WindoorERP Documentation 19.0

Issue progressive customer tax invoices, BOQ progress certificates, and batch runs

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Issues certified ZATCA/e-invoicing compliant customer tax invoices and construction milestone progress claims (BOQ Invoices), deducting contractual advance payments and managing retention guarantees.

Before you start

  • Confirmed sales order or approved site milestone certificate.

Steps

Customer tax invoices list showing invoice numbers, dates, customer names, and payment states

Customer invoices kanban board categorized by draft, posted, and paid states

Customer invoice detail form displaying progressive lines, taxes, and ZATCA compliance widgets

Customer invoicing scheduled activities view

BOQ progressive project progress invoices list

BOQ invoice progress certificate editor displaying opening completion percentages

Batch invoice processing editor for bulk invoice generation and posting

Important

Always verify that the downpayment deduction line matches the exact contractual advance percentage to avoid over-invoicing project clients.

  1. 01
    Open Accounting › Customers › Invoices (or BOQ Invoices) and click New.
  2. 02
    Select the Customer and link the source Project or Sales Order.
  3. 03
    Review automatically populated milestone line items (e.g. 50% Manufacturing Release, 30% Site Delivery, 15% Handover, 5% Retention).
  4. 04
    Click Confirm to lock the cryptographic stamp, generate QR code, and send invoice PDF/XML directly via WhatsApp and Email.
  5. 05
    Use Batch Processing to validate and post monthly recurring maintenance invoices in bulk.

Common mistakes

  • Confirming invoices before verifying the customer VAT registration number.
  • Issuing manual invoices without linking them to the master analytical project code.

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