SAM · Guide

Create, review and issue an invoice

EnglishUpdated Sep 13, 2026

An invoice bills the work completed for a customer. Drafting, approving, issuing and taking payment are separate actions with separate permissions.

Before you begin

Check that the job order's work is approved and that it has not already been invoiced. Have the correct customer, agreed prices, tax treatment and any advance payments ready for review.

Prepare the invoice

Use Add Invoice from the approved job, or open Operations → Invoices → Add Invoice.
Select the customer and the eligible Job Orders entry.
Check Invoice Date and Due Date. The final Invoice No. is assigned at issue.
Review Labour Tasks, Service Packages and Products / Parts, including hours, quantities, rates and discounts.
Under Adjustments & Notes, check Order Discount (%), tax, shipping and notes.
Review Total Summary, including Advance Applied and the remaining amount to collect.
Use Save as Draft if the document needs further review.

The order discount applies across parts, labour and packages, not shipping. Check each product's tax as well as the fallback rate; a displayed UAE default is not automatically correct for every workshop or transaction.

Issue the checked invoice

Open the draft. An authorised reviewer can use Approve. When the document is final, an authorised issuer uses Issue and accepts the lock warning. Invoice approval is available as a separate review stage; the issue action can also operate on a draft.

What happens next

Issuing assigns the permanent number, applies eligible work-order advances, and locks the job order and invoice lines. A draft or approved invoice is not yet the final issued document. Payments can be recorded only after issue.

Collect Payment on creation is optional. Use Save & Record Payment only for money actually received and check both the saved invoice and payment result afterwards.

Troubleshooting

If no job is selectable, check work approval, customer selection and whether it was already billed. If issuance succeeds but payment fails, open the existing invoice and record the payment there; do not create another invoice.