Post an invoice and it’s locked, with a trace back to the order it came from. Once online payments are switched on, it can carry a card payment link: when the customer pays, the payment and the gateway’s fee are booked and the invoice turns paid by itself. Credit notes and reminders work from the same invoice.
An example company and example figures. Meridian Supply paid INV-0042 through its card link; the gateway’s fee is booked with it.
INV-0042 was made from Meridian’s sales order for forty cartons of dates. Here it is from the moment it’s posted, through the card payment, to the credit note and the reminders you’d reach for if things went differently.
Posting books the invoice and locks it. The trace links it back to SO-0093 and the quotation before it, and the bar beside the trace fills as the money comes in.
Create link asks the gateway for a card checkout for the open amount. Copy it to Meridian: it works for 24 hours, and Refresh status shows where it stands.
When Meridian pays, the payment is recorded against the invoice into Gateway Clearing, the gateway’s fee goes to Bank Charges, and the invoice turns Paid without anyone touching it.
Credit Note opens with what’s left of each line already filled in, so it credits the whole invoice unless you lower a quantity. It posts at once, reversing each line’s own revenue and its VAT.
Collections lists the late invoices whose reminder is due: a gentle one 3 days after the due date, a firmer one at 14, a final one at 30. Each goes once, and only the strongest that’s due.
Settings → Templates shows the invoice exactly as it prints. Start from one of nineteen looks, then change the fonts, colours, sections and paper, and save it as the default.
The invoice posts when you post it. The card payment posts when the money is taken, with the gateway’s fee as its own entry, and a credit note reverses exactly the lines it credits. Codes and names come from the chart a new UAE company starts with.
INV-0042Posted on 4 Sep
Invoice posted
4 Sep 2026, JE-0052
| Account | Debit | Credit |
|---|---|---|
| 1131Trade Receivables | 12,600.00 | |
| 4110Product Sales | 12,000.00 | |
| 2131VAT Output (Payable) | 600.00 | |
| Balanced | 12,600.00 | 12,600.00 |
Receivable for the full amount, revenue to the product’s own account or 4110, and the VAT owed. The dates’ cost was booked when they were delivered.
PAY-0231Meridian pays by card
Card payment
11 Sep 2026, JE-0058
| Account | Debit | Credit |
|---|---|---|
| 1125Gateway Clearing | 12,600.00 | |
| 1131Trade Receivables | 12,600.00 | |
| Balanced | 12,600.00 | 12,600.00 |
Gateway fee on INV-0042
11 Sep 2026, JE-0059
| Account | Debit | Credit |
|---|---|---|
| 5911Bank Charges | 366.40 | |
| 1125Gateway Clearing | 366.40 | |
| Balanced | 366.40 | 366.40 |
That leaves 12,233.60 in Gateway Clearing, the payout the gateway sends. When it reaches the bank statement, reconcile it against Gateway Clearing.
CN-0007Two cartons billed twice
Credit note posted
18 Sep 2026, against INV-0047
| Account | Debit | Credit |
|---|---|---|
| 4110Product Sales | 600.00 | |
| 2131VAT Output (Payable) | 30.00 | |
| 1131Trade Receivables | 630.00 | |
| Balanced | 630.00 | 630.00 |
Revenue comes straight off the line’s own account, at the invoice’s rate, and the 630.00 comes off what Pearl Bay owes on INV-0047.
Keep a template for each regular bill. Run All Due makes the ones that are due as drafts, dated today, for you to check and post.
Every invoice and payment for a customer over any period, with the balance aged, to print or email.
Take a deposit on an advance invoice, then take it off the final invoice with Apply Advance.
Invoice in dollars or euros at the invoice’s rate. A payment at another rate posts the difference to exchange gain or loss.
Print a receipt voucher for any payment, straight from the invoice’s Payments tab.
A customer with portal access sees what’s open. With online payments on, they pay there; otherwise they can ask you for a link.
Bring last month’s invoices. We’ll post one, send its payment link, and show you where every dirham lands.