How to Complete Journal Onboarding for ZATCA in Invent ERP?

After configuring your company for ZATCA compliance, the next step is to complete the Journal Onboarding process. This step connects your Customer Invoice Journal in Invent ERP with the Fatoora Portal, allowing invoices generated in the system to be submitted to ZATCA automatically.

Step-by-Step Process

Step 1: Open the Accounting Module

From All Apps, navigate to Accounting.

Step 2: Access the Customer Invoice Journal

Next, go to: Configuration → Accounting → Journals

From the list of journals, select the Customer Invoice Journal.

Step 3: Obtain the OTP from the Fatoora Portal

To complete the onboarding process, you will need an OTP (One-Time Password) generated from the Fatoora Portal.

Step 4: Generate the OTP in the Fatoora Portal

In the Fatoora Simulation Portal, navigate to Onboard New Solution Unit / Device.

Then enter the number of OTP codes you want to generate.

Copy the generated OTP code.

Make sure that the ZATCA API Mode in Invent ERP matches the mode used in the Fatoora Portal.
- If your company is set to Simulation Mode, you must use the Fatoora Simulation Portal.
- If your company is set to Production Mode, you must use the Fatoora Production Portal.

Step 5: Enter the OTP in Invent ERP

Return to the Customer Invoice Journal, Paste the copied OTP Code into the OTP field and click Confirm.

Once confirmed, the system will complete the journal onboarding process.

Notes & Tips

Use Simulation Mode first to test your integration before going live.
OTP codes are time-sensitive, so generate and use them promptly.
If onboarding fails, generate a new OTP and repeat the confirmation process.
After switching to Production Mode, invoices created in Invent ERP will be submitted directly to ZATCA.