How to issue a credit note for an approved tax invoice in Osos

An issued tax invoice cannot be deleted or edited. When the customer returns the goods or cancels the order, its effect is reversed with a credit note that reaches ZATCA just as the invoice did.

Steps

1
Open the invoice and press “Credit note”
On the invoice details page press “Credit note”: the credit note screen opens with the invoice number already filled in.
2
Enter the reason and return the full invoice
Enter the return reason, which ZATCA requires. Then press “Return full invoice” to bring in all quantities, so the credit note equals the invoice value to the halala. Then press “Approve and send to ZATCA”.
3
The credit note in the invoice list
The credit note appears with its number in the invoice list marked “Returned”, and the original invoice carries a “Returned” mark with its credit note number. The returned quantities go back to inventory.
4
If the invoice was paid
If the customer has paid, Osos asks how to handle the amount: refund it in cash with an automatically issued payment voucher, or keep it as a credit balance on the customer account. Choose, then confirm the return.

Frequently asked questions

Can I delete an issued invoice instead of issuing a credit note?

No. An issued tax invoice cannot be deleted or edited. A credit note is the correct way to reverse it, and it reaches ZATCA just as the invoice did.

Is the return reason mandatory?

Yes. ZATCA requires the reason for the credit note, so it cannot be approved without it.

What happens to inventory after the credit note?

The returned quantities go back to inventory with the credit note.

What is the difference between a cash refund and a credit balance?

A cash refund automatically issues a payment voucher for the amount to the customer. A credit balance keeps the amount on the customer account.

How to enter supplier invoices with AI in Osos

Step by step: upload the supplier invoice and AI reads it, save it as a draft and approve it, or upload a whole folder and review each invoice beside its paper.

See how

Also see

How to get the linking code (OTP) from the Fatoora portal and link it in Osos

Step by step: sign in to the Fatoora portal, create the activation code from “Onboard new solution unit/device”, copy it, then paste it in Osos to complete the ZATCA Phase 2 link.

5 steps

See how

How to issue your first tax invoice in Osos

Step by step: link your branch with ZATCA, add your customer, pick the product from inventory, issue the invoice, and send it to your customer on WhatsApp.

4 steps

See how