Sales invoice overview

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

A sales invoice can be used in the following process:

Process

Document purpose

Quote-to-cash

Record an invoice to a customer for products already shipped to them. To do this, create a sales invoice with the Invoice type. Record an advance invoice to a customer for the products ordered by the customer but not yet shipped to them. To do this, create a sales invoice with the Advance invoice type. Record an invoice with zero amount. This applies when a company needs to issue invoices under certain agreements even if services or goods have not been provided during a period. To record such an invoice, create a sales invoice with the Zero invoice type. Record an invoice that adjusts the variance between the services invoiced and provided in fact within the agreed period. This applies to services a company provides regularly under an agreement. For example, a company provides electricity and issues monthly invoices at a fixed rate. Then, at the end of the period, the company compares the amount of electricity invoiced and provided in fact and issues an invoice for the variance. To record such an invoice, create a sales invoice with the Closing invoice type.

After posting a sales invoice, a company's accounts receivable are increased (or adjusted), while stock level is decreased if products are shipped together with the sales invoice. For details, see Shipping goods and processing sales invoices.

While processing a sale, you can use a sales invoice as a base document for other business documents such as goods issues, bank receipts, or debit notes.

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

1. Go to Sales.
2. Under Sales, click Sales invoices.

In this list, you can:

• View sales invoices
• Create sales invoices
• Monitor sales invoice payment statuses
• Monitor not invoiced orders
• View sales invoice transaction records
• Edit sales invoices
• Print sales invoices

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

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 ordered products reserved in stock and allocated to purchase or production orders for replenishment. The quantity of ordered products yet to be replenished.	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, already reserved, and available for sale in all warehouses.
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 according to the sales invoice. They are by company, customer, and contract (if any) specified in the sales invoice. The accounts receivable include due, overdue, and total amounts.
Goods invoiced not shipped	For the products specified in the sales invoice, shows the quantity of items already invoiced, but not shipped to the customer yet. The report is applicable to sales invoices where Invoice type is Advance invoice.

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