Invoicing and receipts

Creating and sending an invoice

Learn by watching

Watch this video on how to create and send an invoice to your customer, or read on below. Creating an invoice

Step-by-step instructions

  1. Go to the Invoices on the left side menu, then click on the Add invoice button in the top right corner to start creating an invoice.
  2. Wafeq automatically generates an Invoice number in a sequence.
  3. Choose the Currency in which you want to send your invoice.
  4. (Optional) You may add the Purchase Order that you received from your buyer.
  5. Choose the Contact corresponding to the customer from your contact list, or create the contact directly in the invoicing form.
  6. (Optional) Assign the invoice to its specific Project. This allows you to track the profitability of your various projects.
  7. If you’re VAT-registered and the Place of Supply is required in your country, choose it so Wafeq correctly generates your VAT return.
  8. Set the Date on which the invoice is created and then its Due Date.
  9. In the Invoice Line Item:
    • (Optional) Choose the Item for which you are invoicing, or create it directly.
    • Write a short Description indicating the details of the item you’re selling.
    • Choose the Account where you’d want the revenue to be categorized, this is usually an Income account, like Sales.
    • Indicate the Quantity of the item sold and its Price
    • (Optional) Add a VAT Rate and a Discount if it applies in your case.
  10. (Optional) In the Notes, you can include details on how you would like to receive the payment. Wafeq will automatically re-use this field the next time you create an invoice.
  11. (Optional) Add a Stamp or your Signature to the invoice.
  12. Click Save and Send to send the invoice directly from Wafeq, or Save if you prefer to send it manually.

When revenue is booked

Only invoices that are in Sent status will be recorded as revenue.

Importing invoices

You can also import your invoices using the import feature.