1. The Lead to Cash Flow
The Sales department handles the full customer lifecycle. A typical transaction follows this path:
2. Step-by-Step Sales Process
Step 1: Create a Quotation
A sales transaction normally starts with a Quotation. Select a customer, add line items (products), and set the validity period. You can generate a PDF to share with the customer instantly.
Step 2: Convert to Sales Order
When the customer approves the Quotation, it moves to the Sales Order stage. This makes the agreement official and prepares the billing.
Step 3: Issue an Invoice (ZATCA Compliant)
When billing is ready, create an Invoice from the Sales Order. The system handles the ZATCA Fatoora compliance automatically (generating XML and QR code). Use Standard Invoices for B2B and Simplified Invoices for B2C.
Step 4: Receive Customer Payment
When the customer pays, create an Income Receipt. Apply the payment against the open Accounts Receivable to automatically adjust the customer balance and close out the invoice.
3. Handling Returns & Adjustments
Once an invoice is cleared with ZATCA, it cannot be deleted. You must use adjustment notes:
Credit Notes
Use this to reduce the customer receivable and adjust revenue-related balances (e.g., when a customer returns an item or you made a billing mistake).
Debit Notes
Use this to increase the customer receivable for additional charges related to an existing invoice.