> For the complete documentation index, see [llms.txt](https://doc.simax.fr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.simax.fr/documentation-simax-anglais/functional/accounting/sales-flow/invoice-and-accounting-impact.md).
# Invoice and accounting impact
The restaurant **LAVILLA**, a professional customer, expresses interest in the products offered by **MASOCIETE**.
It places an order for **100 chairs** at a unit price of **€27**, intended for furnishing its new premises.
Following this order, **MASOCIETE** issues an **invoice** in the name of the **LAVILLA** restaurant, which is then recorded in the accounts, **automatically generating the corresponding accounting entries**.
Before the invoice is issued, the following steps are carried out:
* **customer management and creation of their auxiliary account**
* **creation of the customer order**
Next come:
* **the invoicing**
* **the invoice posting**
* **and finally checking the customer account**
## Customer management and their auxiliary account
Before performing any operation, verify that the customer exists in **Simax**.
If this is not the case, create them:
**CRM > Customer > Customers**, **\[\[New]]**, then select **Professional customer.**
**Customer type:** When a customer transitions from **prospect** to **customer** status, an auxiliary account is automatically assigned to them, unless this has been done manually beforehand.
{% hint style="success" %}
**A prospect** becomes a c**ustomer** when they place their **first order**.
{% endhint %}
**Siret number:** mandatory for invoicing.
**Addresses:** it is necessary to provide an address, as Simax uses it to determine the country, tax zone, and tax category to apply to the customer.
**Deposit accounts:** required for posting invoices and settling deposits, a process that will be detailed in the following chapters.
**Tax zone:** determined automatically based on the country indicated in the customer's address.
**Tax nature:** determined automatically based on the customer's tax zone.
**Shipping VAT costs:** VAT rate applied if shipping costs are added to the customer's order or invoice.
**Auxiliary account:** used for accounting for customer invoices. An account is automatically assigned when a prospect becomes a customer (after the first order). Otherwise, it is possible to assign one directly from this field.
## Creation of the order
The order is for 100 chairs at a unit price of 27 euros.
To create the order: **Sales > Order > Create order**, then click on **\[\[Save]]**.
{% hint style="warning" %}
For now, leave the sales order deposit at **0%**; customer deposit processing will be covered in the following chapters.
{% endhint %}
## Order invoicing
Once the order has been placed, it is important to **generate an invoice.**\
The delivery process is omitted here and will be covered in the chapters on sales management.
To create the invoice: **Sales > Order > Orders**, select the order, then click **\[\[Invoice]]**.
The created invoice automatically includes the order lines, with **no additional data entry** required.
## Invoice posting
After the invoice has been created, you will post it to accounting. To do this, go to **Accounting > Entry management > Transfer Management → Accounting**, then check |**Sales**|.
{% hint style="info" %}
If, in some cases, the **transfer to accounting** is blocked, you can ask your **Supervisor** to unlock it via:\
**Accounting > Tools > Unlock transfer to accounting.**
{% endhint %}
{% hint style="success" %}
Entries are **grouped by document number**.
{% endhint %}
{% hint style="info" %}
By default, entries generated from invoices are recorded in the **sales journal**. However, for **B2C** operations (sales to individuals), it is possible to assign them to a **separate journal**.
To do this, simply adjust the accounting settings via:\
**Settings > Plug-ins and options, \[\[Accounting]], \[Default Accounts], \[Fiscal Year]**,\
then select the desired **B2C sales journal**.
{% endhint %}
{% hint style="info" %}
**Invoice entries** are **automatically matched** with settlement entries after payment.
This mechanism also applies in the case of a **100% deposit on an order**: the **final invoice** is then **automatically matched** with the deposit payment entry.
{% endhint %}
## Account query
To view the customer account status, several methods are available:
* **From the customer record**
**CRM > Customer > Customers**, open the relevant customer record, then in \[**Accounting**], click **\[\[Account query]]**.
* **From the accounting dashboard.**
**Accounting > Accounting Dashboard > \[\[Account query]].**
* **From the main menu.**
**Accounting > Queries> Account query.**
In all cases, you will be taken to the **account query** screen.
Select the **account** or **customer**, then click **\[\[Query]]**.
---
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