Sales Invoices
A sales invoice is a formal billing document issued to a customer for products or services sold. In Rexolia, invoices are created from the Finance Zone and linked to your CRM customers.
Create a sales invoice
1. Open the invoice form
- In the left sidebar, click the Finance Zone icon.
- Click New Sales Invoice.
2. Select a customer
Search and select the customer you are billing.
The customer must already exist in your CRM before you can invoice them. See Customer Management to add a new customer.
3. Set payment terms
By default, the invoice is due immediately. To set a future due date:
- Go to Update payment terms ( upper right side of the form)
- Select a pre-configured payment term from the dropdown, or
- Enter the number of days until the due date manually.
Click Apply to confirm payment terms.
To configure reusable payment terms, see Payment Terms.
4. Add products or services
In the invoice body, search and add the products or services you are selling.
You can only combine items sold in the same currency on a single invoice. If you need to bill a customer in different currencies, issue a separate invoice for each currency.
5. Review and create
Review the totals at the bottom of the form, then click Create Sales Invoice.
6. Download or Print Sales invoice
Once invoice is created, you will be redirected to this new invoice. At the top of this invoice, click Generate PDF button.
If you closed the window, go to Finance Zone > Sales Invoices > search invoice in question ( by invoice number or by customer) and you will see a button to generate invoice PDF
After creating the invoice
A newly created invoice is unpaid by default. Recording a payment against it is done separately.
→ See Payment Reconciliation to learn about payment reconciliation.