Invoices and e-invoicing
Tax invoices, credit notes and ZATCA e-invoices.
Screens
How to
- Issue an invoiceIssue the tax invoice of a booking from its Payments tab, then print it or save it as a PDF for the customer.
- Issue a credit note or a debit noteCorrect an issued invoice with a credit note (by amount or by chosen lines) or add an extra charge with a debit note.
- Choose a simplified or a standard (B2B) invoiceDecide which customers get a tax invoice (B2B) and which get a simplified tax invoice, and what changes on the document.
- Issue a ZATCA e-invoice for a Saudi companySet up a Saudi business customer's VAT number and national address, issue its tax invoice and check that ZATCA cleared it.
- Fix and resend a failed or rejected e-invoiceSend a pending or not-sent e-invoice again, or fix the data of a rejected one and send it to ZATCA as a new document.
Understand
- Tax invoices, credit notes and debit notesHow invoices, credit notes and debit notes work together, how they are numbered, and what open, fully credited and void mean.
- ZATCA e-invoicing explainedHow invoices of Saudi branches are signed and sent to ZATCA: clearance and reporting, devices and certificates, the QR code and retries.
- How VAT is worked out, and the Rounding lineHow the system works out VAT on each invoice, why prices include tax, and why a Rounding line of 0.01 sometimes appears.
Questions and problems
- Invoices: common questionsAnswers about changing or deleting an invoice, wrong customer details, invoicing before payment, printing, currencies and the Rounding line.
- E-invoicing: common questionsAnswers about which branches send e-invoices to ZATCA, timing, retries, devices, certificate renewal, test environments and XML files.
- E-invoice rejected, not sent or stuck: fixesWhat to do when ZATCA rejects an invoice, an e-invoice stays pending or not sent, a device or OTP fails, or a Rounding line appears.
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