Skip to main content
Invoices are the billing records for amounts owed by customers. Lynka keeps invoice creation, accounting posting, stock fulfillment and payment settlement separate because each action changes a different part of the business record. Open Agreements > Invoices to search, create and manage invoices.

​
Create and review

Build the invoice with the correct customer, currency, lines, quantities, prices, discounts, tax and due date. Review the total before posting. Creating an invoice does not necessarily create accounting activity. Posting is a separate action that depends on permissions and workspace capability.

​
Post to Accounting

When posting is enabled and the document is ready, the posting workflow can create the accounting treatment for receivables, revenue and tax. Posting uses invoice.manage and also depends on workspace capability and record state.

​
Record settlement

Customer payment should be applied through the controlled payment workflow. Cleared payments reduce the receivable; pending activity should not silently make the invoice look settled. Partial payments leave a remaining balance.

​
Fulfill stocked items

If the invoice contains stocked products, fulfillment records the stock actually delivered. Recognized inventory cost for stocked items depends on posted fulfillment rather than assuming every billed unit has already left stock.

​
Corrections

Use supported void, refund or credit workflows for corrections. Do not rewrite posted financial history merely to force a desired result.

Create an invoice

Build the billing document correctly.

Post an invoice

Understand when Accounting changes.

Record payment

Apply cleared settlement to the invoice.

Invoice to ledger

Follow the financial effect through the books.

Create an invoice

Create a customer invoice from the right sales or quote context, add lines and tax, and understand the difference between saving, posting, and payment.

Post an invoice

Post an invoice in Lynka, understand the required permission, and see how invoice posting is separate from the paid Accounting module.

Record an invoice payment

Record customer payment against an invoice, understand cleared versus pending settlement, and prevent overpayment or currency mismatch errors.

Fulfill stocked invoice items

Understand why invoicing and stock fulfillment are separate, how fulfillment affects recognized inventory cost, and why margin can remain incomplete until stock is posted out.

Void or refund an invoice

Choose the correct correction path for an invoice, distinguish voiding from refunding, and avoid rewriting posted financial history.

Last modified on September 7, 2026