Included in: Enterprise
Accounting
Learn how Accounting fits into your Xfatora rollout.
Module
Sales & Invoicing
Turn approved work into structured revenue.
Create quotations, issue invoices, track payments, and monitor outstanding balances with full visibility.
Key Benefits
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
Screenshots
Real screens from the platform.
Features & Capabilities
Comprehensive feature set designed for operational excellence
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
Common Workflows
Step-by-step processes to achieve your business goals
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
Common Use Cases
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.
Available in These Plans
Choose the plan that fits your business needs
Starter Plan
Growth Plan
Business Plan
Enterprise Plan
Ready to get started with Sales & Invoicing?
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User guide
How to use Sales & Invoicing
Setup checklist, key workflows, reports, and troubleshooting.
Talk to our solution team
Tell us what you need and we will reply with a rollout plan and recommended modules.
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