With Rewaa, you can easily issue tax invoices or simplified tax invoices in compliance with ZATCA requirements, using different payment methods. This article explains the steps to issue sales invoices through the platform.
⚠️ Note: According to ZATCA regulations, sales invoices cannot be deleted or modified after issuance. Please make sure that all information is added correctly. If there is any mistake or missing data, you must return the invoice and issue a new one with the correct details.
Types of sales invoices
Simplified tax invoices (B2C): From a business to an individual.
Tax invoices (B2B): From a business to another business.
ℹ️ Note:
To issue a tax invoice (B2B), you need to enable the “Tax Invoices” option from the sales settings first, then follow the steps in this article. For more details, click here.
If you’re using the Rewaa Cashier app, click here to learn how to issue invoices from the app.
Steps to issue a sales invoice
After adding the product/service in the Products section, follow these steps:
1. Open the sales register
Go to Sales & Customers > Points of Sale.
Click Open Register.
Enter the opening balance (optional).
ℹ️ This is the petty cash amount used to open the register at the start of the shift. It can be used for cash returns to customers when needed.
Click Open.
The sales screen will appear based on the selected layout.
2. Add products to the sales screen
Classic layout
Search by product name or SKU manually, or use a barcode scanner.
Click the product name to add it.
Add the quantity manually in the “Quantity” field, or scan the barcode multiple times.
Click Pay.
Image layout
Select the product category.
Click the product image to add it.
Add the quantity by clicking on the product image, pressing (+), or entering it manually in the “Quantity” field.
The products will appear on the left side of the sales screen.
Click Pay.
3. Choose a payment method and issue the invoice
Full payment
Select the payment method (cash, credit card, etc.).
Verify the payment details.
Add the customer name (optional).
Click Pay. The invoice will be issued immediately.
To print the invoice: select the printer name and click Print.
Partial payment
(customer pays part now, the rest later)
Enable Multi-Pay.
Enter the paid amount and select the payment method.
Add a due date (optional).
Add the customer name (mandatory).
Click Multi-Pay. The invoice will be issued immediately.
To print: select the printer name and click Print.
Multiple payments
(customer pays the full amount using different methods)
Enable Multi-Pay.
Enter the amount paid for each payment method.
Add the customer name (optional).
Click Multi-Pay. The invoice will be issued immediately.
To print: select the printer name and click Print.
Postpaid
(customer pays later)
Select Post Pay as the payment method.
Add the customer name (mandatory).
Click Post Pay, The invoice will be issued immediately.
To print: select the printer name and click Print.
For more details about paying Postpaid, click here.
FAQs
Can I issue an invoice for a product or service that hasn’t been added to Rewaa?
No. The product or service must be added in the Products section first.Can I set a credit limit for customers on credit invoices?
This feature is not available. You can share your suggestion with us through the Suggestions Portal.Do Postpaid invoices have to be paid from the same register where they were issued?
No. Postpaid invoices can be settled from any register.
Can I add a product directly from the sales screen?
Yes. You can add one-time products or services directly from the sales screen:Type the product name in the search field.
Click Add Product.
For more details, click here.
Can I add a new customer from the sales screen?
Yes. Click the (+) icon in the customer name field before issuing the invoice, then fill in the required details.How can I calculate the change to return to a customer paying cash?
When selecting Cash as the payment method, enter the amount received from the customer. The system will automatically display the change in red.
Example: If the invoice amount is SAR 23 and the customer pays SAR 50, enter “50” in the field. The system will show the change due (SAR 27).Can I control user permissions for issuing credit invoices?
Yes. Go to:Settings > Users
Click ⚙️ > Edit Users
Go to User Permissions > Applications > Rewaa New POS
Disable Post Payment
Click Save Custom user.