Create an invoice in SCALERP

Customer and invoice lines

Choose the customer or add it from the customer field. Search for an item or add a service, then check the quantity and unit price.

Check the units: two items and two kilograms do not represent the same operation. Use the designation to make the service understandable.

Totals and payment

Check discounts, taxes and total before validation. Add a payment only for the amount actually received; the balance indicates what remains to be collected.

1. Form 2 × 150 DH
2. Preview 300 DH
3. Print 300 DH

Check the document

Input mode makes editing on mobile easy. A4 preview allows you to check the presentation and contact details before creation. Then find the document in sales.

Can we register an invoice without immediate payment?

An invoice and its payment follow separately. Indicate the lines actually sold and the agreed conditions; add payment when received. For example, an invoice for 1,200 DH with 300 DH collected retains a balance of 900 DH, in the absence of any other movement.

What to check if the invoice total seems incorrect?

Reread the quantities, the units, the excluding tax or inclusive tax basis of the prices, then the discounts, taxes and fees. Compare each line before the grand total. A quantity of 500 g with a planned price per kilogram must be reduced to the correct unit before validation.