Getting started¶

Do these in order. Each step takes a few minutes, and each one needs the one before it.

The seven getting-started steps in order: 1 create account, 2 business details, 3 connect to ZATCA, 4 first client and item, 5 first invoice, 6 invite your team, 7 choose a plan.

Step	What you will have at the end
1. Create your account	A verified Clix login
2. Set up your business	Your organisation, with the legal name, VAT number and address printed on every invoice. You are its Admin
3. Connect a device to ZATCA	A device with a production certificate, ready to issue invoices
4. Add your first client and item	Someone to invoice and something to invoice for
5. Issue your first invoice	An invoice cleared or reported by ZATCA, with its PDF
6. Invite your team	Colleagues with the right role each
7. Choose a plan	The plan that fits your invoice volume, paid by bank transfer

Step 5 ends with one more task: add your first credit-note and debit-note reasons. The reasons list starts empty, and no credit or debit note can be issued until it has an active reason.

Sandbox first

Clix has a sandbox at sandbox.app.goclix.ai connected to ZATCA's sandbox. Nothing you do there reaches the tax authority. Practise the seven steps there, then repeat them on app.goclix.ai for real.

One limit of the sandbox: ZATCA's sandbox signs with a shared test certificate, so an invoice from your own VAT number comes back Not cleared with the reason certificate-permissions ("User only allowed to use the vat number that exists in the authentication certificate"). That is the sandbox, not your invoice. Steps 1 to 4, 6 and 7 work fully there; for a real clearance in step 5 use app.goclix.ai.