Sales4 min read

Create a Sales Invoice

Bill your customer by creating an invoice and tracking what was sold.

Creating an invoice

  1. 1Go to Sales → Invoices
  2. 2Click New Invoice
  3. 3Select the Customer, type to search, or add a new customer on the fly
  4. 4Set the Invoice Date and Due Date
  5. 5Add line items: select the Item, enter Quantity, Rate, and applicable Tax
  6. 6Review the totals at the bottom
  7. 7Click Save as Draft or Post to finalise

Draft invoices do not affect your accounts. Post only when the invoice is confirmed and ready to send to the customer.

app.navobook.com
Sales Invoice form

Invoice form: add line items and review totals before posting

Printing and sending

  1. 1Open the posted invoice
  2. 2Click Print to download a PDF
  3. 3Share via email or WhatsApp with your customer

Editing a posted invoice

Posted invoices cannot be directly edited. This protects your audit trail. Click Edit on the invoice and NavoBook will convert it back to draft. Make your changes, then re-post.

Editing a posted invoice reverses its accounting entries and re-applies them on re-posting.

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