Invoice Generation

Navigate via Revenue & Invoicing → Sales invoices.

#Creating an Invoice

1. Click + Create sales invoice — a dialog opens
2. Fill in the create dialog:
   • Customer — required
   • Entity — the company entity issuing the invoice
   • Currency — defaults to the customer's most recent invoice currency (if available), otherwise the entity's local currency; you can change it before creating
3. Click Create — the invoice opens in DRAFT state, ready for line items and details

#Duplicating an Invoice

If you need to create a new invoice similar to an existing one, open any invoice and click the ⋮ (three-dot menu) in the top right, then choose Duplicate. Light creates a new draft with the same customer, entity, currency, line items, and custom properties. You can then edit the draft as needed before posting.

#Invoice Detail Form

Once created, the invoice opens in its detail view. The header section includes:

• Entity
• Customer
• Currency
• Payment type — the method of payment expected (e.g., Stripe, ACH, bank transfer)
• Net terms — payment terms in days
• Document template — controls the invoice layout and email defaults

The body is a line items table with + Add line to add items.

#Line Item Fields

Each line item supports:

• Product — pick from your products catalog (auto-fills price, tax, ledger account)
• Description
• Quantity
• Unit price
• Discount
• Tax code
• Ledger account
• Amortization — applies a release template to spread revenue over a date range (see Deferred entries)

Tabs in the invoice detail include the line items, an activity log, and (if applicable) accruals/deferred revenue.

#Invoice States

State	UI Label	Description
DRAFT	Draft	Editable, not yet posted
OPEN_IN_PROGRESS	Open pending	Posting in progress
OPEN	Open	Posted; awaiting payment
PAYMENT_PENDING	Payment pending	Payment initiated
PARTIALLY_PAID	Partially paid	Some payment received
PAID	Paid	Fully paid
ARCHIVED	Void	Voided

#Editing an Invoice

Invoices in Draft can be freely edited. Once posted (Open or beyond), edits are restricted to fields that don't affect GL impact.

#Posting an Invoice

To post an invoice, open it and use the action button in the top right:

• Post only — posts to GL without sending
• Post & send invoice — posts and emails the invoice in one action

For posting and sending in bulk, see Sending invoices.

#Related Articles

• Sending invoices
• Invoice templates
• Tracking payments
• Customer credits