Add a branch

Add a branch when you open a new office, or when you start selling from another country. Each branch issues documents in its own currency with its own seller details.

Before you start

• You need permission to change settings.
• Have the branch's legal name, VAT number, registration number and full address ready. In Saudi Arabia with e-invoicing, you also need the Arabic legal name and the 4-digit additional number of the national address.

Steps

1. Open Settings → Branches and press Add branch. The New branch window opens with your agency's country and its currency filled in.
2. Choose the Country first. It proposes the Currency and a Short code; you can change each.
3. Type the Name in English and the Name in Arabic.
4. Check the Currency and the Short code (up to 8 capital letters or digits, for example RUH). The short code appears in document numbers where the pattern has {BRANCH}.
5. Keep Tax rule for new lines on the country's default, or pick another of your rules in that country.
6. Leave E-invoicing on Off. In Saudi Arabia the hint says: Saudi Arabia requires e-invoices through ZATCA (Fatoora). It stays off until the branch has a ready production device (Settings → E-invoicing), then it turns on by itself. Choosing the country never turns it on.
7. Under Seller details on invoices, fill in the legal names, VAT number, Registration (type and number) and the address: Street, Building number, Additional number, District, City, Postal code, and optionally Region, Phone and Email. Every field marked * is required only when e-invoicing is on, but a device cannot be added until they are complete.
8. Under Options, choose Tax invoice (B2B) for and, if this branch should number its own documents, turn on Own document numbers (always on with e-invoicing).
9. Press Save. The message Branch saved appears and the branch is in the list.

After you save

• Your first branch becomes the Main branch.
• If it is the agency's first branch in that country, the country's tax rules are added to Settings → Taxes.
• If its currency is new to the agency, the currency is added to Settings → Currencies with an approximate rate (or rate 1 and In use off when no rate is known). Enter the real rate before you sell.
• You can give team members, trips and bookings this branch. A branch in Saudi Arabia numbers its own documents.

If something goes wrong

• Save stays grey: the English name or the country is empty.
• Another branch uses this code: choose another short code.
• VAT number: …: the VAT number does not match the country's format, for example 15 digits that start and end with 3 in Saudi Arabia.
• Commercial registration: 10 digits: a Saudi commercial registration has 10 digits.
• … is needed for e-invoicing: fill in the field, or set E-invoicing to Off for now.
• Building number: 4 digits, Additional number: 4 digits, Postal code: 5 digits: correct the Saudi address numbers.
• E-invoicing needs a currency with 2 decimals (e.g. SAR): e-invoices use 2-decimal amounts; choose such a currency.
• Enter a valid email: correct the branch email or leave it empty.
• Your … plan allows … branches. Upgrade the plan in Settings → Plan and billing to add more.: your plan's Branches limit is reached. Switch off a branch you no longer use, or upgrade: Plan limits and how usage is counted.