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Invoicing

What this screen is for​

Invoicing is for customer and sales-related accounting work. Use it to review customer records, invoice details, and the accounting state tied to revenue.

Before you start​

Confirm the customer, invoice date, due date, sales amount, VAT treatment, and any supporting agreement or delivery evidence.

Basic walkthrough​

  1. Open Invoicing from the Platform group.
  2. Find the customer record that matches the invoice work.
  3. Review invoice date, due date, amount, VAT, and supporting evidence.
  4. Check whether the item is ready for follow-up or bookkeeping.
  5. Move completed sales work into the next accounting step.

What to check next​

Use Bookkeeping when the invoice needs ledger review. Use Reports to confirm sales activity appears in the expected reporting view.