Glossary¶
Every term you meet in Clix, on the Fatoora portal or in a letter from ZATCA, in one or two plain sentences. Terms are in alphabetical order.
Each entry gives:
- Arabic: the term used in the Arabic docs. It comes from the Clix Arabic glossary where that has one, otherwise from ZATCA's Arabic text. A dash means neither has a term yet. Codes and acronyms stay in Latin script.
- In Clix: where you see it.
- Read more: the Clix page that explains it, and the page of ZATCA's document that defines it, where one does.
A · B · C · D · E · F · I · N · O · P · Q · R · S · T · U · V · W · Z
A¶
Advance payment invoice¶
An invoice for money a customer pays before you deliver. VAT is due on an advance when you receive it, and the final invoice later deducts what was already invoiced.
- Arabic: فاتورة الدفعة المقدمة (ZATCA)
- In Clix: only through the API, as document code
386. The app's invoice form does not issue one, and Payments does not record money before an invoice exists. - Read more: Invoice types → Document codes · ZATCA: E-Invoicing Detailed Guidelines §8, p. 40; Tax Invoicing guideline §4.5.1, p. 26
B¶
B2B and B2C¶
B2B means business to business: you sell to a company. B2C means business to consumer: you sell to a person. B2B sales usually get a standard tax invoice and B2C sales a simplified one.
- Arabic: B2B / B2C (kept in Latin script)
- In Clix: Client type on the client form. Businesses, Consumers or Both on a ZATCA connection. B2B, B2C or Both under the connection's name.
- Read more: Clients → Which kind of client? · ZATCA: E-Invoicing Detailed Guidelines §2.2–2.3, p. 8
Buyer ID¶
An extra number that identifies a buyer who has no VAT number, such as a commercial registration or a national ID. ZATCA lists which IDs count and in what order to use them.
- Arabic: المعرفات الإضافية للعميل (ZATCA)
- In Clix: Business ID Type and Business ID Number on the client form. The same fields on your Company Profile and on a branch identify you as the seller.
- Read more: Add your first client · ZATCA: Implementation Resolution, Annex 2, item 5.4, p. 20; Tax Invoicing guideline §4.2.3, p. 19; XML Standard BR-KSA-14, p. 50
C¶
Clearance¶
ZATCA checks a standard invoice before it is valid. If the invoice meets ZATCA's rules, ZATCA stamps it and sends it back, and only then may you share it with the buyer.
- Arabic: الاعتماد
- In Clix: the status Cleared on a standard invoice or its notes. Not cleared means ZATCA refused it.
- Read more: Clearance and reporting · ZATCA: E-Invoicing Detailed Guidelines §2.15, p. 12; Implementation Resolution, Clause Second (3)(A), p. 2–3
Credit note¶
A document that reduces an invoice you already issued: a return, a late discount, an overcharge or a cancellation. The original invoice stays as it is, and the note points to it.
- Arabic: إشعار دائن
- In Clix: Issue credit or debit note in an issued invoice's ⋮ menu, then Credit Note. The list is at Invoices → Credit Notes. It is cleared or reported like the invoice it corrects.
- Read more: Credit and debit notes · ZATCA: E-Invoicing Detailed Guidelines §2.6, p. 9; Tax Invoicing guideline §7, p. 36
Cryptographic stamp¶
An electronic seal on an invoice. It proves who issued the invoice and that nobody changed it afterwards. ZATCA stamps standard invoices when it clears them; your invoicing system stamps simplified invoices.
- Arabic: ختم التشفير
- In Clix: you do not see it. Clix handles it with your connection's certificate; its result is part of the QR code.
- Read more: What Clix does for you · ZATCA: E-Invoicing Detailed Guidelines §2.9, p. 10; Implementation Resolution, Clause Second (3), p. 2
CSID (compliance and production)¶
The certificate ZATCA issues to one invoicing unit. It ties the unit to your business, and the unit signs every invoice with it. ZATCA first issues a compliance CSID, used while the unit passes ZATCA's test invoices, then a production CSID (PCSID), used for real invoices.
