ZATCA e-Invoice Phase II Extension

• Integrates Manager.io with the official ZATCA e-Invoice platform.
• Registers and onboards a business unit with ZATCA directly from Manager.
• Converts Sales Invoices into ZATCA-compliant e-Invoices.
• Validates invoices before transmission to ZATCA.
• Submits invoices for Clearance (Standard) or Reporting (Simplified).
• Updates Manager invoices automatically with ZATCA responses (status, ICV, PIH, QR Code).

1. Open Manager and navigate to Settings → Extensions.
2. Select Create New Extension.
3. Enter the following settings:
   • Extension Name: ZATCA e-Invoice
   • Sources: Url
   • Endpoint: https://zatcaextension.azurewebsites.net
   • Placement: sales-invoice-view
4. Save. The extension button will appear when viewing any Sales Invoice.
5. Repeat the same steps to add the extension again, but with placement set to credit-note-view. This ensures that both Sales Invoices and Credit Notes can be processed through the ZATCA Extension.

1. Update Business Data — required internal fields are added in Manager.
2. Enter Business Information — provide company details exactly as registered in the ZATCA portal.
3. Generate CSR — a certificate request and private key are generated.
4. Goto Fatora portal to generate OTP — produce a one-time password (OTP).
5. Get CCSID — enter the OTP to obtain the compliance certificate.
6. Get PCSID — compliance checks are performed; once passed, the production certificate is issued.
7. Onboarding Completed — onboarding details are saved in Manager for all future submissions.

Preparation

• Customer details must be complete (name, address, VAT/Company ID).
• Required Tax Codes must exist in Manager.
• All inventory items must have the correct Tax Category assigned.

Creating an Invoice

• The Invoice Number must be 7 digits:
  • Start with 01 — Standard Invoice (Clearance).
  • Start with 02 — Simplified Invoice (Reporting).
• Select the correct Payment Type (Cash, Credit, Bank Transfer).
• Save the invoice.

Submitting an Invoice

1. Open the saved invoice and click the ZATCA Extension button.
2. The extension converts the invoice into a ZATCA-compliant e-Invoice.
3. Click Compliance to validate the invoice. If errors appear, correct them and re-run validation.
4. Click Submit:
   • Standard Invoice → sent for Clearance.
   • Simplified Invoice → sent for Reporting.
5. If successful, Manager updates the invoice with:
   • Status (CLEARED or REPORTED)
   • Latest ICV number
   • Previous Invoice Hash (PIH)
   • QR Code (for Simplified Invoices)