Billing · Reference

Field reference

Every field on every Billing form: label in English and Arabic, type, whether it is required, its limits, a valid example and what the system refuses.

On this page (24)

Billing record Send for approval dialog Approve dialog Refuse (reject) dialog Credit note dialog Credit note (API only)Credit and rebill dialog Refund dialog Refunds > Refuse dialog Refunds > Mark paid dialog Any billing command (API)To invoice To invoice > Create invoices To invoice > Create invoices (API)Any billing master Grouping policy Approval policy Correction reason Issue profile Revenue recognition policy Recurring contract Price from gross (API helper)Applications > Billing > Features Applications > Billing > Fields

Billing record

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Customer / supplier	العميل / المورد	Read-only	-	Comes from the document; changed on the document itself (Open document), not here		Test Customer LLC
Sold to	مُباع إلى	Select (contact)	No	Active contact of this company; on an invoice/credit note a customer or 'both', on a bill/debit note a supplier or 'both'. Empty = same as the customer. Draft or confirmed only. Hidden when Fields > Sold-to, bill-to and payer = Hidden	Same as the customer	A second active customer	An archived contact -> 'Choose an active contact in this company.'; a supplier on an invoice -> 'Choose a customer.'; any value while the field is Hidden -> 'Sold-to, bill-to and payer is turned off for this company.'
Bill to	الفوترة إلى	Select (contact)	No	As Sold to. The issue profile checks the bill-to's tax number/address when set; the print and snapshot use the bill-to	Same as the customer	Head office contact	Supplier on an invoice -> 'Choose a customer.'
Payer	الدافع	Select (contact)	No	As Sold to; part of what an approval is given for (changing it voids an approval)	Same as the customer	Parent company
Invoice date	تاريخ الفاتورة	Read-only	-	From the document
Date of supply	تاريخ التوريد	Date	Per Fields setting	Not more than 366 days after the invoice date. Fields mode Required: posting refused without it. Hidden: box gone, a value sent is refused, posting takes the invoice date. Empty at posting = invoice date	Empty (filled with the invoice date on posting)	Invoice date - 3 days	Invoice date + 400 days -> 'The date of supply is more than a year after the invoice.'; '31/12/2026' via API -> 'Send the date as YYYY-MM-DD.'; Required mode and empty at Post -> 'Enter the date of supply: this company requires one on every invoice.'
Original	الأصل	Read-only	-	Credit/debit notes only: the invoice/bill it corrects
Reason	السبب	Select (active correction reason)	Yes on notes once any reason is active	Credit/debit notes only; the reason must be Active and apply to this kind (credit / debit / both)		RETURN - Goods returned	A reason on an invoice (API) -> 'Only a credit or debit note carries a correction reason.'; a draft/archived reason -> 'Choose an active correction reason.'; a debit-only reason on a credit note -> 'That reason is for debit notes.'; empty at Post -> 'Choose the correction reason for this note.'
Explanation (reason note)	التوضيح	Long text	No	Max 1000 characters		Two units returned damaged	1001 characters -> 'Keep this to 1000 characters or fewer.'
Revision (hidden)	المراجعة	Number	Yes (sent by the screen)	Must match the record's current revision			Stale revision (two tabs) -> 'Somebody changed this record since you opened it. Reload and try again.'; none (API) -> 'Send the revision you are looking at.'

Send for approval dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Note	ملاحظة	Long text	No	Max 1000		Urgent - customer waiting

Approve dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Note	ملاحظة	Long text	No	Max 1000

Refuse (reject) dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Why	السبب	Long text	Yes	Max 1000		Price not agreed	Empty -> 'This is required.'

