Sales Order without invoice

[Emad Radwan <er...@gmail.com>]

Hello Community,

If the customer is exempted from tax, is there a way to complete the sale
without creating a sales invoice?

Regards,
Emad

Re: Sales Order without invoice

[Paul Foxworthy <pa...@cohsoft.com.au.INVALID>]

Hi Emad,

I would argue invoices are necessary for Ofbiz.

In a very simple situation, a customer might place an order and pay, so you
don't see much point in an invoice, or in giving the customer a copy of the
invoice. But the invoice is still important to OFBiz. Imagine a business
has an online store where customers pay with their order, so they don't
have much need for an invoice. Imagine that business also has larger
customers that buy on a thirty day credit account, so invoices are
essential. Wouldn't you want to add up sales numbers from both to get your
total sales? Wouldn't it be much harder to do so if there were two
different places to look?

An order *might* be cancelled, and if it is there's no obligation for the
customer to pay. An invoice is generated when an order has been fulfilled
and now there is an obligation to pay. While a customer might pay when they
order, it's also possible payment comes later. When an invoice is
generated, you can expect a payment in reasonable time, and the invoice
amount is "on the books" and added to your income - accrual accounting is
done on sales and purchase invoices, not on payment.

And if you do give a customer a receipt if they pay as they order, one way
to think about it is that the receipt is an invoice with a status of "Paid
in full".

Hope that helps.

Paul Foxworthy


On Sun, 12 Feb 2023 at 20:11, Emad Radwan <er...@gmail.com> wrote:

> Hello Community,
>
> If the customer is exempted from tax, is there a way to complete the sale
> without creating a sales invoice?
>
> Regards,
> Emad
>


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