TamilAccounting

Invoices

The Sales Invoice List shows every invoice raised in TamilAccounting, including both normal sales invoices and journal-entry based invoices from the General Ledger. Use it to filter, review, chase payment, credit an invoice, or share it with the customer.

Where to find it

Go to Sales > Invoices.

Filters Section

Filter	What it does
Reference	Search by invoice reference number.
Customer	Filter to one customer, or choose All Customers for everything.
Date Range	Show invoices between a From and To date.
Salesman	Show invoices raised by a particular salesperson.
Status	Filter by invoice status — see the table below.
Branch	Filter by branch. Only visible when Setup > Preferences > Use Branches Only is enabled.
Department	Filter by department. Only visible when Setup > Preferences > Use Branches and Department is enabled.

New Direct Invoice

Next to the filters is the New Sales Invoice button, which opens the Direct Invoice entry form.

New Customer Invoice

Beside it is New Customer Invoice, which opens the batch form. Use this when you need to raise one invoice covering several outstanding deliveries — see Batch Invoice for Delivery Notes.

Invoice Table

This table contains data based on the filters you applied.

Column	Description
Type	The transaction type: Sales Invoice, or Journal Entry created from the General Ledger.
Reference	The invoice reference. Click it to open the Sales Invoice View.
Order Reference / Project	For a sales invoice, the originating sales order; for a project invoice, the connected project.
Customer Reference	The customer reference entered when the invoice was created.
Date	The invoice creation date.
Due Date	The payment due date defined on the invoice.
Customer	The customer name. Click it to open the customer detail page.
Branch	The branch the invoice was created under.
Salesman	The salesperson responsible for the invoice.
Total Amount	The total invoice value including taxes.
Balance	The remaining unpaid amount.

Invoice Status

Status	Meaning
Unpaid	No payment received.
Partially Paid	Some payment received; a balance is still pending.
Paid	Fully paid.
OverDue	Payment is incomplete past the due date.
Pre Paid	Payment was taken before the invoice was raised.
Partially Credited	Part of the invoice has been returned via a credit note.
Credited	The invoice has been fully returned.
Free Sales	Created with zero value.
Void	The invoice has been voided.
Draft	Saved but not finalised.

OverDue is the status to watch. Combined with the Customer filter it gives you a per-customer chase list, and it is the same debt that drives a blocking Customer Credit Status.

Share Link Option

Clicking Share Link opens a pop-up where you can share via Email, share via WhatsApp, or copy the invoice link. This lets salespeople send invoices to customers quickly and follow up on payment.

More Options (Action Menu)

Action	What it does
Edit	Modify invoice details, subject to country rules and permissions.
Delete / Void	Cancel the invoice. Appropriate when there is a major mistake.
Credit This	Raise a credit note against the invoice. See Invoice to Credit Note.
Print	Print the invoice.
Mail	Send the invoice by email.
GL	View the General Ledger entries connected with this invoice.

In several countries a finalised tax invoice may not be edited or deleted, only credited. If Edit is unavailable, that is your country's tax rules being enforced, not a permission problem.

Direct Invoice — create an invoice
Sales Invoice View — read one invoice in detail
Batch Invoice for Delivery Notes — bill several deliveries at once
Invoice to Credit Note — reverse an invoice
Customer Payment — collect what is owed
Sales Deliveries List — the step before

Previous Sales Deliveries List Next Credit Notes List