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Smart Invoicing

Go to Invoicing → Templates and choose the industry that matches your business. The form adjusts to show the fields relevant to your industry automatically, on top of the standard invoice fields.

Open the invoice from your invoice list, then select "Send to Customer." You can edit the email subject and message before sending — a payment link is included automatically.

Yes — when sending an invoice, choose "Schedule" instead of sending immediately, and pick a date and time. You can view or cancel scheduled sends from the invoice's preview page.

Every sent invoice includes a secure payment link. Customers can view the invoice and pay online without needing an account of their own.

Overdue invoices are automatically flagged, and a reminder is created for you so you can follow up — no manual tracking required.

Quotations

From the Quotations page, choose to build one manually, from a template, or let AI draft it from a short description of the work.

Yes — once a quotation is accepted, use "Convert to Invoice" to generate the matching invoice automatically, carrying over the client and line-item details.

SIYNEX adds a reminder to your account a few days before a sent quotation's expiry date, so you can see it in your reminders and follow up with the client or extend the deadline.

Document Generator

Contracts, agreements, letters, and other business documents from a library of templates — including AI-assisted generation for documents that need customized wording.

Yes — saved documents can be duplicated and edited for future use.

Compliance & Licensing

Add your license details under Compliance & Licensing — SIYNEX tracks expiry dates and stores related documents in one place.

Yes — the Compliance Assistant chat answers questions about UAE regulatory requirements. If your question implies something worth reminding you about, it will suggest a reminder, which you can confirm with one click.

Corporate Tax

Once you set up your Corporate Tax profile (fiscal year end and entity details), SIYNEX calculates your real UAE filing deadline — 9 months after your fiscal year end — automatically.

Yes, automatically — a reminder is created the moment your profile is saved, set 90 days ahead of your calculated deadline. No manual setup needed.

AI Features

Ask it to draft an invoice or quotation, answer a compliance question, or set a reminder — it understands natural language requests and can take real actions in your account.

AI Reply Hub drafts a suggested reply for you based on the incoming message and your business context — you review it and send it yourself. It doesn't send messages automatically on your behalf.

Subscription & Billing

Go to Settings → Subscription & Billing and select "Change Plan." Downgrading between paid plans takes effect immediately at no extra charge.

Settings → Subscription & Billing → Billing History shows your past payments and plan changes.

Account & Security

Go to Settings → Account & Security → Two-Factor Authentication, scan the QR code with an authenticator app (like Google Authenticator or Authy), and enter the 6-digit code to confirm.

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