). The advance payments are cleared. This settles the sales invoice amount completely or partially, depending on the total amount of the added advance payment documents.
Clear advance payments with the advance payment clearing tool	On the sales invoice's the Advance clearing tab, click Select, and select advance payment documents. Select as many advance payment documents as you need. Then, when you post the sales invoice, this settles the sales invoice amount completely or partially, depending on the total amount of the selected advance payment documents.
Clear advance payments manually.	On the sales invoice's the Advance clearing tab, click Add and fill in the advance clearing details. Repeat this to add as many advance payments as you want to clear. Then, when you post the sales invoice, this settles the sales invoice amount completely or partially, depending on the total amount of the added advance payments.

Specifying early payment discounts

You can specify early payment discounts in sales invoices that meet the following conditions:

The Third-party payment checkbox is cleared.
A customer's contract (if specified) states that Counterparty role is Customer.

An early payment discount is a discount that a company gives customers when they pay their invoice before a certain date. Early payment discounts can be applied to adjust a company's output VAT.

If a company provides such discounts, specify them when you create a sales invoice. If a customer makes a payment within the discount period, this reduces the payment amount. If you set so, this also decreases the company's output VAT.

Specify early payment discounts on a sales invoice's Early payment discounts tab. By default, it is prefilled from the billing details of the customer specified in the sales invoice. You can change prefilled discount details manually.

To specify an early payment discount manually, click Add and fill in the discount fields. For details, see Early payment discounts tab.

Specifying sales tax

This section is applicable if a company's accounting policy states that the sales tax is applied to the company's sales transactions (the Registered for a sales tax permit checkbox is selected on the Finance tab of the accounting policy).

As you create a sales invoice, you can specify the sales tax applied to the invoiced products. After you post the sales invoice, the sales tax payable is recorded.

Fill in the sales tax automatically or specify it manually.

To fill in the sales tax automatically:

In the sale invoice's prices and currency settings, specify the sale tax rate and percentage.
On the Products tab, select the Taxable checkbox for the products the sales tax is applied to.
1C:Drive calculates the amount to be paid for the products marked as taxable, applies the specified sales tax rate to this amount, and calculates the sales tax amount. The sales tax rate, percentage and the calculated tax amount is automatically filled in on the Sales tax tab of the sales invoice. You can change them manually.

To specify the sales tax manually:

On a sales invoice's Products tab, select the Taxable checkbox for the products the sales tax is applied to.
On the Sales tax tab, click Add and enter the sales tax details.

You can revert the sales tax specified manually and fill it in automatically according to the sale invoice's prices and currency settings. To do this, click Fill sales tax.

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