Pristine Invoice Quick Start Guide

Welcome to Pristine Invoice! This guide helps you set up your account, configure ZATCA compliance, and issue your first invoice in under 30 minutes. Pristine Invoice supports automated e-invoicing, reporting, and integration via APIs (with Python samples available).

Prerequisites

• A valid email address for signup.
• Your business details (e.g., VAT number, company info) for ZATCA compliance.
• Access to ZATCA's portal for obtaining a Compliance Security Token (CST) if needed for advanced features.
• Optional: Python environment for API integrations.

Step 1: Sign Up for an Account

1. Visit Pristine Invoice Signup.
2. Click Sign Up and provide your email, password, and basic company details (e.g., name, VAT number).
3. Verify your email via the confirmation link sent to your inbox.
4. Log in to your dashboard. You'll see options for invoices, customers, and settings.

Tip: If you're a developer, explore API access right away for integrations.

Step 2: Obtain and Set Your License Key

1. After signup, navigate to the License Key section in your dashboard (or refer to License Key Help).
2. Generate or purchase a license key (free trial available for testing).
3. Copy the key and paste it into your account settings. This activates full features like ZATCA integration.
4. Save changes. Your license is now active—check for a confirmation message.

Step 3: Add an EGS Unit (ZATCA Compliance Setup)

EGS (Electronic Generation System) Units are required for ZATCA-compliant invoicing.

1. Go to the EGS Units section in your dashboard (details in Add EGS Unit Help).
2. Click Add New EGS Unit.
3. Enter details: Unit name, serial number, and your ZATCA CST (obtained from ZATCA's portal).
4. Upload any required certificates (e.g., cryptographic keys for signing invoices).
5. Save and verify the unit. It should show as "Active" for use in invoices.

Tip: Use ZATCA Tools for utilities like certificate generation or compliance checks.

Step 4: Add Customers

1. Navigate to Customers in the dashboard (see Add Customer Help).
2. Click Add Customer.
3. Fill in details: Name, VAT number (if B2B), address, and contact info.
4. Save. Customers can now be selected when creating invoices.

Pro Tip: For B2C (simplified) invoices, customer details are optional but recommended for records.

Step 5: Generate and Manage Your First Invoice

Pristine Invoice supports Simplified (B2C, reported later) and Standard (B2B, cleared in real-time) invoices. Start with Simplified for simplicity.

Option A: Create a Simplified Invoice

1. Go to Invoices > Create New > Simplified.
2. Enter invoice details: Items, quantities, prices, taxes (VAT at 15%).
3. Select a customer (from Step 4) and your EGS Unit (from Step 3).
4. Preview and generate the invoice. It will be signed digitally for ZATCA compliance.
5. For reporting: Use Simplified Reporting to batch-report invoices to ZATCA.
   • View samples: Simplified Reporting Samples.
   • For API integration: Check Python Samples for Simplified Invoices.

Option B: Create a Standard Invoice

1. Go to Invoices > Create New > Standard.
2. Follow similar steps as above, but ensure real-time clearing with ZATCA.
3. Submit for clearance—it will be validated instantly.
   • View samples: Standard Clearing Samples.
   • For API: Use Python Samples for Standard Clearing.

Step 6: Download and Manage Invoices

1. After generation, go to Invoices > List (or Download Invoices Help).
2. Select an invoice and choose Download (PDF, XML, or both).
3. For bulk downloads, filter by date or status and export.
4. Share via email or integrate with your ERP system.

Storage Tip: Invoices are stored securely in your account for up to 7 years (ZATCA requirement).

Step 7: Integrate and Automate (Optional for Advanced Users)

• API Integration: Use the provided Python samples to automate invoicing.
  • Simplified: Python Samples.
  • Standard: Python Samples.
• ZATCA Tools: Access ZATCA Tools for testing compliance, generating test invoices, or troubleshooting.

Troubleshooting and Best Practices

• Common Errors: Invalid CST? Re-check your EGS Unit setup. Reporting failed? Ensure internet connectivity and valid license.
• Security: Always use HTTPS and keep your license key private.
• Best Practices: Test with sample data first. Report simplified invoices within 24 hours to ZATCA.
• Support: Contact support@pristineinvoice.com or check the full Help Index for advanced topics.

Next Steps

• Issue a test invoice and download it.
• Explore integrations if you're a developer.
• Upgrade your license for unlimited invoices.

Congratulations! You're now ready to use Pristine Invoice. If you need more details, revisit the help pages or our knowledge base.