Generating Prepayment Invoices
You can certify and generate outbound e-documents for a customer deposit transaction from a customer deposit record and send it to your customer
To generate and send outbound e-documents for a customer deposit transaction:
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Go to Transactins > Customers > Customer Deposits.
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In the Customer field, select the customer for this transaction.
The following fields are required: Buyer ID, Scheme ID, Billing Address, Company Name, and Shipping Address.
Selecting the customer automatically enters values in the E-Document Template and Sending Method fields, on the E-Document subtab.
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In the Saudi Arabia E-Invoicing Fields subtab, complete the following required fields:
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Payment Means Type Code – Select how payment is expected to be, or has been, settled.
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Subtype – Select a code of the invoice subtype and invoice transactions.
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To clear the invoice or credit memo, select Tax Invoice (B2B).
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To report the invoice or credit memo, select Simplified Tax Invoice (B2C).
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Supply Date – Enter the date on which the supply is made. For credit and debit notes, it is the original supply date.
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Supply End Date – Enter the end date for continuous supplies.
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Instruction Note – Enter the reason for issuing a credit memo or a debit note.
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Tax exempted reason – Select a reason for tax exemption, if applicable.
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Saudi Arabia Invoice Flags – Select who issued the invoice. For example, a buyer, supplier, or third party.
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Enter other required information and then click Save.
The system updates the transaction record, and the Generate E-Document button is displayed at the top.
On the E-Document subtab, the value of the E-Document Status field is changed to For Generation.
Note:The Generate E-Document or Process E-Document button appears only when viewing the transaction record. It does not appear in Edit mode.
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Click Generate E-Document. The document is digitally signed and sent to ZATCA for certification.
The status of the e-document in the E-Document Status field, on the E-Document subtab, will indicate Ready for Sending status. If the status is Generation Failed, an error was encountered in generating the e-document, which you must fix before regenerating the e-document.
For more information, see Viewing E-Document Status and Audit Trail.
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Click Send E-Document to create the PDF and send the certified invoice to the customer.
A banner appears on the transaction record indicating that sending of the e-document is in progress. The XML and PDF is sent to the email in the customer record.
Then, the value of the E-Document Status field on the E-Document subtab is updated. For more information, see Outbound E-Document Statuses.