Custom E-Invoicing Software

• Automated generation of e-invoices based on the data imported from CRM, OMS, or a selling platform.
• User-defined e-invoice format (XML, EDI, etc.).
• Customizable templates for B2C, B2B, B2G e-invoices.
• Support for multi-currency and multi-language e-invoice generation.
• Automated calculation and application of taxes, discounts, additional charges (e.g., carriage, insurance, interest on late payments), and billable expenses.
• Automated generation and application of region-specific e-invoice elements, e.g., an invoice reference number (IRN), a unique universal identifier (UUID), and a QR code for Saudi Arabia.
• AI-powered e-invoice validation based on SLA/billing guidelines.

• Automated e-invoice routing for approval to relevant employees.
• Configurable multi-department e-invoice approval hierarchies (based on e-invoice amount, type, etc.).
• Real-time tracking of e-invoice approval status for A/R specialists.
• Customizable in-app reminders to e-invoice approvers.
• E-signing of invoices by the approvers.
• Auto-locking of approved e-invoices for editing.
• A complete e-invoice approval history.

• User-defined rules for e-invoice conversion to the format requested by a customer or a legal authority.
• Sending e-invoices to customers:
  • In advance/on delivery.
  • By schedule/on the spot.
  • On a single/recurring basis.
• Automated e-invoice submission to the local tax authority for e-invoice transaction clearance or tax reporting needs.
• Recording customer e-invoice data in the accounts receivable (A/R) ledger upon e-invoice sending.

• Automated two- and three-way e-invoice matching (against purchase orders and order receipts).
• Rule-based validation of e-invoice data at the line-item level (e-invoice number, date, quantity, price, etc.).
• E-invoice verification against the pre-set tax rules, region-specific requirements to the mandatory e-invoice elements (a cryptographic stamp, UUID, etc.).
• Alerts on e-invoice exceptions (duplicate invoices, tax variances, mismatched data, etc.).
• Multi-department approval workflow for purchase e-invoices.
• Recording purchase e-invoice data in the accounts payable (A/P) ledger upon e-invoice approval.

• Real-time e-invoice tracking by type (customer, purchase), approval, submission and payment status, period, and more.
• Configurable in-app notifications to the A/R and A/P specialists on sent and received invoices, invoice approval status changes, etc.
• Customizable dashboards for A/R and A/P specialists with essential e-invoice metrics, such as the total number of e-invoices by period, average e-invoice cycle time, cost per e-invoice, and more.

• Centralized e-invoice storage.
• Search engine with filtering and metadata querying to navigate e-invoices.
• Configurable retention rules for different types of e-invoices.
• Automated e-invoice deletion after the retention period.

• E-invoice timestamping.
• E-invoice data hashing (e.g., mandatory for Saudi Arabia since 2023).
• Comprehensive audit trail for e-invoice-related activities.
• Multi-factor user authentication.
• Role-based access control.
• Automated e-invoicing fraud detection.
• Configurable retention and deletion policies for customer and supplier data.
• Compliance with GAAP, IFRS, SOX, ZATCA regulations (for Saudi Arabia), Directive 2014/55/EU (for the EU), MTD (for the UK), GST (for India), other relevant country and industry-specific regulations.

For A/R and A/P specialists:

• Uploading customer invoices to the portal.
• Downloading purchase e-invoices from the portal.
• Instant messaging to communicate with customers and suppliers.

For customers:

• Self-registration, managing and updating essential business information (for organizations) or personal data (for individuals).
• Downloading e-invoices from the portal.
• Updating invoice payment status.
• Tracking paid and outstanding invoices.
• Creating disputes and attaching supporting documents to claim deductions/chargeback.

For suppliers:

• Self-registration, managing and updating essential business information.
• Uploading e-invoices to the portal.
• Tracking invoices by status (sent, received, paid, etc.).