How to issue a tax invoice (B2B)

Tax invoices are a type of electronic invoices, issued from one entity to another (B2B). On the Riwaa platform, you can issue them easily in compliance with the requirements of the Zakat, Tax and Customs Authority.

ℹ️ Note: If you are one of those required to implement the second phase of e-invoicing, you can link the Riwaa platform with the Zakat, Tax and Customs Authority system (Fatoorah platform). For more details, click here.

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#Steps to Activate the Tax Invoice

1. Activate the Tax Invoice Option:

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

2. Click on "Sales".

3. Activate the option "Tax Invoices from Entity to Entity".

4. Click on "Save".

2. Choose the Tax Invoice Template:

1. Click on the "Receipts" option at the top of the screen.

2. Choose "Tax Invoice Receipt".

3. Select the type of invoice "Thermal or A4".

4. Choose the font size.

5. Choose the invoice language.

3. Customize the Invoice Content:

• Check (✔) or uncheck the fields you want to hide from the invoice.

4. Click on "Save".

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#Steps to Issue the Tax Invoice (B2B)

1. Go to Sales and Customers > Points of Sale.

2. Open the sales box.

3. Add products to the sales screen.

4. Click on "Pay".

5. Choose the customer's name.

⚠️ Note: The customer must have a tax number or additional identifier. If neither is available, the system will issue a simplified invoice.

6. Select the payment method.

7. Click on "Pay" and the invoice will be issued directly.

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

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#Frequently Asked Questions

1- How can I ensure that the issued invoices are tax invoices?

By the title displayed at the top of the invoice.

2- Are the tax invoice settings saved, or must they be repeated when issuing each tax invoice?

The settings are saved automatically and applied when selecting a customer with a tax number or additional identifier.

3- How can I add my company's name and tax number to the invoice?

1. Through Settings > Company Information.

2. Add the company information.

3. Click on "Save".

4. The information will automatically appear on new invoices.

4- Can I change the type of additional identifier for the customer (commercial registration or national ID number) when issuing some invoices?

Yes, you can do that, go to:

1. Sales and Customers > Sales Settings.

2. Click on the receipts option > Tax Invoice Receipt.

3. Check (✔) the identifier you want.

4. Click on "Save".

5- Can I add a fixed note to all tax invoices?

Yes, you can do that, go to:

1. Sales and Customers > Sales Settings.

2. Click on the receipts option > Tax Invoice Receipt.

3. Check (✔) the "Comment" option.

4. Write the note you want.

5. Click on "Save".