Invoices

Where you issue sales invoices and follow what ZATCA said about each one. Owners and anyone with the Create invoice or Accountant role work here daily; View invoice users can read everything but change nothing.

What you see

1. Invoices: the invoices ZATCA accepted (Cleared or Reported), newest first, with the ZATCA status and the payment status. Rejected invoices are not here; they are under Rejected Invoices. If every invoice so far was rejected, the list reads No cleared invoices yet and offers View rejected invoices. The Amount · SAR column shows every invoice in riyals. An invoice in another currency adds its own amount under it, for example 388.20 over 103.52 USD.
2. Search invoices...: finds an invoice by its number or its client. See Search.
3. Filter and Export: see the tables below.
4. Create invoice: shown to Admin, Accountant and Create invoice.
5. Draft Invoices, Rejected Invoices and Share links: the three other invoice pages.

Filters on the invoice list

Filter	What it narrows to
Date From, Date to	invoices dated in that range
Device	invoices issued through one ZATCA connection
Clients	one client's invoices
Payment status	Pending, Partially Paid or Paid
Vat Rate	15%, 5% or 0%
VAT Category Code	S, Z or O
Amount Range	a slider from 0 to your largest invoice

There is no filter for ZATCA status or for invoice number. To find one invoice by its number, type the number in the search box or press Ctrl-K / Cmd-K. See Search.

Draft Invoices has the same filters, without Payment status, plus Approval status (Approved or Not approved). Rejected Invoices has the same filters, without Payment status.

Exports

Page	Button	You get
Invoices	Export → Invoices (CSV, one row per invoice)	invoices.csv
Invoices	Export → Line items (CSV, one row per line)	invoice-lines.csv
Draft Invoices	Export CSV	draft-invoices.csv
Rejected Invoices	Export CSV	rejected-invoices.csv

Each export follows the filters you have applied. See Export invoices to CSV.

The invoice page

Part	What it does
ZATCA badge next to the number	the ZATCA status, the same as on the list
Reconcile	finds the bank line that paid it. Not shown on a rejected invoice. See Match an invoice to a bank payment
Adjust Invoice	issues a credit or debit note. Greyed out, with the reason under it, until ZATCA accepts the invoice: "Waiting for ZATCA to accept this invoice" or "Rejected by ZATCA — duplicate it instead". A credit or debit note has no Adjust Invoice
Share	emails the invoice or makes a public link. Not shown on a rejected invoice
Download	the PDF
Invoices details tab	the invoice as issued, with a To Arabic / To English button. The button switches only the document; the rest of the app keeps its language
Payments tab	payments recorded against it. On a credit note this tab is Refunds
Attachment tab	your own files kept with the invoice. See Attach a file to an invoice

The row menu on the list (⋮) offers Issue credit or debit note (greyed out until ZATCA accepts, like Adjust Invoice), Download PDF, Duplicate Invoice, Generate PDF-A3 Again, Retry Sending while ZATCA has not answered, and on a rejected invoice Contact Support.

Tasks

• Create and submit an invoice
• Save a draft and finish it later
• Duplicate a draft
• Get a client to approve a draft before you issue it
• Replace a rejected invoice
• Download the PDF
• Email an invoice or share a link
• Manage share links
• Attach a file to an invoice
• Export invoices to CSV
• Match an invoice to a bank payment
• Correct an issued invoice

Create and submit an invoice

Why. Every sale to a business needs a standard invoice cleared by ZATCA; every sale to a consumer needs a simplified invoice reported to ZATCA.

Who. Admin, Accountant, Create invoice. Done on the sandbox 2026-09-28.

