{"id":8451,"date":"2026-02-16T12:51:08","date_gmt":"2026-02-16T10:51:08","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/creating-a-new-sales-invoice\/"},"modified":"2026-02-16T12:51:08","modified_gmt":"2026-02-16T10:51:08","slug":"creating-a-new-sales-invoice","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/creating-a-new-sales-invoice\/","title":{"rendered":"Creating a New Sales Invoice"},"content":{"rendered":"\n<p><strong>This guide explains how to create a new sales invoice and how you can reuse information from a previous sales invoice by copying it to a new invoice.<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#002222;border-radius:8px\"><div class=\"su-box-title\" style=\"background-color:#295555;color:#ffffff;border-top-left-radius:6px;border-top-right-radius:6px\">Quick guide<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:6px;border-bottom-right-radius:6px\">\n\n\n\n<ol class=\"wp-block-list\">\n<li>A sales invoice is created under <strong>Transactions<\/strong> &gt; <strong>Sales Invoices<\/strong> &gt; <strong>New Sales Invoice<\/strong>.<\/li>\n\n\n\n<li>Fill in the customer details.&nbsp;\n<ul class=\"wp-block-list\">\n<li>You can create a new customer at this stage if the customer is not yet in the customer register.<\/li>\n\n\n\n<li>Required fields are name and street address. <\/li>\n\n\n\n<li>If you are sending the invoice as an e-invoice, the Business ID is also required. <\/li>\n\n\n\n<li>If you do not want to fill in the details, you can tick the &#8220;<strong>Private individual<\/strong>&#8221; option.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Add the invoice line details. \n<ul class=\"wp-block-list\">\n<li>Required fields are description, quantity, and price.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Save the sales invoice.<\/li>\n<\/ol>\n\n\n\n<\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"detailed-guide\" ><strong>DETAILED GUIDE<\/strong><\/h4>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Creating a new sales invoice<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<p>A new sales invoice is created under <strong>Transactions<\/strong> &gt; <strong>Sales Invoices<\/strong> &gt; <strong>New Sales Invoice<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"346\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2-1024x346.png\" alt=\"\" class=\"wp-image-7925\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2-1024x346.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2-300x101.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2-768x259.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2-50x17.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2-1536x518.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2-920x311.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2-600x203.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2-320x108.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/1-2.png 1588w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Filling in sales invoice details<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"578\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2-1024x578.png\" alt=\"\" class=\"wp-image-7927\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2-1024x578.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2-300x169.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2-768x434.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2-50x28.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2-1536x867.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2-920x520.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2-600x339.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2-320x181.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/2-2.png 1606w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Invoice details<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customer<\/strong> &#8211; You can select an existing customer or create a new customer in the customer register. Customer details can be supplemented and checked using the pencil icon. The program saves the customer&#8217;s details when they are entered for the first time. Next time, it is enough to select the customer&#8217;s name and the program will fill in the other details automatically. Customer details can also be edited and added under <strong>Business Partners &gt; Customers and Suppliers<\/strong>. If you want to send the invoice as an e-invoice, the customer details must have a saved <strong>Business ID<\/strong>.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Delivery location (optional)<\/strong> &#8211; If the delivery address differs from the address saved in the customer&#8217;s details, you can edit it here. The delivery location can be added under <strong>Business Partners<\/strong> &gt; <strong>Delivery Locations<\/strong> &gt; <strong>New Delivery Location<\/strong>.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customer reference (optional)<\/strong> &#8211; You can add the customer&#8217;s contact person, project, or other reference that makes it easier for the recipient to identify the invoice. The field is displayed by default in the address field of the sales invoice.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Invoice number<\/strong> &#8211; The unique number of the invoice, which the program creates automatically. Settings related to numbering can be changed under <strong>Settings<\/strong> &gt; <strong>Environment Settings<\/strong> &gt; <strong>Sales Invoice Settings<\/strong>. You can read more about automatic numbering formats <a href=\"http:\/\/support.simplbooks.fi\/fi\/knowledge-base\/auttomaattisen-numeroinnin-muuttaminen-myyntilaskuilla-ostolaskuilla-tarjouksilla-tai-varastokirjauksilla\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Invoice date<\/strong> &#8211; The date the invoice was created.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Accounting date<\/strong> &#8211; This determines the date of the accounting entry.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Due date<\/strong> &#8211; The program calculates the due date from the invoice date based on the default payment terms. You can set the default payment terms in the sales invoice settings and, if desired, you can also save payment terms that differ from the default in the customer&#8217;s details.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Additional invoice details<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reference number<\/strong> &#8211; The program generates the reference number automatically after the invoice is saved. You can read more about reference number settings <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/automaattisen-viitenumeroinnin-lisaaminen-myyntilaskuille\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>. <\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Late payment interest<\/strong> &#8211; You can specify a possible late payment interest rate on the invoice.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Invoice language<\/strong> &#8211; You can select the invoice language (Finnish, English, or Swedish).