Create Your First Invoice

This scenario-based tutorial walks you through the complete order-to-cash path: enabling prerequisites, creating a product and customer, building an invoice, and confirming the financial outcome. By the end, you will have a posted invoice ready for payment tracking or e-invoice submission.

#Scenario

Acme Trading LLC is a new EGKits tenant in the retail sector. The finance manager needs to bill a walk-in corporate customer for office supplies before month-end close. You will configure the minimum master data, create the invoice, and verify the Accounts Receivable balance.

#Prerequisites

Before starting, confirm the following:

Estimated time: 15 minutes for a user familiar with ERP navigation.

#Step 1 — Review company and numbering settings

1. Sign in to your tenant and open Administration > Company Profile.
2. Confirm legal name, default currency, and tax registration number.
3. Navigate to Invoicing > Settings > Document Numbering.
4. Verify the invoice series is active (for example INV-{YYYY}-{SEQ}).
5. Save any changes and note the default payment terms (for example Net 30).

Correct numbering prevents duplicate document errors during posting.

#Step 2 — Create a catalog product

1. Open Catalog > Products > New Product.
2. Enter product details:

3. Set Track inventory if you plan to deduct stock on delivery; otherwise leave as non-stock service item.
4. Click Save and confirm the product appears in the catalog search.

#Step 3 — Create the customer

1. Open Trading Partners > Customers > New Customer.
2. Complete the customer profile:

3. Assign a Salesperson or Account manager if your workflow uses ownership rules.
4. Save the customer and verify they appear in customer lookup on invoice forms.

#Step 4 — Build the sales invoice

1. Navigate to Invoicing > Sales Invoices > New Invoice.
2. Select Horizon Office Solutions as the customer.
3. Set the Invoice date to today and confirm the due date reflects payment terms.
4. Add line items:

5. Review the Subtotal, Tax, and Total in the summary panel.
6. Add an internal note if approval is required (for example "Month-end billing — approved by manager").
7. Click Save as Draft to validate without posting.

#Step 5 — Post and deliver the invoice

1. Review the draft for pricing, tax codes, and customer billing address.
2. Click Post (or Submit for Approval if your tenant uses workflow).
3. After approval, choose Send to Customer via email or download PDF.
4. If e-invoicing is enabled, open Compliance > E-Invoices and submit the document to the tax authority portal.
5. Record expected payment in Accounts Receivable > Customer Balance and confirm the open amount.

#Step 6 — Verify the financial outcome

1. Open Accounts Receivable > Customer Statement for Horizon Office Solutions.
2. Confirm the invoice appears with status Open and correct aging bucket.
3. Navigate to General Ledger > Journal Inquiry and locate the AR and revenue postings.
4. Optional: apply a partial payment to validate payment allocation workflow.

#Expected results

#Troubleshooting

#Related links

• Invoicing Guide — full invoicing workflows and templates
• Catalog Guide — product, pricing, and stock setup
• E-Invoices Guide — compliance submission and tracking
• Accounts Receivable Guide — collections and aging
• Onboarding Guide — tenant setup before first transactions
• Data Entry Standards — naming and validation conventions