Quick Start | First Invoice

This guide walks you through the complete operational flow of creating, validating, and submitting your first invoice in Fatoora by Reachware, including monitoring compliance status and handling common failures.

By the end of this guide, you will:

Create a transaction
Submit it to ZATCA

Before You Start (Prerequisites Checklist)

Ensure the following are completed before you attempt submission:

Organization, Company, and Branch are configured
At least one Device is active and onboarded
You have at least 1 active customer
User has permission to generate transactions

Warning

If any of the above is missing, submission may fail.

Step 1: Navigate to Invoices

Go to:

Records → Transactions → Invoices

You will see the invoice listing page, including:

Invoice Number
Source
Amount
Status
Submission Status
Created Date

Step 2: Generate a New Invoice

Click:

Generate Transaction

Select:

Document Type (Invoice)
Branch
Device

Fill in required fields:

Customer
Line items
Tax amounts
Total amounts

Important

All mandatory compliance fields must be completed to avoid rejection.

Step 4: Submit the Invoice

Once finalized, click:

Submit Transaction

The system will:

Validate required fields
Send the request to ZATCA
Await response

Submission status will update automatically after the response is received.

Understanding Statuses

After submission, check:

Transaction Status

Possible outcomes:

Success — Invoice successfully submitted and Reported/Cleared.
Not Reported/Cleared — Rejected due to validation error.

What Happens Next?

After your first successful submission, you can:

Automate transactions via integrations
Monitor reconciliation reports