Quick invoice
In Rowdx
- Sales
- Quick invoice
or from the New button at the top of any screen
The fastest way to issue a tax invoice: one screen with just the customer and items, and one click submits the invoice and sends it to the customer. Ideal for invoices with few lines, and for your first invoice after signing up.
Steps
- Customer: search by name or mobile. New customer? Type their name and mobile (and VAT number for a company) and they're created with the invoice.
- Items: search by name or scan the barcode, and enter the quantity. The price comes from the price list and can be edited. Item doesn't exist? Type its name and price and it's created.
- Check the total and 15% VAT at the bottom.
- Issue invoice: it's submitted immediately, and sent to ZATCA if integration is on.
- From the success screen: Share on WhatsApp, Print, or Another invoice.
When to use the full invoice?
For invoice-level discounts, credit sales with a due date, choosing the warehouse, or linking to a sales order, use the full sales invoice.