1. Click Create invoice. The header shows who you are issuing as, with the VAT number, and View details opens the rest. If your organisation has no ZATCA connection yet, a warning reads Connect to ZATCA first with a Connect to ZATCA button. You cannot issue until a connection exists. See Connect a device to ZATCA.
2. Under Invoice details, choose the ZATCA connection. Only active connections are listed; the field reads Completed once 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 is registered for one type only, Clix sets it for you — "Auto-set based on device". See Invoice types.
4. In Invoice for, choose the buyer from Select a buyer. Optional for B2C. A new buyer? Add new client at the top of the list opens the client form without leaving the invoice.
5. Leave Currency on Saudi Riyal unless you invoice in another currency. Tax is always reported in SAR. For a sale to a business outside Saudi Arabia switch on Export invoice ("Mark as export invoice"): it zero-rates every line and sends the export subtype to ZATCA.
6. Choose the Payment method. The default is In cash.
7. Open Supply dates and check the Supply date, when the goods or services were delivered, and the Supply end date if the delivery spans more than one day. Both default to today. The issue date and time are stamped by Clix when you issue; you cannot set them.
8. Under Invoice items, choose Products or Services. For products, click Add/Edit Items: the Select items panel lists your catalogue with name, price, category, SKU and stock; tick items, set the Quantity, and click Add selected. Add new Item creates one without leaving the invoice. For services, type the Service Name, Net Price and Quantity, choose the VAT treatment, and click Add Service; the line is added without a catalogue entry.
9. Additional invoice options holds Add Discount and Add note.
   • Add Discount needs at least one line first. Choose the Discount Type: Amount or Percentage. Then choose a Discount Reason and a VAT Category. Add New discount adds another one.
   • Add note opens one Note box.
10. Watch the Summary: subtotal, VAT, total. The counter above the buttons says how many fields are still needed; Go to first issue jumps to the next one. It reads Ready to review when everything is in.
11. Click Review invoice. Clix checks the invoice against ZATCA's rules; if it passes, the Preview invoice dialog opens. Check the totals and the client details.
12. Click Issue invoice to ZATCA.

Result. "Invoice issued and sent to ZATCA". The status updates when ZATCA answers: Cleared for standard, Reported for simplified. The invoice is now final.

Save a draft and finish it later

Who. Admin, Accountant, Create invoice.

1. While creating, click Save as Draft instead of Review invoice.
2. Find it under Invoices → Drafts. Open it to Edit, Delete, Download PDF or Share for approval. Its Invoice Due Date reads Set when the invoice is issued. Delete asks first: Delete this draft? Click Delete Draft to remove the draft and any share link to it, or Keep draft. It cannot be undone.
3. When ready, open the draft and click Issue Invoice, or use Preview and Issue invoice in the draft's actions menu.

Result. The draft becomes an invoice and leaves the Drafts list. Drafts do not use an invoice number and do not count against the monthly quota until submitted.

Every draft row carries an Approved or Not approved pill, and the Drafts list can be filtered on it. What sets that pill is Get a client to approve a draft.

Every role can open Draft Invoices and read a draft. View invoice cannot edit, duplicate, delete or issue one.

Duplicate a draft

Why. To start a new invoice from one you have already set up: same client, lines and options.

Who. Admin, Accountant, Create invoice.

1. Open Invoices → Drafts.
2. On the draft's row, open the actions menu and click Duplicate Draft.
3. The create form opens with a copy of the draft. Change what differs.
4. Click Save as Draft or Review invoice.

Result. A new draft or invoice. The original draft stays as it was.

Get a client to approve a draft before you issue it

A draft is an invoice you have not issued yet. You can send it to your client, who checks it and approves it with a code from their email. Nothing goes to ZATCA until you issue it.

Why. Once you issue an invoice, no one can change or delete it (E-Invoicing Detailed Guidelines §5.4). A standard invoice is also checked and stamped by ZATCA before your client ever sees it (Implementation Resolution, Clause Second (3)(A)). A mistake the client spots after that costs you a credit or debit note. ZATCA does not require the client's approval; it is a Clix step to catch mistakes while they are still free to fix.

Who. Admin, Accountant, Create invoice. The client needs no Clix account and no login.

1. Open Invoices → Drafts.
2. On the draft's row, open the actions menu and click Share Draft. Or open the draft and click Share for approval. The Share a draft invoice dialog opens.
3. Under Approval link, choose Send via: Email or WhatsApp.
4. Fill in Email the link to. It is required on both channels: "Your client approves with a code we email to this address, so it is needed for WhatsApp too."
5. For Email, click Send To followed by the address. For WhatsApp, click Generate Link and send the link from WhatsApp.

If the link cannot be created, the dialog shows the reason Clix gives, for example an email address the server refuses.

The dialog also shows:

Part	What it is
Link for your team (sign-in required)	opens the draft in Clix for people in your organisation. Do not send it to the client; send the approval link
Shared with	the address the approval link went to, once a link exists
This draft has already been approved	shown instead of the links once the client has approved, with Approved by and Approved on

To see every link made for drafts, open the draft and click View share history. It opens Share links filtered to drafts.

What your client sees. A public page with the draft, stamped DRAFT, a Download PDF button, and an English/عربي switch. They click Approve invoice; Clix emails them a six-digit Verification code — "A verification code has been sent to your email. It is valid for 10 minutes." They type the code and click Approve. If the code does not arrive, they click Resend code.

They are never asked to type their name. Clix takes it from the buyer on the invoice, so the approval records who the document was actually addressed to.

Result. You get an email telling you the draft was approved. The draft's pill turns Approved, and it reads Approved by {name} with the time.

