Module

Sales & Invoicing

Turn approved work into structured revenue.

Create quotations, issue invoices, track payments, and monitor outstanding balances with full visibility.

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KSA Compliance

Saudi invoicing controls for this module

Map this module to your ZATCA rollout so finance, sales, and compliance teams share one controlled process.

Open KSA pillar Read compliance guide Phase 2 integration

Business outcomes teams expect

Professional quotation creation
Invoice generation and tracking
Payment status monitoring
Outstanding balance visibility
Revenue reporting by period and customer
Linked customer records
Clear audit trail of documents
Track revenue performance with real-time visibility

What teams use most in this module

Practical capabilities that make day-to-day execution faster, cleaner, and easier to govern.

Quotations

Create and send professional quotations with clear status tracking from draft through decision.

Create and send quotations
Track status: draft, sent, accepted, rejected
Convert approved quotation to invoice
Maintain structured billing history for every customer

Invoices

Issue accurate invoices with complete records for billing, settlement, and follow-up.

Itemized invoice creation
Tax handling when enabled
Payment tracking against each invoice
Partial payment handling when enabled
Full invoice history by customer

Payments

Record and verify customer payments to maintain up-to-date receivable balances.

Record payments manually
Track paid versus unpaid invoices
Customer payment history
Know exactly who owes what, and for how long

Sales Reporting

Monitor revenue and receivables with operational reporting that supports collection discipline.

Revenue by period
Revenue by customer
Outstanding receivables
Invoice aging report

E-Invoicing compliance (ZATCA & beyond)

Support regulated invoicing workflows by adding compliant fields and invoice output elements (including QR where applicable).

ZATCA QR support for compliant invoice representations
Configurable scope (e.g., KSA-only rule sets)
Invoice processing hooks for compliance pipelines
Operational rollout guidance via compliance resources

Start with this workflow

Follow these structured steps to launch one controlled process first, then expand.

Quotation to invoice

1

Create quotation and send to customer

2

Track status until customer approval

3

Convert approved quotation into an invoice

4

Review invoice due date and outstanding balance

Invoice settlement

1

Issue invoice to customer

2

Record full or partial payment

3

Monitor remaining balance until closed

4

Preserve complete document and payment history

Revenue review

1

Review monthly revenue by period

2

Analyze revenue by customer

3

Check outstanding receivables

4

Prioritize follow-up using invoice aging

Where teams apply this module

Operational quotation and invoicing execution
Receivables tracking for finance teams
Customer-level revenue and payment analysis
Collections prioritization using aging visibility
Saudi ZATCA compliant invoicing and regulated markets

Built-in Reports & Analytics

Revenue by period
Revenue by customer
Outstanding receivables
Invoice aging report

Compliance & Implementation Resources

Practical guides to help you rollout and validate workflows.

ZATCA & E-Invoicing Compliance

Enable ZATCA QR and validate invoice output with a rollout checklist.

Read guide

Plans that include this module

Confirm commercial fit before rollout planning.

Starter Plan
Growth Plan
Business Plan
Enterprise Plan
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Ready to evaluate Sales & Invoicing with your team?

We will map this module to your current process, owners, controls, and rollout timeline.

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User guide

How to use Sales & Invoicing

Setup checklist, key workflows, reports, and troubleshooting.

Open user guide

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