---
title: "Sales Invoices"
space: "ERPNext"
url: "https://www.prilk.com/docs/erpnext/sales-invoices"
updated: "2026-05-15"
---

## Sales Invoices

A Sales Invoice is the bill you send a customer. It's the document that asks for payment and posts the revenue + receivable + BTW into your books.

### Create from upstream

The cleanest path:

| Source | When |
|---|---|
| Sales Order | You take orders before delivering / billing |
| Delivery Note | You bill after physical delivery |
| Quotation | Direct from offer to invoice (small jobs) |
| Customer record | Ad-hoc invoice with no prior document |

From any source, click **Create → Sales Invoice**. Lines copy across; you can adjust.

### Create from scratch

**Sales Invoice → New**:

| Field | Required | What |
|---|---|---|
| Customer | Yes | Their record (or quick-create) |
| Posting Date | Yes | The date the revenue belongs to |
| Due Date | Auto-set from Customer's Payment Terms (e.g. +30 days) |
| Items | Yes | What you're billing for — pick item, qty, rate |
| Sales Taxes and Charges | Auto-applied from Item Tax Template / Customer Tax Category — BTW handled automatically on NL-localised sites |

### What happens on submit

- The invoice is **locked** — no more edits
- A **General Ledger entry** posts: debit the customer's receivable, credit revenue, credit BTW liability
- The invoice appears on the **Receivables Overview** until paid
- If integrated with a PEPPOL provider, the **EDocument** is generated automatically — see [eInvoicing](/docs/edocument/overview)

### Sending it

Click **Email** → composer opens with the invoice PDF, primary contact pre-filled. You can attach a second PDF (e.g. signed contract) if needed.

For PEPPOL, the e-invoice is sent automatically through your service provider on submit.

### Getting paid

When the customer pays, see [Customer Payments](/docs/erpnext/customer-payments) for how to record the receipt against the invoice.

### Credit notes (return invoice)

For a refund or correction, create a **Sales Invoice** with `Is Return = Yes`. Quantities and amounts should be negative. It reverses the original posting.

### Recurring invoices

For monthly subscriptions or services, set up an **Auto-Repeat** on the invoice — ERPNext generates the next month's invoice automatically on the set date.

### Status

| Status | Meaning |
|---|---|
| Draft | Editable, no postings yet |
| Unpaid | Submitted, awaiting payment |
| Partly Paid | Some payment received, balance outstanding |
| Paid | Fully settled |
| Overdue | Past due date, still unpaid |
| Return | Credit note posted |