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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.
What you see What it does
Columns Client name, Industry, VAT Number and Status (Active or Inactive). 10 clients a page.
Search Two or more characters open a list of matches; click one to open the client. See Searching.
Sort by Latest (the default) or Oldest
Filter Is Active, Industry, Business Type, Date From and Date to

The list shows only active clients at first. To see inactive ones, open Filter and switch Is Active off.

Click a client to open its page. The header shows the status and a Manage button. The page has three tabs:

  • Client Info: names, client type, industry, contact person, business ID, email, phone and website.
  • Address: country, state, city, district, postal code, building number and address line. Show on map appears when the client has a location; otherwise the tab reads "No location set".
  • VAT: the VAT number and the VAT group number.

Tasks

Which kind of client?

Client type decides which invoice a client gets. B2B is a business: it gets a standard tax invoice, which ZATCA checks and stamps before it is valid. B2C is a consumer: it gets a simplified tax invoice, which is valid at once and reported to ZATCA afterwards.

Why ZATCA cares.

Choose the client type by buyer: a business in Saudi Arabia is B2B and gets standard invoices, a person or walk-in customer is B2C and gets simplified invoices, and a business outside Saudi Arabia is B2B with a foreign country and gets zero-rated export invoices Choose the client type by buyer: a business in Saudi Arabia is B2B and gets standard invoices, a person or walk-in customer is B2C and gets simplified invoices, and a business outside Saudi Arabia is B2B with a foreign country and gets zero-rated export invoices

What to do in Clix. Click Add Client and choose the Client type. Then follow the task for that kind of client:

On the invoice, Invoice for lists only clients of the invoice's Client type.

Next. Invoice types → Standard or simplified

Add a business client

Why. A standard (B2B) invoice carries the buyer's name and national address, and its VAT number if it has one.

Who. Admin, Accountant, Create invoice.

The form has three steps: Basic Info, VAT & Contact and Address. The step-by-step is in Add your first client. In short:

  1. Click Add Client and choose Client type B2B.
  2. Enter the Client name (English) and Client name (Arabic), the Industry, and the Business ID Type and Business ID Number.
  3. If the business is VAT-registered, switch on VAT Registered and enter the VAT Number: 15 digits, starting and ending with 3.
  4. Enter the address. Every client needs a building number. For a Saudi client it has 4 digits, and the District and a 5-digit Postal Code are required too.
  5. Click Add Client.

Add Client, step 1: Client type, names, Industry and Business ID

Result. The client is available in the invoice form under Invoice for when Client type is B2B.

The VAT number travels onto the invoice

A wrong VAT number means a wrongly issued invoice, and a cleared invoice cannot be edited — only corrected with a credit note. Validate VAT Number opens ZATCA's public lookup; use it before the first invoice.

Add a consumer

Who. Admin, Accountant, Create invoice.

Choose Client type B2C. A consumer needs no VAT number. They receive simplified invoices, reported to ZATCA after issue rather than cleared before it. You can also invoice a walk-in customer without adding them at all: Invoice for is optional on a B2C invoice. See Invoice types.

Add a client outside Saudi Arabia

A client outside Saudi Arabia is a business whose Country is not Saudi Arabia. You usually invoice it with an export invoice: a standard invoice with every line at 0% VAT.

Why ZATCA cares.

Who. Admin, Accountant, Create invoice.

  1. Click Add Client.
  2. Choose Client type B2B.
  3. Set Country to the client's country. Clix then treats the client as foreign and switches VAT Registered off. There is no separate "non-resident" setting.
  4. Enter the address. Building Number is required: up to 20 characters, in any format. District and Postal Code are optional.
  5. Click Add Client.

On the invoice, switch on Mark as export invoice to zero-rate it.

Not every foreign buyer gets 0%

A service stays taxable at 15% when, for example, the buyer has a branch in Saudi Arabia, or the service is done on goods kept here (Imports and Exports guideline §8.2, Example 13 and Example 15). A buyer in another GCC state has its own rules. Read Invoice types → Export invoices before your first export invoice.

Next. Invoice types → Export invoices · Invoices → Create and submit an invoice

Edit a client

Who. Admin, Accountant, Create invoice.

