By following these instructions, you’ll be able to effortlessly manage your transactions, monitor payment activity in real time, and deliver a smooth, professional payment experience to your clients. These tools are designed to simplify your workflow, boost operational efficiency, and help maintain trust across your customer base.

In this article:

• View/Edit Your Invoices
• Create New Invoice
  
  

View/Edit Your Invoices

The following steps will guide you in accessing, viewing, and editing your invoices efficiently using the Paymes SuperApp:

1. Navigate to Invoice:  From the Home screen, go to the "Services" section and click on "Invoice".
   
   
2. View Existing Invoices:  Here, you will find a list of all your existing Invoices that you have previously created with the payment status indicated such as: Pending, Paid, Overdue or Expired.
   
   
3. Invoices Details:  Each Invoice will be displayed with its Title, Creation Date, Amount, and Status, providing you with all the necessary information at a glance.
   
   
4. Click on the selected invoice to view its full details, share it or edit if necessary.
   
   
5. Once the invoice page is open, click on the three dots icon (...) at the top right side of the screen to access the following options: 
   -Share 
   -Edit
   
   
6. Edit the desired fields and then save the changes by clicking on "Edit Invoice".
   
   

Create New Invoice

Here is a step-by-Step guide to generate new invoices via Paymes Supper App:
 

1. Navigate to Invoice:  From the Home screen, go to the "Services" section and click on "Invoice".
   
   
2. Generate New Invoice: Click on the plus sign "+ " to create a new invoice.
   
   
3. Select the Invoice Language from the dropdown menu (English or Arabic)
   
   
4. Select the Invoice currency from the dropdown menu (only the configured currencies on your profile will be shown here. 
   
   
5. Choose the invoice template:
   
   Standard: it's a single invoice. The link will expire once a customer completes this payment.
   
   Template: It will generate a link, and you can share this link with your customer, and the same link will remain open to be re-used anytime (you can also control the expiration date while making the template).
   
   
   
6. Choose the invoice type: Sale.
   
   
7. Select the Invoice Date & expiry date (Optional).
   
   
8. Then click on "Next" to move to the next step, where you will need to add the invoice title, description and invoice reference

   
   

   
   
   
9. Click on the " + "sign to fill in your product information and then click "Next" to proceed: 
   • Product Name
   • Description
   • Unit Price
   • Quantity
   • VAT/TAX percentage (Optional). 
   • Discount percentage (Optional).
     
     -Note that you can add more than one product for the same invoice.
     

     
     

     Visit merchant.paytabs.com to activate pre-defined products.

     
     
     
     
10. Fill in your customer information (Optional): Customer Name, Email, Reference
    
    
    
    
    
11. Summary: Review all the fields before sending the invoice, once you confirm all the details, you can click on "Create Invoice"
    
    
12. You will receive a confirmation message that the invoice has been created successfully, you can click on "share" to start sharing this invoice with your client via the available channels.