Items¶

Your catalogue. An item carries the name, price and VAT treatment that an invoice line starts from, so you set it once instead of on every invoice.

Who. Admin, Accountant and Create invoice can add and edit. View invoice can read.

What you see¶

the Item List with Add Item, Sort and Filter

Item List: every item, newest first.
Add Item: opens the item form.
Sort by and Filter: order the list and narrow it.

How an item becomes an invoice line¶

flowchart LR
    A["<b>Item</b><br/>name, price,<br/>VAT treatment"] -->|"pick it on the invoice"| B["<b>Invoice line</b><br/>filled in for you"]
    B --> C{"This sale<br/>different?"}
    C -->|"No"| D["Issue as is"]
    C -->|"Yes"| E["Change quantity, price<br/>or VAT on this line only"]
    E --> F["The item itself<br/>stays unchanged"]

Add an item¶

Why. So invoice lines are consistent and fast.

Who. Admin, Accountant, Create invoice.

Click Add Item.
Under Item details, enter the Item name (English), used across Clix and in search, and the Item name (Arabic), printed on the tax invoice.
Choose Sold to: B2B or B2C.
Under Price and VAT, enter the Selling Price and choose the VAT treatment: Standard Rated, Zero Rated, Exempt from VAT or Not Subject to VAT.
Under Stock, choose whether to track quantity, and the Unit of measure.
More details is optional: a photo, a Short Description and a Description.
Click Add item, or Save and add another to carry on with the next one.

The Add item form: Item details, Price and VAT, and the VAT treatment choices

Result. The item appears in the list and in the item picker on the invoice form.

Set the VAT treatment¶

Why. ZATCA needs the right VAT category per line, not just a rate.

Who. Admin, Accountant, Create invoice.

Choose the category that matches the sale: standard rated, zero rated, or exempt. Exempt and zero-rated lines need a reason on the invoice — see Invoice types.

You can override the rate on a single invoice line without changing the item.

Use an item on an invoice¶

On the invoice form, pick the item in the line; the price and VAT fill in. Change the quantity, and the price or VAT category if this sale differs. See Invoices.

Add pictures of an item¶

Why. A picture makes the right item obvious in a long catalogue.

Who. Admin, Accountant.

Open the item and use its image tab. You can upload more than one, and remove any of them individually.

Result. The pictures show in the item's gallery. They are for your catalogue — they are not printed on the invoice and not sent to ZATCA.

Stock¶

Under Stock, choose one:

No — always available: no quantity is tracked.
Yes — track quantity: enter the Current quantity and Low-stock alert at. Both are required together.