How to Add and Display Your Tax Number on Invoices

Guidelines on how to add tax numbers in invoices for the organization and customers.

Procedures to follow:

Do you mean the organization’s tax number or the customer’s tax number?

• If you mean the organization’s tax number:

  1. Verify that the tax number is added in Settings > General Settings.

  2. Verify that the tax number is added in invoice design:

     • Go to Settings > General Settings.

     • Select Sales Invoice Settings from the top options.

       • Open the new designer from the bottom of the page by clicking on “Open Tax Invoice Designer” or “Open Simplified Tax Invoice Designer”.

     • Select the tax number by clicking on (…) to the left of the toolbar, then select Organization and choose Tax Number.

     • Click Save.

• If you mean the customer’s tax number:

  1. Verify that the tax number is added in customer data:

     • Go to Sales > Customers.

     • Click Edit next to the desired customer and confirm that the tax number is added.

  2. Verify that the tax number is added in invoice design:

     • Go to Settings > General Settings.

     • Select Sales Invoice Settings.

     • Open the new designer from the bottom of the page.

     • Select the tax number by clicking on (…) to the left of the toolbar, then select Contact and choose Tax Number.

     • Click Save.

Additional Notes:

• Ensure that the tax number is up to date in General Settings before designing the invoice.

• Verify that the customer’s tax number is correctly entered in the customer data.

• The tax number in Saudi Arabia must consist of 15 digits, starting with 3 and ending with 3. If an incorrectly formatted number is entered, an error message will appear.

• When updating the tax number in General Settings, the change does not reflect on old invoices (approved or paid). The change only appears in new invoices.

• There are two separate designers: the Tax Invoice Designer and the Simplified Tax Invoice Designer. You must add the tax number in both designers if you issue both types. The system prints the tax invoice if the customer has a tax number, and the simplified invoice if they do not.

Troubleshooting – If the tax number does not appear despite following the steps:

1. Ensure that you are editing in the correct designer (tax or simplified) based on the type of invoice you are printing, and confirm that the code “%%organization_tax_number%%” is added to display the organization’s tax number and the code “%%contact_tax_number%%” is added to display the customer’s tax number.

2. Ensure that the tax number is written in the correct format (15 digits, starting and ending with 3).

3. Try creating a new invoice after saving, as the change does not affect old invoices.

4. If the issue persists after all these steps, escalate the conversation to a support technician.