Sales invoices (Sale)
Create sales invoices, collect payments, and manage ZATCA compliance in AdoxERP.
A sale (invoice) is the billing document issued to a customer. It posts to accounting and — if ZATCA is enabled — is submitted for e-invoicing compliance automatically.
Creating a sale invoice
- Go to Sales > Sale in the sidebar
- Click + Add (or convert from a delivery note / sale order)
- Select the customer
- Add or review line items
- VAT is calculated automatically based on product tax settings
- Confirm the invoice
ℹ️
For ZATCA Phase 2 compliance, confirmed invoices are automatically submitted to ZATCA and stamped with a cryptographic hash and QR code.
Recording payments
- Open the invoice
- Click Record Payment
- Select payment method (cash, bank transfer, card, etc.)
- Enter amount received
- Save
Partial payments are supported — the status updates to Partially Paid until fully settled.
Email and WhatsApp
From the invoice (and other mapped documents such as quotations and purchase invoices) you can Print, Email, or WhatsApp the PDF.
- Print uses an active print template for Invoice if you saved one; otherwise the original invoice layout
- Email needs SMTP under Settings → Integrations → Email
- WhatsApp needs WhatsApp Business Cloud keys (or the Adox backup sender) and the customer’s WhatsApp or phone number
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Not yet confirmed |
| Confirmed | Posted and sent to ZATCA (if applicable) |
| Partially Paid | Some payment received |
| Paid | Fully settled |
| Cancelled | Voided (credit note issued) |