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How to Complete Journal Onboarding for ZATCA in Invent ERP?

After configuring your company for ZATCA compliance, the next step is to complete the Journal Onboarding process. This connects your Customer Invoice Journal in Invent ERP with the Fatoora Portal.

Step-by-Step Process​

Step 1: Open the Accounting Module​

From All Apps, navigate to Accounting.

Step 1 - Open Accounting Module

Step 2: Access the Customer Invoice Journal​

Go to Configuration → Accounting → Journals, then select the Customer Invoice Journal.

Step 2 - Access Invoice Journal

Step 3: Generate the OTP from the Fatoora Portal​

  1. In the Fatoora Portal, navigate to Onboard New Solution Unit / Device.
  2. Enter the number of OTP codes you want to generate.
  3. Copy the generated OTP code.

:::important Make sure the ZATCA API Mode in Invent ERP matches the mode used in the Fatoora Portal:

  • Simulation Mode → Fatoora Simulation Portal
  • Production Mode → Fatoora Production Portal :::

Step 3 - Generate OTP Fatoora Step 3 - Generate OTP Fatoora

Step 4: Enter the OTP in Invent ERP​

Return to the Customer Invoice Journal, paste the OTP code into the OTP field, and click Confirm.

Once confirmed, the journal onboarding process is complete.

Step 4 - Enter OTP Invent ERP Step 4 - Enter OTP Invent ERP

Notes & Tips​

  • Use Simulation Mode first to test your integration before going live.
  • OTP codes are time-sensitive — generate and use them promptly.
  • If onboarding fails, generate a new OTP and repeat the confirmation process.