The Finalize button appears in place of the traditional “Save” button when creating a new invoice or viewing a previously saved one. Clicking it triggers different actions such as saving the invoice, generating accounting entries, and reporting it to ZATCA, depending on the organization’s e-invoicing phase and the type of finalization used.
In this guide, we’ll explain the differences between each type, when an invoice is reported to the Fatoora platform, and when it isn’t.
Finalizing invoices for organizations Not connected to the Fatoora platform
To finalize the invoice, click the "Finalize" button after entering the required details when creating a new invoice.
Or, go to "Sales" from the main menu, then click on "Invoices".
Make sure the view is set to "Table", then click on the invoice you want to finalize.
Then, click the "Finalize" button.
After clicking the "Finalize" button, a confirmation screen will appear explaining what will happen:
- The invoice status will change to "Finalized".
- It will be recorded in the general ledger.
- It will not be reported to the Fatoora platform, since the organization is not enrolled in Phase 2 of e-invoicing and is not connected to Fatoora.
Click "Finalize" again to confirm the action.
If your organization is subject to Phase 2 of e-invoicing, you can follow the steps here:
How to connect your Wafeq account to the Fatoora platform – Phase 2 of E-Invoicing.
Finalizing Invoices for Organizations Linked to the Fatoora Platform
In Phase 2 of e-invoicing, ZATCA requires invoices to be reported in real time. Wafeq handles this automatically through the following steps.
Finalize within Wafeq and report to the ZATCA:
To finalize the invoice, click the "Finalize" button after entering the required details when creating a new invoice.
Or, go to "Sales" from the main menu, then click on "Sales Invoices", Make sure the view is set to "Table", Then click on the invoice you want to finalize.
Then, click the "Finalize" button.
After clicking the "Finalize" button, a confirmation dialog will appear explaining what will happen:
The invoice status will change to "Finalized".
It will be recorded in the general ledger.
It will be automatically reported to the Fatoora platform, since your organization is enrolled in Phase 2 of e-invoicing and is already connected to Fatoora.
Click "Finalize" again to confirm the action.
If your organization is subject to Phase 2 of e-invoicing, follow the steps here to connect your account:
How to connect your Wafeq account to the Fatoora platform – Phase 2 of E-Invoicing.
Finalize Outside Wafeq
The “Finalize outside Wafeq” option is used in specific scenarios such as:
Importing invoices from a previous accounting system after they’ve already been reported to the authority.
The invoice was created or reported through an external platform (like Foodics or Salla), and you simply want to update its status in Wafeq without triggering any new submission.
To finalize the invoice this way when creating a new one:
Enter the required details, click the arrow next to the "Finalize" button, then select "Mark as finalized outside Wafeq."
To finalize the invoice, click the "Finalize" button after entering the required details when creating a new invoice.
Or, go to "Sales" from the main menu, then click on "Invoices".
Make sure the view is set to "Table", then click on the invoice you want to finalize.
Then, click the "Finalize" button.
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