How to create an invoice

Creating an invoice in Fatoorah360 is quick and straightforward. You can create professional, ZATCA-compliant invoices, add customer and item details, apply taxes and discounts, and send the invoice directly to your customer.

Before you start

Make sure you have:

• An active Fatoorah360 account
• Your business information configured
• At least one customer added
• Products or services added to your item list
• VAT and tax settings configured, if applicable

Step 1: Go to invoices

From the Fatoorah360 dashboard, open Sales from the main navigation and select Invoices.

Click Create Invoice to start a new invoice.

Step 2: Select a customer

Choose an existing customer from the customer directory.

If the customer is not available, select Add Customer and enter the required information, such as:

• Customer name
• Phone number
• Email address
• Billing address
• VAT number, if applicable

Once the customer is selected, their saved information will be added to the invoice automatically.

Step 3: Add invoice details

Enter the basic invoice information:

• Invoice number
• Invoice date
• Due date
• Reference number, if applicable
• Payment terms
• Currency
• Notes or additional information

Fatoorah360 can automatically generate the invoice number based on your configured numbering settings.

Step 4: Add products

For each item, enter or select:

• Item name
• Description
• Quantity
• Unit price
• Discount
• VAT rate
• Total amount

You can search for items from your existing catalog or add a new item if needed.

The invoice total will update automatically as you add or modify items.

Step 5: Apply taxes and discounts

Review the applicable VAT and tax settings for the invoice.

You can also apply discounts where applicable.

Fatoorah360 automatically calculates:

• Subtotal
• Discounts
• VAT
• Additional charges
• Grand total

Review these amounts carefully before proceeding.

Step 6: Add payment information

Select the appropriate payment method and enter any relevant payment details.

Depending on your setup, available payment methods may include:

• Cash
• Bank transfer
• Card
• Online payment
• Other configured payment methods

You can also specify the payment status, such as Paid, Partially Paid, or Unpaid, where supported.

Step 7: Review the invoice

Before saving the invoice, review all information carefully.

Check:

• Customer details
• Invoice number and dates
• Products or services
• Quantities and prices
• Discounts
• VAT
• Total amount
• Payment details

For ZATCA-compliant invoices, make sure the required business, customer, tax, and invoice information is complete.

Step 8: Save or issue the invoice

Once everything is correct, click Save, Create, or Issue Invoice, depending on your workflow.

After the invoice is created, you can view it from the Invoices list and access available actions.

Step 9: Send the invoice

After creating the invoice, you can share it with your customer using the available delivery options.

You may be able to:

• Download the invoice
• Print the invoice
• Send it by email
• Share the invoice electronically

Make sure the customer receives the correct invoice before completing the transaction.

Managing created invoices

After an invoice has been created, you can use the invoice list to monitor and manage your sales.

Depending on your permissions and invoice status, you can:

• View invoice details
• Download or print invoices
• Send invoices
• Record payments
• Create credit notes
• Track payment status
• Search and filter invoices

Tips for creating accurate invoices

• Keep customer information up to date.
• Verify VAT details before issuing tax invoices.
• Use clear product or service descriptions.
• Always review quantities and prices.
• Confirm the invoice total before sending.
• Keep invoice records organized for future reference.
• Ensure your ZATCA settings are properly configured for compliant e-invoicing.