How to Add ZATCA-Compliant Customers in Invent ERP?

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

Invent ERP allows you to easily add both individual customers and companies, while ensuring that all required information is included so your invoices can be successfully accepted by ZATCA.

Step-by-Step Process

Step 1: Open the CRM Module

From All Apps, navigate to CRM

Step 2: Create a New Customer

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

Step 3: Adding an Individual Customer

When adding an Individual Customer (Person), the most important requirement for ZATCA compliance is ensuring that the customer’s full and accurate name is entered.

Step 4: Adding a Company Customer

When adding a Company, additional details are required to ensure the invoice is accepted by ZATCA.

Enter the Official Company Name

Add the company’s Tax Identification Number

In the Identification Type select Commercial Registration Number and enter the company’s CR Number in the Identification Number field.

The company address must be entered accurately and completely. Make sure to include the following details:

Country
State / Region
ZIP Code (Postal Code)
Street 1
Street 2 (District Name)
Building Number

Step 5: Save the Customer

Once all the required information has been entered, click Create to save the customer record.

Notes & Tips

Always enter the official company name exactly as registered to avoid invoice validation issues.
A complete address is required for company customers to meet ZATCA requirements.
Individual customers generally require fewer fields, but their name must always be accurate.