Open the Integration Page
From the Market Place, open E-Invoicing under Native Integrations. On the tax authority integration page, view the branch list and connection statuses, then select your branch.
Note: Each branch must be connected individually using one System Unit for Business Invoices.
Start System Unit Setup
In the B2B Business Invoices card, click Set Up B2B Invoice Reporting. Setup consists of four steps: Environment, Identity, Address, and Certificate.
Select Environment
Choose the appropriate environment:
Production: For live integration with the authority.
Sandbox or Simulation: For testing only.
Review Identity
Identity details are auto-filled from branch data. Review the required fields:
Unit Name
Tax Identification Number (TIN)
Commercial Registration (CR) Number
Edit if necessary to match the required certificate data, then click Next.
Complete National Address
Enter the National Address to be included in the certificate, matching the address registered with the authority.
Complete the required fields marked with an asterisk (*):
Country
City
District
Street
Building Number
Postal Code
You can also enter the Additional Code. Then click Next.
Review Certificate Details and Create Unit
The certificate step includes optional fields that appear in the certificate issued by the authority for the unit:
Common Name
Organization Name
Organizational Unit
Business Category
Review the details, then click Create Unit.
The unit appears on the branch page in Draft status, showing its name, serial number, and selected environment. Creating the unit alone does not complete activation.
Activate the Unit with a Verification Code
Click Activate with Verification Code, then follow the displayed instructions:
Log in to the Fatoora portal and open the onboarding page.
Generate a verification code for one device.
Enter the code into the verification code field in Retam before it expires.
Click Activate.
Review Integration Status
After activation, review the unit and branch status to verify that integration is complete.
The branch list displays Connected to Authority for integrated branches and Not Connected to Authority for those not yet fully integrated, along with the number of active units.
Important: Do not rely solely on the "System Unit Ready" status; also check the overall integration status and the number of active units.