- Arabic: شهادة CSID / شهادة PCSID; ZATCA's Arabic: معرّف ختم التشفير
- In Clix: Clix requests both when you connect to ZATCA; the connection reads Active once it holds the production one. The Compliance tab of ZATCA Connections shows each certificate's Valid Until date. Renew certificate replaces an expiring one.
- Read more: Devices, certificates and branches · ZATCA: E-Invoicing Detailed Guidelines §2.10, p. 10. The split into compliance and production CSIDs comes from ZATCA's technical onboarding guideline, which is not among the documents these pages cite.
D¶
Debit note¶
A document that increases an invoice you already issued: an undercharge, extra goods or a missed fee. The original invoice stays as it is, and the note points to it.
- Arabic: إشعار مدين
- In Clix: Issue credit or debit note in an issued invoice's ⋮ menu, then Debit Note. It is cleared or reported like the invoice it corrects.
- Read more: Credit and debit notes · ZATCA: E-Invoicing Detailed Guidelines §2.5, p. 9; Tax Invoicing guideline §7, p. 36
Draft¶
An invoice you have saved but not issued. It is not a tax document yet, ZATCA has not seen it, and you can still change it.
- Arabic: مسودة
- In Clix: Save as Draft on the invoice form. You can share a draft with your client for approval before you issue it.
- Read more: Invoices → Save a draft and finish it later. ZATCA's documents do not use the term.
E¶
E-invoice¶
A tax invoice generated and stored in a structured electronic format by electronic means. A paper invoice that is scanned or copied is not an e-invoice.
- Arabic: الفاتورة الإلكترونية (ZATCA); the practice is الفوترة الإلكترونية
- In Clix: every invoice and note you issue.
- Read more: What ZATCA e-invoicing is · ZATCA: E-Invoicing Regulation, Article 1, p. 2; E-Invoicing Detailed Guidelines §2.1, p. 8
EGS unit (ZATCA connection)¶
EGS stands for E-Invoice Generation Solution: the system that produces your e-invoices. A unit is one registered part of it, such as one till, with its own certificate and its own chain of invoices. Every unit that issues invoices under your VAT number must be registered with ZATCA.
- Arabic: وحدة الحل التقني (ZATCA); in Clix الجهاز or الرابط
- In Clix: a connection under ZATCA Connections, also called a device. Each has a name, a location or branch, an invoice type and a status.
- Read more: Devices, certificates and branches · ZATCA: E-Invoicing Detailed Guidelines §2.7, p. 9; Implementation Resolution, Clause Third (2)(E)(2), p. 5; Detailed Guidelines FAQ, p. 59
Exempt¶
A supply on which no VAT is charged and for which the seller cannot recover the VAT on related costs, such as some financial services and residential real estate. Fully exempt supplies need no tax invoice and are outside e-invoicing.
- Arabic: التوريدات المعفاة (ZATCA)
- In Clix: Exempt from VAT as an item's VAT treatment, with one of three ZATCA reasons. Category
Eon the invoice line. - Read more: Invoice types → VAT categories · ZATCA: XML Standard §11.2.4, p. 32; Tax Invoicing guideline, note 4, p. 15 and §9.2, p. 44; Implementation Resolution, Clause First (7), p. 2
Export invoice¶
A standard tax invoice for goods that leave Saudi Arabia, or for services to a buyer with no residence in the GCC. Every line is zero-rated, and the invoice carries no buyer VAT number.
- Arabic: فاتورة تصدير (ZATCA)
- In Clix: Mark as export invoice (Export invoice) on the invoice form, for a B2B client outside Saudi Arabia.
- Read more: Invoice types → Export invoices · ZATCA: XML Standard §5.3, p. 9 and BR-KSA-06, p. 48; Tax Invoicing guideline, note 1, p. 14
F¶
FATOORA (portal)¶
ZATCA's e-invoicing platform, at fatoora.zatca.gov.sa. It receives invoice data from invoicing systems, and it is where you register (onboard) each unit and see the units you have registered.
