Where are invoices located?
Open Invoices under Finance. The list displays invoice number, type, document classification, amount, tax, ZATCA clearance status, and issuance date. Tax integration setup is maintained on a separate page; generating an invoice does not mean it has been cleared or reported to the tax authority.
Steps to locate a document
- Select a status such as Pending, Cleared, Reported, Warning, or Rejected.
- Specify invoice type and document format if required.
- Review invoice number, issuance date, and corresponding order ID.
- Open preview or the contextual action available in the row.
- Read the status tag and processing message before initiating corrective adjustments.
Example from Joolyoo
Selecting "Rejected" displayed documents with this status in Joolyoo. This is solely the filter result; it does not establish the status of other invoices. Other documents may remain pending or in a different status and should be reviewed using the appropriate filter.
What is the difference between an invoice and a refund?
An invoice, a credit or debit note, and a payment transaction record are distinct entities. Triggering a credit note does not automatically return funds to a buyer. Verify refund status in Payments and confirm statutory document guidelines with your finance team.
What if invoice data is inaccurate?
Keep the invoice reference and error details handy, and request a record audit instead of altering values or reissuing records arbitrarily. Do not use this manual as legal tax proof; it covers UI navigation and interpreting system statuses.