Creating a Sales Invoice

A Sales Invoice is a document issued to the Client, detailing the products or services provided and the amount due. This guide will teach you how to create a Sales Invoice in SapphireOne.

1. Navigate to Inventory > Sales > Data Entry and select the Sales Client Invoice option (SCI). SapphireOne will display the Sales Client Invoice Entry screen ready for data entry.
2. Enter the Client details or select an existing Client by using the @ symbol to search.
3. In the Transaction Lines area, add Inventory items by selecting the green + button or use the Command / key combination.
   • Use wildcard search options, or type part of the product name ending with the @ symbol to search for the Inventory ID.
4. Enter the Quantities for each item.
5. SapphireOne will automatically enter the Rate set up for each Inventory Item.
   • You may overwrite this and enter the rate manually if required.
6. Save the Sales Invoice by clicking the Green tick button on the main toolbar.

For more details, visit the Inventory > Sales > Sales Client Invoice article.