Phase-2 of e-Invoicing

Connect to Fatoora Portal

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

Generate OTP in the Fatoora Portal

You have to generate OTP in the Fatoora portal first to generate CSID in Zoho Invoice. To generate OTP in the Fatoora Portal:

• Log in to the Fatoora portal.
• Click Onboard New Solution Unit/Device.
• Enter the number of devices for which you want to generate OTP. If you’re using only Zoho Invoice, enter 1.
• Your OTP will be generated in the portal and you can copy or export it as a file.

The OTP generated from the Fatoora portal will be valid only for one hour. You have to enter the OTP in Zoho Invoice within one hour. Once the CSID is generated, you’ll be able to push your invoices from Zoho Invoice to the Fatoora portal. To do this:

• Go to Settings and select e-Invoicing.

• Click Generate CSID.

  

• Enter the OTP and click Generate CSID.

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

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If the CSID was revoked in the Fatoora portal, you’ll not be able to push invoices to the Fatoora portal from Zoho Invoice.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

• Go to Settings from the top right corner.
• Select e-Invoicing.
• Click Disconnect.
• Click Disconnect in the following pop-up.

The connection will be removed. If you want to reconnect again in the future, you have to generate the CSID again.

Functions in e-Invoicing

• Statuses of e-Invoices
• Mandatory fields for an e-Invoice
• Push your invoices to Fatoora Portal

Statuses of e-Invoices

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

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:

Push your Invoices to Fatoora portal

In Zoho Invoice, invoices can be pushed to the Fatoora portal easily. 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.

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

• Go to Invoices on the left sidebar.
• Select the invoice that you want to push to the Fatoora portal.
• Click Push to Fatoora.

If the push fails, you can retry after resolving the errors.

Quote Preferences

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.

You can also refer to the help document provided by ZATCA regarding e-Invoicing.

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