Sales Invoices
With the new Sales Invoices view, you can search, edit, and create sales invoices all in one place. The view replaces the previous way of accessing sales invoice search and creating new invoices. The Sales Invoices view provides a clearer, more focused overview of your sales invoicing.
The new Sales Invoices view is currently available only to a limited group of users. The view will be released for all users later.
User rights required for creating sales invoices
To create sales invoices, the following user rights are required:
Rights for sales invoices/group invoices: All rights
Allows searching and viewing sales invoices
Allows creating and editing sales invoices
Sales invoice search: All rights
Customer register: All rights / Viewing rights
Product register for sales: All rights / Viewing rights
How to enable the renewed Sales Invoices view
Ensure that the renewed Procountor user interface is enabled. You can activate it through the Basics menu in the upper-right corner.
Navigate to Invoices > Sales invoices.
You will arrive at the Sales Invoices main view.
Sales Invoices View
Invoice List
Shows all sales invoices of the company.
Includes both unfinished and completed invoices.
Search Invoices
You can search invoices by name using the search field.
This helps you quickly filter and find specific invoices.
Opening an Existing Invoice
Select an invoice from the list to open it for editing.
Creating a New Sales Invoice
The interface is divided into three main sections: Customer, Invoice details, and Product rows.
Follow these steps to create a new sales invoice:
1. Click the New sales invoice button.
2. Select a customer from the customer register or add a new one
Go to the Customer section at the top of the invoice.
Start typing the customer name – Procountor will suggest customers found in the register.
Select the correct customer from the list. If needed, change the selected customer by clicking the Trash can and selecting another one.
If the customer is not found in the register, select Add new, fill in the basic information, and save the customer to the register.
3. Check the invoice details
In the Invoice details section, review the invoice‑related information.
Default values such as sending method are automatically taken from the customer’s registry data if available. You can edit the customer's default information by clicking the customer's name.
4. Add products and invoice rows
In the Product rows section, add a new row to see products from the product registry.
Search for products by typing and select the correct one.
Add additional product rows as needed.
Rearrange rows using drag and drop to change their order.
Optionally, add:
Header rows
Explanation (text) rows
These help structure the invoice and clarify content for the recipient.
Tip: If products are not selected from the product register and the rows are filled in manually, the rows will not be linked to the product register and will not be included in product‑based reporting.
5. Save the invoice
Save the invoice during editing to ensure changes are preserved.
6. Preview the invoice
Review how the invoice will look, including:
Header and explanation rows
Product rows
Overall layout
In the preview mode, you can check how the finalized invoice will appear.
You can find more detailed information about invoice images here.
In the Preview mode, you can still edit the invoice’s delivery details, such as:
Change the invoice template
Select the language
Adjust the payment method
Choose the sending method
7. Approve and send
When the invoice is ready, approve it.
If a sending method has been selected, you can send the invoice immediately.
If No sending is selected, the invoice is saved in its final state without being sent.
8. Additional actions
You can open the accounting view of the invoice (currently displayed in the old interface).
Depending on the invoice status, you can also:
view the invoice
Cancel the invoice