Creating and Sending an Invoice

Invoicing turns a finalized sale into a branded PDF you can email and track. This guide covers creating, sending, and reconciling an invoice.

Create the invoice

• Open the Invoicing area under the Sales module.
• Click New invoice and select a customer.
• Add line items, quantities, and prices; tax is applied by the customer's country rules.
• Review the subtotal, discount, tax, and total.

Send it

• Click Send to email a branded PDF to the customer.
• The PDF uses your light-mode logo and a clean subtotal/discount/tax/total layout.

Accounting link

When an invoice is issued, SysOS posts a matching revenue line into the Accounting ledger automatically, so your books stay in sync without double entry.

Track status

• Draft: not yet sent.
• Sent: emailed, awaiting payment.
• Paid: payment recorded.

Tips

• Create products once in the shared Product table and reuse them across invoices and quotations.
• Reuse the customer's saved address; it autofills the billing block.