Skip to main content

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

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.

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 information and invoice line items. Click Create.

Step 2 - Add Invoice Details Step 2 - Add Invoice Details

Step 3: Review and Confirm​

Carefully review all information. Click Confirm to issue the invoice.

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

Step 3 - Review and Confirm Step 3 - Review and Confirm

Step 4: Check the ZATCA Status​

After confirmation, the system automatically submits the invoice to ZATCA. The invoice will show one of the following statuses:

  • Accepted — The invoice has been successfully approved by ZATCA.
  • Accepted with Warning — The invoice is accepted but contains a warning.
  • Rejected — The invoice did not pass validation and must be corrected before resubmission.

Rejected invoices are clearly highlighted in red in the Invoice List.

Step 4 - Check ZATCA Status Step 4 - Check ZATCA Status Step 4 - Check ZATCA Status

Creating a Credit Note​

Step 1: Open the Original Invoice​

Navigate to the invoice and click Credit Note.

Step 5 - Open Original Invoice

Step 2: Enter Credit Note Details​

  • Fill in the required credit note information.
  • Select the appropriate ZATCA predefined refund reason.
  • Enter the Refund Date and click Create Refund.

Step 6 - Enter Credit Note Details Step 6 - Enter Credit Note Details Step 6 - Enter Credit Note Details

Step 3: Review and Confirm​

Review the credit note in Draft mode. Click Confirm.

Step 4: Check the Credit Note Status​

The system will return the validation result within seconds.

Step 8 - Check Credit Note Status Step 8 - Check Credit Note Status Step 8 - Check Credit Note Status Step 8 - Check Credit Note Status Step 8 - Check Credit Note Status Step 8 - 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.