<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Document template<\/strong> &#8211; You can select which invoice template you want to use for creating the invoice. Document templates can be edited and created under <strong>Settings<\/strong> &gt; <strong>Environment Settings<\/strong> &gt; <strong>Sales Invoice Settings<\/strong>.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Primary bank account<\/strong> &#8211; You can select the primary bank account for the invoice. For e-invoices, only one bank account can be designated as the payee&#8217;s account, so the selected account will be used on that invoice.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Filling in sales invoice lines<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<p>1. Fill in the invoice line details<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"334\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2-1024x334.png\" alt=\"\" class=\"wp-image-7929\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2-1024x334.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2-300x98.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2-768x250.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2-50x16.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2-1536x501.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2-920x300.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2-600x196.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2-320x104.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/3-2.png 1586w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Required invoice line fields:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Description<\/strong> &#8211; Description of the product or service being sold.<\/li>\n\n\n\n<li><strong>Quantity<\/strong> &#8211; The quantity of products\/services being sold on the line.<\/li>\n\n\n\n<li><strong>Unit<\/strong> &#8211; The unit in which the product quantity is expressed (e.g. pcs, h, min, kg). Default is pcs.<\/li>\n\n\n\n<li><strong>Price<\/strong> &#8211; The unit price of the product or service being sold.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Optional invoice line fields<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Product<\/strong> &#8211; If the product exists in the product register, you can select it from the dropdown menu. Details such as unit and price can be saved for the product and will be filled in automatically on the invoice. If you have not yet added the product being sold to the register, you can leave the field empty. More information about adding products to the register can be found <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myytavan-tuotteen-lisaaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>. <\/li>\n\n\n\n<li><strong>VAT<\/strong> &#8211; The VAT rate of the product being sold.<\/li>\n\n\n\n<li><strong>Discount %<\/strong> &#8211; A possible discount percentage. The program calculates the discount from the entered price.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>2. Check the invoice line additional details<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"381\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2-1024x381.png\" alt=\"\" class=\"wp-image-7931\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2-1024x381.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2-300x112.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2-768x286.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2-50x19.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2-1536x572.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2-920x343.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2-600x223.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2-320x119.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/4-2.png 1587w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can view the invoice line additional details by clicking the downward-pointing arrow at the end of the line. In the additional details you can see, for example, the <strong>sales accounting account<\/strong>, which the program selects based on the VAT rate. You can manually change the accounting account if needed.<\/p>\n\n\n\n<p>You can also link the invoice to a <strong>fixed asset<\/strong>, add a <strong>more detailed description<\/strong>, an <strong>employee<\/strong>, and the <strong>sales date<\/strong>. The sales date is visible in the invoice line details but does not affect the accounting entries.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Adding cost centres to a sales invoice<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"336\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3-1024x336.png\" alt=\"\" class=\"wp-image-7933\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3-1024x336.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3-300x98.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3-768x252.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3-50x16.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3-1536x504.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3-920x302.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3-600x197.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3-320x105.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/5-3.png 1585w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If you have added cost centres to the program, three dots will appear at the end of the invoice line instead of a cross. By clicking the three dots, you can add a cost centre to the invoice line.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Saving the sales invoice<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<p><strong>6. Save the sales invoice from the bottom right corner<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"462\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2-1024x462.png\" alt=\"\" class=\"wp-image-7935\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2-1024x462.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2-300x135.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2-768x347.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2-50x23.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2-1536x693.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2-920x415.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2-600x271.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2-320x144.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/6-2.png 1589w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Accounting entry \/ posting for a sales invoice<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"573\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7-1024x573.png\" alt=\"\" class=\"wp-image-7937\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7-1024x573.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7-300x168.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7-768x430.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7-50x28.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7-1536x860.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7-920x515.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7-600x336.