Accounting owns Receivables. You bill a customer by first registering them as an AR customer, then raising an invoice. Tax is computed on the server from each line’s tax code — you never enter rates yourself. Repeat billing can run from a recurring invoice template.
Before you start
- Set your scope and confirm your chart of accounts is live.
- If the customer already exists in CRM, you can link the CRM master; otherwise the AR customer is finance-only.
Steps
Register the customer
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Open Accounting → Receivables → Customers and add a customer.
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Enter the Name (
name, required). Optionally add KRA PIN, Email, Mobile, Address, Default currency (three-letter code), Payment terms (days) (payment_terms_days), an AR account code, a linked CRM account (crm_account_id) and Status (active or inactive).[screenshot: AR customer form]
Raise an invoice
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Open Accounting → Receivables → Invoices and start a new invoice.
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Select the Customer (
acc_customer_id, required), set the Invoice date (required) and Currency (required). Optionally add a Due date, FX rate, Trader invoice no., Branch code and a Remark.[screenshot: New invoice header]
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Add at least one Line (
lines, minimum one). Each line needs a Quantity and Unit price (both required), plus either a Product (supply_product_id) or a Description — one of the two is required. Optionally set a Tax code and, to spread revenue over time, a Recognition method (straight_line, milestone or point_in_time); straight_line also requires Recognition periods.[screenshot: Invoice line grid]
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Save and issue. Tax is calculated server-side from each line’s tax code.
Recurring invoices
Under Recurring Invoices, create a template with a Name, Customer, Currency, Frequency (weekly/monthly/yearly) and Start date. Add template lines (quantity + unit price + product or description), and optionally enable Auto-issue.
[screenshot: Recurring invoice template]
Result
Your customer is on file and the invoice is raised with tax computed automatically, ready to be issued and later receipted.