Car Sales Invoices

There are two documents in the menu with "invoice" in the name, they look almost identical on screen, and only one of them is a sale. Getting the difference straight is the single most valuable thing on this page.

• Car Proforma Sales Invoice (سيارات > مبيعات السيارات > فاتورة مبيعات سيارة مبدئية) — a priced, complete-looking document you can print and hand to a bank, an insurer or a customs broker. It books nothing meaningful.
• Car Sales Invoice (سيارات > مبيعات السيارات > فاتورة مبيعات سيارة) — the sale. Revenue, tax, the customer receivable, the cost of goods sold, the stock issue and the e-invoice submission all come from here, and from nowhere else.

Required licence

srvcenter-subitems.

The two documents, side by side

	Pro-forma Sales Invoice	Sales Invoice
Revenue and receivable	No. Only a generic debit/credit pair, and only if the term happens to fill it	Yes, always
Tax	No	Yes — taxes 1–4 and header taxes
Cost of goods sold	No	Yes, through the stock issue
Stock movement	None at all	Out — a stock issue for the car
Submitted to the tax authority	No	Yes
Can be returned	No return document targets it	Yes — the Car Sales Return
نوع البيع / المرخص له on screen	No	Yes
Payment lines, schedule, external payments	Yes	Yes
Moves the car's status, stamps references	Yes	Yes

Read that table once more from the top: the pro-forma is not a financial document. Do not present it to anyone as a "provisional entry" or an "invoice awaiting confirmation" — nothing is waiting, because nothing was booked. Its value is entirely that it is a complete, printable, priced document with a book and a number, safe to issue outside the company without touching your ledger, your tax return or your stock.

The one thing the pro-forma shares with every other car document is its effect on the car itself: it writes a status line and can stamp its reference onto the car's Statistics tab. So a showroom that wants "a pro-forma has been issued" to be visible on the car can model exactly that as a status.

The Car Sales Invoice

This is the point of no return. Once it commits, undoing the sale means raising a Car Sales Return — deleting is not the answer, and the cancellation documents in this module do not touch money or stock.

What it books

On commit the invoice produces, in the ordinary way and always:

• the customer receivable (or cash, if the term points there) against revenue;
• tax on the line and header taxes;
• invoice and line discounts, and any of the service-fee sides the term configures;
• the stock issue that takes the car out of the showroom warehouse, and with it the cost of goods sold entry that relieves the car's landed cost.

All of this is created as business requests processed in the background — the invoice itself saves immediately. If an effect fails, retry it from the Business Requests list view: filter by failed, select the rows and use More → Reprocess / Recommit.

Fields you meet only here

Alongside the standard sales-invoice layout, the car sales invoice carries نوع البيع (Sale Type) — Cash or Instalment — and المرخص له (Licensee), plus the instalment block and the Used Car Info tab carried forward from the sales order.

The chassis is named in the السياره (Customer Car) column of the line, exactly as on every other document in this family. When the invoice is built on an allocation or an order through From Document, the picker offers only the cars on that source.

What can refuse the sale

The allocation fields record who the car is promised to; they do not hold it — see Allocating a Chassis. What refuses a sale is the car's own status configuration, or the منع البيع (Prevent Sales) flag on the car record.

The worked example

CAR-000318 is invoiced to Layla Al-Harbi on 1 March 2026 as SISI-2026-0498:

	Amount
Agreed sale price	87,000
VAT at 15 %	13,050
Invoice total	100,050
Cost of sales — the car's landed cost	76,500
Gross margin	10,500

The 76,500 is what the car actually cost Al-Sahra: 74,000 paid to the importer plus 2,500 of freight and customs spread over the six cars in the shipment. The invoice generates stock issue STI-2026-1201 out of the showroom store WH-SHOW, and that issue is what relieves the 76,500 to cost of sales.

Note what has already happened before this document: the sales order recorded a 5,000 booking deposit on its reservation-value accounts back on 24 February. That entry is not touched by the invoice; it is settled the ordinary way, through the customer's account.

The one setup rule that keeps stock correct

The car can be issued from stock twice

The Car Sales Invoice generates a stock issue. So can the Car Final Delivery. Neither document can see the other's stock document — each looks only for an issue raised from itself — and neither checks whether the car has already left stock.

Follow the natural path with both terms configured to generate, and the same chassis is issued twice: the landed cost is relieved to cost of sales twice and the car sits at −1 on hand. Where negative stock is allowed, both documents commit silently and nothing warns. Where it is blocked, the second document fails with a generic shortage error that names an auto-generated stock document rather than the car document you were saving — which reads as an unrelated inventory problem.

The rule: fill Generation Book and Generation Term on exactly one of the two document terms. If the invoice is your stock-out document — the normal choice for an ordinary sale, and the one Al-Sahra makes — leave the final-delivery term's generation book and term empty.

To stop the final delivery generating, clear the generation book or the generation term on its term. The invoice and the final delivery are alternatives for moving stock, never a sequence.

