Invoices

Create, manage, and track invoices for all transactions

The invoicing system allows you to generate professional invoices, track payments, manage partial payments, and maintain complete financial records for all transactions.

Invoice #INV-2023-0458
Elegant Tailors
Riyadh, Saudi Arabia
Date: 15 May 2023
Due: 30 May 2023
Item
Qty
Price
Total
Custom Suit (3-piece)
1
2,500
2,500
Premium Fabric Upgrade
1
500
500
Subtotal:
SAR 3,000
VAT (15%):
SAR 450
Total:
SAR 3,450
Payment Status
Partially Paid (SAR 1,725)

Invoice Management Features

Invoice Creation

  • • Automatic generation from sales
  • • Custom invoice creation
  • • Professional templates
  • • Logo and branding customization

Payment Tracking

  • • Multiple payment methods
  • • Partial payment handling
  • • Payment history recording
  • • Automatic balance calculation

Tax Management

  • • Automatic VAT calculation
  • • Multiple tax rates support
  • • Tax exemption handling
  • • Tax reporting capabilities

Distribution Options

  • • Print in various formats
  • • Email directly to customers
  • • PDF generation and download
  • • QR code payment options

Creating and Managing Invoices

  1. 1. Generate Invoice

    Automatically created from sales or manually through Invoices > New Invoice.

  2. 2. Add Line Items

    Include products, services, and any additional charges or discounts.

  3. 3. Apply Taxes

    Set appropriate tax rates for each line item or the entire invoice.

  4. 4. Set Payment Terms

    Define due date, accepted payment methods, and any deposit requirements.

  5. 5. Distribute Invoice

    Print, email, or generate PDF for the customer.

Handling Payments

Full Payments

Record complete payment and automatically mark invoice as paid.

Partial Payments

Record deposit or installment payments and track remaining balance.

Deposits and Balances

Manage initial deposits for custom orders with balance due upon completion.

Refunds

Process full or partial refunds with proper documentation.

Real-World Example

"When Mohammed orders a custom wedding suit, the system generates an initial invoice detailing all components: the base suit price, premium fabric upgrade, custom monogramming, and expedited service fee. The invoice automatically calculates 15% VAT and shows a total of SAR 3,450. As per store policy for custom orders, Mohammed pays a 50% deposit (SAR 1,725) via credit card, which is recorded against the invoice. The system marks the invoice as 'Partially Paid' and schedules a reminder for the balance payment upon completion. When the suit is ready, the system generates a final invoice showing the previous payment and remaining balance. After Mohammed pays the remaining amount, the invoice is automatically marked as 'Paid in Full' and a receipt is emailed to him for his records."

Pro Tips

  • • Use invoice notes to document special arrangements or payment plans
  • • Set up automatic payment reminders for outstanding invoices
  • • Include your bank details on invoices for bank transfer payments
  • • Regularly review aging reports to manage outstanding payments