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How to Complete Journal Onboarding for ZATCA in Invent ERP?

After configuring your company for ZATCA compliance, the next step is to complete the Journal Onboarding process. This step connects your Customer Invoice Journal in Invent ERP with the Fatoora Portal, allowing invoices generated in the system to be submitted to ZATCA automatically.

Step-by-Step Process​

Step 1: Open the Accounting Module​

From All Apps

Step 1 - Open Accounting Module

Navigate to Accounting

Step 1 - Access Invoice Journal

Step 2: Access the Customer Invoice Journal​

Go to Configuration → Accounting → Journals

Step 3 - Generate OTP Fatoora

Then select the Customer Invoice Journal.

Step 3 - Generate OTP Fatoora

Step 3: Obtain the OTP from the Fatoora Portal​

To complete the onboarding process, you will need an OTP (One-Time Password) generated from the Fatoora Portal.

Step 4 - Enter OTP Invent ERP

Step 4: Generate the OTP in the Fatoora Portal​

In the Fatoora Simulation Portal, navigate to Onboard New Solution Unit / Device.

Step 4 - Enter OTP Invent ERP

Then enter the number of OTP codes you want to generate.

Step 4 - Enter OTP Invent ERP

When that is done just copy the OTP code.

Step 4 - Enter OTP Invent ERP

Make sure that the ZATCA API Mode in Invent ERP matches the mode used in the Fatoora Portal.

  • If your company is set to Simulation Mode, you must use the Fatoora Simulation Portal.
  • If your company is set to Production Mode, you must use the Fatoora Production Portal.

Step 5: Enter the OTP in Invent ERP​

Return to the Customer Invoice Journal, Paste the copied OTP Code into the OTP field and click Confirm.

Step 5 - Enter OTP Invent ERP

Once confirmed, the system will complete the journal onboarding process.

Step 5 - Enter OTP Invent ERP

Notes & Tips​

  • Use Simulation Mode first to test your integration before going live.
  • OTP codes are time-sensitive, so generate and use them promptly.
  • If onboarding fails, generate a new OTP and repeat the confirmation process.
  • After switching to Production Mode, invoices created in Invent ERP will be submitted directly to ZATCA