How to add a note to a sales invoice

When issuing sales invoices, you may need to add a custom note to a specific invoice or a fixed note (text or image like a company stamp) that appears on all invoices. On the Riwaa platform, you can easily add these notes.

⚠️ Note: A sales invoice cannot be deleted or modified after it is issued according to the directives of the Zakat, Tax, and Customs Authority. Therefore, please verify the accuracy of the data before issuing the invoice, and in case of an error or forgetting to add any data, return the invoice and issue it again with the correct data.

#Adding a Note to a Specific Invoice

1. Enable the sales notes option through:

2. Sales and Customers > Sales Settings > Sales Receipts.

3. Choose the appropriate receipt type (Tax Invoice or Simplified Tax Invoice).

4. Check (✔) the "Sales Notes" option.

5. Click "Save".

Go to the sales screen:

1. Sales and Customers > Point of Sale > Open the sales box.

2. Add products to the sales screen.

3. Click on the "Notes" option.

4. Add the note you want.

5. Complete the steps to issue the invoice.

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#Adding a Fixed Note on All Invoices

1. Go to: Sales and Customers > Sales Settings > Sales Receipts.

2. Choose the appropriate receipt type (Tax Invoice or Simplified Tax Invoice).

To add a note (text):

1. Check (✔) the "Comment" option.

2. Write the note in the designated field.

3. Click "Save".

To add a note (image):

1. Check (✔) the "Pictured Note" option.

2. Upload the image in the designated image field.

3. Click "Save".

4. When issuing any sales invoice, the note will automatically appear at the bottom of the invoice.

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#Frequently Asked Questions

1. Is there a specific character limit when adding a note to a specific invoice?

   Yes, the allowed character limit is 2000 characters.

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

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

1. Click the (🗑️) icon next to the note.

2. Complete the steps to issue the invoice.

• If the note is fixed:

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

2. Remove the check (✔) from the "Comment" option

3. Click "Save".

4. When issuing any new invoice, the note will not appear on it.