The Rewaa platform allows you to issue sales invoices using different payment methods, adhering to the requirements of the Zakat, Tax, and Customs Authority (ZATCA). Whether you need to issue simplified tax invoices (B2C) or tax invoices (B2B), the process is seamless. Below is a step-by-step guide for issuing invoices with full payment, partial payment, multiple payments, or deferred payments.
Steps to Issue an Invoice
1. Open the Sales Register
Navigate to:
Sales and Customers > Point of Sale > Open Register.
Enter an opening amount (optional) and click Open.
ℹ️ The opening amount is the cash float used at the start of the day. and is utilized when needed, for example, to return cash to a customer.
2. Access the Sales Screen
The sales screen will appear according to the sales interface you selected. For more details, click here.
Classic Sale Screen:
Search for products manually by name, SKU, or using a barcode scanner.
Image-Based Sale Screen:
Click on the category you want; all the products added to that category will appear.
Click on the products you want to add to the sales invoice. You can manually enter the quantity in the (Quantity) field, or click on the product and the (+) sign.
The products will appear on the right side of the sales screen, where you can review them and their details.
Click on: Pay.
3. Select Payment Method
Choose from: Full Payment, Partial Payment, Multiple Payments, Post PayPayment.
Payment Options
Full Payment
Select the payment method (e.g., cash, card).
Confirm the amount and customer details.
Click Pay to issue the invoice.
Print the invoice using a selected printer.
Partial Payment
(The customer pays part of the amount and completes the payment at a later time.)
Select Multi-Pay.
Enter the amount paid.
Add the due date for the remaining balance.
Enter the customer's name (mandatory for deferred amounts).
Click Multi Pay to issue the invoice and print it.
Multiple Payments
(The customer pays the full invoice amount using more than one payment method.)
Select Multi-Pay.
allocate amounts across various payment methods.
Confirm the customer's name and details.
Click Multi Pay to complete the process and print the invoice.
Post Pay
(The customer pays the invoice amount at a later time.)
Select Deferred Payment as the payment method.
Enter the customer's name (mandatory).
Click Post Pay to issue the invoice and print it.
Settling Deferred Invoices
You can settle deferred invoices either from the Sales Screen or the Customer List.
⚠️ To print a payment receipt, settle the amount from the Customer List.
From the Sales Interface:
Navigate to the Invoices List.
Click on the three dots under the Actions column.
Select Receive Debit.
Choose the payment method and enter the collected amount.
Click Pay to complete the transaction.
To print the invoice, click on the three dots in the actions column, then click on Print.
Invoice List
From the Invoices List, you can:
Review all issued invoices.
Print invoices.
Return invoices.
Settle deferred payments.
Frequently Asked Questions
1- Can I delete or edit a sales invoice after issuing it?
No, per ZATCA guidelines, invoices cannot be deleted or edited. If errors occur, the invoice must be returned, and a new invoice issued.
2- Can I issue an invoice for a product/service that is not in the inventory?
No, the product/service must exist in the inventory. Learn more here.
3- Can I set a credit limit for a customer on postpaid invoices?
No, this feature is not available on the Rewaa platform. You can submit your suggestions on the suggestion platform.
4- Do Postpaid invoices need to be settled from the same register?
No, postpaid invoices can be settled from any register.
5- Can I add a product from the sales interface for invoicing?
Yes, for simple products, you can add them directly from the search bar.
6- Can I add a new customer during invoicing?
Yes, click the + icon in the customer field to add new customer details.
7- How can I calculate change for a customer paying in cash?
Enter the amount received, and the system will calculate the change automatically.
8- How can I track the payment method used for an invoice?
The payment methods are listed at the bottom of the invoice.
9- How can I view postpaid payments for a customer?
Check the Invoices List, filter by the customer's name, and view postpaid invoices under the Payment Type column.
10- Can user permissions restrict the issuing of postpaid invoices?
Yes, disable the post payment option in the user permissions. Navigate to:
Settings > Users > ⚙️> Edit User.
User Permissions > Applications > Rewaa New POS.
Disable the post payment option.
11- How can I track deferred payments settled in a given period?
Navigate to:
Reports > Sales > Customer Movement.
Filter by Customers Receive Debit and set the desired time period.
12- How can I view the outstanding balance for a customer?
Navigate to:
Reports > Sales > Customer Debit Lifetime.
select the customer:
Total Customer Sales: Includes all paid and unpaid invoices.
Total Paid: Total amount paid by the customer.
Total Unpaid: Total unpaid amount with breakdowns by duration (e.g., 1–15 days, 16–30 days).