How to create a VAT invoice and take a payment
Create a VAT invoice for a customer, take a part payment in cash, and check the invoice and the amount still due in the sales list.
In this video
- Create a final sale that reduces stock
- Add VAT 15% and check the total
- Record a part payment and see the balance due
Step by step
- Open Sell and choose Add Sale.
- Pick the customer, set the status to Final and add the products.
- Check the 15% VAT and the invoice total.
- Enter the amount paid now and how it was paid, for example part of the total in cash.
- Save, then see the invoice as partly paid, with the balance due, in the sales list.
Why it matters
A final invoice is the real sale: it reduces stock, records the revenue and the VAT you owe, and leaves a receivable for anything not yet paid. Recording part payments correctly means the sales list and the customer ledger both show exactly what is still due.
All Sales videos
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2:27
Lesson 1
How to create a quotation
Give a customer a priced quotation: pick the customer, add products and quantities, check the VAT and total, save it and find it in the quotation list.
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1:56
Lesson 2
How to create a sales order
Record a confirmed customer order as a sales order, so the quantities are tracked until they are invoiced and shipped.
-
2:09
Lesson 4
Shipping and delivery notes for an invoice
Record where and how an invoice is delivered, set the shipping status, assign a delivery person, track it in Shipments, and print the delivery note.
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2:12
Lesson 5
How to receive a customer payment
Record the balance a customer pays on an invoice, choose the payment method, and confirm the invoice is marked Paid with the full payment history.
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2:34
Lesson 6
Credit notes and sales returns explained
Take goods back from a customer with a sales return, which issues a credit note, refunds the money and puts the stock back.
-
2:03
Lesson 7
How to read the customer ledger
Read a customer's account: the opening balance, every invoice, payment and credit note with a running balance, and the amount due today.
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