KSA ZATCA E-Invoice

Overview

KSA Invoice (ZATCA) is an invoice generated in compliance with the e-invoicing regulations established by the Zakat, Tax and Customs Authority (ZATCA) in the Kingdom of Saudi Arabia (KSA). This feature enables users to create invoices that meet the tax and reporting requirements mandated by Saudi Arabian regulations.

A ZATCA-compliant invoice includes additional information required by the tax authority, such as VAT details, buyer and seller information, and other mandatory validation elements for electronic invoicing. When this feature is enabled, invoices will be generated according to the format and structure required by ZATCA, helping organizations maintain compliance with local regulatory requirements.

When to Use

• When issuing invoices to customers or business entities in Saudi Arabia.

• When compliance with ZATCA e-invoicing regulations is required.

• When VAT information and other mandatory tax details must be included in the invoice.

• When invoice data needs to support tax reporting and audit requirements in KSA.

Configure B2B/B2C Business Type on Partner

1. Navigate to the Partner Details page.

2. A new configuration named B2B Partner is available under the partner details.

   • By default, the B2B Partner option is unchecked, meaning the partner is treated as a B2C customer.

   • A tooltip is provided to explain the purpose and usage of the B2B Partner configuration.

   
   
   

3. When B2B Partner is checked, additional fields will be displayed in the Address section under a new subsection called B2B Partner Information:

   • Address Line 2 (Required)

   • Building Number (Required)

   
   
   

4. The following fields in the Address section will also become mandatory when B2B Partner is checked:

   • Country

   • City

   • ZIP Code

   
   
   

5. In the Accounting Settings section, a new field named Customer ID Type and Number will be available.

6. The Customer ID Type and Number field is displayed only when the partner is assigned one of the following partner types:

   • Client

   • Consignee

   • Customs Clearance Agent

   • Depot

   • Exhibitor

   • Other

   • Overseas Agent

   • Shipper

   • Tank Owner

   
   
   

7. Enter the required customer identification information as needed to support invoice generation and compliance requirements for ZATCA.

Create New Invoice

1. Navigate to the Shipment/Job Details page and open the Accounting tab.

2. Click Create and select AR/AP Invoice.

3. Choose the invoice type (e.g. Sales Invoice).

4. The system will redirect to the New Invoice page.

5. Enter the required information in Billing Info and Billing Items.

6. A new tab named ZATCA Details will be available next to Billing Info.

7. The ZATCA Details tab displays information related to the invoice submission to ZATCA, including:

   • UUID

   • ZATCA Status

   
   
   

8. Before the invoice is posted to ZATCA, the UUID and ZATCA Status fields will remain empty. These fields will be populated automatically once the invoice has been successfully posted to ZATCA.

9. Click Save after is done entering the required information.

Post Invoice to ZATCA

1. After the invoice has been saved, click "Post + Post to ZATCA" to submit the invoice to ZATCA and post it to the Accounting Module in a single action.

   
   
   

2. A confirmation dialog will appear to verify the action.

3. Click "Post + Post to ZATCA" in the confirmation dialog to proceed.

   
   
   

4. Once the submission is successful:

   • The invoice status will be updated to Overdue or Unpaid.

   • All fields within Billing Info and Billing Items will become read-only and can no longer be edited.

     
     
     

   • ZATCA-generated information, such as the UUID and ZATCA Status, will be automatically populated.

   • The ZATCA QR Code will be generated and displayed on the invoice.

     
     
     

   • The invoice will be posted to the Accounting Module.