Post and credit sales invoices
Goal
Post approved invoices, collect payment, and make controlled corrections.
Post an invoice
Open the draft and review customer, dates, currency, accounts, tax, and warehouse requirements. Posting needs sales.post, an open accounting period, and applicable credit/stock controls. Submit and resolve approvals when required. Approval is tied to the invoice contents: changing commercial fields or lines requires a new approval; saving unchanged contents preserves it. Earlier approvals without a content revision must be renewed.
Choose Review and post in the form or Post in details. Posting records receivables, revenue/tax, and applicable stock/COGS through the existing posting services. Use Record receipt to collect payment. PDF preview offers download and print. When customer portal access is enabled, its invoice link uses the existing portal access and payment settings.
Correct a posted invoice
- Choose Credit note with
sales.manageand the credit-note feature enabled. - Select the quantities and prices to correct, date, reason, and stock effect. Return stock only when goods are actually returned; choose a price adjustment without stock movement for a monetary correction.
- Create the draft credit note and review it. Creation does not post or settle the correction.
- Resolve any required approval and post with
sales.post. Source quantities and previously credited amounts limit further corrections. Allocate or refund the credit through the existing credit-note workflow.
A late-fee action is available only when the invoice and tenant settings qualify. Repeating it opens/reuses the linked fee invoice. If the fee needs approval, review and approve its draft before posting.
Make an invoice recurring
For a posted invoice, Create recurring schedule requires accounting.manage. Conversion creates an inactive linked schedule and reuses it on repeat. Review its cadence, dates, payment terms, and lines in the schedule editor before activating it. Each occurrence creates a pending document for review, not an automatically posted invoice. Generated history requires accounting.view.