ZATCA Sales e-Invoices
Sales e-Invoices lists every invoice and credit note with its ZATCA status, and is where you deal with anything that has not gone through. In normal running it should be quiet — invoices clear or report as they are raised and the list is a record. It earns its place on the days when something fails.
The list
| Column | Meaning |
|---|---|
| Reference / Date | The document. |
| Type | Tax Invoice or Credit Note. |
| Customer / VAT No | Who it is to. The VAT number decides standard versus simplified. |
| Amount | The invoice total. |
| ZATCA Status | Where it has got to. |
| Action | What can be done with it now. |
Filter by status, by type and by date range.
The statuses
| Status | Means |
|---|---|
| Pending | Not yet sent to ZATCA. |
| Submitted | Sent, awaiting an answer. |
| Cleared | Accepted as a standard (B2B) invoice. It may now be given to the customer. |
| Reported | Accepted as a simplified (B2C) invoice. |
| Failed | ZATCA did not accept it. The reason is on the record. |
| Voided | The underlying document was voided. |
The actions
| Action | What it does |
|---|---|
| Generate Invoice | Builds the e-invoice document from the transaction. |
| Submit Invoice | Sends it to ZATCA for clearance or reporting. |
| Check Status | Asks ZATCA where a submitted invoice has got to. |
| Details | The full record, including what ZATCA returned. |
| Void Invoice | Marks the e-invoice as voided where the document has been. |
Standard and simplified
Which route an invoice takes follows the customer, not a setting you pick per document:
| Customer | Route | Timing |
|---|---|---|
| Has a VAT number (B2B) | Standard | Cleared before the invoice is given to the customer. |
| No VAT number (B2C) | Simplified | Reported after issue, with a QR code on the invoice. |
That is why customer VAT numbers must be right. A missing VAT number on a business customer sends a B2B invoice down the B2C route, and the invoice you hand over will not have been cleared.
Automatic or manual
Whether invoices go to ZATCA on creation or when somebody presses a button is set in Settings. Automatic is the normal choice for standard invoices, because clearance has to happen before the customer gets the document anyway.
Failures
A failed invoice keeps ZATCA's own response, so the reason is on the record rather than something to reconstruct. Fix what it complains about and submit again. See Troubleshooting.