How to export a sales invoice from the Riwaa platform

Through the Riwaa platform, you can issue tax invoices or simplified tax invoices in accordance with the requirements of the Zakat, Tax and Customs Authority using different payment methods with ease. In this article, we explain the steps to issue invoices through the platform.

⚠️ Note: Sales or return invoices cannot be deleted or modified after issuance according to the instructions of the Zakat, Tax and Customs Authority. Therefore, please verify the accuracy of the data before issuing the invoice. In case of any error or omission of any data, return the invoice and then issue it again with the correct data.

#Types of Sales Invoices

1. Simplified Tax Invoices (B2C): From an establishment to an individual.

2. Tax Invoices (B2B): From an establishment to an establishment.

ℹ️ Note:

• To issue a tax invoice, first activate the tax invoice option from the sales settings, then issue the invoice with the steps outlined in this article. For more details, click here.

• If you are using the (Riwaa Cashier) app, click here to learn how to issue sales invoices through the app.

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#Steps to Issue a Sales Invoice

After adding the product/service in the products section, follow these steps:

#1. Open the Sales Box

1. Go to: Sales & Customers > Points of Sale.

2. Click on "Open Sales Box".

3. Enter the sales box opening amount (optional).

ℹ️ Note: The sales box opening amount is the float amount used to open the box at the start of the shift. It is used when needed, such as returning cash to the customer.

4. Click "Open".

5. The sales screen appears according to the interface you have selected.

#2. Add Products on the Sales Screen

#Basic Sales Interface

1. Search for the product name or SKU manually, or using a barcode reader.

2. Click on the product name to add it to the sales screen.

3. Add the quantity manually in the (quantity) field or repeat the barcode scan according to the required quantity.

4. Click "Pay".

#Sales Interface with Images

1. Choose the desired category.

2. Click on the product to add it.

3. Add the quantity by clicking on the product image or the (+) sign, or add it manually in the (quantity) field.

4. The products appear on the left of the sales screen.

5. Click "Pay".

#3. Choose Payment Method and Issue the Invoice

#Full Invoice Payment

1. Choose the payment method (Cash, Credit Card..)

2. Ensure the amount and payment details.

3. Specify the customer's name (optional).

4. Click "Pay". The invoice is issued immediately.

5. To print the invoice: Select the printer name, click "Print".

#Partial Payment

(The customer pays part of the amount and completes it later).

1. Activate the multiple payment option.

2. Enter the amount paid by the customer according to the payment method.

3. Specify the customer's name (mandatory).

4. Click "Multiple Payment". The invoice is issued immediately.

5. To print the invoice: Select the printer name, click "Print".

#Multiple Payment

(The customer pays the full invoice amount using more than one payment method).

1. Activate the multiple payment option.

2. Enter the amount paid by the customer according to the payment methods.

3. Specify the customer's name (optional).

4. Click "Multiple Payment". The invoice is issued immediately.

5. To print the invoice: Select the printer name, click "Print".

#Deferred Payment

(The customer pays the invoice amount at a later time).

1. Choose the payment method: Deferred Sale.

2. Specify the customer's name (mandatory).

3. Click "Deferred Payment". The invoice is issued immediately.

4. To print the invoice: Select the printer name, click "Print".

For more details on settling deferred invoices, click here.

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#Frequently Asked Questions

1. Can I issue an invoice for a product or service not added to the platform?

   No, the product/service must be available in the products section.

2. Can I set a specific amount for the customer that cannot be exceeded in deferred invoices?

   We apologize, this feature is not available on the Riwaa platform. We welcome your suggestion via the suggestion platform.

3. Do I have to settle the deferred invoice from the same sales box it was issued from?

   No, you can settle deferred invoices from any sales box.

4. Can I add a product from the sales screen and issue an invoice for it?

   Yes, you can add products of one type or services from the sales screen by following these steps:

   1. Write the product name in the search field.

   2. Click on: "Add Product". For more details, click here.

5. Can I add a new customer through the sales screen?

   Yes, you can do that by clicking the (+) sign in the customer name field before issuing the invoice and adding the required data.

6. How can I know the amount to be returned to the customer when paying cash with an amount greater than the sales amount?

   When choosing the payment method (Cash), write the amount received from the customer in the designated field, and the remaining amount for the customer will appear in red.

   Example: If the invoice price is 23 riyals, and the customer pays 50 riyals, write the amount in the designated field, and the system will automatically show the remaining amount, which is 27 riyals.