The Rewaa platform allows you to add notes to invoices, either as specific notes for individual invoices or as fixed comments that appear on all invoices. These notes can include customer-specific requests, delivery instructions, discounts, or general information such as return policies or contact details.
Adding a Note to a Specific Invoice
To add a note to an individual invoice:
Enable the Sales Notes Option:
Go to Sales & Customers > Sales Settings > Sales Receipts.
ℹ️ For a Simplified Tax Invoice (B2C), select the Simplified Tax Invoice Receipt option. For a Tax Invoice (B2B), select the Tax Invoice Receipt option.
Check the box for Sales Notes.
Click Save.
Add the Note:
Go to Sales & Customers > POS > Open Cash Register.
Add products to the sales screen.
Click on the Notes option.
Enter the note and complete the invoice issuance steps.
Adding a Fixed Note to All Invoices
To add a fixed comment to all invoices:
Navigate to Invoice Settings:
Go to Sales & Customers > Sales Settings > Sales Receipts.
Select the appropriate receipt type (Simplified Tax Invoice or Tax Invoice).
Add the Fixed Note:
Check the box for Comment.
Enter the note in the provided field (e.g., return policy, contact details).
Click Save.
The fixed note will now appear on all invoices issued through the sales screen.
FAQs
Can I add or modify a note after issuing the invoice?
No, notes or any other data cannot be added or modified after issuing the invoice, as per the regulations of the Zakat, Tax, and Customs Authority. If a note is missing or incorrect, you must return the invoice and reissue it with the correct data.Is there a character limit for notes?
Yes, you can add up to 2000 characters for a note.Can I delete a note before issuing the invoice?
Yes, if the note is added manually, you can delete it before issuing the invoice. Click on the 🗑️ icon, then proceed with the invoice issuance.