- Arabic: بوابة فاتورة
- In Clix: Open Fatoora Portal in the Connect to ZATCA dialog. The six-digit code you get there is the Fatoora code.
- Read more: Connect a device to ZATCA · ZATCA: E-Invoicing Detailed Guidelines §2.8, p. 10
I¶
Input VAT¶
The VAT you pay your suppliers on purchases. You deduct it from the VAT you charged your customers.
- Arabic: ضريبة المدخلات (ZATCA)
- In Clix: Input VAT (Purchases) on the VAT Filing Report, from the purchases you record.
- Read more: VAT reports · ZATCA: Tax Invoicing guideline §1.3, p. 8
Invoice counter (ICV)¶
A number inside each invoice's XML that goes up by one for every invoice and note a unit issues. It cannot be reset, so a gap shows that a document is missing. ICV stands for invoice counter value.
- Arabic: عداد الفواتير (ZATCA)
- In Clix: you do not see it. It is inside the XML Clix builds, and it is not your invoice number.
- Read more: ZATCA: Implementation Resolution, Clause Third (2)(C)(7), p. 5; XML Standard BR-KSA-33 and BR-KSA-34, p. 55–56
N¶
National address¶
The official Saudi address of a building: building number (4 digits), street, district, city and postal code (5 digits). ZATCA requires it for the seller, and for a buyer in Saudi Arabia on a standard invoice.
- Arabic: —
- In Clix: the address fields, such as Building Number, District, Postal Code and Address Line, on your Company Profile, on each branch and on each client.
- Read more: Set up your business → Business address · ZATCA: XML Standard BR-KSA-09, p. 49, BR-KSA-37, p. 56, BR-KSA-63 and BR-KSA-67, p. 58; Tax Invoicing guideline §4.2.3, p. 19
O¶
Onboarding¶
Registering an invoicing unit with ZATCA. You get a one-time code from the Fatoora portal, enter it in the invoicing system, and ZATCA issues the unit its certificate.
- Arabic: —
- In Clix: Connect to ZATCA under ZATCA Connections. On the portal the option is Onboard New Solution Unit. Clix's own setup wizard, which creates your organisation, is a different thing.
- Read more: Connect a device to ZATCA · ZATCA: E-Invoicing Detailed Guidelines §9, p. 44 and §2.8, p. 10
OTP (Fatoora code)¶
A one-time password: the six-digit code the Fatoora portal gives you to register one unit. It is valid for one hour.
- Arabic: رمز التحقق
- In Clix: the Fatoora code field in the Connect to ZATCA dialog, step Link with ZATCA. The setup wizard's help link reads How to get OTP?.
- Read more: Devices and certificates → Get the Fatoora code · ZATCA: E-Invoicing Detailed Guidelines §9, p. 44 and FAQ, p. 59
Out of scope (not subject to VAT)¶
A supply that VAT does not reach at all, such as a sale between members of the same VAT group. Unlike an exempt supply, it is not a VAT supply of any kind.
- Arabic: التوريدات الغير خاضعة للضريبة (ZATCA)
- In Clix: Not Subject to VAT as an item's VAT treatment, with a reason you type. Category
Oon the invoice line. - Read more: Invoice types → VAT categories · ZATCA: XML Standard §11.2.4, p. 33; Tax Invoicing guideline, note 6, p. 15
Output VAT¶
The VAT you charge your customers on sales. You pay it to ZATCA, less your input VAT.
- Arabic: ضريبة المخرجات (ZATCA)
- In Clix: Output VAT (Sales) on the VAT Filing Report, from the invoices and notes you issued.
- Read more: VAT reports · ZATCA: Tax Invoicing guideline §1.3, p. 8
P¶
PDF/A-3¶
A PDF made for long-term archiving that can carry other files inside it. ZATCA lets you give an invoice to your buyer as a PDF/A-3 with the invoice's XML embedded.
