Documentation/ Document types/ Sales invoices
Sales invoices
The invoices your company raises to its customers. Dijit.app reads them but does not raise them: it is not an invoicing package. The document arrives already issued and is recorded so it can be posted and sent on to your management system.
On this page
Reading, not raising
Worth settling before anything else, because people often expect otherwise: Dijit.app does not produce sales invoices and does not run numbering series. What it does is read the ones your company has already raised, from its invoicing software, its till system or its ERP, and bring them into the accounting cycle alongside the purchases.
No integration: receipts and till closings
You do not need the till system or the ERP connected to keep a record of what you sell. With no integration, a sale comes in the way any other document does: by uploading the paper or the PDF the business already produces.
| Document | What it captures |
|---|---|
| Sales receipts | Sales one at a time, as the till issues them. |
| Till closings | The day's total, broken down by payment method or by VAT rate. |
| Daily sales | The day's summary sheet, where the system issues it grouped. |
That gives you the daily sales record, which is what lets you set income beside spend: comparing what was sold against the purchases and expenses of the same period, in the amount summaries on the dashboard.
And you can assign a project to them, just as you would to a purchase invoice. A till closing for one site, one event or one season sits under its project, and that project's spend and income are read together, organised the same way as everything else.
A till closing does not stand in for an invoice when a customer asks for one: it is the record of the day's takings. Where named invoices are raised as well, those are uploaded too, each on its own.
The list
You find it under Documents → Sales → Sales invoices, at
/documents/facturasVentas. Whether you have it depends on how the account is set up.
Issuer and recipient reversed
This is the structural difference from every other type:
| Purchase invoice | Sales invoice | |
|---|---|---|
| Issuer | The supplier | Your own company |
| Recipient | Your own company | The customer |
| Tax | Input VAT | Output VAT |
| Nominal account | Expense account | Income account |
| The other party | Supplier account | Customer account |
That reversal explains something that sometimes surprises people: on a sales invoice, your own company is the issuer. Nothing has been read wrongly. If your company appears as the issuer on a document that is not a sale, that is a different matter, and it is settled by registering the company under Clients / Companies.
The fields that change
The editing screen fits its fields to the type. On sales invoices:
- The expense account field is replaced by income account.
- The other side of the entry is the customer account.
- The other party's record is the customer's, not the supplier's.
Everything else, dates, numbering, net amounts, taxes, totals and lines, works as on the other types.
Output VAT
The tax on a sales invoice is output VAT, not input. The distinction matters in the accounting export and in the summaries: sales amounts are not added to purchase amounts, they are recorded on their own side.
Sales invoices handle all the same cases as purchases: several tax rates, exempt transactions, VAT included in the total, and tax withheld.
How it relates to the client master
Sales invoices feed the client master, the same way purchases feed the supplier one: every customer who appears on a processed document is recorded with their details.
That master should not be confused with the Clients / Companies screen, which holds the entities that receive the documents, your own company and the ones alongside it. The difference is spelled out in the glossary.
Sales delivery notes
The sales side has its delivery document too: the sales delivery note, which proves what was delivered to the customer before it was invoiced. It has a list of its own and can be consolidated against its invoice, exactly as on the purchase side.