Summary & Conclusion

E-Invoicing Process

Configuration and Onboarding:

• Configure ZATCA business settings for one-time setup.
• Onboard the device on the Fatoorah portal.
• Generate a CSR (Certificate Signing Request) and obtain the PCSID (Production CSID).
• Enable ZATCA Integration.

Data Sources:

• Read data from Business Setting doctype for seller data and necessary information.
• Extract invoice data and amounts from the Sales Invoice doctype.
• Utilize Sales Invoice Additional Fields for other relevant data not included in the sales invoice.

XML Data Compilation:

• Gather all relevant data into an XML format for transmission.

File Submission and Logging:

• Send the XML file to ZATCA.
• Archive the file in the ZATCA Integration log along with the response.

Simplified Tax Invoice

Seller Actions:

• Generate the E-invoice.
• Share it with the buyer.
• Store it in the system.
• Report the E-invoice within 24 hours via the Fatoorah portal.
• Buyers can scan the E-invoice QR using the VAT application.

Standard Tax Invoice

Seller Actions:

• Generate the E-invoice.
• Report it to ZATCA.
• After clearance, receive the cleared E-invoice back.
• Share it with the buyer.
• Store it in the system.
• Buyers can scan the E-invoice QR using the VAT application.

Conclusion

The e-invoicing process, integrated with ZATCA regulations and facilitated by ERPNext and the KSA Compliance app, streamlines invoice creation, transmission, and compliance reporting. By configuring ZATCA business settings, generating necessary certificates, and utilizing data from various doctypes, businesses can efficiently generate and manage both simplified and standard tax invoices. Seamless integration with the Fatoorah portal ensures timely reporting and compliance with regulatory requirements, enhancing transparency and efficiency in the invoicing process.