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How to Add a Note to a Sales Invoice

Learn how to add a note to a specific sales invoice or a pinned note that appears on all sales invoices.

Updated today

When issuing sales invoices, you might need to add a custom note to a specific invoice or a pinned note (text or image, such as a company stamp) that appears on all invoices. On Rewaa, you can add these notes easily.

⚠️ Important: Sales invoices cannot be deleted or edited after being issued, as per ZATCA regulations. Please make sure all data is correct before issuing the invoice. If there’s an error or missing data, return the invoice and re-issue it with the correct details.

ℹ️ Note: If you’re using the Rewaa Cashier app, [click here] to go to the dedicated article.


Add a Note to a Specific Invoice

1. Enable sales notes from:

  1. Sales & Customers > Sales Settings > Sales Receipts.

  2. Select the receipt type (Tax Invoice or Simplified Tax Invoice).

  3. Check ✔ Sales Notes.

  4. Click Save.

2. Go to the sales screen:

  1. Sales & Customers > Points of Sale > Open register.

  2. Add the products in the sales screen.

  3. Click Notes.

  4. Add the note you want.

  5. Complete the invoice issuance steps.


Add a Pinned Note to All Invoices

  1. Go to Sales & Customers > Sales Settings > Sales Receipts.

  2. Select the receipt type (Tax Invoice or Simplified Tax Invoice).

  • For a text note:

    • Check ✔ Comment.

    • Enter your note in the provided field.

    • Click Save changes.

  • For an image note:

    • Check ✔ Comment Image.

    • Upload the image in the upload field.

    • Click Save.

The note will appear automatically at the bottom of all new invoices.


FAQs

  1. Is there a character limit for adding a note to a specific invoice?
    Yes, the maximum limit is 2000 characters.

  2. How can I delete a note before issuing the invoice?

  • If it’s a note on a specific invoice:

    • Click the 🗑️ icon next to the note.

    • Complete the invoice issuance steps.

  • If it’s a pinned note:

    • Go to Sales & Customers > Sales Settings > Sales Receipts.

    • Uncheck ✔ Comment.

    • Click Save.

    Pinned notes will no longer appear on newly issued invoices.

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