Create the customer
Add the customer using a consistent legal or trading name. Include a reliable contact method and tax identifier when applicable.
Confirm products or services
Review descriptions, units and prices before creating the invoice. Correct master data prevents repeated invoice corrections.
Create the invoice
Select the customer, add the relevant lines, confirm quantities and prices, then review the total before posting or finalizing.
Verify the balance
Open the sales or finance view and confirm that the invoice appears in the customer balance and receivables position.
Share through the approved channel
Provide the invoice using the organization’s approved delivery process and preserve any required supporting documentation.
Validation and responsibility
- Invoice numbering, tax treatment and statutory requirements must be validated for the organization’s real operating context.
- Use a test or pilot record first when configuration is not yet approved.