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Create a manual invoice

Manager

Issue an invoice directly without going through a POS sale: enter items, customer and options, then confirm.

Overview

Allows issuing an invoice outside the POS flow (services, deferred billing). The created invoice is in DRAFT. The server fills in company info automatically.

Access

Dashboard > Sales/Billing section > 'New Invoice' tile. Permission: invoices.manage.

Interface description

  • Customer section: Customer picker by name + manual fields (name, address, email). All optional.
  • Items: Editable lines: name, quantity, price ex-VAT, discount %, VAT %. Totals updated in real time.

Step-by-step procedure

  1. Dashboard > 'New Invoice'. -> Creation screen opened.
  2. Optional: select a customer. Add items (name, quantity, price ex-VAT, VAT). Choose currency. -> The summary updates in real time.
  3. Tap 'Create invoice'. -> DRAFT invoice created, redirected to list.

Special cases

If the global discount exceeds the total inc-VAT, the server rejects creation. Correct the discount.

Error messages

Add at least one item
Cause: No line entered. Solution: Tap 'Add item'.

Tips

  • Configure default payment conditions in settings to save time.