Create a standard customer invoice

Accounting › Customers › Invoices › New opens a blank draft: pick the customer, add lines with product, quantity, price, and tax (on this configuration, Exempt 0% (Qatar — No VAT)), set the Invoice Date — the due date follows the payment terms — and confirm. Reserve this path for charges that genuinely have no order behind them; an invoice born from the order keeps quantities, analytic accounts, and the sales history reconciled by construction.

Confirm posts the journal entry, nothing more exotic — but it enforces credit control first: posting fails with a clear error if the customer is on Credit Hold or past their credit limit (see the receivables article for releasing holds). Two quieter behaviours ride along: a line carrying an Asset Category creates its fixed asset on posting, and the form warns with a banner — without blocking — when the customer already owes money or has crossed their warning limit.

The payment ribbon walks Not Paid → Partial → In Payment → Paid as receipts land; Reset to Draft exists but belongs to the just-posted mistake, not to documents the customer already has — correct those with a Credit Note. A second pair of eyes can stamp a posted invoice Reviewed. The Preview button shows the customer's portal view of the document.

"Cannot post invoice: … has an active Credit Hold. Reason: … Please contact the Credit department to release the hold." — release the hold from the customer's follow-up report, or collect first.

"Cannot post invoice: … would exceed their credit limit." — the limit block; the message shows the limit, current receivable, and this invoice's amount.

The order shows nothing to invoice — its products invoice on delivered quantities and nothing is delivered yet, or everything is invoiced already; check the order's invoice status and deliveries.

"Multiple Invoice Copies" prints the labelled copies but not the invoice itself — a known conflict between that print option and the Gulf bilingual format on this configuration; print the invoice normally and the copies separately.

"This contact has opted out of WhatsApp communications." / "Please enter a phone number." — the WhatsApp composer needs an opted-in contact with a number on file.