Create and submit a sales invoice

How to do it in RockifyERP

1. Go to Accounting › Sales Invoice and click + Add Sales Invoice, or create it from a sales order or delivery note.
2. Choose the Customer. Their address, price list and payment terms fill in.
3. Check the Posting Date and Payment Due Date.
4. Add each item with its quantity and rate.
5. Choose the sales tax template, for example VAT 16% (Kenya) or VAT 18% (Uganda, Tanzania, Rwanda).
6. Tick Update Stock if goods leave with this invoice and there is no delivery note.
7. Click Save, check the totals, then Submit.

Tip: A submitted invoice can’t be edited. To correct it, cancel and amend it, or issue a credit note.