Skip to main content

How to Create ZATCA-Compliant Invoices and Credit Notes for Saudi Arabia

Learn how to generate compliant invoices and credit notes that satisfy ZATCA requirements.

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.