YousrERP User Guide
Introduction Setup
Accounting Buying Selling & CRM Stock / Inventory Manufacturing Assets Quality Projects ZATCA E-Invoicing
YousrERP.com العربية

ZATCA Onboarding Setup

The onboarding process registers your company with ZATCA's e-invoicing system, generates your Cryptographic Stamp Identifier (CSID), and configures your devices (EGS units) for invoice submission. YousrERP provides a wizard that guides you through each step.

Before You Begin

Make sure you have:

  • ZATCA Fatoora portal credentials (username and password for the sandbox or production environment)
  • VAT Registration Certificate number
  • Company Commercial Registration (CR) number
  • Access to the ZATCA sandbox (for testing) or production credentials (for going live)
  • System Manager role in YousrERP

Onboarding Workflow

Step 1: Initial Company Setup

  1. Go to ZATCA > ZATCA Business Settings.
  2. Click New to create settings for your company.
  3. Select your Company.
  4. Set the Environment:

- Sandbox: For testing (use this first)

- Production: For live e-invoicing

  1. Enter your company information:

- Organization Name (in Arabic and English)

- VAT Registration Number (15 digits starting with 3)

- Commercial Registration Number

- Street, City, Postal Code, Country

  1. Click Save.

Step 2: Run the Onboarding Wizard

  1. From ZATCA Business Settings, click the Onboarding button.
  2. The wizard will take you through these steps:

A. Generate OTP (One-Time Password)

  • The system contacts ZATCA to request an OTP.
  • ZATCA sends an OTP to the registered mobile number/email.
  • Enter the OTP received from ZATCA.

B. Generate CSID (Cryptographic Stamp Identifier)

  • After OTP verification, the system generates your CSID.
  • The CSID is a unique identifier used to sign all your invoices.
  • This is stored securely and used automatically.

C. Onboard EGS Unit (Device Registration)

  • Each device/computer that will generate invoices needs an EGS unit.
  • Click Onboard New EGS Unit.
  • Enter the EGS Unit Name (e.g., "Main Office PC", "Branch Jeddah PC").
  • Enter the OTP received for this device.
  • The system registers the device with ZATCA.
  • An EGS certificate is generated for this device.

D. Configure Invoice Counting

  1. Go to ZATCA > ZATCA Invoice Counting Settings.
  2. Set the invoice numbering format (e.g., INV-.YYYY.-).
  3. Configure the starting number.
  4. This ensures unique sequential numbering per ZATCA requirements.

Step 3: Verify Setup

After onboarding, verify everything is working:

  1. Go to the ZATCA Dashboard.
  2. Check that:

- CSID Status shows Active

- EGS Unit status shows Active

- No errors in the integration logs

  1. Create a test Sales Invoice in sandbox mode.
  2. Submit it and check that:

- ZATCA Status updates (not stuck on "Pending")

- Integration Log shows a successful API call

- QR code appears on the print format

Step 4: Switch to Production

Once testing is complete:

  1. Go to ZATCA Business Settings.
  2. Change Environment to Production.
  3. Run the onboarding wizard again with production credentials.
  4. Your production CSID and EGS certificates will be generated.
  5. Real invoices will now be submitted to ZATCA.

Multi-Company Setup

If you have multiple companies in YousrERP:

  • Each company needs its own ZATCA Business Settings record.
  • Each company gets its own CSID.
  • Run the onboarding wizard separately for each company.

Multi-Device Setup

If multiple computers or locations generate invoices:

  • Create an EGS Unit for each device.
  • Each EGS unit gets its own certificate.
  • This is handled through ZATCA > ZATCA EGS.

Important Notes

  • Keep your production CSID secure — it's your cryptographic identity with ZATCA.
  • Never share your ZATCA credentials.
  • The sandbox environment is for testing only — invoices submitted there are not legally valid.
  • Production CSID has an expiration — the system will alert you before it expires.
  • The onboarding wizard can be re-run if needed (e.g., after CSID expiry or for new devices).