Electronic invoicing is no longer optional for Saudi businesses. ZATCA Phase 2 requires real-time invoice reporting and clearance, making proper software configuration essential.
Navigate to Settings → E-Invoicing in Tafsee Books and enter your ZATCA credentials and certificate details. This one-time setup links your account to the ZATCA platform.
Map your existing invoice templates to the ZATCA-required XML schema fields. Tafsee Books provides a guided mapping wizard that auto-detects most fields and lets you review before saving.
Run a test invoice through the sandbox environment before enabling live submission. This ensures your field mapping, QR code generation, and XML structure are all correct without risking real data.
Once testing passes, enable live mode. Every invoice you create will automatically generate the required XML, embed a QR code, and follow the sequential numbering rules ZATCA mandates.
For credit notes and debit notes, Tafsee Books automatically links them to the original invoice and generates the correct XML reference. No manual cross-referencing needed.
Monitor your submission dashboard to track accepted, pending, and rejected invoices. Tafsee Books highlights issues with clear error messages so you can fix and resubmit quickly.
Keep your ZATCA certificates up to date. Tafsee Books sends renewal reminders 30 days before expiry so you never face unexpected submission failures.