View, Edit, or Delete a Customer

This article explains how to view a customer’s details, edit them, and delete a customer from the Customers list in Qoyod, including the restrictions that apply to businesses with E-Invoicing enabled.

Path in Qoyod

Sales › Customers

View customer details

1. Open the Customers list from the Sales menu.
2. Click the View icon next to the customer’s name.
3. The customer details page opens, showing core information along with outstanding and overdue amounts for this customer.

Edit customer details

1. Open the Customers list.
2. Click the Edit icon next to the customer’s name.
3. Update the required fields on the customer details page.
4. Click Save.

Edit rules for businesses with E-Invoicing enabled

When editing any of the following fields:

• Customer Name
• Tax Number
• Billing Address

The change only applies to:

• New invoices.
• Invoices in Draft status.
• Invoices Pending Approval.

• The change does not apply to approved invoices or invoices already sent to ZATCA (Zakat, Tax and Customs Authority), in line with ZATCA regulations.

Editing the Government Customer option

When this option is enabled for a customer, it affects the tax calculation in the VAT return so that it is computed from the payment receipt date via vouchers (not from the issue date or due date), starting from November 1, 2021.

• The option cannot be edited or disabled after it is enabled.

Delete a customer

1. Open the Customers list.
2. Click the Delete icon next to the customer’s name.
3. Confirm the deletion.

If the customer cannot be deleted

If a message appears stating the customer cannot be deleted, the customer is linked to invoices or documents in the system.

• For businesses without E-Invoicing enabled: the customer can be deleted after removing all linked invoices and documents.
• For businesses with E-Invoicing enabled: a customer linked to approved invoices or invoices already sent to ZATCA cannot be deleted, in line with ZATCA regulations.