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Clients and client groups

The businesses and people you invoice. A client's details are copied onto every invoice you issue them and submitted to ZATCA, so accuracy here is what keeps invoices clearing.

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

What you see

the Clients List with Add Client, Sort and Filter

  1. Clients List — "Manage the clients you invoice, including their contact and tax details."
  2. Add Client: opens the client form.
  3. Sort by and Filter: order and narrow the list.

Tasks

Add a business client

Why. A standard (B2B) invoice must carry the buyer's VAT registration number and national address.

Who. Admin, Accountant, Create invoice.

  1. Click Add Client.
  2. Enter the name, and the Arabic name if you invoice in Arabic.
  3. Enter the VAT registration number.
  4. Enter the address: building number, district, city, postal code.
  5. Add contact details.
  6. Save.

Result. The client is available in the invoice form and can receive standard invoices.

The VAT number travels onto the invoice

A wrong VAT number means a rejected or wrongly-issued invoice, and a cleared invoice cannot be edited — only corrected with a credit note. Check it before the first invoice, not after.

Add a consumer

Who. Admin, Accountant, Create invoice.

A consumer (B2C) needs no VAT number. They receive simplified invoices, reported to ZATCA after issue rather than cleared before it. See Invoice types.

Add a client outside Saudi Arabia

Who. Admin, Accountant, Create invoice.

Mark the client as a non-resident buyer. Exports are zero-rated and may be invoiced in another currency.

Group clients

Why. To see and filter related clients together — branches of one company, or one owner's several businesses.

Who. Admin, Accountant, Create invoice.

Create a client group, then assign clients to it. Groups are for your own organisation and reporting; they do not appear on invoices.

Searching

The client picker on the invoice form and the list search both match on name, Arabic name and VAT number. Arabic search is insensitive to the hamza form and to Arabic-Indic digits, so احمد finds أحمد and ٠٥٠ finds 050.