ZATCA Advance Invoice

1. Create Sales Order
• Start by creating a Sales Order in ERPNext.
• Enter all required details including items, quantities, prices, and payment schedules.
• Submit the Sales Order.

2. Create Advance Sales Invoice
• After submitting the Sales Order, click the Create button inside the Sales Order.
• Select Create Advanced Sales Invoice (a custom Doctype created specifically for advance billing).
• In the Advance Sales Invoice, choose:
• ZATCA Tax Category
• Exemption Reason Code
• ZATCA Discount Reason Code
• ZATCA Discount Reason
• Fill in the Item Table and Tax Table accordingly.
• Submit the Advance Sales Invoice.
• On submission, the invoice is sent to ZATCA.
• If successful:
• QR Code will be automatically generated and attached.
• XML file will be generated and attached.
• ZATCA response details like UUID and Reporting Status will be updated in the document.

3. Create Final Sales Invoice
• Go back to the same Sales Order that was originally created.
• Click Create → Sales Invoice.
• Enter all the required details for a normal Sales Invoice that needs to be submitted to ZATCA.

In the Payments Table, under Advance Payments section, click:


4. Fetch Advance Sales Invoice
• The system will automatically:
• Fetch the previously submitted Advance Sales Invoice
• Update advance amount, invoice number, UUID, and remaining payable amounts automatically.
5. Submit Final Sales Invoice to ZATCA
• After updating all values, Submit the Sales Invoice.
• The system sends the final invoice XML to ZATCA.
• When ZATCA returns a successful response:
• The QR code and XML are attached to the Sales Invoice.
• Inside the XML, under Invoice Line and Prepaid Amount section, details of the Advance Sales Invoice are included:
• Advance Invoice Number
• UUID
• Invoice Date
• Adjusted Amount

Workflow