# Invoicing customers

If your Company <company:model-company.company> has sold some things and you want to issue an invoice to the customer, then in Tryton you need to create a customer Invoice <model-account.invoice>.

Tip

Tryton provides additional modules that can be used to automatically create customer invoices. These modules normally create draft invoices for you with almost all the data already filled in.

If you need to manually create a new customer Invoice <model-account.invoice> you will need to enter in a few details such as the name of the Party <party:model-party.party>, the Currency <currency:model-currency.currency> and the lines that make up the invoice. Most of the other fields are optional or have sensible default values.

Tip

If the invoice you want to create is almost the same as an existing invoice then you can use the Duplicate item from the form’s menu to avoid creating it from scratch.

You should post the invoice before you issue it to your customer. Once the invoice has been posted the Invoice report <report-account.invoice> can be printed out or saved, and sent to your customer.

Tip

The Invoice report generates a Pro forma invoice for invoices that are validated, but not yet posted.

Tip

The Invoice report is saved for posted customer invoices. This means that every time you print it you will get an identical copy of it.

# Handling supplier invoices

Supplier Invoices <model-account.invoice> are issued to your Company <company:model-company.company> by a supplier for things that you purchase.

For each invoice that you receive you need a new supplier invoice in Tryton.

Tip

Tryton provides additional modules that automatically create, or help create, supplier invoices. If you are using these modules then the supplier invoices or invoice lines are often automatically created for you.

Tip

If the invoice you want to create is almost the same as an existing invoice then you can use the Duplicate item from the form’s menu to avoid creating it from scratch.

Once you have created, or found, the supplier invoice on Tryton you should check that it matches the one provided by the supplier. If you see any differences due to the way the taxes have been calculated then these can be fixed once all the lines are entered. You can do this by manually changing the tax amounts on the supplier invoice on Tryton.

When you are happy the supplier invoice is correct, and it matches the one on Tryton you can post it.

# Paying an invoice

Each Invoice <model-account.invoice> tracks how much still needs to be paid. Once an invoice has been fully paid it automatically updates its state to indicate that it is now paid.

If you are manually registering payments against invoices, then you can use the invoice’s Pay button to run the Pay Invoice <wizard-account.invoice.pay> wizard and register a cash payment against the invoice.

When doing this you will need to have already setup an appropriate Invoice Payment Method <model-account.invoice.payment.method>. This then makes it easy to use consistent Journals <account:model-account.journal> and Accounts <account:model-account.account> when manually entering payments.

Note

Some of the other accounting modules allow you to automatically register payments against invoices. So, if you are using those modules you will not normally need to do this manually.