> ## Documentation Index
> Fetch the complete documentation index at: https://docs.einvoice.sa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Basic ERP Workflow Implementation

> A reference workflow for integrating ezInvoice into an ERP system

The ezInvoice e-invoicing Phase 2 API can be integrated into any ERP, such as NetSuite, Microsoft Dynamics, SAP, Odoo, Xero, and more.

The following is a possible workflow implementation for B2B invoices or credit notes:

1. On the invoice page in the ERP, the user would see a new **Report to ZATCA** button.
2. When the user clicks **Report to ZATCA**, your implementation calls our [Clear Invoice API endpoint](/api-reference/invoices/clear-invoice).
3. The Clear Invoice endpoint reports the invoice to ZATCA synchronously and returns the signed QR code, or returns validation errors.
4. Your implementation shows a **Successfully reported** status to the user if reported successfully, or displays the validation errors so the user can correct the invoice. If successfully reported, save the `id` returned by the endpoint in your database. You can use this `id` later to retrieve the invoice — for example, if you need to download it or send it to the customer.
5. *(Optional)* Offer the user a button to download the invoice PDF. Your implementation would call the [Invoice PDF endpoint](/api-reference/pdf/invoice-pdf) to download the PDF.
6. *(Optional)* Offer the user a button to send the invoice to the customer by email, using your own email delivery system with the downloaded PDF attached.

<Info>
  The same pattern applies to Credit Notes and Debit Notes — swap the endpoint for [Clear Credit Note](/api-reference/credit-notes/clear-credit-note) or [Clear Debit Note](/api-reference/debit-notes/clear-debit-note) accordingly.
</Info>