Customers and contacts

Getting started

Keep customer data accurate for invoicing, collections, and statements.

Why customer data matters

Name, VAT number, and address appear on invoices and affect compliance and collections.

In Customers, enter name, email, phone, VAT number when applicable, and address. Update them before ZATCA invoices.

Use the customer statement to review invoices, payments, and open balance before collection follow-up.

Avoid duplicate customers—search by name or VAT number first.

Tip: Cash walk-ins can use a generic customer; credit customers need a clear profile.

Getting started

Issue your first invoice

From customer selection to save, collect, or export.

Invoicing

Credit notes

Correct or reverse an issued invoice.

Getting started

Set up your business profile

VAT number, address, default VAT rate, and inventory method.

Still need help?

Our support team is ready to assist via the contact form or from your dashboard.