Credit note dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Reason	السبب	Select	Per reasons set up	Active reasons; empty allowed at creation but posting then needs one if any reason is active		PRICE - Price correction
Explanation	التوضيح	Long text	No	Max 1000

Credit note (API only)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Lines and quantities	البنود والكميات	List {line, quantity}	No	Empty = every line in full; listed lines only, at the quantity given (the screen dialog has no line picker); cannot exceed the quantity invoiced less earlier notes		[{line: <id>, quantity: 2}]	All quantities 0 -> 'Choose at least one line to credit.'
Date	التاريخ	Date	No	Default today (company day); not before the original's date	Today (Dubai)		Before the invoice date -> 'A note cannot be dated before INV/...'

Credit and rebill dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Reason / Explanation	السبب / التوضيح	Select / Long text	As credit note	Explanation defaults to 'Credit and rebill'

Refund dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Amount	المبلغ	Money	Yes	More than 0 and not more than what is left to refund (note total less amounts applied to invoices less live refunds); the label shows 'up to <amount>'		50.00	0 -> 'The refund must be more than zero.'; more than left -> 'Only 52.50 of CN/... is left to refund.'; 'abc' -> 'Send an amount.'
Method	الطريقة	Select	Yes	Bank transfer / Cash / Card reversal / Cheque	Bank transfer		(API) 'paypal' -> 'Choose from: bank, cash, card, cheque.'
Reason	السبب	Long text	Yes	Max 1000		Customer overpaid	Empty -> 'This is required.'

Refunds > Refuse dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Why	السبب	Long text	Yes	Max 500; appended to the reason as ' \| Refused: ...'			Empty -> 'This is required.'

Refunds > Mark paid dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Payment reference	مرجع الدفعة	Text	Yes	Max 80; the reference of the payment made in Accounting		BANK-TRF-0001	Empty -> 'This is required.'; 81 characters -> 'Keep this to 80 characters or fewer.'

Any billing command (API)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Idempotency key	مفتاح عدم التكرار	Text	No	Max 120; the same key + same request answers again without doing it twice; the same key + different request is refused (409)			Reused key, other request -> 'That idempotency key was already used for a different request.'; 121 characters -> 'Keep the key to 120 characters.'

To invoice

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Side	الجهة	Select	Yes	Customers (sales orders) / Suppliers (purchase orders)	Customers

To invoice > Create invoices

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Orders (ticked lines)	الأوامر	Multi-select	Yes	1 to 500 orders; each must be confirmed/delivered, not invoiced on the order itself, with something left to bill; others are listed as Skipped			None -> 'Choose at least one order.'; 501 orders (API) -> 'At most 500 orders at a time.'

To invoice > Create invoices (API)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Policy	السياسة	Grouping policy id	No	Active grouping policy of this company; empty = the company default (or the only active one); none = partner + currency, 50 orders per invoice			Draft/other company policy -> 'Choose an active grouping policy.'
Invoice date	تاريخ الفاتورة	Date	No		Today (Dubai)		'2026/10/02' -> 'Send the date as YYYY-MM-DD.'

Any billing master

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code	الرمز	Text	Yes	2-30 characters: capital letter first, then capitals, digits, _ and -; typed lower-case becomes capitals; unique per kind; cannot change after create		STD-AE	'1AB' or 'A' -> 'A code is capitals, digits, _ and - (2-30).'; an existing code -> 'A grouping policy with that code exists.' (kind named)
Name	الاسم	Text	Yes	Max 160		UAE standard	Empty -> 'This is required.'
Arabic name	الاسم بالعربية	Text	No	Max 160		الإمارات القياسي
Company default	الافتراضي للشركة	Checkbox	No	Only one active default per kind: activating a default clears the flag on the others	Off
Valid from / Valid to	يسري من / يسري حتى	Date	No	To not before From; outside the window the master does not apply			To before From -> 'The end comes after the start.'

Grouping policy

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Group invoices by	التجميع حسب	Lines (keys)	No	One per line from: payment_terms, bill_to, branch, customer_po, order, price_list, salesperson (partner and currency always count)		customer_po	'region' -> 'Choose from: partner, currency, payment_terms, bill_to, branch, customer_po, order, price_list, salesperson.'
At most this many orders on one invoice	أقصى عدد أوامر في الفاتورة	Number	No	1 to 500	50	2	0 or 501 -> 'Choose between 1 and 500.'; 'ten' -> 'Send a number.'

