Invoice a Customer and Record Payment

Purpose

Learn the complete Accounts Receivable (AR) billing lifecycle: generating sales invoices from fulfilled shipments or manual entry, calculating output GST, posting customer receivables, and recording customer payment receipts.

Instructions

1. Navigate to Accounts Receivable (AR) > Invoices from the module menu.
2. Use Find AR Invoices to review existing customer bills by status (Approved, In-Process, Ready and Posted, Paid).
3. Click New to initiate invoice creation, or auto-generate the bill from an approved dispatch note.
4. Select Customer (e.g. C10000), Invoice Type (Sales Invoice), and Billing Date.
5. Attach source references: link the verified Sales Order and Delivery Note numbers.
6. Review matched line quantities, rates, and automated tax / GST breakdowns.
7. Save and transition status to Ready and Posted to establish the open receivable balance.
8. To record customer collection, navigate to AR > Receipts, enter customer payment amount, and apply against the open invoice ID.
9. Confirm the invoice status updates to Paid and outstanding balance reduces to zero.

Expected result

Sales invoice is posted to the customer account ledger, establishing receivable claims, and subsequently cleared upon receipt of payment.

Downstream effects

Posted customer invoices provide the taxable document required for GST E-Invoicing (54000), revenue accounting postings (56000), and bank deposit reconciliation (60000).

Related guides

Continue to 36000: Handle an Order Return or view 34000 with screenshots.