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Organisation profile and multiple organisations

Company Profile holds the seller details printed on every invoice you issue and submitted to ZATCA with it.

Who. Everyone can open Company Profile. Only an Admin sees Edit Company Profile.

What you see

the Company Profile screen

  1. Company Info: Client Type (who you sell to), Business ID Type, Business ID Number, Phone Number, Website and Company status.
  2. Address: State, City, Postal Code, Building Number and Address Line, the national address ZATCA requires. Show on map opens the address on a map.
  3. VAT: your VAT Group Number or VAT Number.
  4. Edit Company Profile: opens the edit form. Admin only.

Before a profile exists, the screen reads "No company profile added yet". An Admin sees Add Company Profile there.

This address is the one used by every business-level ZATCA connection. A connection linked to a branch uses the branch's address instead. See Branches.

Tasks

Update your details

Who. Admin.

  1. Open Company Profile.
  2. Click Edit Company Profile.
  3. Change what you need.
  4. Click Save changes.

the Edit Company Profile form

The form has two parts:

Part Fields
Company Info Business Name, Business Name Arabic, Industry, Website, Business ID Type, Business ID Number, VAT Group Number, VAT Number, Phone Number, Upload Logo
Business Address map search, Country, State, City, Postal Code, Building Number, District, Address Line

Industry and VAT Group Number cannot be changed here; the fields are greyed out.

Result. "Business updated successfully!" Changes apply to invoices issued after the change. Issued invoices keep the details they were issued with: their PDF is built from the signed invoice XML.

Correct your VAT number

Who. Admin.

VAT Number stays editable until ZATCA has seen it. It locks once either is true:

  • ZATCA has issued a production certificate to any of your ZATCA connections;
  • ZATCA has cleared or reported a real invoice of yours.

After that the field is greyed out. To correct it, contact support@goclix.ai. An organisation that invoices under a VAT group number only cannot add an individual VAT number here either.

Who. Admin.

  1. On the edit form, under Upload Logo, click Click to upload, or drag the file onto the box.
  2. Choose a PNG or JPG file, up to 800 KB.
  3. Click Save changes.

Switch organisation

Who. Anyone who belongs to more than one.

The organisation you are working in is named in the sidebar under You're in, and again under the dashboard greeting.

  1. In the sidebar, click Switch organization, the You're in block.
  2. Pick the organisation. The same menu also offers Create another organization; see below.

Clix clears what it had loaded and opens that organisation's Dashboard. When you sign in and belong to more than one, Clix asks first: "Choose an organization".

On a phone, Clix has no switcher: neither the bottom bar nor the menu drawer offers one. To change organisation there, log out and sign in again, then pick it in Choose an organization. See Your account.

Check before you create

The active organisation is held per browser tab. If you work across two businesses in two tabs, check the sidebar name before issuing anything. An invoice raised in the wrong organisation has to be credited, not moved.

Create another organisation

Who. Anyone signed in, on a computer. You need not belong to a second organisation first.

Why. Each organisation is one legal business with one VAT number. A second business, for example a second company you own, needs its own organisation.

  1. In the sidebar, click the You're in block.
  2. Click Create another organization.
  3. Clix opens the setup wizard, Setup Your business. Complete it as for your first organisation; see Onboarding wizard.

Result. The new organisation becomes the active one as soon as the wizard creates it, so the wizard's later steps, the ZATCA connection included, run in the new organisation. You are its Admin. Your other organisations stay in the switcher, unchanged.

On a phone there is no switcher, so this menu item is not there either; see Your account.

Belong to more than one organisation

You have one role per organisation, and they need not match: Admin in your own business, Accountant in a client's. An invitation to another organisation arrives by email; accepting it adds it to your switcher without affecting the first. The Admin role cannot be granted by invitation: it belongs to whoever created the organisation.

What lives elsewhere

You want to change Go to
Who may sign in Users and roles
Locations you invoice from Branches
ZATCA connections and certificates Devices and certificates
Plan and billing Subscription and billing