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How to Create an Invoice in Invent ERP?

Invoices are the heart of your business operations - from billing customer to tracking payments and maintaining accurate financial records. Invent ERP makes Invoice creation simple, flexible, and fully integrated with your accounting workflow.

Step-by-Step Process​

Step 1: Navigate to Invoices​

From the Main Menu, navigate to Accounting → Customers → Invoices. Or from Quick Links, click New Invoice.

Step 1 - Navigate to Invoices

OR from the Quick links click on New Invoice.

Step 1 - Create New Invoice

Step 2: Create a New Invoice​

Here, you can view all existing invoices along with their amounts and current status. Click Add to create a New Invoice

Step 2 - Add Details

Step 3: Add Details​

Fill in the Customer Invoice Information and any other internal information.

Step 3 - Add Invoice Items

Step 4: Add Invoice Items​

Add your Customer Invoice Items — define what you are billing the customer for.

Step 4 - Review Terms Conditions

Step 5: Review Terms and Conditions​

Before proceeding, review the Terms and Conditions.

Step 5 - Create Invoice

Step 6: Create the Invoice​

Once everything looks correct, click Create.

Step 6 - Confirm Invoice

Step 7: Confirm the Invoice​

After reviewing the draft invoice, click Confirm to officially issue the invoice.

Step 7 - Register Payment

Step 8: Register a Payment​

Click Register Payment and enter the payment details.

Step 8 - Register Payment

For partial payments, simply enter the amount received and the system will automatically calculate the remaining balance.

Step 8 - Register Payment

Notes & Tips​

  • Always review invoices in Draft mode before confirming.
  • You can accept multiple partial payments on the same invoice until it is fully settled.
  • Sending invoices by email or WhatsApp allows faster communication.

FAQ​

Q: Can I edit an invoice after confirming it? Yes. You can reset the invoice to Draft mode, make changes, and confirm it again.

Q: Can I accept partial payments on an invoice? Yes. The system automatically calculates the remaining balance when a partial payment is registered.

Q: Can I refund an invoice after it's paid? Yes. You can issue a credit note from the invoice.