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How to create an invoice in Rackbeat

Guide to manually create supplier or customer invoices in Rackbeat without using purchase or sales orders.

In Rackbeat, you can create invoices in multiple ways — either directly from a sales order or purchase order, or manually without linking it to any order.
This guide focuses on how to manually create both supplier and customer invoices without the use of sales or purchase orders.

If you're looking to create an invoice from a sales or purchase order, you can follow this: 

Purchase order: How to create a supplier invoice from a purchase order

Purchase order: The sales module: From Offer to Invoice

Creating a Supplier Invoice (Manually)

To create a supplier invoice without linking it to a purchase order:

  1. Go to Purchasing → Invoices.

  2. Click Create new to start a new supplier invoice.

    Note: This creates an invoice without any purchase order link. If you'd rather link it, use the purchase order directly to generate the invoice.

  3. Select the supplier and click Create and edit.

  4. Enter the invoice details and add product lines.

    Reminder: If a payment type is selected, ensure all required information is filled before booking the invoice.

  5. Click Book when you're ready to proceed.

  6. Choose whether to mark the products as received:

    1. If selected, stock will be updated with the product lines.

    2. You can also check Use invoice date to use the invoice date as the stock update date. Otherwise, the update will occur immediately upon booking.

  7. Click Book to complete the invoice process.

💡 Quick tip: From the invoice overview, hover over the 3 dots (...) next to the invoice line and click the checkmark icon (Book) to quickly access the booking window.

Creating a Customer Invoice (Manually)

To create a customer invoice without linking it to a sales order:

  1. Go to Sales → Invoices.

  2. Click Create new to start a new customer invoice.

    Note: This creates an invoice without any sales order link. If you'd rather link it, use the sales order directly to generate the invoice.

  3. Select the customer and click Create and edit.

  4. Enter the invoice details and add product lines.

  5. Click Book when you're ready to proceed.

  6. Choose whether to send the invoice to the customer on e-mail.

  7. Choose whether to mark the products as shipped:

    1. If selected, stock will be updated with the product lines.

    2. You can also check Use invoice date to use the invoice date as the stock update date. Otherwise, the update will occur immediately upon booking.

  8. Click Book to finalize the invoice.

💡 Quick tip: From the invoice overview, hover over the 3 dots (...) next to the invoice line and click the checkmark icon (Book) to quickly access the booking window.