Customer invoices

The customer invoice detail is the working surface for any single-invoice query. It brings together everything Accounts needs to answer a customer about one invoice.

Open an invoice

1. Open Finance → Customer invoices.
2. Click an invoice to open its detail.

📷 Image placeholder

Add a screenshot here: the customer invoice detail page, showing the header/shipping block, the line items with HSN codes, the GST tax breakdown, and the balance.

What the detail shows

• Header and shipping: customer, dates, due date (from the customer’s payment terms) and the ship-to / shipping details.

• Line items: every line with its HSN code.

• Tax breakdown: computed by the shared GST calculator:

  • An intra-state invoice shows CGST + SGST.
  • An inter-state invoice shows IGST.
  • Never both, with a round-off line.

• Payments received: every payment allocated to this invoice, with its allocated amount and reference.

• Credit notes: any credit notes applied to the invoice.

• Balance: shown live as:

  Balance = invoice total − payments allocated − credit notes applied

Example

An intra-state invoice with taxable value 100,000 at 18% shows CGST 9,000 + SGST 9,000 and a round-off line. If a 40,000 payment is allocated to it, the payments list shows the 40,000 allocation and the balance shows 78,000. Apply a credit note and the balance reflects it immediately.

Corrections

Invoices are read-mostly. You do not edit a posted invoice, corrections are made through reversing entries, so the audit trail stays intact.