- Arabic: PDF/A-3 (kept in Latin script)
- In Clix: Download PDF on a cleared or reported invoice gives a PDF of the invoice with its XML embedded. Purchases reads a supplier's PDF/A-3.
- Read more: Invoices → Download the PDF · ZATCA: Implementation Resolution, Annex 1, p. 11; E-Invoicing Detailed Guidelines §4.1.2(c), p. 15
Phase 1 and Phase 2¶
The two stages of Saudi e-invoicing. Phase 1, generation, applied from 4 December 2021: invoices must be generated and stored electronically. Phase 2, integration, applies from 1 January 2023 in waves: your invoicing system must also connect to ZATCA.
- Arabic: المرحلة الأولى (مرحلة الإصدار والحفظ) / المرحلة الثانية (مرحلة الربط والتكامل) (ZATCA)
- In Clix: every invoice follows Phase 2.
- Read more: What ZATCA e-invoicing is · ZATCA: E-Invoicing Detailed Guidelines §1.3, p. 6; Implementation Resolution, Clause First (1), p. 1
Previous invoice hash (PIH)¶
A fingerprint of the previous invoice, stored inside each new one. It links a unit's invoices into a chain, so deleting or replacing one breaks the chain.
- Arabic: دالة التشفير للفاتورة السابقة (ZATCA)
- In Clix: you do not see it. It is inside the XML Clix builds.
- Read more: ZATCA: Implementation Resolution, Clause Third (2)(C)(5), p. 4 and Annex 2, item 2.3, p. 18; XML Standard BR-KSA-61, p. 58
Q¶
QR code¶
A square barcode printed on the invoice. Scanning it shows the seller, VAT number, time, total and VAT, and lets anyone make a basic check that the invoice is genuine.
- Arabic: رمز الاستجابة السريعة (QR)
- In Clix: on the PDF of every cleared or reported invoice.
- Read more: What Clix does for you · ZATCA: E-Invoicing Detailed Guidelines §2.12, p. 11; Implementation Resolution, Annex 1, p. 12–13
R¶
Reconciliation¶
Matching each line of your bank statement to the invoice or bill it paid, so your records agree with the bank.
- Arabic: التسوية البنكية
- In Clix: after you upload a bank statement, Link on a statement line records the payment and marks the line Matched.
- Read more: Reconcile. ZATCA does not define the term; it lists bank statements among the records you must keep (Tax Invoicing guideline §8.2, p. 40).
Rejection¶
ZATCA's answer when an invoice has at least one fatal error. The invoice is not valid. You cannot resubmit it; you fix the cause and issue a new invoice.
- Arabic: مرفوضة
- In Clix: the badge Not cleared or Not reported, the Rejected Invoices page, and ZATCA's reasons under ZATCA Compliance Status.
- Read more: ZATCA rejections · ZATCA: E-Invoicing Detailed Guidelines §10, p. 55 and FAQ, p. 61
Reporting¶
Sending a simplified invoice to ZATCA after you have issued it. The invoice is valid when you issue it, and ZATCA must receive it within 24 hours.
- Arabic: الإبلاغ
- In Clix: the status Reported on a simplified invoice or its notes. Not reported means ZATCA refused it.
- Read more: Clearance and reporting · ZATCA: E-Invoicing Detailed Guidelines §2.16, p. 12; Implementation Resolution, Clause Second (3)(B), p. 3
Retention¶
How long you must keep invoices and records: at least six years from the end of the tax period, and 15 years for real estate. Records must be kept in the Kingdom.
- Arabic: حفظ السجلات (ZATCA)
- In Clix: issued invoices cannot be deleted, and Clix stores them in Saudi Arabia. Keeping them for the required period is still your duty as the taxpayer.
