Setting Up E-Invoicing Phase 2 with Wafeq

Here’s the step-by-step process flow for setting up E-Invoicing Phase 2 on Wafeq:

Step 1: First, log into your Wafeq account, navigate to your account settings, and find the “ZATCA Fatoora Portal Settings.” Click “Connect” to start the integration process.



Step 2: Once you’ve accessed the ZATCA Fatoora Portal Settings, input your company’s essential information, including the company name, tax registration number, commercial registration number, industry, full address, etc., as these are required for successful integration.



Step 3: After verifying your company details, log into the Fatoora portal. Ensure you are in the live environment, especially if intending to report your invoices in production.

Step 4: If your company details are valid and compliant as per rules, select “Onboard New Device” in the Fatoora portal and generate an OTP. Copy this code and input it back on the Wafeq platform to establish the connection.



Step 5: Your Wafeq platform receives the OTP and establishes the connection with the Fatoora portal. Now, integrate Wafeq’s API into your ERP or POS system for seamless data exchange and to ensure all invoicing actions are compliant with ZATCA’s regulations.



Step 6: Now, your Wafeq platform shall align your invoice templates and data fields with ZATCA’s guidelines to include all necessary details and fields for compliant e-invoices.

Step 7: You must use Wafeq’s sandbox to test the real-time invoice validation and approval process, ensuring the setup meets all regulatory requirements before going live.

Step 8: After successful testing, go live. Use Wafeq’s analytics tools to monitor invoice statuses and validate compliance, ensuring ongoing adherence to ZATCA regulations.

Step 9: Also, utilize Wafeq’s solutions to generate unique identifiers, cryptographic stamps, and QR codes for each invoice. Archive and store electronic invoices as per VAT system requirements.



Step 10: You can now issue, save, and share electronic invoices with ZATCA within 24 hours for B2C transactions. For B2B invoices, share them with ZATCA for electronic approval before distribution. Your customer can validate the standard tax e-invoice using ZATCA’s special app.

By following these steps, businesses can ensure that their Wafeq setup is immediately aligned with ZATCA’s e-invoicing requirements, facilitating a smoother transition to E-Invoicing Phase 2 compliance.

Read Also: Phase 2 changes in invoicing.

Read the complete ZATCA guide.