1. ERP Readiness Assessment

The first step is evaluating your existing ERP environment to determine its readiness for ZATCA Phase 2 compliance.

Our assessment includes:

• Current ERP version and compatibility review
• Business process evaluation
• Invoice workflow analysis
• Customer and supplier master data verification
• Tax configuration review
• Company structure assessment
• Existing document numbering validation
• Infrastructure and security review

Outcome: A comprehensive readiness report with implementation recommendations and timelines.

2. ZATCA Compliance Module Installation

Once the assessment is complete, our team installs and configures the required ZATCA compliance components within your ERP system.

This includes:

• ZATCA compliance module deployment
• Company registration configuration
• Tax settings configuration
• Invoice sequence setup
• Digital certificate installation
• Cryptographic stamp configuration
• Environment setup (Sandbox, Simulation, Production)

Outcome: Your ERP becomes technically prepared for ZATCA-compliant e-invoicing.

3. Fatoora API Configuration

Secure integration with the Fatoora platform enables real-time invoice clearance and reporting.

Configuration includes:

• API authentication setup
• Device registration
• Certificate management
• Security token configuration
• Clearance API integration
• Reporting API integration
• Connection testing
• Error handling and retry mechanisms

Outcome: Secure, reliable communication between your ERP and the ZATCA Fatoora platform.

4. Invoice Template Configuration

Every invoice must comply with ZATCA formatting requirements.

Our experts configure:

• Standard Tax Invoice templates
• Simplified Tax Invoice templates
• Arabic and English bilingual layouts
• Company branding
• Mandatory legal fields
• VAT calculations
• Digital signature placement
• QR code positioning
• XML generation
• PDF/A-3 embedding

Outcome: Professionally designed invoices that meet all regulatory requirements.

5. QR Code Generation & Validation

Every applicable invoice must contain a valid ZATCA-compliant QR code.

We perform:

• QR code generation testing
• Data validation
• Mobile device scanning tests
• Invoice authenticity verification
• XML consistency validation
• Performance testing
• Batch invoice testing

Outcome: Every generated invoice contains a fully compliant, scannable QR code.

6. XML & PDF/A-3 Compliance Testing

Phase 2 requires invoices to be generated in approved electronic formats.

Our validation process includes:

• XML schema validation
• UBL 2.1 compliance verification
• PDF/A-3 attachment testing
• Digital signature verification
• Embedded XML validation
• Mandatory field verification
• ZATCA compliance testing

Outcome: Every invoice satisfies the technical specifications required by ZATCA.

7. Secure Invoice Archiving Configuration

Businesses must securely retain invoices for regulatory audits.

RMC configures:

• Automated invoice archiving
• Long-term digital storage
• Searchable document repository
• Access controls and permissions
• Backup policies
• Disaster recovery configuration
• Audit logging
• Data integrity protection

Outcome: A secure and compliant archive that is always ready for regulatory inspections.

8. End-to-End System Testing

Before going live, the complete invoicing workflow is thoroughly tested.

Testing includes:

• Invoice creation
• Invoice clearance
• Invoice reporting
• Credit notes
• Debit notes
• Cancellation scenarios
• Error simulations
• User acceptance testing (UAT)

Outcome: Confidence that the system performs reliably under real business conditions.

9. Employee Training & Knowledge Transfer

Technology alone is not enough. Users must understand the new compliance process.

Our training covers:

• ZATCA regulations overview
• ERP workflow changes
• Invoice generation procedures
• Exception handling
• Troubleshooting
• Compliance best practices
• Administrator training
• User documentation

Outcome: Your finance and operations teams are fully prepared to manage compliant invoicing independently.

10. Go-Live Support & Ongoing Compliance

Implementation does not end at deployment. RMC provides continuous support to ensure your business remains compliant as regulations evolve.

Our post-implementation services include:

• Go-live assistance
• Performance monitoring
• API health monitoring
• Compliance audits
• Regulatory updates
• System enhancements
• Technical support
• Preventive maintenance

Outcome: Continuous compliance, maximum system availability, and peace of mind.