Register a sales invoice

This quick start explains how to register a client invoice (sale) in the Invoices app and optionally link it to a project budget.

---

Before you start:

To follow this guide you need an organisation in RevasOS with the appropriate permissions for the Invoices app. See admin setup for Invoices for details.

Create the invoice

1. Open the Invoices app from your RevasOS environment.
2. In the left sidebar, under Sales, select All documents.
3. Click New invoice.
4. Fill in the invoice header:
   • Client — Select the client from your contacts.
   • Invoice number — Your document number.
   • Issue date and Due date.
   • Total amount.
5. Click Save.

Add invoice lines (details)

Each invoice can contain one or more lines. Each line represents a single item, service, or deliverable billed to the client.

1. In the invoice you just created, click Add detail.
2. Fill in:
   • Description — What the line item covers.
   • Quantity and Unit price.
   • Budget line (optional) — Search for and select a budget line from one of your projects.
3. Click Save.
4. Repeat for additional line items if needed.

Tip:

Different lines of the same invoice can be linked to different budget lines, even across different projects. This lets you split a single client invoice across multiple engagements.

Financial report impact

When an invoice line is linked to a project budget line:

• The line amount populates the Actual Revenue column of the project's financial report.
• Combined with actual costs, the report can then calculate Actual Profit.

If no budget line is selected, the invoice is still stored in the system but does not flow into any project report.

---

Related pages

• Invoice lifecycle
• Managing revenues
• The financial report