Reference: Invoice

From PlantX.net

The invoice is the accounting document that you send a customer demanding payment for products sold. Most of the invoices you will create will come from an order. The invoice can be created from the entire order or separate loads from a single order.

Just like all documents in PlantX.net, it uses traditional debit and credit accounting. When you view an invoice created from an order, you can see the individual debits and credits created for each line of the order. Each ordered item produces credits to the revenue account listed on the respective catalog item. If any discounts were given, the appropriate debits to the discount account are created. All of these are created automatically. Finally, the last line of the invoice, shown in bold, is an automatically calculated balance transaction the creates the appropriate debit or credit to the customer account.

See Reference: Orders to create an invoice from an order or customer documents or customer ledger for adding a manual invoice.

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Options

Add transaction.
Add net discount.
Change a transaction.
Delete a transaction.
Assign Item.
View Cleared Balance.

If the calculated balance is cleared, you can use this option to view the cleared balance to review which documents were related to the

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Tabs

Main Tab: This tab contains the basic properties of the invoice such as the date, document number, notes and payment terms.

Contact Tab: The contact tab contains the billing and shipping addresses. Select from the addresses listed on the customer account or edit the fields as desired.

Transactions Tab: Use this tab to manage to the transactions contained on the invoice. Although changes can be made to order invoices, manual adjustments should be limited to manual invoices. To adjust order invoices, changes should be made to the order first and then the invoice should be updated.