A step-by-step guide to issuing your first sales invoice in Qoyod, focused on the core fields and the invoice type based on your business’s e-invoicing setup.
Requirements before you start
- Make sure General Settings are configured (VAT number, currency, logo).
- Add at least one customer to the customer list.
- Add at least one product or service to the product list.
Steps
- From the “Sales” dropdown menu, click the (+) next to “Invoices”.
- Choose the customer from the dropdown list.
- Set the issue date and due date.
- Choose the payment terms.
- Choose the location (if you have more than one location).
- Add the product or service, and set the quantity and price.
- Review the tax rate (15% by default for taxable products).
- Add terms, conditions, and notes (optional).
- Click “Save and Approve” to issue the invoice, or “Save as Draft” to keep it for later editing.
Type of invoice issued
- Customer VAT number filled in: The invoice is issued as a “Tax Invoice” (B2B).
- VAT number empty: The invoice is issued as a “Simplified Tax Invoice” (B2C) for businesses activated for e-invoicing.
- Non-Saudi VAT number: The invoice is automatically treated as an export invoice.
After issuance
- The invoice becomes printable, downloadable as PDF, and emailable to the customer.
- To record a customer payment: use the “Pay” option next to the invoice from the invoices list.
- An invoice cannot be edited after approval. To make changes, use the “Copy” option then delete the original.
