Onboarding wizard¶

The wizard, Setup Your business, runs when you sign in and do not belong to an organisation yet. It collects what ZATCA requires on every invoice, then hands you to Clix.

This page is reference: what each step records and what happens if you leave it. For the walkthrough, start at Create your account and organisation.

The steps¶

Step	What it records	Required
Your details	Business Information: logo, Business Name, Industry, Business ID Type, Business ID Number, Sell For. VAT: VAT Number, or VAT Group Number with VAT GROUP turned on	Yes
Business address	Country, State, City, Postal Code, Building Number, District, Address Line	Yes
Choose plan	Free, Pro or Business	Yes
Connect to ZATCA	A ZATCA connection: its name, invoice type, location or branch, and a Fatoora code	No

flowchart LR
    A["Your details"] --> B["Business address"]
    B -->|"Next creates the organisation"| C["Choose plan"]
    C --> D["Connect to ZATCA"]
    D -->|"Add Device"| E["Added devices"]
    D -->|"Next, no device yet"| E
    E -->|"Finish setup"| F["Company Profile"]
    F -.->|"later"| G["ZATCA Connections"]

What each step is for¶

Your details. This becomes the seller block on every invoice you issue. The VAT number and business ID are printed on the invoice and submitted to ZATCA. Sell For decides which invoice types your ZATCA connections may use.

Business address. ZATCA requires a full national address: building number, district, city, postal code. Search the map to fill the fields, or type them yourself. Clicking Next on this step creates the organisation.

Choose plan. Clix opens Choose Your Plan. For Free, click Start free, then Start Trial. For a paid plan, click Continue with Pro or Continue with Business, then Confirm in Pay by bank transfer, then Continue setup. A paid plan needs a VAT number or VAT group number on the organisation. See Choose a plan and Subscription and billing.

Connect to ZATCA. Needs a code from the Fatoora portal, which you get by signing in to ZATCA as the taxpayer. How to get OTP? explains the steps. Fill the form and click Add Device, or click Next to go on without one. On the last screen, Finish setup opens Company Profile. You can connect later from ZATCA Connections; you cannot issue an invoice until you do.

What you can change afterwards¶

Recorded in	Change it later at	Notes
Your details	Company Profile	Industry and VAT Group Number are fixed. VAT Number locks once ZATCA has seen it. See Organisation profile.
Business address	Company Profile	Takes effect on invoices issued after the change
Plan	Subscription	Admin only
ZATCA connection	ZATCA Connections	Add more connections at any time

Invoices already issued keep the details they were issued with. A cleared invoice is a fixed record.

If you leave the wizard¶

The first two steps are held in the browser until Next on Business address creates the organisation. Leave before that and you start again at Your details next time you sign in.

Once the organisation exists, Clix no longer sends you to the wizard. Anything left, such as the ZATCA connection, is done from the app.