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How to Create ZATCA-Compliant POS Invoices and Refunds in Invent ERP?

Invent ERP’s Point of Sale (POS) system is fully integrated with ZATCA e-invoicing regulations in Saudi Arabia, allowing businesses to issue simplified invoices and refunds directly from the POS while automatically submitting the required documents to ZATCA.

Step-by-Step Process​

Creating a POS Invoice​

Step 1: Open the Point of Sale​

From All Apps

Step 1 - Open Point of Sale

Navigate to Point of Sale

Step 1 - Enter POS Session

Step 2: Enter Your POS Session​

Step 2 - Enter POS Session

Step 3: Start a New Order​

Step 3 - Start Order Select Customer

Step 4: Select the Customer​

Step 4 - Complete Payment

Step 5: Complete the Payment​

Choose the payment method and click Pay to finalize the transaction.

Step 5 - Complete Payment

Once the payment is completed, the system will immediately generate a simplified invoice within the POS interface.

Step 5 - Verify Invoice Submission

Step 6: Verify the Invoice Submission​

To confirm that the invoice has been successfully submitted to ZATCA:

  • Go to the Invoice List in the system.

Step 5 - Verify Invoice Submission

  • Open the invoice you just created and you will see that the invoice has been automatically submitted to ZATCA.

Step 5 - Verify Invoice Submission

Processing a POS Refund​

Step 1: Open the Orders Menu​

From the POS interface, navigate to Orders → Paid Orders.

Step 1 - Open Orders Menu Step 1 - Select Order Refund

Step 2: Select the Order to Refund​

Select the order, enter the quantity of items to refund, and click Refund.

Step 4 - Select Order Refund

Step 3: Select the Refund Reason​

A window will appear displaying ZATCA predefined refund reasons. Select the appropriate reason and click OK.

Step 3 - Select Refund Reason

Select the appropriate reason that matches the refund scenario.

Step 3 - Select Refund Reason

After Selecting, click on OK

Step 3 - Confirm Refund

Step 4: Confirm the Refund​

Step 4 - Confirm Refund

select the Refund Payment Method

Step 4 - Verify Credit Note

Once completed, the POS will generate a simplified credit note.

Step 4 - Verify Credit Note

Step 5: Verify the Credit Note​

To confirm the refund submission:

  • Go to the Invoice List.

Step 5 - Verify Credit Note

  • Open the original invoice related to the order and you will see the linked refund transaction.

Step 5 - Verify Credit Note

  • Click on it to view the credit note, which has also been automatically submitted to ZATCA.

Step 5 - Verify Invoice Submission

Notes & Tips​

  • Always select the customer before completing a POS order.
  • POS transactions generate simplified invoices.
  • Refunds must include a ZATCA predefined refund reason for compliance.