Onboarding Process

The onboarding process establishes your connection with ZATCA and obtains the necessary credentials for invoice submission.

Step 1: Generate Certificate Signing Request (CSR)

1. Ensure all Seller Details are correctly filled
2. Navigate to ZATCA Settings → Onboarding tab
3. Click "Generate CSR" or "Check CLI" first to verify CLI is working
4. The system will:
   • Generate a CSR using your company details
   • Display the CSR in the settings page
   • Save the CSR for later use

Step 2: Submit CSR to Fatoorah Platform

1. Copy the generated CSR from the settings page
2. Log in to Fatoorah platform: https://fatoorah.gov.sa
3. Navigate to Onboarding → CSR Submission
4. Paste the CSR and submit
5. You will receive an OTP (One-Time Password) via email/SMS

Step 3: Complete Onboarding

1. In ZATCA Settings, click "Start Onboarding"
2. Enter the OTP received from Fatoorah platform
3. Click "Verify OTP and Generate CSR"

4. The system will:
   • Verify the OTP with ZATCA
   • Receive compliance credentials (Request ID, Security Token, Secret)
   • Save credentials automatically

Step 4: Compliance Testing

Before going to production, you must pass compliance testing:

Manual Compliance Check

1. Create test invoices in your system
2. Ensure invoices have all required ZATCA fields
3. In ZATCA Settings, click "Perform Compliance Check"

4. Enter invoice names (comma-separated): SINV-0001, SINV-0002
5. Click "Submit to ZATCA"
6. Review the results:
   • Accepted: Invoice passed compliance
   • Accepted with warnings: Invoice passed but has warnings
   • Rejected: Invoice failed compliance (check errors)

Automated Compliance Check

The system can automatically create and test various invoice types:

1. Click "Automated Compliance Check"
2. Fill in required parameters:
   • Company: Your company name
   • Item: Select an existing item
   • Simplified Customer (B2C): Customer without VAT registration
   • Standard Customer (B2B): Customer with VAT registration

3. Click "Start Automated Compliance"
4. The system will create and test:
   • Standard invoices (B2B)
   • Simplified invoices (B2C)
   • Credit notes
   • Debit notes

Step 5: Production Onboarding

Once compliance testing is successful:

1. Log in to Fatoorah platform
2. Navigate to Production Onboarding
3. Submit your compliance test results
4. Receive production credentials:
   • Production Request ID
   • Production Security Token
   • Production Secret
5. Enter these credentials in ZATCA Settings → Integration tab
6. Save settings