First Invoice

A sales invoice is the document you send to your customers to request payment. It is the most commonly used document on SawaSuite.

Home > Accounting > Accounts Receivable > Sales Invoice

Prerequisites

• An item created with a price set
• A customer (you can create one during invoicing)

1. Create a customer

If you do not have any customers yet:

1. Search for Customer in the search bar
2. Click + Add a Customer
3. Fill in:
   • Customer Name — The name or business name
   • Type — Company or Individual
   • Territory — Cameroon, Senegal, etc.
4. Save

TIP

You can also create a customer directly from the invoice by typing a new name in the Customer field.

2. Create an invoice

1. Search for Sales Invoice
2. Click + Add a Sales Invoice
3. Select the Customer
4. In the items table, add your products:
   • Type the item name or code
   • The quantity, rate, and amount are filled in automatically
   • Add more lines as needed
5. Check the total and taxes at the bottom
6. Click Save then Submit

WARNING

A submitted invoice can no longer be edited. If you need to make a correction, you will have to create a credit note.

3. Key fields

• Customer — The customer to invoice
• Posting Date — Date of issue (today by default)
• Due Date — Payment deadline
• Items — The products or services invoiced with quantity and rate
• Taxes — Calculated automatically if a tax template is set
• Grand Total — Total amount including tax

4. Send the invoice

After submission, you have several options:

By email

1. Click Menu > Email
2. The email is pre-filled with the PDF attached
3. Click Send

By WhatsApp

If WhatsApp is configured, the invoice can be sent automatically to the customer via WhatsApp. Learn more about WhatsApp →

Print / PDF

1. Click Menu > Print
2. Select the print format
3. Print or download as PDF

5. Record a payment

When the customer pays:

1. Open the invoice
2. Click Create > Payment Entry
3. Check the amount and payment method (Cash, Bank Transfer, Mobile Money, etc.)
4. Submit the payment entry

The invoice will automatically change to Paid status.

Debt Book

To easily track all unpaid invoices and send WhatsApp reminders, use the Debt Book →

Next step

Now that you know how to invoice, add users to your team →

Related topics

1. Sales
2. Accounting
3. WhatsApp
4. Debt Book