⬜ ZATCA Integration with AurPOS System

The ZATCA module in the AurPOS system enables you to issue electronic invoices and automatically synchronize them with the Zakat, Tax and Customs Authority (ZATCA) portal in the Kingdom of Saudi Arabia, in compliance with Phase 2 requirements of the e-invoicing regulations.

✅ Module Overview

Once activated, the module allows you to:

• Generate ZATCA-compliant e-invoices

• Synchronize sales and sales returns with ZATCA

• Download certified XML and PDF invoice documents

• Track the status of invoices (Synchronized / Pending / Failed)
  
  

✅ Module Interface & Statistics

The main dashboard displays comprehensive statistics including:

• Total invoices

• Unsynchronized invoices

• Synchronized invoices

• Successful synchronizations

• Failed synchronizations

These indicators offer a quick overview of ZATCA integration status across all branches.

✅ Synchronization & Initial Setup

Connecting Branches to ZATCA

To begin:

1. Go to the ZATCA Integration menu

2. Open the On Boarding tab

3. Accurately fill in the branch details:

   • Business name / Client name / Email address

   • Country code (SA), Country, City, District, Building number

   • E-invoicing system serial number

   • VAT number and name

   • Invoice type (B2B & B2C Invoice)

   • Commercial registration and full address

⚠️ Important: In a production environment, make sure to select "Core Mode (Live)" for the gateway mode.

✅ Auto-Sync Configuration

Within the On Boarding tab, choose your preferred sync mode:

• Instant: Invoices are synchronized immediately upon creation

• Daily: All invoices are batch-synchronized at midnight

• Disabled: Requires manual synchronization for each invoice

➕ When synchronization is enabled, discounts and order tax are automatically disabled to ensure ZATCA compliance.

✅ Managing Sales & Sales Returns

◾ Sales Screen

From the Sales page, you can:

• Filter invoices by:

  • ZATCA status (Pending / Synced)

  • Location

  • Date range

• View invoice details, including:

  • Invoice number

  • Customer name

  • Payment method

  • Total and paid amounts

  • Payment and sync status

◾ Sales Returns Screen

Displays similar details, along with:

• Original invoice reference

• Due amounts

• ZATCA sync status for each return

✅ Manual Invoice Synchronization

If auto-sync is disabled, you can synchronize transactions manually:

1. Go to the Sales or Sales Returns screen

2. Locate the invoice or return

3. Click the "Sync" button next to the record to send it to ZATCA

✅ Downloading Electronic Invoice Documents

Once synchronization is successful, download certified documents:

1. From the Sales or Returns screen, click the "Actions" button next to the transaction

2. Choose a format:

   • XML: For technical or archival use

   • A3 PDF: For printing or record-keeping
     
     

✅ Important Pre-Activation Tips

➤ For a smooth ZATCA integration experience:

• Verify all branch data before registration

• Test the setup in Developer Mode before going live

• Enable auto-sync only after confirming system readiness

• Maintain regular backups of synchronized documents

• Consult a certified tax advisor to validate tax settings

✨ Need Help?

For additional support, please contact the AurPOS support team or refer to the official ZATCA module documentation.