Get started with invoices
An invoice requests payment from a customer for products or services sold and records the resulting amount due in receivables. Create a standalone invoice or retain source details by billing an eligible sales order or a Closed - won quote that contains only nonfulfillable items. You can then review, edit, send, print, apply payment to, credit, void, or delete the invoice as its state permits.
There are two main types of invoices:
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Standalone invoice – An independent invoice that is not linked to a sales order.
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Invoice from sales order – An invoice generated with prefilled values and linked to the original sales order.
There are several ways to create invoices. For more information, read Create an invoice.
Each invoice consists of the necessary information about the sales transaction, such as customer details and items ordered. The Summary includes discounts, taxes, and shipping costs that are used to calculate the total amount of the order and your customer’s amount due.
An invoice also indicates the terms of payment that specify when you can expect to receive the money owed to you. QuickStart keeps track of your outstanding invoices in the Receivables area.