How to Determine Sales Invoice Type: Tax Invoice or Simplified Tax Invoice

How Does the System Determine the Type of Sales Invoice (Regular or Simplified Tax)?

When issuing a sales invoice in Qoyod, the user does not need to manually select the invoice type.
The system automatically determines the invoice type based on the registered customer data.

First: Invoice Type Determination Mechanism (Basic Rule)

Invoice type determination depends solely on whether the customer has a tax ID:

• If the customer has a tax ID
  → a regular tax invoice is issued.
• If the customer does not have a tax ID
  → a simplified tax invoice is issued.

Invoice type is NOT determined based on:

• Tax rate (0% or otherwise)
• Tax classification (exempt / taxable)
• Invoice amount

The only criterion is: whether the customer has a tax ID or not.

Second: Important Points to Note

1️⃣ Invoice Type Cannot Be Changed After Issuance

• A simplified invoice cannot be converted to a regular invoice or vice versa.
• If an invoice was issued with the wrong type, the correct procedure is:
  1. Issue a credit note to reverse the invoice.
  2. Update the customer data (add or remove the tax ID).
  3. Re-issue the invoice.

2️⃣ Editing Customer Data Does Not Affect Previous Invoices

• When adding or removing the tax ID from the customer card:
  • Previous invoices are not changed.
  • The change applies only to new invoices.

3️⃣ All Invoices Are Sent to the Authority

• The following are submitted:
  • Regular tax invoices
  • Simplified tax invoices
    to the Zakat, Tax and Customs Authority when e-invoicing is enabled.

4️⃣ Invoices with Zero Tax

• If the customer has a tax ID:
  • The invoice is issued as a regular tax invoice even if:
    • Tax rate = 0%
    • The classification is exempt
• A separate template cannot be created:
  • One template for zero-tax invoices
  • And another for taxable invoices

Third: Invoice Template Design and Its Relationship to Invoice Type

• The invoice template used is selected automatically based on the invoice type at the time of issuance.
• It is not possible to:
  • Use a regular tax invoice template for a simplified invoice
  • Or change the template later for the same invoice

The template is permanently tied to the invoice type at the time of creation.

Fourth: Customer Name Field (Mandatory)

• An invoice cannot be issued without entering a customer name.
• If you don’t need a specific customer, you can:
  • Create a customer named “Various Customers”
  • Without a tax ID
  • And invoices will be issued against it as simplified invoices.

Fifth: Brief FAQ (Direct Answers)

• Why isn’t there an option called “simplified invoice”?
  Because the system automatically determines the type based on customer data.
• Can I change an invoice from simplified to regular?
  No, it must be reversed with a credit note and re-issued.
• Why is my invoice regular even though the tax is 0%?
  Because the customer has a tax ID.
• Are simplified invoices sent to the authority?
  Yes, they are submitted just like regular invoices.
• Can I create two templates based on the tax rate?
  No, the template depends on the invoice type, not the tax rate.

Sixth: Invoice Type When Printing – Why Does It Show “Sales Invoice” Instead of “Regular/Simplified Tax Invoice”?

Invoice type depends on a dynamic field called “Invoice Type” found in document details within the invoice designer, along with the e-invoicing enablement status in the settings.

Cases:

• E-invoicing enabled + Customer has a tax ID → Header prints “Regular Tax Invoice” (from the new regular tax invoice designer).
• E-invoicing enabled + Customer does not have a tax ID → Header prints “Simplified Tax Invoice” (from the new simplified tax invoice designer).
• E-invoicing disabled → Header prints “Sales Invoice” regardless of customer data or the presence of a 15% tax.
• The designer was manually edited → If the user manually typed the header text (e.g., “Sales Invoice”) instead of using the “Invoice Type” field (code), the system prints the manual text literally, even if the customer has a tax ID.

Step-by-Step Solution:

1. Make sure e-invoicing is enabled in the settings.
2. Make sure the customer card has a tax ID if you expect a regular tax invoice.
3. Go to: Settings → General Settings → Sales Invoice Settings → Template Used.
4. Make sure the header field has the “Invoice Type” field (dynamic code) and not manually written text.
5. If there’s manual text, delete it and replace it with the “Invoice Type” field from (…) → Document Details.
6. Save, refresh the page, and reload the invoice PDF.

Important Note: The presence of a 15% tax on the invoice does not determine its type. The only criterion is the customer’s tax ID + e-invoicing enablement.

Keywords for Search

• Why isn’t there a simplified invoice option?
• How do I issue a simplified invoice?
• How do I change a simplified invoice to a regular invoice?
• I need to convert a simplified invoice to a regular invoice
• Can I create a special template for invoices without tax?
• Why is my invoice regular when the tax is zero?
• I printed a simplified invoice and want to change it