Add a New Customer

This article explains how to add a new customer in Qoyod, the fields available on the customer page, and special cases such as government (B2G) customers and customers based outside Saudi Arabia.

Path in Qoyod

Sales › Customers › Add New Customer

Steps

There are two ways to add a customer:

Method 1: From the Customers list

1. From the side menu, open Sales and choose Customers.
2. Click the (+) icon to add a new customer.
3. Enter the customer details in the fields shown. The only required field is Customer Name.
4. Click Save to create the customer.

Method 2: While creating an invoice or quote

1. Open the create sales invoice or new quote page.
2. From the Customer field, choose Add New Customer.
3. Enter the customer details and save.

Core fields

• Customer Name (required): the only field needed to create a customer.
• Contact Number (optional): the customer’s phone number.
• Tax Number (optional): affects the type of invoice issued as follows:
  • If filled in: invoices are issued as Tax Invoices.
  • If left blank: invoices are issued as Simplified Tax Invoices for businesses with E-Invoicing enabled.
  • If a non-Saudi tax number is entered: the invoice is automatically treated as an export invoice.
• Customer Status: active or inactive:
  • Active: the customer appears in the selection list when creating a new sales invoice.
  • Inactive: the customer does not appear when creating a new invoice. Used for customers you no longer deal with.

Special cases

Point of Sale customer

The Point of Sale customer option appears only when subscribed to the Qoyod Point of Sale service. Enabling it makes the customer visible inside the POS app.

Government customer (B2G)

When the Government Customer option is enabled, the tax calculation in the VAT return changes so it is computed from the payment receipt date via vouchers (not from the issue date or due date), based on the payment date of invoices and credit notes for government customers starting from November 1, 2021.

• The option cannot be edited after it is enabled.
• Invoices issued to this customer appear as Tax Invoices even if the tax number is empty.
• The customer must not be a Point of Sale customer.
• The invoice or note is automatically classified as B2G and the appropriate coding is applied in the XML file.

Tax-registered customer outside Saudi Arabia

When the option Is this customer a tax-registered entity? is enabled together with a non-Saudi country address:

• The tax number format validation is disabled, allowing any value in the field.
• This behavior is designed to make it easier to issue export invoices and stay compliant with tax regulations.

Customer addresses

Shipping address

The delivery address for goods or services to the customer. Used internally and does not appear on the invoice.

Billing address

The address that appears on the sales invoice issued to the customer. It can be copied directly from the shipping address, or entered manually if it differs.

Bank account information

An optional section to store the customer’s bank account details. Available fields:

• Bank account country: dropdown of all countries.
• Currency: dropdown of all currencies.
• Bank name.
• Bank account name.
• Bank account number: accepts up to 21 digits only, with no spaces or special characters.
• IBAN: length depends on the country. In Saudi Arabia it starts with SA and is 24 characters total (SA + 22 digits), with no extra letters or spaces.
• SWIFT code: no spaces or special characters.
• Bank address.

Bank account field validation rules

• All fields are optional by default.
• Once Bank Name or Bank Account Name is filled, the following become required: bank account country, currency, bank name, bank account name.
• At least one of Account Number or IBAN must be provided.
• If only the account number is filled, these fields become required: SWIFT code, bank address.

Additional customer identifiers

This section appears only for businesses with E-Invoicing enabled and lets you add identification numbers for the customer as needed:

• Tax Group Number: up to 15 digits.
• National ID: up to 10 digits.
• Iqama Number: up to 10 digits.
• Distinguished Tax Number: up to 10 digits.
• 700 Number: up to 10 digits.
• Commercial Registration Number: up to 10 digits.
• Ministry of Municipal and Rural Affairs license: up to 5 digits.
• Ministry of Human Resources and Social Development license: up to 10 digits.
• General Investment Authority license: 10 to 16 digits.
• GCC ID: 7 to 20 digits.
• Passport Number.
• Other identifier: for any additional ID number.