## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/sa/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Phase-2 of e-Invoicing

## Prerequisites for e-Invoicing

*   Standard e-Invoices which is usually generated for Business to Business transactions, your customer’s National ID and full address details is mandatory.
*   To create an E-invoice, the Customer’s Address, Billing Address, Item Name and Customer Name should be in Arabic

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## Connect to Fatoora Portal

To push your invoices to the Fatoora portal from Zoho Books, you’ll have to integrate your organization with the Fatoora portal. You need to generate a CSID in Zoho Books using an OTP which is generated from the Fatoora portal. Here’s how:

### Generate OTP in the Fatoora Portal

To generate CSID in Zoho Books, you’ll have to generate OTP in the Fatoora portal first.

To generate OTP in the Fatoora Portal:

*   Login to the [Fatoora portal](https://fatoora.zatca.gov.sa/).
*   Click **Onboard New Solution Unit/Device**.
*   Enter the number of devices for which you want to generate OTP. If you’re using only Zoho Books, enter 1.
*   Your OTP will be generated in the portal and you can copy or export it as a file.
*   Using this OTP, you can **Generate CSID** in Zoho Books.

**Warning:**The OTP generated by the Fatoora portal will be valid only for one hour. You’ll have to enter the OTP in Zoho Books within one hour.

![Enter OTP](/sa/books/help/images/e-invoicing/enter-otp.png)

**Insight:** If CSID gets expired in Zoho Books, you’ll have to renew it in the Fatoora portal by selecting the **Renew Existing Cryptographic Stamp Identifier** option. Then, go to Zoho Books and click **Renew CSID** from **Settings** > **Taxes & Compliance** > **e-Invoicing**.

To check your organisation’s integration with the Fatoora portal, you can go to Fatoora portal and click **View List Of Solutions and Devices**.

Once the CSID is generated, you’ll be able to push your invoices from Zoho Books to the Fatoora portal.

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## Disconnect from Fatoora Portal

If the CSID was revoked in the Fatoora portal, you’ll not be able to push invoices to the Fatoora portal from Zoho Books. You’ll have to disconnect it in Zoho Books as well. Here’s how:

*   Click **Settings** on the top right corner of the page.
*   Click **e-Invoicing** under _Taxes & Compliance_.
*   Click **Disconnect**.
*   In the following pop-up, click the **Disconnect** button.

**Warning:** Ensure that you do not revoke the connection without a valid reason.

![Disconnect](/sa/books/help/images/e-invoicing/disconnect.png)

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## Configure User Permissions

You can configure the users in your Zoho Books organization to whom you would want to give access to the e-Invoicing module and push transactions to the Fatoora portal. Here’s how:

*   Click **Settings** on the top right corner of the page.
*   Click **Roles** under _Users and Roles_.
*   Click **New Role** in the top right corner if you want to provide permission for a new role or click the **Edit** button next to the listed roles to edit an existing role.
*   Scroll down to the **e-Invoicing** section and check the **Push Transactions** option.
*   Click **Save**.

![Role Preference](/sa/books/help/images/e-invoicing/role.png)

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## Functions in e-Invoicing

*   [Statuses of e-Invoices](/sa/books/help/e-invoicing/phase-2.html#status)
*   [Mandatory fields for an e-Invoice](/sa/books/help/e-invoicing/phase-2.html#mand-fields)
*   [Push your invoices to Fatoora Portal](/sa/books/help/e-invoicing/phase-2.html#push)

### Statuses of e-Invoices

Here are the different statuses related to Invoices, Credit Notes and Debit Notes in Zoho Books.

Status

Description

Yet-to-be Pushed

The transaction is not yet pushed to the Fatoora portal.

Push Initiated

The push has been initiated to the Fatoora portal.

Pushed

The transaction has been pushed to the Fatoora portal successfully.

Failed

The transaction has not been pushed to the Fatoora portal

### Mandatory Fields for an e-Invoice

When creating an invoice, there are some mandatory fields set by the ZATCA which is required for an e-Invoice. Here’s the list of mandatory fields required to create an e-Invoice:

Module

Mandatory Fields

Organization’s details

*   Organization Name
*   Company Address
    *   Building Number
    *   Street
    *   Additional Number
    *   District
    *   City
    *   State/Province
*   Zip/Postal Code

Customer’s details

*   Customer Display name
*   Billing Address (In Arabic)
    *   Country / Region
    *   Address
    *   Additional Number
    *   District
    *   City
    *   State
*   Zip Code

Invoice Creation

*   Item Name (In Arabic)
*   Customer Name (In Arabic)

Item details

Item Name

### Push your Invoices to Fatoora portal

In Zoho Books, invoices can be pushed to the Fatoora portal easily. The process depends upon whether you’ve enabled [Transaction Approval](https://www.zoho.com/sa/books/help/transaction-approval/) or not. If you have enabled transaction approval, the invoice will go through an approval process.

Insight: If you’ve set-up multi-level approval, the invoice could be pushed only after the approval of the final approver.

Standard invoices should be pushed to Fatoora portal before sending it to the customer. Whereas, Simplified Tax Invoice, should be pushed to Fatoora portal within 24 hours from sending it to the customer as per [ZATCA’s e-Invoicing Regulations](https://zatca.gov.sa/en/E-Invoicing/Introduction/Guidelines/Documents/E-Invoicing_Detailed__Guideline.pdf#page=20).

Once you’ve created an invoice, you can push them to the Fatoora portal. Here’s how:

*   Go to the **Sales** from the left sidebar and navigate to **Invoices**.
*   Select the invoice that you want to push to the Fatoora portal.
*   Click the **Push to Fatoora** button.

**Notes:** The PDF of the invoices will be exported in A3 format as per ZATCA’s regulation. Pushed invoices can also be viewed in XML format which will be attached along with the PDF of the invoice.

![Push to Fatoora](/sa/books/help/images/e-invoicing/push.png)

If push fails, you can retry after getting the error rectified.

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## Recurring Invoice and Quote Preferences

### Recurring Invoices

If you’ve created a recurring invoice, the invoice will be pushed automatically to the Fatoora portal depending on the preference you’ve configured. If your preference is: **Create Invoices as Drafts**: The invoices created will be in draft status and you’ll have to push them to the Fatoora portal by clicking the **Push to Fatoora** button.

**Create, Push, and Send Invoices:** The invoices will be pushed to the Fatoora portal automatically and will be sent to the customers. If it fails to push, the reason for failure will be shown.

**Create, Charge, Push and Send Invoices:** The invoices will be charged and then pushed to the Fatoora portal automatically. If it fails to push, an error message will be thrown along with the reason for failure.

![Recurring Invoice Preference](/sa/books/help/images/e-invoicing/rec-inv-pref.png)

### Quotes

If you’ve enabled quote preferences to send invoices when a quote gets approved, the invoices will be pushed to Fatoora portal automatically according to the preference you’ve set. If your preference is: **Create Invoice as draft**: The invoice created will be in draft status and you’ll have to push it manually using the **Push to Fatoora** button.  
**Create, Push and Send**: The invoice created will be pushed to the Fatoora portal. If it is pushed successfully, it will be sent to the customer or if failed the reason for failure will be shown.

![Quotes Preference](/sa/books/help/images/e-invoicing/est-pref.png)

You can also refer to the [help document](https://zatca.gov.sa/en/E-Invoicing/Introduction/Guidelines/Documents/Fatoora_Portal_User_Manual_English.pdf) provided by ZATCA regarding e-Invoicing.

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