{"id":14961,"date":"2025-07-01T09:03:52","date_gmt":"2025-07-01T09:03:52","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=14961"},"modified":"2026-08-31T11:29:17","modified_gmt":"2026-08-31T11:29:17","slug":"how-to-create-invoice-customer-document-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-create-invoice-customer-document-in-adempiere-retail\/","title":{"rendered":"How to create Invoice (Customer) document in Adempiere Retail"},"content":{"rendered":"\n

An invoice (customer)<\/strong> is a document that a seller gives to a customer, listing the products or services provided, the amount to be paid, and the payment terms.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Back Office<\/li>\n\n\n\n
  • Cashier<\/li>\n\n\n\n
  • Manager<\/li>\n\n\n\n
  • Admin<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Review the Invoice<\/li>\n\n\n\n
    • Request Clarification or Correction<\/li>\n\n\n\n
    • Make Payment<\/li>\n\n\n\n
    • Keep the Invoice for Records<\/li>\n\n\n\n
    • Use it for Returns or Exchanges<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Customer Information Must Be Available<\/li>\n\n\n\n
      • Product or Service Must Be Sold or Confirmed<\/li>\n\n\n\n
      • Pricing & Tax Rules Must Be Set<\/li>\n\n\n\n
      • Payment Terms Must Be Defined<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Invoice Creation Rules<\/li>\n\n\n\n
        • Customer Rules<\/li>\n\n\n\n
        • Pricing and Tax Rules<\/li>\n\n\n\n
        • Payment Terms Rules<\/li>\n\n\n\n
        • Approval and Authorisation<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          Step 1 : <\/strong>To Select a Branch in Menu.Then to click a Invoice(Customer).<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-Invoice(Customer)-1\"<\/figure>\n\n\n\n

          Step 2 :<\/strong>To click a create new record option and to enter a details for Bill Time,Document no,Target Document Type,Business partner,user,price list,Reward points,Sales Representative,Currency,Location,Total lines and Document status.<\/p>\n\n\n\n

          Approval and Authorization<\/p>\n\n\n\n

          Step 3 :<\/strong>To click a Invoice line tab and to enter a Product ,HSN Code,Quantity,price,unit price,List price and line net amt.Finally to save the Invoice line.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-Invoice(Customer)-2\"<\/figure>\n\n\n\n

          Step 4 :<\/strong>To click a Invoice Tax tab and to create a new record option,then to enter a Tax value and to save the line.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-Invoice(Customer)-3\"<\/figure>\n\n\n\n

          Step 5 :<\/strong>To click a Payment Schedule tab and to click the create new record option,then to enter the values for Due date,Discount Date,Due amount,Discount amt.Finally to save the record.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-Invoice(Customer)-4\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

          An invoice (customer) is a document that a seller gives to a customer, listing the products or services provided, the […]<\/p>\n","protected":false},"author":19,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,83,98,31],"tags":[],"class_list":["post-14961","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-adempiere-retail","category-adempiere-sales","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/14961","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=14961"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/14961\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=14961"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=14961"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=14961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}