Finance & invoicingPayments

Payments

A payment in Novex is money received against an invoice. Payments are entered by hand — bank transfer, cash, cheque, or a card taken on your own terminal. Each one is reconciled to a single invoice, updates the invoice balance, and is fully audit-logged.

Online card collection through Moyasar is not available yet; see Collect online with Moyasar below.

Record a manual payment

Use this when the client paid outside Novex — a bank transfer, cash at the desk, or a cheque.

  1. Open an ISSUED invoice.
  2. Click + Record payment.
  3. Enter the amount, date, method, and a reference (bank transfer ID, cheque number, or terminal slip).
  4. Save.

The invoice balance and status update live. Recording a payment that covers the full balance flips the invoice to PAID; a partial payment flips it to PARTIALLY_PAID. Multiple partial payments against one invoice are supported.

You can edit or delete a recorded payment from the payment-history timeline on the invoice; every change is audit-logged with before/after values.

Payment methods

MethodUse for
BANK_TRANSFERWire / SWIFT / local transfer. Store the transfer reference.
MADASaudi domestic debit network — taken on your own terminal.
CREDIT_CARDVisa / Mastercard, online or terminal.
APPLE_PAYApple Pay accepted on your own terminal.
STC_PAYSTC Pay wallet (KSA).
CASHCash received at the venue or office.
CHEQUERecord the cheque number in the reference field.
OTHERAnything not listed — describe it in the reference.

Collect online with Moyasar

Status — Coming soon. The Moyasar connector is labelled COMING SOON in the product and cannot be connected today, so neither flow below is available. Record card payments taken on your own terminal as manual payments instead. Full detail on the Moyasar connector page.

Moyasar is the card gateway Novex is building for Saudi tenants. Once it ships you will connect it under Settings → Connectors → Moyasar with your Moyasar publishable and secret keys, and two online flows become available.

Hosted checkout

For an invoice the client is viewing, Novex can render a Moyasar-hosted card form. The client enters their card (or chooses Apple Pay / mada), Moyasar processes the charge, and Novex records a CREDIT_CARD / MADA / APPLE_PAY payment automatically once the gateway confirms success.

Pay by link

  1. Open an ISSUED invoice.
  2. Choose Send payment link (available when Moyasar is connected).
  3. Novex emails the client a tenant-scoped link to a hosted payment page for the exact invoice balance.
  4. When the client pays, the webhook (below) reconciles the payment and the invoice status updates with no manual entry.

Use pay-by-link when the client is remote and you want a single tap-to-pay URL rather than chasing a bank transfer.

Webhooks and reconciliation

Also part of the Moyasar work above, and not live yet.

Moyasar notifies Novex of payment outcomes through a signed webhook. Novex verifies the signature, matches the event to the originating invoice, and:

  • On paid — creates the payment record and advances the invoice status.
  • On failed / refunded — leaves the invoice balance unchanged and logs the outcome for follow-up.

Reconciliation is idempotent: a webhook delivered twice records the payment only once. If a client pays online but the webhook is delayed, the payment appears as soon as the event arrives — you do not need to record it manually.

Tips and limits

  • Online card collection is not available yet — every payment is recorded by hand today.
  • Currency follows the invoice — SAR for KSA card payments, USD (or your tenant default) elsewhere.
  • A payment cannot exceed the outstanding invoice balance.
  • Refunds are recorded against the original payment, not as a new charge.

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InvoicesPurchase orders