XFatora

Invoices & Payments

Issue invoices, record payments, and track balances due.

Invoices & Payments screenshot 1 Invoices & Payments screenshot 2 Invoices & Payments screenshot 3

What you can do here

  • Create invoices from estimates or directly.
  • Record payments and track outstanding balances.
  • Manage invoice statuses and due dates.

Before you start

  • CRM & Sales access is required.
  • Confirm invoice numbering and payment terms.
  • Ensure customer billing details are complete.

Step-by-step

  1. Create a new invoice and confirm line items.
  2. Set payment terms and due date.
  3. Send the invoice to the customer.
  4. Record the payment once received.

Tips & Common mistakes

  • Send invoices promptly to keep cash flow predictable.
  • Use consistent payment terms to simplify follow-up.
  • Review overdue invoices weekly.

FAQ

Can I create an invoice from an estimate?

Yes. Use the convert action from the estimate view.

How do I record partial payments?

Record each payment against the invoice until it is fully paid.

Where do I see overdue invoices?

Filter the invoices list by status and due date.

Next steps

Credit Notes Expenses ZATCA Compliance