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How to Create ZATCA-Compliant Invoices and Credit Notes in Invent ERP?

Creating Invoices and Credit Notes in Invent ERP is simple and fully integrated with ZATCA e-invoicing regulations in Saudi Arabia. Once your company setup, journal onboarding, and customer information are correctly configured, you can start issuing invoices that are automatically validated and submitted to ZATCA.

Step-by-Step Process​

Creating an Invoice​

Step 1: Open the New Invoice Form​

From Quick Links, click New Invoice

Step 1 - Open New Invoice Form

Step 2: Add Invoice Details​

Add Customer Invoice Information

Step 2 - Add Invoice Details

Add Customer Invoice Items

Step 2 - Add Invoice Details

If everything looks correct, click Create

Step 2 - Review and Confirm

Step 3: Review and Confirm the Invoice​

Before submitting the invoice, carefully review all information. Once you confirm that everything is correct, click Confirm.

Step 3 - Review and Confirm

Step 4: Check the ZATCA Status​

After confirmation, the system will automatically submit the invoice to ZATCA.

Step 4 - Check ZATCA Status

Within a few seconds, the system will return the invoice status. The invoice can have one of the following statuses:

  • Accepted – The invoice has been successfully approved by ZATCA.

Step 4 - Check ZATCA Status

Step 4 - Check ZATCA Status

  • Accepted with Warning – The invoice is accepted but contains a warning that should be reviewed.

Step 4 - Open Original Invoice

  • Rejected – The invoice did not pass validation and must be corrected before resubmission.

Step 4 - Enter Credit Note Details

Step 4 - Enter Credit Note Details

You can also view all invoices in the Invoice List, where any rejected invoices are clearly highlighted in red.

Step 4 - Enter Credit Note Details

Creating a Credit Note​

Step 1: Open the Original Invoice​

Navigate to the invoice for which you want to issue a refund. Then click Credit Note.

Step 7 - Review and Confirm Note Step 7 - Review and Confirm Note

Step 2: Enter Credit Note Details​

Fill in the required credit note information.

Step 2 - Check Credit Note Status

Select the appropriate ZATCA predefined refund reason.

Step 2 - Check Credit Note Status

Enter the Refund Date and Create Refund.

Step 2 - Check Credit Note Status

Step 3: Review and Confirm the Credit Note​

The credit note will be created and will initially appear in Draft mode. Carefully review the credit note details. If everything looks correct, click Confirm.

Step 3 - Check Credit Note Status

Step 4: Check the Credit Note Status​

Within seconds, the system will return the validation result, and that's it!

Step 4 - Check Credit Note Status Step 4 - Check Credit Note Status

Notes & Tips​

  • Always review invoices and credit notes in Draft mode before confirming.
  • If an invoice is rejected, check the error message and correct the issue before resubmitting.
  • Use ZATCA predefined refund reasons when creating credit notes to maintain compliance.