Invoices

An invoice in Novex is a tax-compliant bill issued to a client. For Saudi Arabia clients with a VAT number, Novex signs the invoice via ZATCA Phase 2 (Fatoorah) and embeds the cryptographic stamp + QR code automatically. Non-KSA invoices skip the ZATCA step.

Create an invoice

There are two paths:

1. From a quotation — click Build invoice from this quote on an APPROVED / SENT / VIEWED / ACCEPTED quotation. Recommended path — carries cost lines and discount across exactly.
2. From scratch — Finance → Invoices → + New invoice. Pick a client, pick an event (optional), add cost lines manually.

Cost lines

Cost lines on an invoice are the ACTUAL lines (vs. the QUOTED lines on a quotation). The conversion duplicates each QUOTED line into a new ACTUAL line that back-points to the original. You can then:

• Adjust quantity or unit price (e.g. final headcount was 320, not the quoted 300 — bump catering).
• Add lines for last-minute scope (e.g. extra signage).
• Remove lines that didn’t happen.

Each edit is audit-logged with before/after on the line.

ZATCA Phase 2 e-invoicing (KSA)

When the client has a Saudi VAT number, Issue triggers the ZATCA flow:

1. Novex builds the UBL 2.1 XML payload.
2. Signs it with your tenant’s CSID certificate (uploaded once — see ZATCA setup).
3. POSTs to the ZATCA Reporting API (B2C) or Clearance API (B2B).
4. ZATCA returns a cleared XML + a QR code. Novex stamps both into the PDF.
5. The invoice flips from DRAFT to ISSUED and is final.

If ZATCA rejects (cert expired, payload error, taxpayer block), the invoice stays DRAFT with the rejection reason surfaced inline. Fix and retry.

Invoice status

Record a payment

1. Open an ISSUED invoice.
2. Click + Record payment.
3. Enter amount, date, method (Bank transfer / Cash / Card / Other), and a reference (bank transfer ID, cheque number).
4. Save.

Multiple partial payments are supported. The balance and status update live. Recorded payments can be edited or deleted from the payment history timeline — each change is audit-logged.

Send to the client

Click Email invoice on an ISSUED invoice. Novex emails the client a PDF attachment + a portal magic-link to view the invoice and (eventually) pay it.

VAT and discount

Same rules as quotations:

• VAT is calculated per line.
• Discount is at the invoice level, accepts amount or percent (the same toggle UI as quotations). Convention: VAT is computed on the pre-discount subtotal; discount applies to the final total.

Next

• ZATCA Phase 2 setup
• Quotations