Know Your Invoice

A Sales Invoice in CREST ERP has the following sections:

Header – essential information about the invoice

Status – the current status as well as subsequent states the invoice goes though, viz. In-process, Approved, Posted

Additional parties, if any attached to the invoice

Invoice terms

Applied payments – if any customer payments have been applied to the invoice, the same will be shown here
Applied adjustments – if any adjustments have been made to the invoice, the same will be shown here

Invoiced items

Tax charge and break-up

This section shows the break-up of GST into CGST, SGST and IGST across the various rate slabs.

*The top section that shows Taxes and Charges tabs is not relevant for sales invoices and will not show any data

Accounting journal for the invoice – how the sale has been posted to the financial ledgers

*The accounting transaction is created only when the invoice is posted

Transactions – Applied Payments

This section shows the accounting transactions related to payments by the customer, applied to the specific invoice

Attached documents/Content

Any document attached to the Sales Order can be seen on the Content tab of the invoice

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