ProductSales
Sales invoices
Create, send, and collect on customer invoices with Swiss compliance fields.
Overview
Create, send, and collect customer invoices with Swiss compliance fields, QR-bill support, and ledger integration.
Where in the app
/c/companies/:companyId/sales/invoices/new/c/companies/:companyId/sales/credit-notes/new
Step-by-step
- Open Sales → Invoices and create a new invoice. (UAT-C-SALES-INV-001)
- Select customer, lines, tax, and payment terms. (UAT-C-AGENT-GOLDEN-001)
- Validate compliance payment fields for your country. (UAT-C-SALES-INV-003)
- Send or mark sent; register payments from detail or banking. (UAT-C-SALES-CN-001)
- Issue credit notes from posted invoices when needed. (UAT-C-SALES-CN-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-SALES-CN-001)
Permissions and modules
Requires Sales → Invoices and related modules (contacts, documents, ledger).
Country and compliance
Payment references and QR-bill rules follow the active country pack.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
invoices_create | Sales Invoices Creation | invoices | required | Sales Invoices Creation | high | UAT-C-SALES-INV-001 |
sales.invoices.ai-creation | AI-Driven Invoice Creation | invoices | optional | AI-Driven Invoice Creation | high | UAT-C-AGENT-GOLDEN-001 |
sales.invoices.compliance-payment-fields | Invoice Compliance Payment Fields | invoices | required | Invoice Compliance Payment Fields | high | UAT-C-SALES-INV-003 |
sales.invoices.credit-notes | Sales Credit Notes | sales_credit_notes | required | Sales Credit Notes | high | UAT-C-SALES-CN-001 |