Docs Sales Sales Invoices

Sales Invoices

Issue tax-compliant invoices to your customers. Fateh automatically calculates VAT and — for Saudi Arabia — submits each invoice to the ZATCA portal.

Fateh ERP handles ZATCA Phase 2 e-invoicing automatically. When you submit a sales invoice, the XML and QR code are generated and sent to the ZATCA portal without any extra work from you.

Sales Invoices list

Go to Accounts → Sales Invoice (or Selling → Sales Invoices):

yourcompany.fateherp.com
Sales Invoices list — all issued invoices
Sales Invoices list — all issued invoices

Each row shows: invoice number, customer, date, net amount, VAT, total, and payment status (Unpaid, Paid, Overdue).

Creating a new sales invoice

Click + New Sales Invoice. The blank form opens:

yourcompany.fateherp.com
New Sales Invoice form — blank
New Sales Invoice form — blank
1

Customer

Select the customer from the dropdown. Their billing address and VAT number fill in automatically.

2

Posting Date

The invoice date. Defaults to today. Important: this is the date that appears on the PDF and is used for VAT reporting.

3

Due Date

Payment deadline. If you've set payment terms on the customer (e.g., Net 30), this fills automatically.

4

Add items

In the Items table, click Add Row. Start typing the item name and select it. Enter the quantity.

5

Rate

The unit price. Pre-fills from the item's default selling rate. Override here if needed for this specific invoice.

6

Tax

The taxes section shows the VAT amount. It calculates automatically if your items have a tax template attached. For Saudi Arabia this is typically 15% VAT.

Invoice with one line item added:

yourcompany.fateherp.com
Invoice with customer selected and item added
Invoice with customer selected and item added

VAT calculation

Once you add items, scroll down to the Taxes and Charges section to see the VAT breakdown:

yourcompany.fateherp.com
Invoice showing automatic 15% VAT calculation
Invoice showing automatic 15% VAT calculation
LineDescriptionAmount (SAR)
Net TotalTotal before VAT750.00
VAT 15%Output VAT calculated automatically112.50
Grand TotalAmount the customer pays862.50

Submitting the invoice

Click Save to review, then Submit to finalise. Once submitted:

  • The invoice is locked (no edits allowed — you must cancel and amend if corrections are needed)
  • Fateh generates the ZATCA XML and submits it to the ZATCA portal
  • The QR code appears on the printed invoice
  • The invoice shows ZATCA clearance status (Cleared or Reported)
yourcompany.fateherp.com
Submitted invoice with ZATCA status and QR code
Submitted invoice with ZATCA status and QR code

Invoices list with data

yourcompany.fateherp.com
Sales Invoices list showing multiple invoices with payment status
Sales Invoices list showing multiple invoices with payment status

Printing & sending the invoice

1

Click Print

On the submitted invoice, click the Print button to preview the PDF.

2

Choose a print format

Fateh comes with standard Arabic and English formats. Your administrator may have set up a custom branded format.

3

Email to customer

Click Email on the invoice. A compose window opens with the PDF automatically attached.

4

Download PDF

Click the download icon to save the PDF locally if you need to share it another way.

Cancelling or amending an invoice

You cannot edit a submitted invoice. To make corrections:

  1. Open the invoice and click Cancel. This creates a reversal entry.
  2. Click Amend to create an editable copy with the same number (appended with -1).
  3. Make your changes and Submit the amended invoice.
Cancelling a ZATCA-submitted invoice also sends a cancellation to the ZATCA portal. Make sure you have a valid reason, as ZATCA monitors cancellation rates.