Commercial Document Settings

This article covers every setting for commercial documents in Qoyod: general print settings, quotes, sales and purchase invoices, purchase orders, vouchers, credit and debit notes, simplified invoices, point of sale, product settings, barcode, and total discount.

Path in Qoyod

Settings › Commercial Document Settings

General Print Settings

• Top header margin and bottom margin for PDF files, in millimeters.
• Choose which file statuses can be printed (draft, approved, paid).
• Toggle showing the organization’s logo on reports.
• Show custom fields on journal entries when printed.

Quote Settings

• Set quote numbering (editable or fixed).
• Change the identifier and the starting sequence number.
• Standardize notes, terms, and conditions.
• Send an automatic email.
• Remove the first line item if the document contains more than one.

Sales Invoice Settings

• Set invoice numbering (editable or fixed).
• Change the identifier and the starting sequence number.
• Standardize notes, terms, and conditions.
• Set the payment reminder days for the customer.
• Send an automatic email.
• Show non-stock products and services on the delivery note.
• Enable the “The organization handles performance bond transactions” option.
• Set the QR code size on tax invoices.
• Option to remove the first line item if the document contains more than one.

• Once E-Invoicing is enabled, the identifier and sequence number cannot be changed.
• Invoice numbering can be refreshed after enabling E-Invoicing, and the reference number reset to continue from the last issued invoice.
• Updates to the tax number do not apply retroactively to invoices already created with status “approved” or paid (partially or fully), per ZATCA requirements.

Purchase Order Settings

• Set purchase order numbering (editable or fixed).
• Change the identifier and the starting sequence number.
• Standardize notes, terms, and conditions.
• Send an automatic email.
• Remove the first line item from the document.

Purchase Invoice Settings

• Set invoice numbering (editable or fixed).
• Change the identifier.
• Show non-stock products, expenses, and fixed assets on the receipt note.
• Remove the first line item from the document.

Voucher Settings

• Change the identifier and the starting sequence number.
• Standardize notes, terms, and conditions.
• Remove the first line item from the document.

Debit and Credit Note Settings

• Change the identifier and the starting sequence number.
• Standardize notes, terms, and conditions.
• Pick a print template from the available templates.
• Set the supported language and page size (portrait or landscape).
• Remove the first line item from the document.

• Once E-Invoicing is enabled, the identifier and sequence number cannot be changed.
• Note numbering can be refreshed after enabling E-Invoicing, and the reference number reset.

Simplified Invoice Settings

• Customize the default print layout.
• Save changes and download a sample to preview the layout.
• Remove the first line item from the document.

Point of Sale Settings

• Language: the app may need to restart after a change.
• Fixed header and footer for printed copies.
• Working mode: online only, or offline-capable.
• Watermark on printed copies.
• Credit note header and footer.
• Print options: customer name, product barcode, product serial number, customer phone, payment method.
• Default payment method: cash, credit, bank account, bank card, or unspecified.

Product Settings

• Allow duplicate SKU: to reuse the same SKU across products when the business requires it.
• Prevent duplicate barcodes: to block reusing the same barcode on another product.

• These settings apply to future products and to edits of existing products.

Barcode Print Settings

Select what appears on a product’s barcode label, such as:

• Selling price.
• Product name.
• Organization name.

Total Discount

A discount can be applied to the document total for the following types:

• Quotes.
• Sales invoices.
• Credit notes.
• Purchase orders.
• Purchase invoices.
• Debit notes.

The per-line product discount remains available alongside the total discount.

• When a total discount is added to a purchase invoice, the discounted purchase value is allocated to products proportionally, so the product’s average cost and purchase reports update accordingly.