- Read more: Your data · ZATCA: VAT Implementing Regulations Art. 66, p. 66; Tax Invoicing guideline §8.3, p. 41–42; Implementation Resolution, Clause Fifth, p. 6
S¶
SAR and exchange rate¶
SAR is the Saudi riyal. You may invoice in any currency, but the VAT must be shown in SAR, converted at the Saudi Central Bank's daily rate on the day the tax is due.
- Arabic: ريال; exchange rate —
- In Clix: Currency & exchange rate on the invoice form, with Exchange rate to SAR for a foreign currency.
- Read more: Invoice types → What ZATCA requires on the invoice · ZATCA: Tax Invoicing guideline §4.2.2, p. 17; XML Standard §9.1, p. 16
Simplified tax invoice¶
A shorter tax invoice, usually for a sale to a consumer (B2C). It need not name the buyer. It is valid when you issue it and is reported to ZATCA afterwards.
- Arabic: فاتورة ضريبية مبسطة
- In Clix: issued to a B2C client, through a connection set to Consumers or Both. Its status is Reported.
- Read more: Invoice types → Standard or simplified · ZATCA: E-Invoicing Detailed Guidelines §2.3, p. 8; Tax Invoicing guideline §4.3.1, p. 23
Standard tax invoice¶
The full tax invoice, usually for a sale to a business (B2B) and required for any supply over SAR 1,000. It names the buyer, and ZATCA must clear it before it is valid.
- Arabic: فاتورة ضريبية
- In Clix: issued to a B2B client, through a connection set to Businesses or Both. Its status is Cleared.
- Read more: Invoice types → Standard or simplified · ZATCA: E-Invoicing Detailed Guidelines §2.2, p. 8; Tax Invoicing guideline §4.1.1, p. 12
Supply date¶
The date you delivered the goods or finished the service. A standard invoice must show it; ZATCA asks for it on the invoice when it differs from the issue date.
- Arabic: تاريخ التوريد (ZATCA)
- In Clix: Supply date on the invoice form, which defaults to today, and Supply end date for a supply over several days.
- Read more: Invoice types → Dates on every document · ZATCA: Implementation Resolution, Annex 2, item 3.3, p. 19; XML Standard BR-KSA-15, p. 52
T¶
Tax point¶
The date VAT becomes due. It is the earliest of three dates: when you supply, when you issue the tax invoice, or when you are paid (to the extent of the payment).
- Arabic: تاريخ استحقاق الضريبة (ZATCA)
- In Clix: there is no field with this name. The VAT on an invoice counts in the period of the invoice, not of the payment.
- Read more: Money → Why VAT does not wait for payment · ZATCA: Tax Invoicing guideline §4.5.1, p. 26 and §2, p. 10
U¶
UBL 2.1 XML¶
The file format of a Saudi e-invoice. XML is a structured text format computers read; UBL 2.1 is the international standard that fixes which fields an invoice has and where they go.
- Arabic: UBL 2.1 XML (kept in Latin script)
- In Clix: you do not see it. Clix builds it for each invoice and embeds it in the PDF.
- Read more: What Clix does for you · ZATCA: XML Standard §4, p. 5; Implementation Resolution, Annex 1, p. 11
UUID¶
A long random identifier given to each invoice and note, unique across every business. It is separate from your invoice number.
- Arabic: رقم التعريف الموحد عالمياً (UUID) (ZATCA)
- In Clix: you do not see it. It is inside the invoice's XML.
- Read more: ZATCA: E-Invoicing Detailed Guidelines §2.11, p. 10; Implementation Resolution, Clause Third (2)(C)(3), p. 4
V¶
VAT¶
Value added tax: a tax on goods and services, collected at each stage of the supply chain. The standard rate in Saudi Arabia is 15%.
- Arabic: ضريبة القيمة المضافة
- In Clix: the VAT treatment and rate of each item and invoice line, and the VAT totals on every invoice.
- Read more: Invoice types → VAT categories · ZATCA: Tax Invoicing guideline §1.3, p. 7–8
VAT group¶
Two or more related companies resident in the Kingdom, under common control of 50% or more, registered for VAT as one. The group has one VAT registration number, and sales between its members are outside the scope of VAT.
