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How to Add ZATCA-Compliant Customers in Invent ERP?

Before creating invoices in Saudi Arabia, ensure that your customer records are properly configured in accordance with ZATCA e-invoicing requirements.

Step-by-Step Process​

Step 1: Open the CRM Module​

From All Apps, navigate to CRM.

Step 1 - Open CRM Module

Step 2: Create a New Customer​

From the Customers List, click Add to add a new customer.

Step 2 - Create New Customer Step 2 - Create New Customer Step 2 - Create New Customer Step 2 - Create New Customer Step 2 - Create New Customer Step 2 - Create New Customer Step 2 - Create New Customer

Adding an Individual Customer​

The most important requirement for ZATCA compliance is ensuring the customer's full and accurate name is entered.

Adding a Company Customer​

Additional details are required for company customers:

  • Official Company Name
  • Tax Identification Number
  • Identification Type: Commercial Registration Number (+ CR Number)
  • Complete Address:
    • Country
    • State / Region
    • ZIP Code (Postal Code)
    • Street 1
    • Street 2 (District Name)
    • Building Number

Step 3: Save the Customer​

Click Create to save the customer record.

Step 3 - Save Customer

Notes & Tips​

  • Always enter the official company name exactly as registered.
  • A complete address is required for company customers.
  • Individual customers generally require fewer fields, but their name must always be accurate.