Quickly for an exempt dealer (osek patur) - invoices, receipts, and income tracking on WhatsApp
If you're an exempt dealer (עוסק פטור), Quickly is the simplest way to run your business: send a WhatsApp message and get a ready transaction invoice or receipt within seconds. No complicated apps, no Excel spreadsheets, and with automatic tracking of the VAT exemption threshold so you're never caught off guard.
Why Quickly is right for an exempt dealer
- ✓ A professional PDF transaction invoice and receipt from WhatsApp, with no VAT
- ✓ An automatic alert as you approach the annual exemption ceiling
- ✓ Monthly and annual income tracking without lifting a finger
- ✓ A tidy export for your accountant or annual report
- ✓ A direct connection to your bank account for automatic income detection
- ✓ Scan receipts from your phone's gallery with smart OCR
How it works
- 1. Sign up in one click - identify the business type (exempt dealer) and your business details
- 2. Send a WhatsApp: "invoice 800 to Yael Consulting"
- 3. Quickly understands the details, creates a transaction invoice, and sends the customer a PDF
- 4. The income is recorded automatically in your annual tracking against the exemption ceiling
Exempt dealer vs. authorized dealer - what's the difference?
An exempt dealer (osek patur) does not collect VAT from customers and does not file a periodic VAT report, but they have an annual income ceiling set by the Tax Authority. When you cross the ceiling, you're required to switch to authorized-dealer (osek murshe) status. Quickly knows how to detect the income threshold and send an alert in time.
If you're wondering whether it's time to move to authorized-dealer status, you can also read our guide on Quickly for an authorized dealer.
Frequently asked questions
How do I issue a transaction invoice as an exempt dealer with Quickly?
Send a WhatsApp message with the details: customer name, amount, and a description of the service. Quickly recognizes that you're an exempt dealer (osek patur), issues a transaction invoice (חשבונית עסקה) without VAT within seconds, and sends the customer a professional PDF.
Does an exempt dealer need an allocation number from the Tax Authority?
No. The Tax Authority's allocation-number requirement applies only to authorized dealers (osek murshe) and companies that issue tax invoices. An exempt dealer issues a regular transaction invoice, with no allocation number and no VAT.
What happens if I'm approaching the VAT exemption threshold?
Quickly tracks your annual income in real time and sends a WhatsApp alert as you approach the exempt-dealer ceiling. That gives you enough time to prepare for the switch to an authorized dealer (osek murshe).
How does Quickly help me prepare my annual report?
Quickly consolidates all of your income, expenses, and receipts throughout the year and produces an organized report you can send directly to your accountant or upload to the Tax Authority's systems.
How much does it cost for an exempt dealer?
Quickly offers a plan tailored to the exempt dealer at a low monthly price, including unlimited issuance of transaction invoices and receipts, income tracking, and an annual report. 14-day free trial, no credit card required.