- Arabic: المجموعة الضريبية (ZATCA)
- In Clix: VAT GROUP and VAT Group Number on your Company Profile, and VAT GROUP on a client. A group member's connection also asks for Unit Name (Seller TIN), the member's own 10-digit Tax Identification Number.
- Read more: Set up your business · ZATCA: VAT Implementing Regulations, Group Registration, p. 11; Tax Invoicing guideline §4.2.3, p. 19 and note 6, p. 15
VAT registration number¶
The 15-digit number on your VAT registration certificate. It starts and ends with 3, and it must appear on your invoices.
- Arabic: الرقم الضريبي
- In Clix: VAT Number on your Company Profile and on a VAT-registered client. Validate VAT Number opens ZATCA's public lookup.
- Read more: Organisation profile → Correct your VAT number · ZATCA: XML Standard BR-KSA-40 and BR-KSA-44, p. 56; Tax Invoicing guideline §4.2.3, p. 19
VAT return¶
The form you file with ZATCA for each tax period. It shows the VAT you charged and the VAT you paid, and you pay the difference. The period is three months, or one month if your yearly revenue is over SAR 40 million. You file and pay by the last day of the month after the period.
- Arabic: إقرار ضريبة القيمة المضافة (ZATCA)
- In Clix: the VAT Filing Report gathers the figures. You file the return with ZATCA yourself.
- Read more: VAT reports · ZATCA: Tax Invoicing guideline §10.1, p. 48–49; VAT Implementing Regulations Art. 59, p. 61
VATEX reason code¶
ZATCA's code for why a line carries no VAT, such as VATEX-SA-32 for an export of goods. Every zero-rated or exempt line needs one.
- Arabic:
VATEX-SA-…(kept in Latin script; each code has ZATCA's Arabic text) - In Clix: VAT Exemption Reason on an item or invoice line set to Zero Rated or Exempt from VAT.
- Read more: Invoice types → VAT categories · ZATCA: XML Standard §11.2.4, p. 32–33; BR-KSA-69, p. 58
W¶
Warning¶
ZATCA's answer when an invoice has no fatal error but something is not right, such as a missing building number. The invoice is accepted and valid. ZATCA says warnings may become rejections in future.
- Arabic: تحذير (ZATCA)
- In Clix:
· warningsin amber after Cleared or Reported, and the banner "Accepted with 1 warning to review" on the invoice. - Read more: ZATCA rejections → What the badge is telling you · ZATCA: E-Invoicing Detailed Guidelines §10, p. 53–54
Z¶
ZATCA¶
The Zakat, Tax and Customs Authority: the Saudi government body that collects zakat, taxes and customs duties. It runs VAT and e-invoicing.
- Arabic: زاتكا (first mention: هيئة الزكاة والضريبة والجمارك (زاتكا))
- In Clix: ZATCA Connections in the sidebar, and ZATCA's status on every issued invoice.
- Read more: What ZATCA e-invoicing is · ZATCA: E-Invoicing Detailed Guidelines §1.4, p. 7; Tax Invoicing guideline §1.2, p. 7
Zero-rated¶
A supply that is taxable but at 0%, such as an export. Unlike an exempt supply, the seller can still recover the VAT on related costs.
- Arabic: التوريدات الخاضعة لنسبة الصفر (ZATCA)
- In Clix: Zero Rated as an item's VAT treatment, with one of ZATCA's reasons. Category
Zon the invoice line. - Read more: Invoice types → VAT categories · ZATCA: Tax Invoicing guideline, note 1, p. 14 and §2, p. 9; XML Standard §11.2.4, p. 32–33
ZATCA documents cited¶
All are ZATCA's official publications. Where the English and Arabic texts differ, ZATCA says the Arabic prevails. The full list, with Arabic editions, is in ZATCA e-invoicing in Clix → ZATCA sources.