To turn the approved draft into a tax invoice, open its actions menu and click Preview and Issue invoice. Clix submits it to ZATCA and it leaves the Drafts list.

The code is only required when you email the link

Approval is gated on the verification code when the share link carries a recipient address. A link created without one keeps the older name-only path, so older links you have already sent still work.

Rule	Value
Verification code	6 digits, valid 10 minutes, single use
Wrong codes	locked after 5 attempts — send a fresh link
Re-approving	the first approval stands; it is never overwritten
Share link life	30 days by default
Views	about 60 per hour per link
Revoking	Invoices → Share links → Revoke, effective at once

Approval is for drafts only

A share link for an already-issued invoice has no Approve invoice button. That is deliberate — a cleared invoice is final, so there is nothing left to approve.

An expired, revoked or unknown link shows "This link is no longer available" rather than saying which of the three it was. That is intentional: it stops anyone probing links to learn what exists.

Next. Create and submit an invoice · Credit and debit notes · Invoice types

Replace a rejected invoice

Why. ZATCA rejected the invoice, so it is not a valid tax document. It cannot be resubmitted, in the app or through the API; you issue a corrected copy instead.

Who. Admin, Accountant, Create invoice.

1. Open Invoices → Rejected Invoices and expand the invoice. ZATCA's reason is under ZATCA Compliance Status.
2. Fix the cause where it lives: the client, the item, or your company profile.
3. Open the invoice's ⋮ menu and click Duplicate Invoice.
4. Correct the copy if the error was on the invoice itself, then click Review invoice and Issue invoice to ZATCA.

Result. The copy is a new invoice with its own number, and it counts toward your monthly allowance. The rejected one stays in Rejected Invoices as a record. If you cannot find the cause, use Contact Support in the same menu. Common rules and their fixes: ZATCA rejections.

No answer is not a rejection

An invoice still waiting for ZATCA's answer is different: it can be sent again. See Response not received in ZATCA rejections.

Download the PDF

Who. All four roles: Admin, Accountant, Create invoice and View invoice.

1. Open the invoice and click Download. Or choose Download PDF in the row menu on the list.
2. The first request generates the file; wait a few seconds and click again if the button shows a spinner.

Result. A PDF/A-3 of the invoice with its ZATCA XML embedded and the QR code printed. An invoice whose PDF was made before Clix produced PDF/A-3 keeps that older file; choose Generate PDF-A3 Again in the invoice's actions menu to replace it. This is the document to give the client; a screenshot of the screen is not a valid invoice.

Email an invoice or share a link

Who. All four roles: Admin, Accountant, Create invoice and View invoice. A rejected invoice has no Share button.

1. Open the invoice and click Share. The Share invoice dialog opens with two tabs.
2. To share a link, stay on Public link and click Generate link. Copy the link. It opens a public page with the invoice and a download button, no login needed. On the Free plan the page shows "Powered by Clix". If the invoice already has a link, the tab shows it, with its view count and Revoke access.
3. To email it, open the Email tab. Recipient Email is filled with the client's address when Clix has one. Add CC, BCC, a subject and a message if you want. Leave Include PDF attachment ticked to attach the PDF. Click Share Invoice.

Result. The email goes from your organisation's name. A link works until it expires or someone revokes it.

Manage share links

Who. Everyone in the organisation.

1. Open Invoices → Share links. Each row shows Reference, Type, Status, Recipient, Views, Created and Expires.
2. Narrow the list with Type (All, Invoice, Draft) and Status (All, Active, Revoked, Expired).
3. Open the row's Manage menu and choose Open link, Copy link or Revoke.
4. Revoke asks first: "This link will stop working immediately. This cannot be undone." Click Revoke link.

Result. A revoked link stops working at once. Anyone who opens it sees "This link is no longer available".

Attach a file to an invoice

Why. Keep a scan of a delivery note or a signed page with the invoice.

Who. Admin, Accountant and Create invoice can upload. All four roles can see and open attachments.

1. Open the invoice and go to the Attachment tab.
2. Drop a file on the upload box, or click it and choose a file. The upload starts at once.

Rule	Value
File types	PNG or JPG only. A PDF, such as a purchase order or contract, cannot be attached
Size	up to 800 KB. A larger file is refused, but the error wrongly says "Max allowed size is 2MB"
Files per upload	one

Result. The file appears under Attachment list. Click it to open it in a new tab. Attachments are yours; they are not sent to ZATCA and not shown on the public share page.

Export invoices to CSV

Who. Everyone who can open the list.

