Onboarding for E-Invoicing

Step 1: Click on e-Invoicing

On the homepage of Clear Finance Cloud click on 'e-Invoicing' to start onboarding for ZATCA E-Invoicing with ClearTax

Step 2: Welcome page

Once you have clicked on e-Invoicing further account setup will continue. You will land on the ‘Welcome’ page which begins your onboarding with ZATCA e-Invoicing and provides more details about it. Click on ‘Continue’ to proceed further.

Step 3-1: Select Phase of e-Invoicing

This is the step to choose the phase of e-Invoicing your VAT is eligible for. All the details of both phases are available with details on the page to help you in choosing the correct phase for your E-Invoicing. In phase 1 the E-Invoices are not submitted to ZATCA but a VAT return is filed once a month while for phase 2 invoices the QR code has to be generated using the guidelines specified by ZATCA and all invoices have to be submitted to ZATCA depending on the type of invoice i.e. B2B or B2C. Please choose the phase carefully. Phase 1 can be changed to phase 2 later on as well but moving from phase 2 to back to phase 1 would not be possible.

Step 3-2: Option 1 > Phase 1:

The first option is to go ahead with account creation in Phase 1. Click on ‘Continue with phase 1’ to proceed to the next step. Enter all the details in the form to register your business and complete account creation in phase 1. This will create your workspace in phase 1 which can be switched to phase 2 at any time.

Add all the details as per your VAT registration certificate to complete onboarding.

Click on ‘Finish’ to complete the creation of your business profile and to start with E-Invoice generation.

Step 4: Option 2 > Select Phase 2:

Click on ‘Continue with phase 2’ and then click on ‘Proceed’ to start profile creation with phase 2 of E-Invoicing.

Step 5: Option 2 > Create Business profile:

Enter all the details of your business to create your profile for E-Invoicing with ClearTax. Enter details of your VAT, org name, pin code, etc. which would be used with your device registration with ZATCA. After completely filling all the required fields correctly click on ‘Continue’ to proceed further.

Step 6: Add device details:

Registering devices is required to start with your E-Invoicing.

Step 7: Enter OTP

Fetch the OTPs from Fatoora portal of ZATCA and enter them in the device registration screen.

The link to the Fatoora portal is - https://fatoora.zatca.gov.sa/

Use your VAT number and OTP to login. Select simultation or production environment as applicable and generate the required number of OTPs. Enter the OTPs on ClearTax screen.

Step 8: Registration of device with ZATCA

All information required to register devices with ZATCA are transmitted to ZATCA with the OTP.

Certificate generate request for devices is submitted with the device info filled in Step 6.

Compliance xmls are generated based on the VAT and branch information entered. These xmls are sent to ZATCA using the temporary CSID (cryptographic stamp identifier). These are validated by ZATCA. OTPs are authenticated and if all info is as per requirement then devices are registered successfully and PCSID is returned by ZATCA. PCSID is the production cryptographic stamp identifier which is used to sign or authenticate each invoice by ZATCA.

After registration of one device, you are ready to start with generation of e-Invoices.