How To Onboard Zatca Simulation (Preproduction)

Introduction

The Zakat, Tax and Customs Authority (ZATCA) of Saudi Arabia has mandated the implementation of e-invoicing (FATOORAH) to enhance transparency, reduce tax evasion, and digitize commercial transactions. E-invoicing requires businesses to generate structured electronic invoices in a compliant XML format, integrating with ZATCA’s platform in real-time or near-real-time. To support businesses during this transition, ZATCA offers a simulation environment, enabling taxpayers and software providers to test their systems, validate invoice formats, and ensure integration readiness without triggering actual tax obligations. This sandbox setup plays a crucial role in helping businesses comply smoothly with ZATCA's Phase 2 integration requirements

You need to install these Odoo Base Module which responsible for E - invoicing

   After installing the modules,  you need to configure the API mode,which determines whether the e-invoice is sent to ZATCA's live environment or its pre-production environment.

Open the Settings of Accounting

Here there is an API mode that automatically configured the Sandbox , We need to change the API mode to Simulation(Pre-production)

Once Done we successfully redirected the api into simulation , Next we need to onboard the Journal’s to Zatca 

Open the Journal that needs to be onboarded to ZATCA.

While open the Journal you can see New Tab ZATCA Created after Advanced settings

First step to Onboard the Journal is set a Unique serial Number , This number should be different when you Onboard another Journal

After that Login to Fatoora Portal https://login.zatca.gov.sa/  

After successful login you can Click the First Option Onboard New Solution and Generate OTP

Then open the Odoo 

Click the Onboard Journal Button , and Enter the OTP from Zatca portal and click the request button to onboard the journal to Zatca

And Enter the OTP from Zatca portal and click the request button to onboard the journal to Zatca

Once the Onboarding is Success , In the bottom You can see the Validity of the Onboarded Unit and Renewal Buttons

We have now onboarded the Customer Invoice journal. By changing the sequence number field, you can onboard another journal as well.

Conclusion

E-invoicing is a crucial step toward digitizing financial operations, ensuring compliance, and streamlining tax reporting—especially with regulatory bodies like ZATCA. Odoo, with its modular architecture, provides a robust foundation for implementing e-invoicing through its base accounting modules and specialized extensions. By integrating with official APIs, configuring journals, and utilizing simulation environments, businesses can confidently manage electronic invoices and stay aligned with local regulations. With the right setup and understanding of Odoo's capabilities, companies can achieve seamless automation and full compliance with minimal effort.

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