How to Onboard Your Company in Invent ERP?

Setting up your company correctly is the first step to using Invent ERP in Saudi Arabia and ensuring compliance with ZATCA e-invoicing regulations.

Step-by-Step Process

From your Homepage, go to Quick Setup to begin the company onboarding process.

Step 1 - Open Quick Setup

Fill in your company details:

Company name, contact details, address, and company logo.
In Accounting Data, select the correct base currency.
Enter your company bank details in Bank Data.
Under Tax Settings, configure 15% VAT for Sales and Purchases.
In Reports, verify company details, upload your official company stamp, and configure your report watermark if required.
Click Submit.

Step 2 - Add Company Information

Navigate to Settings → Companies and select your company from the list.

Step 3 - Advanced Company Setup

Set the Identification Type to Commercial Registration Number and add your CR number.
Set the ZATCA API Mode:
- Sandbox — Used for technical testing and development.
- Simulation — Used for testing the invoicing process from the customer side.
- Production — Used for live integration with ZATCA.
Complete your company address, including Zip Code (Postal Code) and Street 2 (District Name).

Step 4 - Review Company Information

Always ensure your Company Name and CR Number match official government records.
Double-check your VAT configuration (15%) for both sales and purchases.
Start with Simulation Mode before switching to Production Mode for live invoicing.
Incorrect company information may cause ZATCA invoice rejections.