Approval policy

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Documents	المستندات	Lines	No	invoice, bill, credit_note, debit_note; empty = all kinds		invoice	'quote' -> 'Choose from: invoice, bill, credit_note, debit_note.'
Approval needed from this total (company currency)	يلزم الاعتماد من هذا الإجمالي	Number	No	0 to 10^15; compared with total x exchange rate (AED); 'from' means at or above	0	10000	-1 -> 'Choose between 0 and 1E+15.'
Always approve invoices with no order behind them	اعتماد الفواتير اليدوية دائماً	Checkbox	No	Invoice/bill with no line linked to an order needs approval whatever its total	On

Correction reason

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
For	لـ	Select	Yes	Credit note / Debit note / Either	Either		(API) 'refund' -> 'credit, debit or both.'
Must name the original invoice	يجب ذكر الفاتورة الأصلية	Checkbox	No	A note with this reason and no original is refused at posting	On (screen)		Note without original -> 'The reason <CODE> needs the original invoice on the note.'
At most this % of the original	بحد أقصى هذه النسبة من الأصل	Number	No	0.001 to 100; posted notes of the same kind against the original + this note may not exceed it	100	20	0 or 150 -> 'Choose between 0.001 and 100.'; a note over the cap at Post -> 'The reason <CODE> allows notes up to 20% of INV/...; this note would exceed it.'
Needs approval	يحتاج اعتماداً	Checkbox	No	A note with this reason needs approval before posting (uses the default approval policy)	Off
Evidence required	يحتاج مستنداً	Checkbox	No	Stored only - nothing checks it today	Off

Issue profile

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Country	الدولة	Text (2 letters)	Yes	Two letters, made capitals; the profile applies when it equals the company's country	AE	AE	'UAE' -> 'Keep this to 2 characters or fewer.'; '1A' -> 'A two-letter country code, such as AE.'
Documents	المستندات	Lines	No	invoice, bill, credit_note, debit_note; empty = all		invoice
Required before issue	مطلوب قبل الإصدار	Lines	No	partner.tax_id, partner.address, partner.arabic_name, company.tax_registration, company.address, billing.supply_date, document.lines_tax_code, document.customer_po		partner.tax_id company.tax_registration document.lines_tax_code	'partner.email' -> 'Choose from: partner.tax_id, partner.address, ...'; posting without -> 'The issue profile <CODE> needs: Customer tax registration number, ...'
Only for customers with a tax number	للعملاء الذين لديهم رقم ضريبي فقط	Checkbox	No	On: the profile is skipped for a customer without a tax number (B2C)	Off
Language	اللغة	Text	No	Max 10	en+ar
Print template	قالب الطباعة	Text	No	Max 80			81 characters -> 'Keep this to 80 characters or fewer.'

Revenue recognition policy

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Products	المنتجات	Lines (code or id)	No	Products of this company		SUPPORT-12M	'NOPE' -> 'No product NOPE in this company.'
Recognise over (months)	على مدى (أشهر)	Number	No	1 to 120	12		0 or 121 -> 'Choose between 1 and 120.'
Starting	يبدأ	Select	Yes	From the invoice date / From the date of supply / From the first of next month	From the invoice date		(API) 'today' -> 'Choose from: invoice_date, supply_date, next_month.'
Deferred revenue account (code)	حساب الإيرادات المؤجلة	Text (account code)	Yes to defer	Max 20; a liability account of this company		2400	An income account code -> 'Give the code of a liability account in this company.'
Revenue account (code)	حساب الإيرادات	Text (account code)	Yes to defer	Max 20; an income account of this company		4000	A liability code -> 'Give the code of a income account in this company.'

