Creating or Importing Sales Invoices in Foodics Accounting

Sales Document (Sales Invoice)

A sales invoice is a commercial document issued by the seller to the buyer showing the products, quantities, and agreed-upon prices for goods or services.

The Sales section consists of:

• Sales Invoices
• Credit Notes
• Quotations

Note: Invoices are compliant with the Zakat, Tax and Customs Authority (ZATCA) regulations.

If integrated with POS systems:

Invoices are automatically synced daily, with the total for the day per branch. They are marked as Paid and include a breakdown by payment method.

To add a sales invoice manually:

1. Go to Accounts > Invoice > New Invoice.

   

2. When you select "New Invoice", a screen appears for entering the invoice details:

• Select an existing customer or click Add Contact to add a new one
• Choose the issue date, due date, reference, items, description, quantity, price
• You can also select the relevant branch

1. After filling in the data, choose either Save or Post:
   • Save: the invoice will be stored as a draft
   • Post: the invoice will be finalized and marked as pending payment

To Import sales invoices via Excel:

1. Go to Sales > Sales Invoices > Import

1. Click Import to open the upload screen. Choose the Excel option to download the invoice template.

1. Fill out the Excel file, then click Import File (options may vary depending on the client's configuration), and then click Import again.
2. A confirmation message will appear: File uploaded successfully