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:

  1. Go to Transactins > Customers > Customer Deposits.

  2. 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.

  3. In the Saudi Arabia E-Invoicing Fields subtab, complete the following required fields:

    • Payment Means Type Code – Select how payment is expected to be, or has been, settled.

    • Subtype – Select a code of the invoice subtype and invoice transactions.

      • To clear the invoice or credit memo, select Tax Invoice (B2B).

      • To report the invoice or credit memo, select Simplified Tax Invoice (B2C).

    • Supply Date – Enter the date on which the supply is made. For credit and debit notes, it is the original supply date.

    • Supply End Date – Enter the end date for continuous supplies.

    • Instruction Note – Enter the reason for issuing a credit memo or a debit note.

    • Tax exempted reason – Select a reason for tax exemption, if applicable.

    • Saudi Arabia Invoice Flags – Select who issued the invoice. For example, a buyer, supplier, or third party.

  4. 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.

  5. 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.

  6. 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.

General Notices