How to create a sales invoice

Create a sales invoice from Numonis, add customer, lines, taxes, and confirm issuance.

Create invoice form in Numonis

The invoice form brings together customer, dates, lines, taxes, notes, and preview.

Creating invoices from Numonis lets sales information enter your accounting workflow directly.

Before creating the invoice

Check that invoicing settings are complete and that you have the customer's tax details.

If this is the first time you open Sales Invoices, complete the initial setup first. Numonis may ask for business details, certification, and registration before showing the invoice form.

How to get there

Open Sales invoices.
Press New.
Choose the document type if Numonis asks for it.

How to create the invoice

Select an existing customer or press to create a new one.
Review invoice date, due date, currency, and language.
Add lines with description, quantity, price, and VAT.
Apply discount or withholding only if appropriate.
Add notes or terms if you want them to appear on the invoice.
Press Preview to review exactly what the final PDF will look like.
Press Save draft if you do not want to issue it yet.
Press Issue only when the invoice is ready. Once issued, it cannot be edited like a draft.

What to review before issuing

Customer legal name and NIF/CIF.
Tax address if applicable.
Invoice number.
Taxable base, VAT, and total amount.
Clear description of the service or product.

After issuing

The invoice is registered. From the detail page you can download it, send it by email, mark it as paid or unpaid, or create a corrective invoice if needed.