Create your first sales invoice

This page walks you through the most important first transaction — a sales invoice. It’s how you bill a customer, and it shows off what makes Zinye ERP useful: submit it once, and your accounts update themselves.

Before you start

You need at least one item and one customer.

Create the invoice

1. In the search bar, type Sales Invoice and open the list, then click + Add (or New).
2. In Customer, pick the customer you created.
3. In the Items table, add a row:
   • Choose your Item.
   • Enter the Quantity.
   • Enter or confirm the Rate (price per unit). The total calculates automatically.
4. Click Save. Your invoice is now a draft — you can still change anything.

Submit it

When the invoice is correct, click Submit.

At that moment Zinye ERP:

• Gives the invoice its official number
• Posts the sale, the tax, and the amount the customer owes you straight to your ledger — no manual bookkeeping
• Locks the invoice so the record can be trusted

You can now see the customer’s outstanding balance on their page, and the sale in your financial reports.

Tip

Made a mistake on a submitted invoice? You don’t edit it — you Cancel it (which cleanly reverses the accounting) and create a corrected one. This is what keeps your books honest.

What’s next

• Record the customer’s payment with a Payment Entry against the invoice.
• See the posting on the General Ledger report — see Reports & getting help.

Related

• Create your first customer
• Key concepts
• Accounting module