> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useglimps.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales invoices

> Let Glimps book the invoices you send to your customers in your sales journal in Exact Online.

Glimps can also book the invoices you send. You give it the sales invoice, and Glimps finds the customer, codes the lines on your revenue accounts, and books the invoice in your sales journal in Exact Online.

<Note>
  Sales invoices are available per organization. If you do not see the **Sales invoices** card described below, ask us to make it available for your organization.
</Note>

## Switching it on

<Steps>
  <Step title="Open the card">
    Go to **Settings > Booking defaults** and find the **Sales invoices** card. Only administrators can change it.
  </Step>

  <Step title="Turn it on">
    Switch on **Process sales invoices**. Glimps starts to sync your customers from Exact Online at once.
  </Step>

  <Step title="Choose the sales journal">
    Pick your journal under **Sales journal**. Glimps books every sales invoice in it. Without a sales journal, Glimps cannot book sales invoices. If the list is empty, sync your journals with Exact Online.
  </Step>
</Steps>

The card also shows your sales address. See [Getting sales invoices in](#getting-sales-invoices-in).

## Getting sales invoices in

There are two ways:

* **Upload** them under the **Sales** tab of the dashboard.
* **Email** them to your sales address. It is your normal Glimps address at `sales.useglimps.com`. Find it on the **Sales invoices** card. Your purchase address with `+verkoop` before the at sign also works.

Glimps then checks the document itself. If the invoice comes from your own company, it is a sales invoice. If a sales invoice arrives at your purchase address, or the other way round, the document wins.

<Note>
  The connected mailbox (see [Mailbox](/intake/mailbox)) only picks up purchase invoices. Send sales invoices to your sales address.
</Note>

## On the dashboard

With sales invoices on, the dashboard has three tabs: **Purchase** (invoices you receive), **Sales** (invoices you send), and **All**. A sales invoice carries the **Sales** tag, and search finds it by customer or invoice number.

An invoice opens in the usual invoice screen. It shows **Customer** and **Customer information** where a purchase invoice shows the supplier.

### Changing the direction

If Glimps got it wrong, open the menu in the invoice screen (where you also find **Reprocess**) and choose **Change to sales invoice** or **Change to purchase invoice**. Glimps then finds the right relation and codes the lines again.

When an invoice goes the other way than earlier invoices with the same party, the invoice screen says so: **Usually a purchase invoice** or **Usually a sales invoice**, with the number of earlier invoices. Check the direction before you send.

## What Glimps does with a sales invoice

| Step | What happens |
| - | - |
| Customer | Glimps finds the customer in Exact Online by VAT number, Chamber of Commerce number, and name. If the customer does not exist yet, Glimps creates it in Exact. If Glimps cannot find or create the customer, the invoice says **Customer not resolved** with the reason, and you choose the customer. |
| Coding | Lines are coded on your revenue accounts. Glimps learns from how you booked earlier sales to the same customer. |
| Payment terms | The due date printed on your invoice wins, because it is your own document. Without one, Glimps uses the customer's sales payment condition, then the condition on the invoice, then your company standard. Glimps sends the payment condition and the due date to Exact. |
| Booking | Glimps books a sales entry in your sales journal, with the PDF attached. Credit notes are booked as credit notes. |

A sales invoice skips three things that apply to purchase invoices:

* **No approval.** Your company wrote the invoice, so there is nobody to ask.
* **No purchase order matching.**
* **No payment checks.** You are the one who gets paid.

<Note>
  A relation that is both a supplier and a customer in Exact Online is one relation in Glimps. Its purchase invoices learn from purchase bookings, and its sales invoices learn from sales bookings.
</Note>

## Booking automatically

A sales invoice is never booked automatically by default, whatever the automatic booking level of the relation for purchase invoices. You switch it on per customer.

Go to **Settings > Booking rules > Relations** and switch on **Book sales automatically** on the row of the customer. From then on, a sales invoice to that customer that needs nothing from anybody is booked without a click.

## When Exact refuses

Exact Online checks a sales entry as well. The most common refusal is a currency: if your sales journal does not allow foreign currencies, Exact refuses an invoice in, for example, US dollars. The invoice keeps Exact's own message. Fix it in Exact, or book that invoice by hand. See [Booking errors](/booking/errors).

## Billing and the organization overview

A booked sales invoice counts like a booked purchase invoice: it is one invoice booked in Exact, and that is what your subscription counts. See [Plans and trials](/billing/plans).

The [organization overview](/insights/firm-portal) shows purchase and sales separately, per administration and in total.


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