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7-320x179.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/7.png 1588w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>When a sales invoice is saved, the program creates an accounting entry (posting) for it automatically, provided that automatic postings are enabled and accrual-based accounting is in use. If cash-based accounting is in use, the entry is only created when the invoice is marked as paid.<\/p>\n\n\n\n<p>The accounting entry is visible at the bottom of the invoice page after saving.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\ud83d\udca1 <strong>Tip<\/strong>: Automatic accounting entry means that the program posts the VAT payable and accounts receivable to sales and updates the inventory balance if necessary. <\/div><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"446\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8-1024x446.png\" alt=\"\" class=\"wp-image-7939\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8-1024x446.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8-300x131.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8-768x335.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8-50x22.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8-1536x670.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8-920x401.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8-600x262.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8-320x140.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/8.png 1585w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If the program <strong>does not create an accounting entry automatically<\/strong>, even though you are using accrual-based accounting, automatic postings are likely turned off. You can create the accounting entry by clicking &#8220;<strong>Create automatic posting<\/strong>&#8221; at the bottom of the page or from the <strong>Actions<\/strong> menu.<\/p>\n\n\n\n<p>We recommend enabling automatic postings under <strong>Settings &gt; Environment Settings<\/strong> so that entries are created automatically in the future. You can read more about automatic postings <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myynti-ja-ostolaskujen-automaattisten-kirjausten-muuttaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Using a previous sales invoice to create a new invoice<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"405\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9-1024x405.png\" alt=\"\" class=\"wp-image-7941\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9-1024x405.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9-300x119.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9-768x304.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9-50x20.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9-1536x607.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9-920x364.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9-600x237.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9-320x126.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/02\/9.png 1584w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If you regularly sell to the same customer, you can reuse the details of a previous sales invoice by copying it. The program will then automatically fill in a large portion of the new invoice&#8217;s details.<\/p>\n\n\n\n<p>Go to <strong>Transactions<\/strong> &gt; <strong>Sales Invoices<\/strong> and open the invoice whose details you want to use. Select <strong>Actions<\/strong> &gt; <strong>Copy Invoice<\/strong> from the right-hand side of the page.<\/p>\n\n\n\n<p>When you copy an invoice, the program creates a new invoice with the same details. The invoice date defaults to either the current date or the date of the most recent sales invoice. The default date can be changed under <strong>Settings<\/strong> &gt;<strong> Environment Settings<\/strong> &gt;<strong> Sales Invoice Settings<\/strong> &gt;<strong> Default Sales Invoice Date<\/strong>.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\ud83d\udca1 <strong>Tip<\/strong>: You can add the copy action to your favourites by clicking the star next to it. The action will then appear directly next to the <strong>Actions<\/strong> menu. <\/div><\/div>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:45px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#a7bdac;border-radius:8px\"><div class=\"su-box-title\" style=\"background-color:#DAF0DF;color:#333333;border-top-left-radius:6px;border-top-right-radius:6px\">Other related guides:<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:6px;border-bottom-right-radius:6px\">\n\n\n\n<div class=\"su-list\" style=\"margin-left:0px\">\n\n\n\n<ul class=\"wp-block-list\">\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myyntilaskun-lahettaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sending a sales invoice<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/verkkolaskutuksen-kayttoonotto\/\" target=\"_blank\" rel=\"noreferrer noopener\">Setting up e-invoicing<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myyntilaskun-merkitseminen-maksetuksi\/\">Marking a sales invoice as paid<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myyntilaskupohjan-lisays\/\" target=\"_blank\" rel=\"noreferrer noopener\">Adding a sales invoice template<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myytavan-tuotteen-lisaaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Adding a product for sale<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/miksi-myyntilaskuun-ei-voi-lisata-tuotetta\/\" target=\"_blank\" rel=\"noreferrer noopener\">Why can&#8217;t a product be added to a sales invoice?<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/automaattisen-viitenumeroinnin-lisaaminen-myyntilaskuille\/\">Adding automatic reference numbering to sales invoices<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/yrityksen-tietojen-lisaaminen-laskuille-ja-tarjouksille\/\" target=\"_blank\" rel=\"noreferrer noopener\">Adding company details to invoices and quotes<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/auttomaattisen-numeroinnin-muuttaminen-myyntilaskuilla-ostolaskuilla-tarjouksilla-tai-varastokirjauksilla\/\">Changing automatic numbering for sales invoices, purchase invoices, quotes, or inventory postings<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myynti-ja-ostolaskujen-automaattisten-kirjausten-muuttaminen\/\">Changing automatic postings for sales and purchase invoices<\/a><\/li>\n<\/ul>\n\n\n\n<\/div><\/div><\/div><br><\/p>\n","protected":false},"author":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[115],"ht_kb_tag":[],"class_list":["post-8451","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8451","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/comments?post=8451"}],"version-history":[{"count":0,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8451\/revisions"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/media?parent=8451"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_category?post=8451"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=8451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}