Sales & Purchase Invoices

Kraal provides dedicated views for managing both sales invoices and purchase invoices (bills). From these views you can create, review, submit, and track invoices through their full lifecycle.

Sales Invoices

Viewing Sales Invoices

The Sales Invoices list shows all invoices you have created. You can filter by status, date range, or customer, and use the search bar to find a specific invoice by number or customer name.

Creating a Sales Invoice

1. Click New Sales Invoice.
2. Select an existing Customer or quick-add a new one directly from the form.
3. Set the Posting Date (the date the invoice is recorded) and the Due Date (when payment is expected).
4. Add one or more line items, specifying the item description, quantity, rate, and the income account each line posts to.
5. If applicable, select a Tax Template to automatically calculate tax on the invoice total.
6. Review the totals and click Save to keep the invoice as a draft, or Submit to post it.

Quick-Add Customer

While filling out an invoice, you can create a new customer without leaving the form. Click the add button next to the Customer field, enter the customer name and details, and save. The new customer is immediately available for selection.

Purchase Invoices (Bills)

Viewing Bills

The Bills list displays all purchase invoices from your suppliers. Filter by supplier, status, or date range to find what you need.

Creating a Purchase Invoice

1. Click New Bill.
2. Select an existing Supplier or quick-add a new one from within the form.
3. Set the Posting Date and Due Date.
4. Add line items with the item description, quantity, rate, and the expense account each line should be recorded against.
5. Apply a tax template if needed.
6. Save as draft or Submit to post the bill.

Invoice Fields Reference

Field	Description
Posting Date	The date the invoice is recorded in your books
Due Date	The date payment is expected
Customer / Supplier	The party the invoice is issued to or received from
Items	Line items with description, quantity, rate, and account
Tax Template	Predefined tax rules applied to the invoice total
Remarks	Optional notes or reference information

Posting Invoices

When you Submit an invoice, it is posted to your accounting ledger in ERPNext. Submitted invoices create the corresponding accounting entries automatically. Only submit an invoice once you have confirmed all details are correct.

Invoice Status Lifecycle

Invoices move through the following statuses:

Status	Meaning
Draft	Created but not yet posted. You can still edit all fields.
Submitted	Posted to the ledger. The invoice is now part of your books.
Paid	Full payment has been recorded against this invoice.
Cancelled	The invoice has been cancelled and its accounting entries reversed.

TIP

You cannot edit a submitted invoice. If corrections are needed, cancel the invoice and create a new one.

Filtering and Searching

Use the toolbar at the top of the invoice list to:

• Search by invoice number, customer name, or supplier name.
• Filter by status to see only drafts, submitted invoices, or paid invoices.
• Filter by date range to narrow results to a specific period.
• Sort by posting date, due date, or amount.

These filters combine, so you can view, for example, all unpaid invoices for a specific customer within the current quarter.