Invoices

Invoices track what a customer owes, what has been paid, and which commercial records produced the charge. They are customer records; Billing is the separate Configuration page for the organization’s Workstation subscription.

Create an invoice

Open Commerce → Invoices and click Create Invoice.
Select the customer and any related Account, Contact, Deal, Project, Order, or Price Offer.
Add products and confirm quantity, price, discount, and tax.
Set the invoice number, currency, issue date, due date, notes, and terms.
Save as a draft, or open the invoice when it is ready for payment.

An invoice can also be created from the Invoices association on an Order.

Status and amounts

The stored invoice statuses are Draft, Open, Paid, and Voided. The UI can also identify an open invoice as overdue or partially paid based on its due date and recorded payments.

Invoice totals can include subtotal, discount, tax, tip, total, amount paid, and amount due. Workspace invoice settings control organization-level rules such as numbering and which records can still be edited or deleted.

Record a payment

Open the Payment tab and record the amount, date, method, reference, and notes. Workstation recalculates the amount due and updates the invoice state when the balance is fully paid. Users with permission can remove an incorrect payment and record it again.

Invoice record and actions

The record contains Details, Payment, Comments, and Timeline tabs. Depending on status, permissions, and connected apps, actions can include:

previewing or downloading the invoice PDF;
opening a draft invoice;
editing or deleting an eligible invoice;
recording a payment;
creating a return or adjustment document;
voiding the invoice;
submitting or retrying ZATCA processing.

Return flows can create credit or debit notes from eligible invoice quantities. ZATCA actions appear only when the integration and invoice meet its requirements.

Find and manage invoices

Use the All, My, Open, and Unpaid standard tabs, or save a table view with your own filters and columns. With the required permissions, bulk actions can edit records, create tasks, or delete eligible invoices. Export is available for offline review.