1. Open Invoices, Draft Invoices or Rejected Invoices.
2. Apply any filters you want. The export follows them.
3. On Invoices, click Export and choose Invoices (CSV, one row per invoice) or Line items (CSV, one row per line). On the other two pages, click Export CSV.

Result. The file downloads: invoices.csv, invoice-lines.csv, draft-invoices.csv or rejected-invoices.csv.

Match an invoice to a bank payment

Why. To find which bank line paid this one invoice, without working through the whole statement.

Who. Admin, Accountant, Create invoice. A rejected invoice has no Reconcile button.

Open the invoice and click Reconcile. Clix searches your imported bank transactions for lines that could have paid it, and returns two groups:

Group	What it means
Exact matches	The amount and the buyer's details line up. Confirm and the payment is recorded.
Probable matches	Close enough to be worth a look — a part payment, a rounded amount, a transfer covering more than one invoice. You decide.

The search covers a 90-day window from the invoice date, so a payment that arrives later than that will not appear here. Reconcile the other way round instead — from Payments → Bank reconciliation, which works through the statement line by line. See Payments.

Purchases have the same button; see Purchases and vendors.

Correct an issued invoice

An issued invoice cannot be edited or deleted; ZATCA has it. To reduce it, issue a credit note against it; to increase it, a debit note. See Credit and debit notes.

Who. Admin, Accountant, Create invoice.

Start from the invoice page (Adjust Invoice) or the row menu (Issue credit or debit note). Both stay greyed out until ZATCA accepts the invoice. The reason shows with them: "Waiting for ZATCA to accept this invoice", or "Rejected by ZATCA — duplicate it instead". A rejected invoice needs no note; replace it.

Statuses

Two independent statuses on every invoice.

ZATCA status

Status	Meaning	What to do
Cleared	ZATCA approved this standard invoice; it is valid	nothing
Reported	ZATCA received this simplified invoice; it is valid	nothing
Not cleared	ZATCA rejected this standard invoice	duplicate it, fix the copy, issue it
Not reported	ZATCA rejected this simplified invoice	duplicate it, fix the copy, issue it

Payment status

Status	Meaning
Pending	nothing received yet
Partially paid	some payments recorded, balance remains
Paid	payments equal the invoice total

Payment status is set by what you record in Payments; it is not sent to ZATCA. Clix does not switch an invoice to Overdue when the due date passes: it stays Pending or Partially paid.

The due date

Clix sets the due date when you issue a standard invoice: by default, 30 days after the issue date. A simplified invoice is due on issue and has no due date; neither do credit and debit notes. The invoice page shows it as Due Date, read-only. You cannot set or change it in the app: the create form has no due-date field. A draft shows Set when the invoice is issued.

Limits and plans

	Free	Pro	Business
Invoices a month	15	200	unlimited
"Powered by Clix" on shared pages	shown	hidden	hidden

When the monthly limit is reached, Issue invoice to ZATCA shows an upgrade message instead of issuing. Drafts can still be saved. Details in Plans, limits and fair use.

Questions

Why does my invoice have both a Cleared badge and a Pending badge? They answer different questions. Cleared is ZATCA's verdict on the document. Pending is whether the client has paid.

Can I delete an invoice I issued by mistake? No. Issue a credit note for the full amount. The invoice and the credit note both stay in the record, which is what ZATCA requires.

The client is a business but I only have their name. A business gets a standard invoice whether or not it is VAT-registered. Ask whether it is. If it is, enter the VAT Number on the client. If it is not, leave VAT Registered off and enter another ID instead, such as the Commercial Registration number: Clix requires one, and ZATCA expects it when there is no VAT number (XML Standard BR-KSA-81). The client also needs a full national address. See Which kind of client?.

Why is the Create invoice button missing? Your role is View invoice. Only Admin, Accountant and Create invoice see it. Ask an Admin to change your role.

Create invoice says "Connect to ZATCA first". Your organisation has no ZATCA connection yet. Click Connect to ZATCA, or see Connect a device to ZATCA.

Does a draft count against my 15 invoices? No. Only submitted invoices count.

Save as Draft says "Required Fields Missing: Please add at least one item to the invoice." A draft needs at least one line. Add a product from Add/Edit Items or a service line, then save again.

ZATCA sources

Rule	Document	Section	Page
No deleting or changing an issued invoice	E-Invoicing Detailed Guidelines, v2, May 2023	§5.4	p. 25
Standard invoices cleared before the buyer gets them	E-Invoicing Implementation Resolution	Clause Second (3)(A)	p. 2–3

Where the English and Arabic texts differ, ZATCA says the Arabic prevails.

Related

• ZATCA e-invoicing in Clix
• Invoice types
• Credit and debit notes
• Payments