Overview
An invoice is a record of money a customer owes you for a product or service you have provided.
It shows:
What was sold
Who owes you
How much is owed
Whether the payment is full or partial
The remaining balance, if any
ℹ️ Note: Invoices are used to track sales that have not been fully paid.
What do invoices represent in your business?
In your business, an invoice represents:
A completed sale that is not fully paid yet
A record of customer debt to your business
The basis for tracking receivables
An invoice is a record of money that your customer still owes you.
How to create an invoice Manually
In addition to creating invoices with Adam, invoices can be created manually by filling in a structured form.
Step 1: Go to Invoices
From the top navigation bar, click More
From the dropdown, hover over Revenue, then select Invoices .
Step 2: Enter your invoice details
On the Invoices page, click Create Invoices, then select Create manually from the dropdown.
A Create Invoice form opens.
A form (modal) will appear for you to enter the details
Document details
Title: the title of the invoice.
Document number: the invoice reference number.
Currency: the invoice currency, selected from the dropdown.
Date: the invoice date.
Customer: the customer the invoice is issued to, selected from the dropdown.
Due date: the date payment is due.
Line items
Line items list the products or services being billed to the customer.
Item name: name of the item or service.
Item quantity: quantity of the item being sold.
Account: the revenue account the item amount flows into (e.g., Sales Revenue, Service Revenue).
Amount: the price of the item.
Tax: applicable tax on the item.
Discount: entered as a fixed amount or a percentage.
Actions: the + button adds another line item; the - button removes one. Multiple items can be added to a single invoice, each with its own account, tax, and discount.
Subtotal, discount, tax, and total amounts are calculated automatically based on the line items entered.
Additional details
Add shipping information: include shipping details for the invoice, where applicable.
Add payment information: record a deposit or part-payment already received. This includes the deposit amount and the payment account (cash, petty cash, or bank).
Split account: allocate a percentage of the invoice to another account, such as an expense account.
Classification
Branch: the branch associated with the invoice.
Employee: the employee associated with the invoice.
Department: the department associated with the invoice.
Project: the project associated with the invoice.
Memo and attachments
Internal memo: notes for internal reference only, not visible to the customer.
Note on document: information that appears on the invoice itself, such as payment instructions or account details for the customer.
Attachments: a file added to the invoice for future reference.
Step 3: Save and review
Click Save as and select one of the following:
Draft: saves the invoice without posting it to the general ledger.
Publish: saves the invoice and posts it to the general ledger.
Regardless of the option selected, the invoice appears in the Invoice Table once saved.
Each entry on the table includes:
Date
Invoice No
Customer
Title
Total Amount
Status
Balance
Payment Terms
Due Date
Projects
