Choose a simplified or a standard (B2B) invoice
Decide which customers get a tax invoice (B2B) and which get a simplified tax invoice, and what changes on the document.
The system picks the kind of invoice by itself when you issue it. A business customer gets a Tax invoice (standard, B2B) with its tax details; everyone else gets a Simplified tax invoice (B2C). You decide the rule once, and set the customer's details right.
How the system decides
| The customer is | Your rule | The invoice |
|---|---|---|
| A person | any | Simplified tax invoice |
| A company with a VAT number | Companies with a VAT number (the default) | Tax invoice |
| A company without a VAT number | Companies with a VAT number | Simplified tax invoice |
| Any company | Every company customer | Tax invoice |
| Anyone | Nobody (always simplified) | Simplified tax invoice |
When the branch's tax rules charge no tax at all (for example in Qatar or Kuwait), the document prints as a plain Invoice.
Steps
- To set the rule for the agency, open Settings → Taxes. Under Tax invoices for businesses, choose Who gets a tax invoice (B2B): Companies with a VAT number, Every company customer or Nobody (always simplified). It saves at once.
- To give one branch its own rule, open Settings → Branches, edit the branch and choose Tax invoice (B2B) for. As the agency decides follows step 1.
- To make a customer get a tax invoice, open the customer and press Edit. Set Customer type to Company.
- Under Tax details for invoices, type the VAT number and, if they have them, the Commercial registration or an Other id. Fill in the address. Press Save.
- Issue the invoice on the booking. The row shows Tax invoice or Simplified tax invoice.
What changes on the document
- Tax invoice: the buyer box prints the company name, its VAT number (or its registration or other id) and its address.
- Simplified tax invoice: the buyer box prints the customer's name and contact details.
- In Saudi Arabia a tax invoice must be cleared by ZATCA before you give it to the buyer, and needs the buyer's full address before it can be issued. A simplified one is reported to ZATCA within 24 hours. See ZATCA e-invoicing explained.
- Credit notes and debit notes keep the kind of the invoice they belong to.
Note
The kind is fixed when the invoice is issued. If you complete a customer's VAT number afterwards, credit the invoice in full and issue a new one to get a tax invoice.
If something goes wrong
- This customer gets a tax invoice (business with a VAT number). Complete their address first: …: the customer gets a tax invoice but its address is missing the fields listed. Complete them on the customer and issue again.
- Only companies have a VAT number here. Choose "Company".: you typed a VAT number on a person. Change Customer type to Company.
- VAT number: …: the number does not match the country's format, for example 15 digits that start and end with 3 in Saudi Arabia.
Related articles
- Issue a ZATCA e-invoice for a Saudi companySet up a Saudi business customer's VAT number and national address, issue its tax invoice and check that ZATCA cleared it.
- Issue an invoiceIssue the tax invoice of a booking from its Payments tab, then print it or save it as a PDF for the customer.
- ZATCA e-invoicing explainedHow invoices of Saudi branches are signed and sent to ZATCA: clearance and reporting, devices and certificates, the QR code and retries.
- Invoices: common questionsAnswers about changing or deleting an invoice, wrong customer details, invoicing before payment, printing, currencies and the Rounding line.