Practical guides from Kafy
The Saudi small-business management guide
Clear answers and practical checklists for e-invoicing, sales, collection, expenses, projects, and customer management in Saudi Arabia.
ZATCA Phase 2: how to know if your business is included and prepare
A practical guide to ZATCA Phase 2 notifications, FATOORA integration, readiness questions, testing, and the records a Saudi business should prepare.
Read the guideSaudi e-invoice requirements: fields, Arabic language and QR codes
Understand the customer and supplier data, Arabic presentation, VAT details and QR-code questions to review before issuing Saudi e-invoices.
Read the guideHow to correct a Saudi e-invoice with credit and debit notes
A practical guide to correction workflows, credit notes, debit notes, references, audit trails, and Saudi e-invoicing records.
Read the guideSaudi VAT registration threshold: SAR 375,000 explained
Understand Saudi Arabia’s general mandatory and voluntary VAT registration thresholds, measurement periods, exceptions, and next steps.
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How to prepare a Saudi VAT return from sales, purchases and expenses
A repeatable close-and-reconcile workflow for preparing Saudi VAT-return records, investigating differences and reviewing supporting documents.
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Accounts receivable aging report guide for Saudi small businesses
Build an accounts receivable aging report, prioritize overdue Saudi invoices, separate disputes, and create a weekly collection routine.
Read the guideHow to build a sales pipeline for a Saudi small business
Define practical pipeline stages from enquiry to collection, assign ownership, measure movement and connect customer follow-up with quotations and invoices.
Read the guideHow to calculate project profitability for a Saudi small business
Calculate project revenue, direct cost, staff time, profit, and margin—and separate profitability from cash collection.
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How to move your business from Excel and WhatsApp to an ERP
A phased migration plan for cleaning customer data, testing workflows, assigning ownership and moving a small team without disrupting daily work.
Read the guideA business-management workflow for Saudi consultancies and agencies
Connect enquiries, proposals, client projects, tasks, expenses, invoices and collection in one practical workflow for project-based service teams.
Read the guideTax invoice vs simplified tax invoice in Saudi Arabia
Compare standard and simplified Saudi tax invoices, typical B2B and B2C uses, required buyer details, and e-invoicing checks.
Read the guideHow to follow up overdue invoices without losing the customer relationship
A practical collection workflow for Saudi service businesses: clear ownership, accurate status, respectful reminders, and documented next actions.
Read the guideWhen does a small business need CRM instead of Excel and WhatsApp?
Use this practical test to decide when shared customer history, follow-up ownership, and connected sales records justify moving beyond spreadsheets and chat.
Read the guideA 30-minute weekly business review for small-company owners
A repeatable agenda for reviewing sales, collection, expenses, projects, customers, and the next actions that need a clear owner.
Read the guideHow to choose ERP software for a small business in Saudi Arabia
An Arabic-first ERP checklist: evaluate invoicing, customers, projects, expenses, reporting, and the real cost of adoption during a software trial.
Read the guideZATCA e-invoicing for small businesses: a Saudi readiness checklist
Understand generation versus integration, check your ZATCA notification, and prepare company records and invoice workflows before going live.
Read the guideQuotation to invoice and payment workflow for Saudi service companies
A practical Saudi service-company workflow connecting customer approval, quotation, invoice, delivery, payment follow-up, and business records.
Read the guideHow to track expenses and review cash flow in a Saudi small business
A practical weekly review of business spending, unpaid invoices, and upcoming payments, with clear distinctions between sales, profit, and cash.
Read the guideTurn these ideas into a clearer workflow
Try invoicing, projects, customers, expenses, and reports in one platform for 30 days.