Generating Invoices
Sales invoices are the legal demand for payment from your customer. In Evrykit, invoices are generated from confirmed sales orders and posted to the double-entry ledger.
Creating an Invoice
From a Sales Order:
- Open a Confirmed sales order
- Click Create Invoice in the top-right actions
- The invoice is pre-filled from the order lines
Standalone Invoice: Go to Sales → Invoices → New to create an invoice without a linked order.
Invoice Fields
| Field | Description |
|---|---|
| Customer | Linked customer account |
| Invoice Date | Defaults to today |
| Due Date | Calculated from customer's payment terms |
| Lines | Product, quantity, unit price, VAT rate |
| Notes | Printed on the invoice footer |
Posting an Invoice
An invoice starts as Draft. Review the lines, then click Post.
Posting creates two journal entries:
- DR Debtors (AR) — the amount the customer owes
- CR Revenue — the net sale amount
- CR VAT Output — the VAT collected (if applicable)
⚠️ A posted invoice cannot be edited. Use a Credit Memo to correct errors.
Payment Status
| Status | Meaning |
|---|---|
| Posted | Unpaid — full balance outstanding |
| Partially Paid | One or more payments received, balance remains |
| Paid | Fully settled |
| Cancelled | Voided before posting |