Tax Invoices are a type of electronic invoice issued between businesses (B2B). These invoices include additional data to meet the legislative requirements of the Zakat, Tax, and Customs Authority (ZATCA). Rewaa allows you to easily issue compliant tax invoices.
ℹ️ If you are required to comply with Phase Two of the E-Invoicing Regulations, you can integrate Rewaa with ZATCA's system (Fatoora platform). For more details, click here.
Steps to Issue Tax Invoices
1. Enable Tax Invoice Option
Navigate to:
Sales and Customers > Sales Settings > Sales.
Enable the option Taxable Invoice (from Business to business)
and click Save.
ℹ️ Enabling this option will automatically activate the Date of Supply, which tracks the date of product delivery to the customer.
2. Choose the Tax Invoice Template
Click Sales Receipts.
⚠️ To issue a tax invoice correctly, ensure that the customer has a VAT Number or other additional identifier. Without this, the invoice will be issued as a simplified tax invoice. For more details on adding customers, click here.
Select Taxable invoice receipt (B2B) and customize the template:
Printing Layout: Choose between thermal or A4 invoice formats.
Text Size: Select the Text size.
Language: Choose Arabic or English.
3. Configure Invoice Content
Header Details:
Mandatory fields will appear at the top of the invoice. Optional fields include:Company Logo: Add by checking the box.
Customer Phone Number: Display by checking the box.
Additional Identifier (e.g., customer’s commercial registration or national ID): Choose one to display.
Product Details:
Customize the product information displayed in the invoice's body.
Invoice Summary:
Adjust the fields in the summary section.
ℹ️ Some fields, like Subtotal (Tax Exclusive) and Total Discounts, are mandatory and cannot be hidden.
Once complete, click Save. You can now issue tax invoices from the sales interface.
FAQs
1. Do I need to configure tax invoice settings every time I issue an invoice?
No, the settings are saved. When selecting a customer with a tax ID, the system automatically applies the tax invoice settings.
2. How can I confirm that issued invoices are tax invoices?
The invoice type is indicated at the top of the invoice.
3. How can I add the company name and tax number to the invoice?
Navigate to:
Settings > Company Overview.Enter the company name and tax number and click Save.
These details will appear on all printed invoices.
4. Can I change the additional identifier type (e.g., customer’s commercial registration or national ID) for specific invoices?
Yes, navigate to:
Sales and Customers > Sales Settings > Sales Receipts > Taxable Invoice Receipt (B2B) > Check the desired identifier.
Click: Save.
5. Can I add a fixed note to all tax invoices?
Yes, enable the Comment option, add your note, and click Save.