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How to Create and Manage ZATCA-Compliant Customer Records in Invent ERP

Learn how to configure customer records with the information required for Saudi Arabia ZATCA compliance.

Step-by-Step Process​

Step 1: Open the CRM Module​

From All Apps

Step 1 - Open CRM Module

Navigate to CRM Step 1 - Create New Customer

Step 2: Create a New Customer​

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

Step 2 - Create 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 3 - Create New Customer

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

Step 4 - Create New Customer

Add the company’s Tax Identification Number

Step 4 - Create New Customer

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

Step 4 - Create New Customer

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 4 - Create New Customer

Step 5: Save the Customer​

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

Step 5 - 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.