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4. Add your first client and item

At the end of this step you have someone to invoice and something to invoice for. Both are reusable: the next invoice picks them from a list. Every step below was done on the sandbox on 2026-09-28.

Add a client

A client is a buyer. A business client needs an address, and its VAT number if it has one; for a consumer a name is enough. The form has three steps; Continue moves forward and Back returns.

Step 1 of 3, Client Info

  1. Open Clients and click Add Client.
  2. Tick the Client type: B2B for a business, B2C for a consumer. Required.
  3. Enter the Client name (English), used across Clix and in search, and the Client name (Arabic), printed on the tax invoice.
  4. Choose an Industry. Required.
  5. Choose the Business ID Type and enter the Business ID Number. The types offered: 700 Number, Tax Identification Number, Commercial Registration number, Momra license, MHRSD license, MISA license, National ID, GCC ID.
  6. For a VAT-registered business tick VAT Registered and enter the VAT Number: 15 digits, starting and ending with 3. Tick VAT GROUP as well if the client is part of a VAT group. Validate VAT Number opens ZATCA's public taxpayer lookup so you can confirm the number belongs to this client.
  7. Click Continue.

The Add Client form, step 1

Step 2 of 3, Contact info

  1. Enter the Contact person name (English) and (Arabic), Email and Phone number. The email is where invoices are sent from the app.
  2. Click Continue.

Step 3 of 3, Business Address

  1. Search the map by location name or short code, or pick Country, State and City from the lists and type the Postal Code, Building Number, District and Address Line. A business client needs the full national address.
  2. Optional: Upload Logo, and the Client status switch, on by default.
  3. Click Add Client.

Result. The client appears in Clients List with its type, industry and VAT number.

Group clients

Optional. Under Clients → Groups, click Add Client Group, enter a Group Name, assign clients from the list, and click Create Group. Groups are for reporting and for billing a set of clients together.

Add an item

An item is a product or service with a price and a VAT treatment. Invoices are built from items.

  1. Open Items and click Add Item.
  2. Under Item details, enter the Item name (English) and Item name (Arabic), 4 to 50 characters each. If your business sells to both businesses and consumers, also choose Sold to: B2B or B2C.
  3. Under Price and VAT, enter the Selling Price and choose how ZATCA taxes this item: Standard Rated, Zero Rated, Exempt from VAT or Not Subject to VAT. For Standard Rated a VAT Rate selector appears; choose 15 (or 5 where it applies). For Zero Rated and Exempt the form preselects the first reason in its list: check that it is the one that applies.
  4. Under Stock, choose No — always available or Yes — track quantity. If you track quantity, fill in both Current quantity and Low-stock alert at: the form marks the alert optional, but the item is not saved without it. Choose the Unit of measure, such as piece, carton, pallet, box, pieces.
  5. More details holds a photo and descriptions; optional.
  6. Click Add item, or Save and add another to continue with the next one.

The Add item form

Result. The item appears in the catalogue and can be picked on any invoice from the Select items panel.

What just happened

Nothing went to ZATCA. Clients and items are your own records. What ZATCA checks is the invoice they end up on, in the next step.

Next: Issue your first invoice