Sales invoices
Create, send, and collect on customer invoices with Swiss compliance fields.
Create, send, and collect customer invoices with Swiss compliance fields, QR-bill support, and ledger integration.
Where in the app
/c/companies/:companyId/sales/credit-notes/new/c/companies/:companyId/sales/invoices/new
Step-by-step
- Open Sales → Invoices and create a new invoice.
- Select customer, lines, tax, and payment terms.
- Validate compliance payment fields for your country.
- Send or mark sent; register payments from detail or banking.
- Issue credit notes from posted invoices when needed.
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 | Risk | UAT |
|---|---|---|---|
invoices_create | Sales Invoices Creation | high | UAT-C-SALES-INV-001 |
sales.invoices.ai-creation | AI-Driven Invoice Creation | high | UAT-C-AGENT-GOLDEN-001 |
sales.invoices.compliance-payment-fields | Invoice Compliance Payment Fields | high | UAT-C-SALES-INV-003 |
sales.invoices.credit-notes | Sales Credit Notes | high | UAT-C-SALES-CN-001 |