Invoices

Back Office → Invoices produces a proper tax invoice — for a house account at month-end, or a one-off function.

33.1 Raising one

Pick the account, tick the sales to include, add any manual lines, and you have a draft. Billing details are copied from the account as they are today, so a later change of contact doesn't alter a document you've already sent.

A sale can only ever go on one invoice. If you try to bill it again, Aura refuses and tells you. This is the guard against the classic month-end mistake — two people running the same consolidation and the customer being billed twice.

33.2 Issuing it

Issue turns the draft into a tax invoice with a number and a due date. After that it cannot be edited — it's a legal document, and two versions with one number will never reconcile.

To correct an issued invoice, raise a credit note: a matching document with negative amounts, pointing at the original. Both stay on record, which is what SARS expects to see.

33.3 Getting paid

Record payments as they arrive, in full or in part. The balance updates and the invoice marks itself paid when it's settled. You can't record more than the balance — money beyond an invoice is a credit on the account, not something to bury on the invoice.

Overdue looks after itself: an issued invoice past its due date reads as overdue, with the days counted, and stops the moment it's paid.

33.4 Cancelling

A draft can be voided, which releases its sales to be invoiced properly. A paid invoice cannot — the money has moved, and a credit note is the honest way to reverse it. A voided invoice keeps its number; numbers are never reused.