Create and Open Invoices

Build invoices from customers and items, then move them to Open status when you want SPRK to post the receivable.

Purpose

Use this workflow when you need to create a customer invoice and decide whether it should stay in draft or post to receivables immediately.

Prerequisites

  • A customer record exists.
  • The invoice amount can be built from one or more lines.
  • Your company has an Accounts Receivable setup that supports invoice posting.

Steps

  1. Open Invoices.
  2. Select New.
  3. Complete the invoice header:
  • Invoice #
  • Customer
  • Date
  • Due Date
  • Status
  • Memo
  • Tax rate, if needed
  1. Add one or more invoice lines.
  2. Use SKU or Description to pull item details into the line when available.
  3. Review quantity, unit price, and extended amount on each line.
  4. Decide how the invoice should be saved:
  • Draft keeps the invoice unposted.
  • Open posts the receivable based on the current invoice workflow.
  1. Save the invoice.
  2. Review the invoice list to confirm the expected status, total, and balance.

Expected Result

The invoice is created and appears in the invoice list. If you saved it as Open, the receivable posting logic runs. If you saved it as Draft, the invoice exists but does not post to the ledger yet.

Common Mistakes

  • Leaving the invoice in Draft when you expected the receivable to post immediately.
  • Choosing Paid directly in the status field and assuming that is the same as recording a payment.
  • Forgetting that a valid customer is required.
  • Creating an Open invoice before verifying the amount and tax values.

Info

  • App sections: invoices
  • Last validated: 2026-05-02
  • Screenshot status: not-started