Recurring contract

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code	الرمز	Text	Yes	2-30, capitals/digits/_/-; unique; create only		RC-SUPPORT-01	'rc 1' -> 'A code is capitals, digits, _ and -.'; existing -> 'A contract with that code exists.'
Name	الاسم	Text	Yes	Max 160		Monthly support
Customer	العميل	Select	Yes	Active customer (or both) of this company			Empty -> 'Choose the customer.'; a supplier (API) -> 'Choose an active customer.'
Every	كل	Select	Yes	Monthly / Quarterly / Every six months / Yearly	Monthly		(API) 'weekly' -> 'Choose from: monthly, quarterly, semiannual, annual.'
First period	الفترة الأولى	Date (YYYY-MM-DD)	Yes	Empty = today; the first invoice is dated this day	Today		'1/10/2026' -> 'Send the date as YYYY-MM-DD.'
Last period	الفترة الأخيرة	Date	No	Not before First period; after it the contract ends by itself			Before First period -> 'The contract ends after it starts.'
Next invoice	الفاتورة التالية	Read-only	-	Set to First period on Start, then moved one period on after each invoice
Post each invoice straight away	ترحيل كل فاتورة مباشرة	Checkbox	No	On: each raised invoice is posted by the contract's author	Off
Lines (JSON)	البنود (JSON)	JSON list	Yes to start	1 to 100 objects {product (code or id), quantity (default 1), price (default product price), discount, description, tax_code}		[{"product":"SUPPORT","quantity":1,"price":1000,"tax_code":"VAT5"}]	[] at Start -> 'Add the lines the contract invoices.'; 101 lines -> 'A contract invoices between 1 and 100 lines.'; unknown product -> 'Choose a product in this company.'; quantity 'x' -> 'Quantity and price are numbers.'
Notes	ملاحظات	Long text	No	Max 2000
End dialog > Why it ends	سبب الإنهاء	Long text	No	Asked on the screen but not stored

Price from gross (API helper)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Gross / Rate / Quantity / Discount	الإجمالي / النسبة / الكمية / الخصم	Numbers	Gross yes	Quantity above 0, discount 0 to below 100, rate not negative; answers the 2-decimal net price, exact true/false and the difference		gross 105, rate 5 -> price 100.00	quantity 0 -> 'Quantity above zero, discount below 100%, rate not negative.'; gross 'abc' -> 'Send numbers for gross, rate, quantity and discount.'

Applications > Billing > Features

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Invoice approval policies	سياسات اعتماد الفواتير	Toggle	-	Off: no approval applies, nothing waits; Approvals menu and Approval policies hidden. Notes how many documents waiting will no longer need it	On
Refunds of credit notes	رد أرصدة الإشعارات الدائنة	Toggle	-	Off refused while refunds are requested or approved and not paid	On		Off with a requested refund -> '1 refund(s) are requested or approved and not paid. Decide or pay them first.'
Recurring invoices	الفواتير المتكررة	Toggle	-	Off refused while a contract is Running	On		Off with a running contract -> '1 recurring contract(s) are running. Pause or end them before turning recurring invoices off.'
Instalment schedules from payment terms	جداول الأقساط من شروط الدفع	Toggle	-	Off: invoices posted from now on get no instalments; existing schedules stay	On
Revenue recognition (deferral)	إثبات الإيرادات (التأجيل)	Toggle	-	Off: Defer revenue refused; existing deferrals keep releasing	On
Frozen legal snapshot on issue	اللقطة القانونية المجمدة عند الإصدار	Locked	-	Protected: cannot be turned off

Applications > Billing > Fields

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Date of supply	تاريخ التوريد	Mode	-	Hidden / Optional / Required; when hidden the invoice date is used	Optional		Required: note 'Draft invoices without a date of supply will need one before they post.'
Sold-to, bill-to and payer	البيع إلى والفوترة إلى والدافع	Mode	-	Hidden / Optional; existing invoices keep theirs	Optional

Updated 3 October 2026