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Countries · Saudi Arabia

Connect Fatoora Phase 2 invoice states to financial control

Your solution provider handles ZATCA clearance and reporting; InvoiceDX does not. A cleared invoice is not a posted one; InvoiceDX gives each document's next step an owner and evidence.

Demo / test-readyThis badge shows e-invoicing exchange readiness; reporting and return support have their own status below.
  • SAP, Tally and ERPNext connectors, plus client-specific connectors
  • Any GSP or ASP you run
  • TaxGenie, a GSTN-empanelled GSP — GST compliance since 2017
  • ISO/IEC 27001 certified
Book a Saudi Arabia workflow demoSee an exception resolved

Legal mandate

ZATCA Fatoora Phase 2

Dated sources and legal status are shown per obligation block below. Mandate status is the authority's; readiness is ours.

E-invoicing mandates, dated and sourced →

Authorised-provider role

Your e-invoicing solution provider — or one we recommend — keeps the integration with ZATCA's Fatoora platform: clearance of standard invoices and reporting of simplified ones. A rejected invoice is not corrected until someone owns it. Finance needs to know, for every document, whether clearance or reporting happened and what the ERP, supplier, buyer and VAT records should do next. InvoiceDX gives that ownership and evidence — in a test environment today.

Does not transmit: InvoiceDX is not a ZATCA-listed solution provider and does not clear or report invoices to ZATCA.

Who uses the Saudi workflow

Each role sees the same exception, its owner and its evidence — never a direct line to a tax authority.

CFO and finance head

Operational exceptions and controls after clearance, across entities.

CFO and finance leadership →

Head of Tax

Invoice states reconciled to accounting evidence without confusing clearance with the VAT return.

VAT reconciliation workpapers →

AR and AP

Rejection and error states, credit-note corrections and mismatches handled by assigned owners.

Exception management →

Solution providers and SIs

A clear provider boundary; the ZATCA integration stays with the provider.

Authorised providers →

Three obligations, three statuses

E-invoicing exchange, transaction reporting and periodic return support

Each block shows the law on the left and InvoiceDX's readiness on the right. A country's legal mandate never establishes InvoiceDX's availability.

Obligation timeline for one month: invoice, exchange, reporting and return. Your authorised provider owns exchange and reporting on the regulated channel; InvoiceDX matches, resolves exceptions, approves, acts in the ERP and verifies with evidence retained; your filer reconciles and files the return.START OF MONTHRETURN WINDOWInvoiceissued or receivedExchangevalidated · transmittedReportingto the authorityReturnreconciled · filedexchange obligationreporting obligationreturn obligationYour providerGSP / ASP / access pointExchange and reporting on the regulated channelInvoiceDXControl · Command CentreMatch · exception → owner → rule → approval → ERP action → verified · evidence keptYour filertax team / adviserReconciles and files the returntax-ready datahanded overGeneric month; the dated milestones for this country are in the mandate table below.
One month of obligations and who holds each stretch. InvoiceDX hands tax-ready data to your filer; it never files or pays.
E-invoicing exchange / clearance

Fatoora Phase 2 clearance (standard invoices)

In law

Phase 2 (the Integration Phase) of Saudi e-invoicing requires taxpayers to integrate their e-invoicing solutions with ZATCA's Fatoora platform in notified waves. Wave 25 covers VAT-registered persons with revenue above SAR 187,500 and applies starting from 1 February 2027 (Governor's Decision 1448-99-238, published in the Umm Al-Qura Gazette on 24 July 2026). ZATCA's English notice states that targeted taxpayers are to integrate no later than 1 February 2027; the Gazette text reads 'starting from'. Confirm your cohort against ZATCA's notification to you.

Instrument: Governor's Decision 1448-99-238 (Umm Al-Qura Gazette, 24 July 2026); ZATCA Wave 25 notice · Source

Checked 2026-10-20Next review 2027-01-15Reviewer: local tax practitioner (review in progress)
Where InvoiceDX standsDemo / test-ready

Clearance states returned by your solution provider are connected to exception ownership, delegated correction and ERP status in a test environment.

  • Clearance with ZATCA is performed by your solution provider; InvoiceDX acts on the states it returns.
  • Conformance with ZATCA's technical specifications sits with your solution provider; InvoiceDX works downstream of it.
Transaction reporting

Fatoora Phase 2 reporting (simplified invoices)

In law

Under the Fatoora Phase 2 rules, simplified (B2C) tax invoices are generally reported to ZATCA within 24 hours of issue, rather than cleared before issue. Confirm cohort-specific requirements with your solution provider.

Instrument: ZATCA e-invoicing regulations, Phase 2 (Integration Phase) requirements · Source

Checked 2026-10-20Next review 2027-01-15Reviewer: local tax practitioner (review in progress)
Where InvoiceDX standsDemo / test-ready

Reporting states returned by your solution provider are connected to exception ownership and ERP status in a test environment.

  • Reporting to ZATCA stays with your solution provider.
  • The 24-hour window is the authority's; your provider's reporting record is the evidence of meeting it, and InvoiceDX makes sure every rejected or unreported document has an owner.
Periodic return support

VAT return

In law

The periodic VAT return is filed with ZATCA for each tax period under the Saudi VAT law; it remains a separate obligation from invoice clearance and reporting.

Instrument: Saudi VAT return (ZATCA) · Source

Checked 2026-10-20Next review 2027-01-15Reviewer: local tax practitioner (review in progress)
Where InvoiceDX standsDemo / test-ready

Review workpapers and reconciliation evidence between invoice states, the ledger and the return; filing stays with your return tool or adviser.

  • Your return tool or adviser files the VAT return from the workpapers InvoiceDX prepares.

Demonstrable workflow

Illustrative workflow — not a connected live transaction. Sample company names only.

  1. 1

    Sample Manufacturing Co.'s standard invoice is submitted for clearance by its solution provider, which returns a rejection

  2. 2

    InvoiceDX raises an exception and assigns it to the receivables owner with the error returned

  3. 3

    Delegation of authority approves the data correction

  4. 4

    The solution provider resubmits; the new clearance state is recorded against the document

  5. 5

    ERP status is updated and the evidence is retained for the VAT workpaper

Illustrative workflow with sample company names; not a connected live transaction. Last checked 2026-10-20. Review by a local tax practitioner is in progress; each statement is shown with its source and check date. General information, not tax or legal advice.

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