How to Add the VAT Number for a Business Client

The Saudi Arabian General Authority of Zakat and Tax requires the issuance of an electronic tax invoice that includes the tax number of the client if the client is a registered entity for Value Added Tax (VAT), and we will explain the steps of adding the VAT number for the client in the account and display it within the invoice template.

1- Registering the VAT Number in the Client Profile

1. From the main menu, click on “Clients”.
2. Click on “Manage Clients” from the menu.
3. Click on the client you want to edit to add their VAT number.
4. Enter the client’s VAT number in the “VAT Number” field at the bottom.
   • Note: The client should be of the “Business” type for the VAT number field to appear.
5. Click the “Save” button.

2- Adding the VAT Number to the Invoice Template

Firstly: Add the VAT Number to a New Invoice Template:

1. From the main menu, click on “Templates”.
2. Click on “Printable Templates” from the menu.
3. Click on the “Invoice/ Estimate Layouts” card.
4. Click on the “New Layout” button.
5. Choose a preferred template format (we recommend selecting the “Tax Invoice” or “فاتورة ضريبية”  template).
6. Click on the “Client Info” button at the left side of the template editing screen.
7. Inside the Client Info screen, you will see a set of placeholders for client data. Enter the symbol {%client_bn1%} on a new line.
   • Note: If you choose the “Tax Invoice” or “فاتورة ضريبية” template, you will find the placeholder already present.
8. Click the “Save” button in the “Client Info” screen.
9. Check the “Set this layout as default” option in the “Template Details” tab of the template editing screen.
10. Click the “Save” button at the top.

 

Secondly: Add the Tax Number to a Previously Saved Invoice Template:

1. From the main menu, click on “Templates”.
2. Click on “Printable Templates” from the menu.
3. Click on the “Invoice/ Estimate Layouts” card.
4. Click on the default invoice template in your account to enter the template editing screen.
5. Click on the “Client Info”  tab on the left side of the template editing screen.
6. Inside the Client Info screen, you will see a set of placeholders for client data. Add the symbol {%client_bn1%} on a new line.
7. Click the “Save” button in the “Client Info” screen.
8. Click the “Save” button at the top to save the template.

Note: the above steps are specific to registering the VAT number for the client to whom the invoice is created. If you want to learn how to register the VAT number for the entity, you can refer to the guide from the following link: “How to Add the VAT Number in the Invoice”.