How to Create Cash Invoices?

English Template (2) (1).png A cash invoice is used to document payments that are made immediately at the time the invoice is issued. It can include invoices for cash sales or point of sale invoices (POS).

Steps to Create a Cash Invoice

Go to "Sales" from the main menu and select "Cash Invoices".
Click on the "Create" button to create a new cash invoice.
Enter the following details:
- Customer Name: Select the customer for whom the invoice is issued.
- Amount Paid: Specify the amount the customer has paid.
- Items: Select or enter details of the products or services sold.
- Invoice Date: Specify the date of the invoice.
- Payment Method: Choose the method of payment (e.g., Cash, Credit Card, Bank Transfer, etc.).
- Notes: Add any additional notes if necessary.
After entering all details, click "Save as Draft" or "Finalize".

You don’t need to complete all required fields in order to save the cash invoice as a draft, feel free to save your progress at any point and return to it later.

Notes

Cash invoices are ideal for cases where payment is required immediately upon issuing the invoice, such as direct sales or cash payments.
Once the cash invoice is finalized, its status will automatically change to "Paid," which differentiates it from regular invoices that require payment to be made after the invoice is approved.

Once you've filled in the invoice details, here are the top options available to finalize or customize the invoice:

Finalize: Use this to save the invoice which to be logged in your records and reported to ZACTA.
Save as Draft: Use this if you're not ready to finalize the invoice yet. You can come back and edit it later.
Print / Download: Click this to preview the invoice as a PDF or print a hard copy.
Document Language: Click to view the invoice in Arabic. Useful if you or your customer prefer it.
Attachments: Upload Attachments files like receipts, images, or contracts. These will be included with the invoice when sent. Attachments are only visible when the invoice is sent to the customer using the "Send via Email" feature.

Cash Invoice List

The cash invoice list gives you a full overview of all your issued invoices. From here, you can quickly review, filter, and take action on any invoice. Here’s what you can do from this screen:

Search bar: Type any keyword (invoice number, customer name, etc.) to instantly filter and find specific invoices.
Add Filter: Use advanced filters to narrow down by status (e.g., Draft, Sent), date range, branch, or project.
Add Filter: Use advanced filters to narrow down by status (e.g., Draft, Sent), date range, branch, or project.
Sort: You can sort data by date (for example, from oldest to newest or vice versa), alphabetically, or using various other sorting options based on your needs. You can also apply multiple sorting criteria simultaneously and easily rearrange the selected options by dragging and moving them, helping you present your data in a more organized and user-friendly way.
Import: Upload invoices in bulk using a template file, ideal when migrating from another system (You can find this option by tapping the three dots on the screen).

For more details, please refer to the guide .
Importing Cash Invoices into Wafeq
Export: Download your cash invoice list as a spreadsheet for recordkeeping, analysis, or reporting (You can find this option by tapping the three dots on the screen).
Create: Click this button to start a new invoice from scratch.

Available actions on the Sales Invoice

From the cash invoices list, make sure the view is set to Table, then click on the required invoice. Click the More actions (⋮) icon at the top of the invoice to view the additional available actions.

Change status to Draft: Use the Change status to Draft option to revert the invoice from Finalized to Draft, allowing you to edit the invoice details or correct any errors before finalizing it again.
Print / Download: Use the Print / Download option to obtain a copy of the invoice in PDF format or to print it directly.

Available actions (when the view is set to “Sheet” format and selecting the checkbox next to the green entry),click the More actions (⋮) icon at the top of the invoice to view the additional available actions:
History: Displays the details of the employee who created the document. If any changes are made, the modification history and timestamps will also be shown.
Print / Download: Use the Print / Download option to obtain a copy of the invoice in PDF format or to print it directly.
Document language: Allows you to switch the document language between Arabic and English according to your preference.