How to issue your first tax invoice in Osos

This lesson walks you through day one: from linking your branch with ZATCA until your first invoice reaches your customer on WhatsApp. Watch it all, or jump to the step you need.

Steps

1
Link your branch with ZATCA
Open the ZATCA settings, enter the linking code (OTP) from the Fatoora portal, then your business details, address, and activity, and press “Link production”. Osos creates the keys, requests the certificate, and sends six test invoices, declaring the link only once all of them pass. Later branches fill in their details automatically.
2
Add your customer from inside the invoice
On the new invoice page, press the add-customer button next to the customer field. Choose “Business customer”, enter their name, mobile number, VAT number, and address, then save. The customer returns to the invoice already selected.
3
Pick the product from inventory and issue the invoice
Choose the invoice type, switch on “From inventory”, search for the product and pick it to bring in its price and available stock. Enter the quantity, watch the VAT and total calculate, then press “Save and send to ZATCA”.
4
Send the invoice to your customer on WhatsApp
On the invoice details page press “Send to customer”: their WhatsApp chat opens with a ready message containing the invoice number, amount, and link. Press send, and your customer opens the link to see the full invoice.

Frequently asked questions

Do I need to link every branch with ZATCA?

Yes, each branch has its own certificate. For later branches you only enter the linking code, and the business details fill in automatically.

Can I delete an invoice after issuing it?

No. An issued invoice cannot be deleted or edited; mistakes are corrected with a credit note.

What is the difference between tax and simplified invoices?

Tax invoices are for businesses and carry the buyer's VAT number; simplified invoices are for individuals.

Does my customer need an app to open the invoice?

No. They open the link on their phone and see the full invoice.

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

Step by step: open the approved tax invoice, issue a credit note for its full value with a return reason, send it to ZATCA, and return the quantities to inventory. Plus how the amount is handled when the invoice is paid.

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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

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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.

7 steps

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