Customer invoices, credit notes, and payments that post themselves
Raise numbered invoices with customer, reference, dates, payment reference, recipient bank, and account-mapped lines. Post them, print them, receive payments, and issue credit notes — every step lands in the company books.
Built for
- Accounts receivable — Raise, post, print, and collect invoices with every line mapped to an account.
- Finance managers — See Posted versus Paid, credit notes, and refunds in one list with Invoice Analysis behind it.
- Sales teams — Invoice confirmed orders with the salesperson and customer reference carried through.
- Owners & directors — Know what is billed and what is outstanding for each company from one login.
What Invoicing does inside ERPS X
Invoicing is the receivables side of ERPS Finance. Each invoice has an Invoice Code and Invoice Title, the Customer and Customer Reference, an Invoice Date and Due Date, a Payment Reference, the Recipient Bank the customer should pay into, and the Salesperson.
Invoice lines carry the Product, a label, the Account the line posts to, Quantity, UOM, Price, Discount, Taxes, and Subtotal. Debit and credit are shown on the document, because the invoice is a journal: when it is Posted, receivables and revenue are updated in the same company books that Sales, Purchase, and POS post to.
From the invoices list you can print the invoice, receive a payment to move it to Paid, or raise a Credit Note (with its own CN code, title, and date) or a refund against it. Payments can be received from customers or sent to vendors, and Invoice Analysis reports on what has been billed and collected.
Accounts receivable
Raise, post, print, and collect invoices with every line mapped to an account.
Finance managers
See Posted versus Paid, credit notes, and refunds in one list with Invoice Analysis behind it.
Sales teams
Invoice confirmed orders with the salesperson and customer reference carried through.
Owners & directors
Know what is billed and what is outstanding for each company from one login.
Everything Invoicing gives your team
Each feature below is part of the application as it ships in your ERPS X workspace — no add-ons, no separate licences.
Numbered invoices
Invoice code, title, customer, customer reference, invoice date, due date, payment reference, recipient bank, and salesperson.
Account-mapped lines
Product, label, account, quantity, UOM, price, discount, taxes, and subtotal — with debit and credit visible.
Post and pay
Posting books receivables and revenue; receiving a payment moves the invoice to Paid.
Print-ready documents
Print invoices and credit notes from the list with the company's invoice layout.
Credit notes & refunds
Issue a credit note (CN code, title, date) or refund against a customer, posted to the books.
Invoice Analysis
Report on invoices by customer, salesperson, status, and period.
A closer look at Invoicing
The screens, records, and controls you will actually work with day to day.
Invoice header
- Invoice Code and Invoice Title
- Customer and Customer Reference
- Invoice Date and Due Date
- Payment Reference and Recipient Bank
- Salesperson
Invoice lines
- Product and Label
- Account per line
- Quantity, UOM, Price
- Discount and Taxes
- Subtotal with Debit / Credit shown
Lifecycle & related
- Status: Posted → Paid
- Receive payment against the invoice
- Credit Notes with CN Code, title, date
- Refunds and Payments (Receive / Send)
- Print invoices and credit notes; Invoice Analysis
The Invoicing workflow
From first setup to daily use — the path your team follows inside the application.
Create the invoice
Choose the customer; enter reference, dates, payment reference, recipient bank, and salesperson.
Add lines
Select products; set account, quantity, price, discount, and taxes. Check debit and credit.
Post
Post the invoice. Receivables and revenue are booked in Accounting.
Print and send
Print the invoice for the customer with the payment reference and bank details.
Receive payment
Record the payment; the invoice moves to Paid. Raise a credit note or refund if needed.
Where teams use Invoicing every day
Wholesaler billing trade customers
Invoice confirmed sale orders with the customer's payment terms and recipient bank.
Services firm billing milestones
Invoice titles and references per project; each line to the right revenue account.
Manufacturer invoicing deliveries
Invoice what was delivered, with the salesperson and customer reference carried from the order.
Handling a return
Issue a credit note against the invoice; receivables and revenue are adjusted in the books.
Group with several companies
Each company invoices from its own workspace and books; switch companies from the ERPS X panel.
Month-end collections review
Invoice Analysis shows Posted versus Paid by customer and salesperson.
What changes when Invoicing runs on ERPS X
Outcomes you can expect once the application is live for your company.
No double entry
The invoice is the journal — posting it updates the ledger.
Lines land in the right account
Each line names its account, so revenue and tax are booked correctly.
Status at a glance
Posted and Paid tell you what is outstanding without a separate aging sheet.
Documents ready to print
Invoices and credit notes print with the company layout.
Connected to Sales and Accounting
Customers, products, and accounts are the same records everywhere.
Controlled access
Finance screens are available to users granted the Accounts department.
Works with the rest of your ERPS X workspace
Invoicing shares one database with every other application in your company workspace. No connectors, no exports — the same record everywhere.
Popular with
Invoicing — common questions
What is on an invoice?
What happens when I post an invoice?
How do I record a payment?
Can I issue a credit note?
Is Invoicing separate from Accounting?
Invoice once — the ledger is already updated
Start a 14-day trial, activate ERPS for your company, and post your first customer invoice from the Finance menu.