5. Issue your first invoice

At the end of this step ZATCA has cleared or reported one invoice from your organisation, and you have its PDF with the QR code.

Before you start

• A ZATCA connection with status Active (step 3).
• A client and an item (step 4).

What happens to an invoice

Create the invoice

1. Open Invoices and click Create invoice.
2. Under Invoice details, check the ZATCA connection. Only connections that can issue invoices are listed. If you have one, it is already chosen.
3. Choose the Client type: B2B for a business, B2C for a consumer. A business client gets a standard invoice; a consumer, a simplified one. If the connection invoices only businesses or only consumers, Clix sets this for you.
4. Under Currency & exchange rate, leave Currency on Saudi Riyal - SAR unless you invoice in another currency. Tax is always reported in SAR.
5. For a sale to a business outside Saudi Arabia only, turn on Mark as export invoice. It zero-rates every line, and the client list then shows only clients outside Saudi Arabia. B2B only.
6. Choose the client in Invoice for. For B2C this is optional.
7. Choose the Payment method. The default is In cash.
8. Check Supply dates. They start on today; click the section to change the Supply date and Supply end date.
9. Under Invoice items, choose Products or Services.
10. For products, click Add/Edit Items. In Select items, tick the items, set the quantity, and click Add selected. Add new Item creates an item without leaving the invoice.
11. For services, enter the Service Name, Net Price and Quantity.
12. Choose the VAT Type, VAT Rate and Unit of measure.
13. Click Add Service.
14. Open Additional invoice options only if you need a document-level discount or a note.
15. Check the Summary on the right: Subtotal, VAT, Total. The box above the buttons reads Ready to review, or counts what is still missing.
16. Click Review invoice. If something is missing, Clix marks it; Go to first issue jumps to the next one.

If you are not ready, click Save as Draft. Drafts live under Invoices → Drafts and have not been sent anywhere. Drafts do not use an invoice number and do not count against the monthly limit.

Send it to ZATCA

1. In Preview invoice, check the invoice as the client will see it. To Arabic shows the Arabic side.
2. Click Issue invoice to ZATCA. Once issued, the invoice cannot be edited or deleted; Keep editing takes you back to the form.
3. Clix says "Invoice issued and sent to ZATCA" and opens the invoice.
4. Open Invoices → Issued. The ZATCA column shows the invoice's status a few seconds later.

Result. A standard invoice reads Cleared: ZATCA validated it and stamped it. A simplified invoice reads Reported. Reported · warnings means ZATCA accepted it but flagged details to fix on future invoices. In every case the invoice is final. A mistake is corrected with a credit or debit note, not by editing.

Click the row to expand it. ZATCA Compliance Status shows each stage and ZATCA's response.

If ZATCA rejects it

A rejected invoice reads Not cleared or Not reported and moves to Invoices → Rejected Invoices. It cannot be fixed and sent again as it is.

1. Open Invoices → Rejected Invoices.
2. Click the row to expand it. ZATCA's reasons are listed under ZATCA Compliance Status.
3. Open the row's ⋮ menu and click Duplicate Invoice.
4. Fix the cause in the copy.
5. Issue the copy.

Contact Support in the same menu opens an email to Clix support with the invoice and its reasons filled in. The common causes are in ZATCA rejection codes.

Get the PDF

1. In Invoices → Issued, click the invoice's row to expand it.
2. Click Download PDF. The same action is in the row's ⋮ menu.

Clix generates a PDF of the invoice with its XML embedded and the QR code ZATCA requires.

Share it

1. Open the invoice: click its number, or View Details in the expanded row.
2. Click Share.

Share invoice has two tabs.

To send a link:

1. On Public link, click Generate Link. Anyone with the link can view the invoice without logging in.
2. Under Link ready, copy the link, or click Share via WhatsApp.

The dialog also counts how often the link was viewed. Revoke access turns the link off; all links are listed under Invoices → Share links.

To email the invoice:

1. Open the Email tab.
2. Enter the Recipient Email. CC, BCC, Subject (Optional) and Message (Optional) are optional.
3. Leave Include PDF attachment ticked to attach the PDF.
4. Click Share Invoice.

Add your first credit-note and debit-note reasons

An issued invoice cannot be edited. You correct it with a credit or debit note, and every note needs a reason. The reasons list starts empty, so until you add one, you cannot issue a note. Add one of each now, while nothing is urgent.

Who. Admin, Accountant or Create invoice.

1. Open Invoices → Adjust Reasons.
2. Click Add reason.
3. Set Reason Type to Credit note.
4. Fill in Reason Name, Reason Name (Arabic), Reason description and Reason Description (Arabic). For example: Returned goods, إرجاع بضاعة, Goods returned by the buyer and accepted, بضاعة أعادها المشتري وقبلناها. Both descriptions go to ZATCA on the note.
5. Click Add reason.
6. Repeat with Reason Type set to Debit note. For example: Price increase, زيادة السعر, Price on the invoice was lower than agreed, السعر في الفاتورة أقل من المتفق عليه.

Result. Both reasons are Active and appear under Select Reason when you issue a note. More on reasons, and ZATCA's five cases for a note: Credit and debit notes → Manage the list of reasons.

What just happened

Your connection signed the invoice, Clix sent it to ZATCA, and ZATCA answered. The invoice number is now used and the sequence continues from it. On the Free plan you can issue 15 invoices a month; the dashboard warns you when you have used 80% of them.

Next: Invite your team