Invoicing, Taxes & Discounts

Invoicing is where a sale turns into money owed — and into a tax-compliant document that both your customer and your government will accept. This module covers the everyday mechanics of getting an invoice right: how discounts and taxes are calculated, how prices and offers are applied, how customers pay (and how those payments get matched back to the invoice), and how the document is reported electronically to the tax authority in whichever country you operate.

If you raise sales invoices, run promotions and loyalty programs, reconcile customer payments, or are responsible for e-invoicing compliance, this is your module. The pages below are grouped by the job you're trying to do — start with discounts and pricing if you're configuring how invoices add up, jump to the e-invoicing group if your task is hooking Nama up to a national tax platform.

Discounts, Taxes & Pricing

How an invoice's numbers come together — discounts, taxes, price lists and promotional offers.

🧮Discounts & Tax CalculationA comprehensive guide to how invoice-level and line-level discounts combine with tax to produce the final totals.🏷️Pricing & OffersPrice lists, sales offers and automated price updates that keep your selling prices accurate and competitive.🎚️Salesman Discount LimitsCap how deep each employee may discount, in sales documents and on the POS, and why an offer's discount can snap back.

Loyalty & Payments

Rewarding customers, and the full path from invoice to settled payment.

🎁Customer Reward PointsRun a loyalty program that earns and redeems reward points against customer purchases.📅Payment SchedulesSplit an invoice into scheduled instalments and track each due date.🔗Linking Payments to InvoicesMatch payment vouchers to the invoices they settle so balances stay accurate.💳Online PaymentsCollect invoice payments through integrated online payment gateways.

Electronic Invoicing by Country

Reporting your invoices to national tax platforms, with a country-specific guide for each.

📨e-Invoice OverviewThe general Nama ERP electronic-invoice concepts that the country integrations build on.🇸🇦ZATCA (Saudi Arabia – Fatoora)Integrate with the Saudi ZATCA Fatoora platform for compliant e-invoicing and QR codes.🇯🇴JoFotara (Jordan)Credentials, buyer identity, and what the Jordanian portal returns on each invoice.🇪🇬Egyptian e-Invoice and e-ReceiptConnect to the Egyptian Tax Authority, register item codes and POS devices, send bank details, sign, send and cancel.🇦🇪UAE e-Invoicing (Orchida osTax)Connect to the UAE e-invoicing system through the Orchida osTax service.

The Rules Behind the Invoice, and Its Reports

A sales invoice behaves the way its document term tells it to — what it copies from the order, how it prices and taxes its lines, what it records in the ledger — and that term is documented with the other supply chain terms. The reports that total, compare and cost your invoices live there too.

⚙️Document TermsThe term settings behind the Sales Invoice and every other sales and purchase document, one page per tab.📊Supply Chain and Sales ReportsThe catalogue of shipped inventory, purchasing, sales and point-of-sale reports: sales detail, profitability, comparisons and statements.

Document Tools & Help

Helpers that speed up invoice data entry.

📜Standard Terms & ConditionsDefine standard terms, attach them to sales documents, and track whether each one has been fulfilled.📦Barcode Field for Sequential ScanningA smart barcode field that keeps focus so you can scan many item codes in a row without re-clicking.