Quote lifecycle
Draft to accepted or declined to one-click conversion into a sales invoice — full history preserved.
Accounting
Invoices & Quotes — from draft to authorized payment
A full lifecycle for sales quotes, sales invoices, and supplier bills — with instant PDF generation, attachments, status tracking, and live sync to ZATCA e-invoicing.
Everything you need to invoice
One document that moves through clear states — no chaos of duplicate copies.
Sales invoice states
Draft to submitted to authorized to voided. After authorization, no edits — only a documented credit note.
Supplier bills
Purchase invoices kept separate from sales — linked directly to purchase orders and stock moves.
Instant PDF & attachments
Every document generates a ZATCA-compliant PDF, with the option to attach supporting images or files.
Live status tracking
A single board shows what is draft, what is pending payment, and what is overdue — per customer.
ZATCA sync
Every authorized invoice is dispatched to ZATCA — see e-invoicing for the full pipeline.
Quote lifecycle
From quote to invoice without retyping
Create a quote, send the customer a clean PDF, and when they accept, convert it to a sales invoice with one click. Every line, price, and tax carries over with no manual rekeying.
- Clear states: draft, accepted, declined, converted
- Quote validity with an auto-reminder before expiry
- Auto-links the customer to their record in the customer directory
Authorization & voiding
Once authorized, the invoice is locked — and every change is documented
An invoice moves from draft to submitted to authorized. Once authorized it cannot be edited — any correction is issued as a tracked credit note with a full audit trail, as ZATCA and internal audit require.
- Voiding requires a mandatory reason saved to the log
- Credit notes linked back to the original invoice
- Audit log for every state change and the user who made it
Purchase invoices
Supplier bills land in their right place
A supplier bill never mixes with sales invoices. Each line is recorded, the bill links back to its PO or AI-scanned bill, and stock plus accounts payable update together.
- Completely separated from sales invoices across lists and reports
- Fast entry through AI bill scanning
- Bill lines reconciled against POs in purchasing
Explore more in
Accounting
Expenses & Claims
Expenses, supplier bills, and approved staff claims.
Chart of Accounts
Ready chart of accounts, customizable, with cost centers.
Bank Reconciliation
Import the bank statement and match in a click with smart rules.
Budgets
Monthly budgets tracked against actual performance.
Financial Statements
Balance sheet, income, cash flow, and VAT return.
Ready to issue your first invoice?
Start Free Trial
Just one intro call. No spam, ever.
- 14-day free trial
- No credit card required
- Cancel anytime
FAQ
Common questions
Answers about quotes and sales invoices.
Quotes flow draft → accepted, then convert to an invoice in one click. Invoices flow draft → submitted → authorized → voided.
Yes. Every invoice is issued in line with ZATCA Phase 1 and Phase 2 requirements and submitted to Fatoora with no manual step.
Authorized invoices are not edited directly to keep integrity. Issue a credit note and then a new invoice for the correct amount.
Yes. Invoices can be issued in any currency and are translated to your base currency in the ledger automatically using the exchange rate.
Yes. Send by email or WhatsApp on approval, or keep it as a tax copy to print at handover.