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How to Create Sales Invoices in Thrive

How to Create Sales Invoices in Thrive

Introduction to Sales Invoices

When you have completed a delivery or a service for your customers, it is time to invoice the customer for the amount they owe to your business. In this guide, you’ll learn how to manually create Sales Invoices in Thrive

Table of Contents

Video walkthrough on how to create Sales Invoices in Thrive

How to create a Sales Invoice

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Note: You can generate sales invoices with all the info populated using Thrive’s transaction feature.

For generating from a fee type Sales Order, see How to Create a Sales Order - Fee Type - How to convert a Fee Type Sales Order to a Sales Invoice

For generating from a product type delivery docket, see How to Generate Invoices from Delivery Dockets

Creating Sales Invoices

  1. Open the Sales Module and click Sales Invoices
  2. on the Sales Quotations list screen, click New Sales Invoice.
  3. Enter your Customer Account
  4. If required, enter a PO Reference Number.

Product Types

  1. In the Transaction Type dropdown, choose Product
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  2. Add a new line item, and enter your Product.
  3. Add a Quantity.
  4. Click Save.

Fee Types

  1. In the Transaction Type dropdown, choose Fee.
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  2. Add a new line item, and enter the Details for the service.
  3. Add a Net amount.
  4. Click Save.
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Tip: If you need to create a credit note for your invoice, see How to Generate Credit notes from Sales invoices in Thrive.
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