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Documents Included in the Package

All incoming and outgoing B2B documents:

  • Tax Invoice/Tax invoice received

  • Commercial Invoice/Invoice received*

  • Tax Credit Note

  • Commercial Credit Note*

  • Tax Credit Note Received (Invoice Received)Received 

  • Debit Note*

Commercial documents are issued for transactions where a Tax Invoice is not required under the UAE VAT legislation.

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Tax

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  1. Open Quick Menu.

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Invoice/Tax invoice received/Tax Credit Note/Tax Credit Note Received counting

      21. Navigate to Sales Documents.documents list

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      32. Set the Period filter (for example, from 01/01/2025 to 31/12/2025).

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      43. Configure list, set the Posted filter to display only posted documents .

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     5. Set the Document Type filter to display 

    • Invoice

    • Credit Note

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  6and TRN/TIN filter to identify B2B customers only

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  4. Click Output List and export the list to Excel. To simplify the exported list, uncheck the fields that are not required.

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75. In Excel, determine the total number of documents (excluding the header row).

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Repeat the same steps for Purchase Documents:

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Open Purchase Documents.

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Set the same reporting period.

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Count the following document types one by one:

  • Invoice Received

  • Debit Note

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Apply the Posted filter.

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Export the list using Output List.

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Commercial Invoice/Invoice received/Credit Note/Debit Note counting

  1. Navigate to Quick menu > Sales and Purchase documents  list and set the Period filter

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     2. Configure list, set the Posted filter to display only posted documents, TRN/TIN filter to identify B2B customers only, Taxation filter to identify Non-tax documents, 

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   3.  Click Output List and export the list to Excel. To simplify the exported list, uncheck the fields that are not required. In Excel, determine the total number of documents (excluding the header row).

Final Result

Add together the number of documents for the following document types:

  • Invoice

  • Credit Note

  • Invoice Received

  • Debit Note

. The resulting total represents the annual document volume and can be used to estimate the expected E-Invoicing service costs.

The calculated document count is intended for estimation purposes only and does not guarantee 100% accuracy. The actual number of documents depends on the specific data and document setup in each database.


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