E-Invoicing

1. From the side menu, go to E-Invoicing and select Sales invoices.
2. Click the New sales invoice button (or Created).
3. Select the Customer (buyer), invoice issue date under Invoice date, and Due date.
4. Choose the payment method from the Payment method field (cash or credit on account).
5. In the Invoice lines table, click Add line and enter item description, quantity, unit price, and tax rate (e.g., 16% in Jordan, or 15% in Saudi Arabia).
6. Click Issue invoice to assign a non-repeatable serial number, making it ready for tax reporting.

1. From the side menu, go to Customers & suppliers.
2. Click the Edit button on the customer to open customer details.
3. If the buyer is a corporate entity or tax-registered business:

• In Jordan: enter the Tax number and National ID / establishment number.
• In Saudi Arabia: enter the Tax number (15 digits starting and ending with 3) and full National address (street name, district, 4-digit building number, and 5-digit postal code).

4. Click Save; these data guarantee immediate invoice acceptance by the tax platform without rejection.

1. Open the issued invoice from the Sales invoices screen.
2. Ensure the invoice currency is in Jordanian Dinar (JOD).
3. Click the Send to JoFotara action button at the top of the page.
4. The system validates the invoice automatically, formats it in UBL 2.1 XML, and transmits it to the Income and Sales Tax Department server.
5. Upon acceptance, the status turns immediately to Accepted and the QR code is received and saved on the invoice.

1. Open the issued invoice addressed to businesses holding a buyer tax number.
2. Click the Send to ZATCA button.
3. The invoice is digitally signed using XAdES with the device certificate (CSID) and chained with hash (PIH) and counter (ICV).
4. The invoice is transmitted to ZATCA for Pre-clearance.
5. Upon clearance by the authority, its status turns to Cleared and it is stamped with the cleared QR code.

1. For cash invoices issued to individual end consumers (without a buyer tax number).
2. Open the invoice and click the Send to ZATCA button.
3. The invoice is submitted to the authority for Reporting and its status turns to Reported.
4. (Simplified invoices must be reported within 24 hours of issue date per regulations).

1. After tax invoice acceptance, the QR code appears prominently at the top of the invoice in the system and on the printed PDF.
2. In Jordan (JoFotara): the QR code contains the verification URL issued directly by the tax authority portal to confirm invoice registration.
3. In Saudi Arabia (ZATCA): the QR code contains TLV-encoded data (seller name, VAT registration number, timestamp, invoice total with VAT, VAT amount, XML hash, digital signature, and public key), verifiable using the official "ZATCA" app.

1. Before transmitting any byte to tax servers, the internal validation engine checks the invoice automatically to ensure:

• Invoice currency matches the country (JOD for Jordan, SAR for Saudi Arabia).
• Tax identification numbers are formatted correctly without letters or symbols.
• Tax rates (must be 16%, 0%, or statutory rates in Jordan; 15% or 0% in Saudi Arabia).
• Completeness of national address details and building numbers.

2. If any data is missing, the system halts transmission and displays a clear explanation in Arabic identifying the missing field and correction method.

1. If the tax authority rejects the invoice, its status switches to Rejected.
2. Rejection error codes and messages returned from the tax portal appear in Arabic in the notes box on the invoice itself.
3. Correct the indicated issue (e.g., amend the tax number or customer address).
4. Click the Resend button; the system resubmits the corrected invoice with the same UUID reference and counter (ICV).

1. If internet connectivity drops during transmission or no definitive response is received from the tax server, the invoice status becomes Unconfirmed.
2. Do not create a new invoice for the buyer to avoid double taxation.
3. Click the Resend button.
4. The system resubmits the exact same document and signed XML with the exact previous bytes; if the invoice was already received by the tax server, the cleared QR code is returned without duplicating, and if it had not arrived, it gets officially processed.

1. Go to Sales invoices and open the original tax-accepted invoice.
2. Click the Return invoice action button.
3. Enter the Return reason mandatorily (e.g., damaged goods return, or agreed discount).
4. Specify returned quantities for each line (quantity cannot exceed sold amount).
5. Click Confirm; the system generates a credit note (type code 381) linked to the original invoice number and UUID, ready for transmission to the tax system to reduce tax payable.

1. From the side menu, go to Administration then select Integrations -> JoFotara.
2. From the national invoicing portal (Fawateer system / Tax Department), access the device integration option to extract credentials.
3. In the settings page, enter:

• Client ID and Secret Key.
• Income source sequence and organization Tax Number.
• Registered trade name and registration type (general sales tax or income).
• Classification of 0% tax items.

4. Click Save to verify successful connection.

1. Under ZATCA integration settings in Integrations, enter the 15-digit VAT number, organization national address, and invoice types (tax invoices, simplified, or both).
2. Generate an OTP code from the authority's Fatoora portal.
3. Run the compliance onboarding flow:

• Generate keys and Certificate Signing Request (CSR).
• Request compliance certificate using OTP.
• Complete the six simulated test cases successfully.
• Issue the production CSID certificate.

4. Once integration is complete, the billing device is certified and authorized to sign and transmit electronic invoices.

1. From the side menu, go to Accounting / Invoicing settings (or JoFotara / ZATCA integration settings).
2. Enable the Send automatically when issued toggle.
3. Click Save.
4. With this option enabled, you do not need to click send manually; clicking Issue invoice automatically transmits the invoice in the background and updates its status upon server response.

1. Open the cleared invoice on the Sales invoices screen.
2. Click the Print / PDF button in the action bar at the top of the page.
3. The system generates an official high-resolution PDF including:

• Organization name, logo, tax number, commercial register, and address.
• Invoice serial number, issue date, and timestamp to the second.
• Buyer information, address, and VAT number.
• Detailed items, quantities, prices, VAT rates and amounts, and total.
• Approved government QR code and digital signature data.

1. From the issued invoice page in Sales invoices.
2. Click the Payment reminder action button (or send invoice).
3. A popup appears displaying the customer phone number and a formatted message detailing invoice number, amount, and preview link with QR code.
4. Click Send to deliver the message to the customer via the organization WhatsApp number connected to the system.

1. From the side menu, go to Customers & suppliers.
2. Click the Add contact button (or Created) to open the contact creation modal.
3. Enter customer name or corporate entity name.
4. Select the type Customer.
5. Enter the Tax number in the tax field, along with National ID / establishment number, phone number, city, and detailed address.
6. Click Save.

1. Go to the Customers & suppliers screen.
2. Click the Import from Excel button at the top of the table.
3. Download the template and fill in: Name, Phone, Tax Number, National ID, City, and Address.
4. Upload the file and click Confirm import to batch-import all customers ready for invoicing.

1. From the side menu, navigate to Accounting settings.
2. In the Numbering section, specify the Sales invoice prefix (e.g., INV-) and Return invoice prefix (e.g., CN-).
3. The system enforces an unbroken incremental serial numbering per calendar year (e.g., INV-2026-00001 then 00002...) disallowing numbering gaps in full compliance with tax legislation.
4. Click Save.

1. Under JoFotara or ZATCA integration settings in Integrations.
2. In the 0% items classification field, select the exemption category:

• Zero-rated goods.
• Tax exempt.
• Out of tax scope.

3. Choose the statutory Exemption reason code matching the selected classification to print automatically on every 0% rated line.
4. Click Save.

The e-invoicing module is engineered to run as an independent standalone system for businesses that do not require complex journal entries or comprehensive financial ledgers; only sales invoices, credit notes, customers, and integration settings screens are shown. Concurrently, the system builds underlying journal entries in the background so that if the company upgrades to full accounting, their general ledger and trial balance are ready without data loss.