Manual Invoice

If you do not follow a Sales Order process, but want to invoice customers directly, you can do so using the manual invoice feature in CREST ERP

The Create Sales Invoice link is available on the Sales Invoice tab home page.

Three kinds of invoices can be made: Sales, Purchase return and Interest.

To make a Sales Invoice,choose Sales Invoice type and look up the party. Add Shipping and Billing addresses. System date is suggested as invoice date, though you can change it. The due date is proposed based on the Payment Term set in the Party Master. Click Create to initiate invoice creation

The Invoice creation is initiated. You need to add the Invoice item lines on the Items tab

Once the Item lines are added, the invoice can be approved

*Note that the manual invoice does not affect your stocks, nor is a Shipment process initiated against the same. If you want stocks to be updated, you need to do a manual issue under FACILITIES > Stock Management > Stock Issue

Post the invoice to complete the process and create the accounting transaction

The invoice can be cancelled at any time by clicking Void. The accounting entry will get reversed when the invoice is cancelled after posting.