Skip to content

2. Set up your business

At the end of this step your organisation exists, and every invoice you issue carries the legal name, VAT number and address ZATCA requires. The setup wizard collects them on two screens; you can change them later under Company Profile.

Before you start

  • Commercial registration (CR) number, or another business ID ZATCA accepts.
  • VAT number, 15 digits, starting and ending in 3.
  • The registered address: building number, street, district, city, postal code.

The setup wizard

The wizard is titled Setup Your business. A progress list on the page shows its four steps: Your details, Business address, Choose plan and Connect to ZATCA. Back and Next sit at the top of the page.

The setup wizard: Your details, Next, Business address, Next (the organisation is created), Choose plan, Connect to ZATCA, Finish setup, Company Profile. The setup wizard: Your details, Next, Business address, Next (the organisation is created), Choose plan, Connect to ZATCA, Finish setup, Company Profile.

Your details

Business Information

  1. Optionally, add a logo under Upload logo: click Click to upload, or drag the file onto the box. PNG or JPG, up to 800 KB and 800 × 400 px.
  2. Enter the Business Name as it appears on your commercial registration.
  3. Choose the Industry.
  4. Choose the Business ID Type, for example Commercial Registration number.
  5. Enter the Business ID Number. Letters and digits only.
  6. Under Sell For, choose B2B, B2C or Both.

VAT

  1. Enter the VAT Number. If your business is part of a VAT group, turn on VAT GROUP and enter the VAT Group Number instead.
  2. Click Next.

The Your details step of Setup Your business

Business address

  1. Search the map by location name or short code, or pick the point on the map. Clix fills the address fields it can.
  2. Check the Country. It starts on Saudi Arabia.
  3. Choose the State and the City.
  4. Enter the Postal Code, 5 digits.
  5. Enter the Building Number, 4 digits.
  6. Enter the District.
  7. Enter the street in Address Line.
  8. Click Next.

The Business address step

Result. Clix creates the organisation and shows "Your business name has been set up successfully." You are its Admin. The wizard moves to Choose plan; step 7, Choose a plan, covers the plans. You can stay on the Free plan for now. After the plan, the wizard shows Connect to ZATCA: connect there, or click Finish setup to go to Company Profile and connect later from ZATCA Connections (step 3).

If Clix says "This VAT number is already registered with Clix", the wizard returns to Your details with the VAT field marked. Check the number. If it is right, your business may already be on Clix: ask the colleague who set it up to invite you.

Check it later

Everything you entered is under Company Profile in the left navigation: the logo and name at the top, then Company Info, Address and VAT. An Admin changes them with Edit Company Profile; changes apply to invoices issued after the change. The logo prints on invoice PDFs and on the public page a client sees when you share an invoice. See Organisation profile for the edit steps.

Company Profile

What just happened

Clix stored the identity ZATCA checks on every invoice. A wrong VAT number here means every invoice is rejected in step 5, so check it once more against your VAT certificate.

Next: Connect a device to ZATCA