  1. Open the client's Manage menu, in the list or on the client's page.
  2. Click Edit client. The Edit Client page shows every section on one page, with Upload Logo at the side.
  3. Change what you need.
  4. Click Save changes.

Issued invoices keep the old details

An invoice copies the client's details when it is issued. A fix here reaches only the invoices you issue next. To correct an issued invoice, issue a credit note.

Deactivate or activate a client

Why. To retire a client you no longer invoice. A client cannot be deleted.

Who. Admin, Accountant, Create invoice.

  1. Open the client's Manage menu and click Deactivate.
  2. The Deactivate Client dialog reads: "This client will be marked inactive. You can activate it again at any time." Click Deactivate, or Keep Active to stop.

Result. The client's status becomes Inactive and it drops out of the default list. Its invoices stay.

To activate it again, open Filter, switch Is Active off, then open the client's Manage menu and click Activate.

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.

  1. Open Clients Group in the sidebar and click Add Client Group.
  2. Enter the Group Name.
  3. Under Clients list, tick the clients to add. Use Search clients to find them. Only active clients are listed.
  4. Click Create Group.

A client belongs to one group at most. A client already in another group cannot be ticked.

Groups are for your own organisation and reporting; they do not appear on invoices.

The Client Group list shows Group Name, No. of clients and Status, 10 groups a page:

What you see What it does
Search "Search client groups..." finds a group by name
Sort by Latest (the default) or Oldest
Filter Is Active (Active or Inactive), Date From and Date to

The list shows only active groups at first. Pick Inactive under Is Active to see the others. Click a group to see its clients.

Edit a client group

Who. Admin, Accountant, Create invoice.

  1. Open the group's Manage menu, in the list or on the group's page, and click Edit.
  2. On Edit Client Group you can:
    • change the Group Name;
    • switch Status between Active and Inactive;
    • tick a client to add it, or untick a member to remove it.
  3. Click Save Changes.

Delete a client group

Who. Admin.

  1. Open the group's Manage menu and click Delete.
  2. Confirm. The dialog warns: "This deletes the group. It can't be undone."

Result. The group is gone. Its clients stay, outside any group.

Clix can refuse to delete a group that still has clients: "Cannot delete buyer group because it has N associated buyer(s)." Edit the group, untick every member, save, then delete it.

Why. It makes the client easier to pick out in the app.

Who. Admin, Accountant, Create invoice.

The logo is a field on the client form, not a button on the client's page:

  • On Add Client, it is Upload Logo in the last step, Address.
  • For an existing client, open Manage → Edit client, use Upload Logo, then click Save changes.

The logo is PNG or JPG, up to 800 KB. Uploading again replaces it.

Result. The logo shows next to the client's name in the app, for example on the client's page. It is not printed on the invoice PDF. Your own organisation's logo is separate — see Organisation profile.

Searching

The client picker on the invoice form and the list search match on name in English or Arabic, city, industry, VAT number and phone number. Arabic spelling variants match each other, so احمد finds أحمد, and a phone number finds the client however it is written. See Search.

ZATCA sources

Rule Document Section Page
Standard invoice for businesses and sales over SAR 1,000 Guideline for Tax Invoicing and Records under VAT Provisions, v3, May 2026 §4.1.1 p. 12
Simplified invoice for consumers Same guideline §4.3.1 p. 23
Buyer address: street, city, country Electronic Invoice XML Implementation Standard, v1.2 BR-KSA-10 p. 50
Buyer name required; no buyer VAT number on an export Same standard BR-KSA-42, BR-KSA-46 p. 56, p. 57
Saudi-only address rules Same standard BR-KSA-63, BR-KSA-67 p. 58
Exported goods are zero-rated, with proof in 90 days VAT Implementing Regulations (English, 2021) Art. 32 p. 29
Services to a non-resident are zero-rated VAT Implementing Regulations (English, 2021) Art. 33 p. 30
An address outside the GCC shows non-residence; when 0% does not apply Guideline on Imports and Exports under VAT Provisions, 2nd ed., May 2026 §8.2, Examples 13 and 15 p. 44, p. 45

Where the English and Arabic texts differ, ZATCA says the Arabic prevails.