Invoice Management

Where to find it: Left-hand menu → Finance → Invoice Management

Invoice Management is used to record and track your company's invoicing. There are two types:

Type	Meaning
Output invoice	An invoice you've issued to a customer
Input invoice	An invoice a supplier has issued to you

Two tabs at the top of the page switch between "Output Invoices (issued to customers)" and "Input Invoices (received from suppliers)."

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What the List Shows

Each invoice is one row, showing:

• Invoice number
• Invoice date
• Customer / Supplier
• Linked document number (the corresponding sales / purchase order, etc.)
• Pre-tax amount / Tax rate / Tax amount / Total with tax
• Status

The top of the page supports filtering by invoice number / invoice title / document number, invoice date range, and status.

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Adding an Invoice

Click "New Output Invoice" in the top-right (or add an input invoice under the Input tab), and fill in:

Field	Description
Type	Output / Input
Invoice number	The invoice number
Invoice date	Defaults to today
Customer / Supplier	Select the contact
Invoice title	Follows the contact automatically; can be edited manually
Linked document	Click "Select Linked Document" to attach it to the corresponding sales / purchase order (linking is optional)
Pre-tax amount	Enter the amount
Tax rate	Choose from the dropdown; defaults to 13%
Tax amount	Calculated automatically as amount × tax rate; can also be adjusted manually
Total with tax	Totaled automatically
Status	e.g., "Issued"
Notes	Optional

Once saved, it appears in the invoice list.

Relationship to Documents

An invoice can be linked to a specific sales order / purchase order, making it easy during later reconciliation to verify "whether this order has been invoiced, and for how much." It can also be recorded on its own without linking.

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Related Articles

• Inventory & Sales in Detail — Sales / purchases / receipts and payments
• Reports in Detail — Reconciliation and summary reports