Start a new invoice
From the Sales tab press the add button, then New invoice.
Fill in the invoice
Choose the Customer and check the Due date, which starts 30 days from today. On each line pick the Item and its price and tax come with it; adjust Qty and Price if needed. Add gives you another line. The total updates as you type.
Save, then issue
Press Save and the invoice is kept as a draft on its own screen. Check it and press Issue. On issue it takes its number, its journal posts and it goes to ZATCA if your business is connected.
- Draft
- Issue
- ZATCA
- Collect
An issued invoice cannot be edited. A correction goes through the Credit note button on its screen, which reverses the whole invoice.
Send it to your customer
Press Share to open the PDF in your device's share sheet, then send it by WhatsApp or any other app. Or press Send to email it; you can change the address and write a message.
A tax invoice cannot reach the buyer before ZATCA has cleared it, so if sending is refused, wait for clearance and try again.
Record the money
When the customer pays, open the invoice, press Record a payment and choose the account the money went into. The invoice moves to Paid or Part paid.
Was this tutorial helpful?
No, I need help