Actions on these screens

Both screens are built on the supply chain Sales Invoice screen and carry most of its buttons. The ones a car sale actually uses:

Main page:

• Sales Collect Lots (تجميع الشحنات) and =Supplychain Collect Locators (تحميع المواقع) — fill the lot and the locator on every line from what is available in the header warehouse. The second one's English label ships exactly as shown.
• Pay Invoice (ادفع الفاتورة), Pay Part Of Invoice (دفع جزء من الفاتورة), Fetch Last Terminal Payment Transaction (ايجاد اخر عمليه دفع تمت ولم تصل معلوماتها), Request Redeem Customer Amount and Upload Invoice To GoPay (إرسال الفاتورة إلى GoPay) — the card-terminal, loyalty and payment-gateway buttons, which behave as on the Sales Invoice. Request Redeem Customer Amount reads the same in Arabic.

Billing page:

• GeneratePayments (إنشاء الدفعات) — splits the remaining value into an instalment schedule, asking for the number of payments, the period between them and its unit, the start date, a grace period, down / first / second / last payment values and a rounding mode. The English label ships as the raw name shown here.
• Generate Receipt Voucher (إنشاء سند قبض) — creates a receipt voucher for the whole remaining value against the customer. Generate Receipt Voucher For Selected Payments (إنشاء سند قبض للدفعات المختارة) does the same for only the instalment lines you ticked, and refuses when none is selected or none has anything remaining. Collect Receipt Vouchers (تجميع سندات القبض) brings existing vouchers onto the invoice.

Related documents page (Car Sales Invoice only):

• Collect (تجميع) — asks for a from date and a to date and fills the stock documents grid with the stock issues already made to this customer from the same warehouse that have not been invoiced yet.
• Apply Receipts (تطبيق) — turns the stock issues in that grid into priced invoice lines.
• Create Inventory Doc. (إنشاء سند مخزني) — for an invoice typed by hand, generates the stock issue and opens it. Mind the stock rule above before you press it.

More menu:

• Reverse Document (عكس المستند, Car Sales Invoice only) — the invoice must be saved; opens a new, unsaved Car Sales Return with this invoice's lines copied in.
• Collect Without Dates (تجميع بدون تواريخ, Car Sales Invoice only) — the same as Collect on the related documents page, without asking for a date range.
• Generate Doc (إنشاء مستند بناءا على) — asks which kind of document to create (stock issue, stock receipt, stock transfer, purchase invoice, purchase return, car purchase return, sales invoice or car sales invoice) and opens a new, unsaved one built from this document.
• Remove Taxes (حذف الضرائب) and Restore Taxes (احتساب الضرائب) — the first asks which taxes to clear and empties them on every line; the second recalculates them. Both are refused when the document is not taxable.
• Add Current Line To Shortage Document (إضافة السطر الحالي الي مستند النواقص) — appends the line you are standing on to a shortage document.
• Installment Payments (سندات سداد الدفعات) — opens a list of the vouchers that paid this document's instalments.
• Cancel Reservation Of Related Docs (إلغاء الحجز) and Apply Reservation (تطبيق الحجز) — the document must be saved; release or re-apply the stock reservations linked to it.
• Add Document (إضافة مستند) — asks for another document and appends its lines.
• The pricing and stock helpers shared with the Sales Invoice: View Available Quantities (عرض الكميات المتاحة), Sales Collect Available Quantities For Inserted Lines (تجميع الكميات المتاحة للسطور المدخلة), Update Expiry Dates from Lot Code (حساب تواريخ الصلاحية من كود الشحنة), Apply Offers And Update Prices (تطبيق العروض وتحديث الأسعار), Apply Coupons (تطبيق قسائم الخصم), Apply Offers And Coupons (تطبيق العروض وقسائم الخصم), Calculate Discounts From Offers (حساب خصم الفاتوره من العروض) and Copy To First Cash Line (نسخ لأول سطر طريقة دفع نقدية). The Car Sales Invoice adds Replace Free Item (تبديل صنف مجاني), Add Free Items Offer (تطبيق عروض الأصناف المجانية على الأصناف) and Add Invoice Offers (إضافة عروض الفاتورة).
• The read-outs and integrations shared with the Sales Invoice: Owner Document Quantity Tracking Entries (مدخلات المستند في متابعة الكميات), Root Document Quantity Tracking Entries (مدخلات المستند الرئيسي في متابعة الكميات), Payment/Receipt System Entries Related To Invoices (عرض سندات الدفع و الصرف المرتبطة بالفاتورة), Validate Tax Authority Document (التأكد من صحة المستند بالنسبة للضرائب), View Invoice At E Invoice Site (عرض الفاتورة في موقع الفاتورة الإلكترونية), View Invoice At E Invoice Site For Not Loggend In (عرض الفاتورة في موقع الفاتورة الإلكترونية للغير مسجل) and Re Read Order From Ecommerce Site (إعادة قراءة الأمر من الموقع).

On the list screen, Update Prices (تحديث الأسعار, More menu) recalculates the unit prices of every selected document and saves it.

After the invoice

• The car's status moves — typically to مفوتر كلياً (Invoiced) — if a status updater line targets the sales invoice, and the invoice's reference is stamped onto the car's Statistics tab.
• The physical hand-over is recorded on a Car Final Delivery, which is a record and a status move, not a financial event.
• If the sale falls through, raise a Car Sales Return. There is no cancellation document for a sales invoice, and there should not be — money that has reached the ledger comes back through a return, not through a marker.