Managing Customers

Customers are central to the Sales module. Every invoice, quotation, and contract is linked to a customer record. Maintaining accurate and complete customer information saves time when creating documents and is essential for ZATCA compliance.

Creating a Customer

1. Navigate to Sales > Customers in the sidebar.
2. Click Create Customer.
3. Fill in the customer details (see fields below).
4. Click Save.

You can also create customers inline while creating an invoice, quotation, or contract. Click the + New Customer option in the customer dropdown to open a quick creation form without leaving the document you are working on.

Customer Fields

Field	Required	Description
Customer Name	Yes	The legal or business name. For ZATCA B2B invoices, this must match the name on the customer's VAT registration.
Customer Name (Arabic)	Recommended	The Arabic version of the customer name. Required for ZATCA-compliant Arabic invoices.
Email	No	The primary email address. Used for sending invoices, quotations, and contracts.
Phone	No	The primary phone number. Stored as part of the customer record.
VAT Number	Conditional	The customer's VAT registration number (15 digits). Required for B2B invoices under ZATCA.
CR Number	No	The commercial registration number. Useful for verifying business identity.
Customer Type	No	Individual or business. Affects ZATCA transaction classification.
National Address	Conditional	The customer's Saudi national address. Required for ZATCA B2B invoices. See National Address.

note

For ZATCA Phase 2 compliance, B2B customers must have a VAT number and a complete national address. Without these, invoices to that customer cannot be cleared through ZATCA.

Editing a Customer

1. Open the customer record from Sales > Customers.
2. Click Edit.
3. Update any fields as needed.
4. Click Save.

Changes to a customer record do not retroactively update existing invoices or contracts. Those documents retain the customer information as it was when they were created. New documents will use the updated information.

Contact Person

Each customer record includes a Contact Person field where you can record the name of the primary contact at the customer's organization. This is a single text field for reference purposes -- enter the name of the person you typically communicate with for this customer.

Customer Purchase History

Every customer record includes a complete history of all related transactions:

• Invoices -- all sales invoices issued to this customer, with status and amounts.
• Quotations -- all quotations sent to this customer.
• Contracts -- all contracts with this customer.
• Payments -- all payments received from this customer.

This history gives you a full picture of the business relationship at a glance, without needing to search through separate sections of the application.

Filtering and Searching Customers

The customer list supports several ways to find the customer you need:

• Search -- type a name, email, phone number, or VAT number in the search bar.
• Filter by type -- show only individual customers or only businesses.
• Sort -- sort by name, creation date, or total purchase amount.

For tenants with large customer databases, the search is the fastest way to locate a specific customer.

Customer Reports

Customer-level reports are available in the analytics section and include:

• Total revenue per customer -- how much each customer has been invoiced.
• Payment history -- paid, pending, and overdue amounts per customer.
• Top customers -- ranked list of customers by revenue.

These reports help you identify your most valuable customers, track outstanding balances, and spot trends in customer behavior.

tip

Keep customer records up to date, especially VAT numbers and addresses. Outdated information can cause ZATCA submission failures and delays in invoice processing.