United Arab Emirates
ERP software for professional services firms in the UAE
Consultancies, accounting and law offices, engineering practices and agencies sell expertise, and their revenue depends on invoicing the work promptly and then actually collecting it. For a firm with no stock, the invoice is the product. TAQNIX ERP lets a firm send quotations for engagements, issue invoices with 5% VAT, track which fees are unpaid and give each client documents in Arabic or English.
Advisers to free-zone start-ups and mainland firms
UAE advisory, accounting, legal and engineering firms serve start-ups licensed in places such as DMCC, DIFC or ADGM, mainland companies, and clients abroad. Fees are agreed in AED per engagement or as a monthly retainer, and clients ask for a tax invoice showing the TRN. Clients are polite, so a late payment rarely comes with a complaint. The owner watches engagements finished but not yet invoiced, and retainers a month behind. TAQNIX ERP issues the invoices.
From engagement quote to fee collection for firms
The usual cycle, from the first quote to money in the bank, and where TAQNIX ERP fits at each step.
Step 1
Send an engagement quotation from TAQNIX ERP setting out the scope, fee and payment terms, and confirm it as a sales order once the client signs.
Step 2
Invoice the monthly retainer, or each milestone when it is reached, with 5% VAT, in Arabic or English as the client prefers.
Step 3
Review the list of overdue fees by client every week, and follow up with the invoice and its due date in front of you.
Step 4
Issue a credit note when scope shrinks or a fee is reduced, and raise purchase orders for outside experts whose work you recharge to the client.
Where the day gets harder
Work is done but not billed
Partners finish a review or a deliverable and move straight to the next client. Billing waits for month end, then waits again for someone to confirm the amount, so weeks pass between delivering the work and sending the invoice.
Retainers and milestones are hard to follow
Some clients pay a monthly retainer, others pay at milestones, and some do both. Keeping each arrangement in a different file means an instalment can be forgotten, or billed twice by mistake, and the client notices either error.
Clients pay late and politely
Chasing a long-standing client feels awkward, so reminders slip. Without a clear list of overdue invoices and their ages, the firm cannot tell whether a late payment is a one-off or a pattern, and cash planning becomes guesswork.
Different clients want different languages
A local company wants Arabic documents while an international client expects English. If the firm builds two versions of every proposal and invoice by hand, formatting errors and mismatched figures creep in, and the client's finance team queries them.
How TAQNIX ERP helps
Sales and purchasing
Engagement quotations
Prepare a quotation listing the scope and fees of an engagement, send it to the client and convert it into an order once it is accepted. The invoice then follows the same lines without retyping.
VAT handling
Invoices with 5% VAT
Issue invoices for fees, retainers and reimbursable costs with VAT at 5% shown clearly. For how tax applies to services provided to clients abroad or in free zones, check with the tax authority or your accountant.
Payment tracking
See overdue fees by client
Check every unpaid invoice with its due date and client in a single view. Partners can see which relationships need a call, and staff can mark payments as they arrive, so the list reflects reality.
Arabic and English
Arabic and English documents
Produce quotations and invoices in Arabic, English or both from the same record. A local client and an international parent company can each read the document in their own language while the figures stay identical.
Questions from Professional services businesses
Can I send a quotation first and invoice later?
Yes. Send a quotation with the scope and fee, and when the client agrees convert it to an order, then invoice it in full or in stages. The invoice keeps the lines the client already approved.
Can I bill the same client in English and Arabic?
Yes. TAQNIX ERP supports bilingual documents, so a proposal or invoice can show Arabic and English together on one page. This helps when the signatory prefers one language and the finance team or head office reads the other.
Does TAQNIX ERP track staff hours or timesheets?
No. TAQNIX ERP covers quotations, orders, VAT invoices and payment tracking. It does not record staff hours or run payroll, so if you bill by the hour, calculate the amount in your own process and enter it as an invoice line.
See TAQNIX ERP working for your Professional services business
Tell us what you sell, how you invoice and how many people use the system. We will show you TAQNIX ERP on your own kind of work, in Arabic or English.