How to get Clearance for an invoice on the Fatoora platform?

To ensure official clearance of invoices under Phase 2 of the E-invoicing in Saudi Arabia, it's not enough to issue invoices from an accounting system, your system must be integrated with the Fatoora platform, approved by the Zakat, Tax and Customs Authority (ZATCA), and invoices must be submitted for clearance.

Step 1: Integrate Wafeq with the Fatoora Platform

1. Log in to your Wafeq account and go to "Organization Settings".

2. Scroll down to the "Fatoora Portal Settings" section and click “Connect”.

3. Enter the required details:

   • ID information

   • VAT registration details

   • Official company address

4. Obtain the OTP (One-Time Password) from the Fatoora portal:

   • Log in to the Fatoora platform

   • Register a new device

   • Copy the generated OTP

5. Paste the OTP in Wafeq to complete the integration.

6. Once connected, you’ll see a confirmation message:
   “Successfully connected to the Fatoora platform”

Your system is now officially compliant with Phase 2, and you can begin clearing invoices directly.

Step 2: Issue and Clear Invoices from Wafeq

• To issue a new invoice:
  Go to "Sales" from the main menu then click on "Invoices", click “Create”, fill in the invoice details, and then click “Finalize”.
   

• For existing invoices:
  Open the invoice, then click “Finalize”.

Wafeq will automatically submit the invoice to the Fatoora platform for clearance, and its status will update to “Finalized”.

For full integration steps and screenshots, refer to the guide:
Wafeq integration with Fatoora – ZATCA Phase 2