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How to Create ZATCA-Compliant POS Invoices and Refunds in Invent ERP?

Invent ERP's Point of Sale (POS) system is fully integrated with ZATCA e-invoicing regulations, allowing businesses to issue simplified invoices and refunds directly from the POS.

Creating a POS Invoice​

Step 1: Open the Point of Sale​

From All Apps, navigate to Point of Sale.

Step 1 - Open Point of Sale

Step 2: Enter Your POS Session​

Select and enter your POS session.

Step 2 - Enter POS Session

Step 3: Start a New Order and Select a Customer​

Before completing the order, make sure to select the customer.

Step 7 - Select Order Refund Step 7 - Select Order Refund

Step 3 - Start Order Select Customer Step 3 - Start Order Select Customer

Step 4: Complete the Payment​

Choose the payment method and click Pay to finalize the transaction.

Once payment is completed, Invent ERP automatically:

  • Creates a standard invoice in the backend.
  • Submits the invoice directly to ZATCA for validation.

Step 4 - Complete Payment Step 4 - Complete Payment

Step 5: Verify the Invoice Submission​

Go to the Invoice List, open the invoice, and verify it has been submitted to ZATCA.

note

Taxpayers must submit Simplified Tax Invoices within 24 hours.

Step 5 - Verify Invoice Submission Step 5 - Verify Invoice Submission Step 5 - Verify Invoice Submission

Processing a POS Refund​

Step 1: Open the Orders Menu​

From the POS interface, navigate to Orders → Paid Orders.

Step 6 - Open Orders Menu

Step 2: Select the Order to Refund​

Select the order, enter the quantity of items to refund, and click Refund.

Step 8 - Select Refund Reason Step 8 - Select Refund Reason

Step 3: Select the Refund Reason​

A window will appear displaying ZATCA predefined refund reasons. Select the appropriate reason and click OK.

Step 4: Confirm the Refund​

Confirm the refund and select the payment method.

Invent ERP automatically creates a credit note in the backend and submits it to ZATCA.

Step 9 - Confirm Refund Step 9 - Confirm Refund

Step 5: Verify the Credit Note​

Go to the Invoice List, open the original invoice, and find the linked refund transaction.

Step 10 - Verify Credit Note Step 10 - Verify Credit Note Step 10 - Verify Credit Note Step 10 - Verify Credit Note

Notes & Tips​

  • Always select the customer before completing a POS order.
  • POS transactions generate simplified invoices.
  • Refunds must include a ZATCA predefined refund reason for compliance.