How to add a new customer
Add and manage customer information, billing details, and records.
| 2 minutes to read
Keeping accurate customer records makes invoicing faster and ensures every tax invoice contains the information ZATCA requires.
Step 1: Open the customer directory
Go to Sales → Customers and click Add Customer.
Step 2: Enter customer details
- Customer or company name
- Phone number and email address
- Billing and shipping address
- VAT registration number, for standard (B2B) invoices
Step 3: Save
Click Save. The customer is now available when you create quotes, invoices, and credit notes.
