ZATCA Phase 2 E-Invoicing Technical & Operational Kit | XML Field Mapping, CSID Onboarding, SOP

A technical and operational toolkit for preparing your ERP/invoicing system and internal team for ZATCA's Phase 2 (Integration) e-invoicing requirements in Saudi Arabia.

What's included:

• Scope & Wave Checker — confirm which ZATCA wave/deadline applies to your business
• - XML Field Mapping reference (UBL 2.1) — field-by-field breakdown for configuring your e-invoice output
• - CSID/PCSID Onboarding Steps — the full sandbox-to-production integration sequence
• - Readiness Checklist — governance, technical, process, and go-live tasks
• - Vendor Scoring sheet — for evaluating ERP/middleware providers
• - SOP & Escalation Procedure (Word doc) — internal invoicing SOP, incident escalation steps, and a staff training outline

Important: this is a technical/operational reference to help you and your integrator prepare — it is not legal or tax advice and does not replace ZATCA's official published specifications, which should always be checked at zatca.gov.sa before finalizing your integration. Consult a licensed tax advisor for compliance decisions specific to your business.

Instant digital download (.zip: 1 Excel workbook + 1 Word document).

— Nexora Studio