Sales invoices
How to create a sales invoice
Create a sales invoice from Numonis, add customer, lines, taxes, and confirm issuance.
How to create a sales invoice
Creating invoices from Numonis lets sales information enter your accounting workflow directly.
The invoice form brings together customer, dates, lines, taxes, notes, and preview.
Before creating the invoice
Check that invoicing settings are complete and that you have the customer's tax details.
How to get there
- Open Sales invoices.
- Press New.
- Choose the document type if Numonis asks for it.
How to create the invoice
- Select an existing customer or press to create a new one.
- Review invoice date, due date, currency, and language.
- Add lines with description, quantity, price, and VAT.
- Apply discount or withholding only if appropriate.
- Add notes or terms if you want them to appear on the invoice.
- Press Preview to review the PDF.
- Press Save draft if you do not want to issue it yet.
- Press Issue when the invoice is ready.
What to review before issuing
- Customer legal name and NIF/CIF.
- Tax address if applicable.
- Invoice number.
- Taxable base, VAT, and total amount.
- Clear description of the service or product.
After issuing
The invoice is registered. From the detail page you can download it, send it by email, mark it as paid, or create a corrective invoice if needed.