Sales invoice setup

Goal

Configure tenant settings that affect sales invoices.

Who it is for

Tenant admin / sales admin (sales.admin where applicable).

Steps

1. Enable the sales module for the tenant.
2. Open Trade → Sales setup for workflow, required fields (party, warehouse, notes, billing address), credit hold/limit behaviour, and display defaults.
3. Ensure chart of accounts / system accounts and tax codes are mapped so posting succeeds. Invoice lines may use Sales only or Both tax codes (not purchase-only).
4. Assign roles: sales.manage to create drafts, sales.post to post, sales.send to email, receipts.manage for receipts.
5. Confirm document numbering preferences (invoice numbers often assign on post).

Result

New invoices inherit correct defaults and permissions.

Related

• Enable modules
• Users and roles