Setting Up a Customer Record

You must setup a customer record and buyer identification code for each Saudi Arabian customer. This code is used as authentication.

Go to Lists > Relationships > Customers.
Click the Edit link next to a customer.
In the Customer record, go to Saudi Arabia Fields Subtab.
In the Scheme ID field, select the appropriate scheme ID and enter the Buyer ID.
In the Shipping and Billing Address fields, enter the address in Arabic language.
In the Company Name field, enter the company name in Arabic language.
From the following custom PDF template lists, select the required templates.
- Saudi Arabia Credit Memo PDF Template
- Saudi Arabia Invoice PDF Template
- Saudi Arabia Debit Note PDF Template
In the TAX Reg Number field on the Financial subtab, enter the customer's TAX registration number.
In the Address subtab, fill the required fields.

The Building Number and Additional Number fields must have a 4 digit number. The Postal Code field must have a 5 digit number.
In the E-Document Package field on the E-Document subtab, select the Saudi Arabia ZATCA e-document package.
In the Customer E-Document Email Recipient subtab, add the customer details of the e-document email recipient.
Click Save.