There are two types of Sales Invoices :

• Quick invoice
• Sales quote/invoice

These are typically used when your Pearl system is only for recording accounting data from other software, or if you don't need to itemise products or use the features that are built in to a Pearl sale. You can't send any paperwork to a client when you use a quick invoice.

Using the sales area in Pearl allows you to send quotes, add notes, items products, set shipping amounts and so on. It's the most common way to raise a sales invoice. Read more about orders in the "Sales" category of our documentation.

To raise a sales invoice you need to first create a sale, then post it to accounts

Sales Invoice numbers are created automatically when a sale is invoiced (posted to accounts). The invoice can be raised at any point in the order flow. Sales Invoices are given a invoice number: SI-XXXX, and credit notes are given a credit number: SC-XXXX.

Every sale also has a sale reference, which is numeric. This is the quote reference, and is often used as a delivery note reference or proforma invoice reference.

See how to create a new sales quote/order

Until an order is posted to accounts it can be edited, updated, deleted and so on. Once an order is posted to accounts it is locked; the invoice has been raised and the order cannot be changed.

If a sale has a billing email address set, the invoice will automatically be sent to the customer by email when the sale is invoiced. At any time you can open the sale and click the print/email link. You can also view a list of outstanding invoices by using the options in the Accounts - Customers menu.

Please click here for more information on raising a credit.

As soon as you "invoice" the credit, the credit reference will be generated, in the format "SC-12355".

Customer quick credits

You can use the Quick credit screen when the credit does not relate to an existing sale, when you don't need to send a credit note to the client, or you don't need to itemise products. Generally we don't recommend using quick credits since you can never send a credit note document to the client.