Customers

Maintain the buyers you issue invoices to — their tax registration, address, and contact details flow onto every document.

Customers are the buyers you issue sales invoices and credit notes to. Their details — legal name, VAT TRN, address, and PEPPOL Participant ID — flow onto your documents and enable electronic delivery. Open the page from Master Data → Customers in the sidebar.

The list

Each row is one customer. The grid has these columns:

Code — the customer's reference code. Assigned automatically from the Customer Codes number series when left empty on create, or your own code if you entered one.
Name — the customer's name. Select it to open the record for editing.
Email — the customer's email address.
Phone — the customer's phone number.
VAT TRN — the 15-digit UAE Tax Registration Number.
Status — Active or inactive.
Actions — Edit and Delete.

Use the Search box to filter by name, and select any column header to sort.

Add a customer

Select Add New in the top-right to open the customer form, which is grouped into cards.

Identity

Optionally add a Customer Code — your own reference code, for example from your ERP or accounting system. Leave it empty to auto-assign the next number from the Customer Codes series (for example CUST-00001). Then enter the legal Name (English) and Name (Arabic); both are required for e-invoice compliance.

Contact Information

Optionally add the Email, Phone, VAT TRN, and Contact Person. The VAT TRN must be a valid 15-digit UAE tax registration number.

Address

Enter the Address, City, and Country (which defaults to AE).

PEPPOL Network

Optionally add the PEPPOL Participant ID to enable direct electronic delivery to this customer.

Save

New customers are Active by default. Select Save.

Note

A Tax Invoice requires a customer that has a valid VAT TRN — without it the document cannot be issued as a tax invoice. Address and City are also required for Peppol submission; documents will fail validation without them.

Tip

Add the PEPPOL Participant ID (for example iso6523-actorid-upis::0211:XXXXXXXXXX) to deliver invoices to the customer directly over the Peppol network.

Row actions

Edit opens the customer form to change the details or toggle status.
Delete removes the customer. Documents already issued are unaffected.

Create or Edit an Invoice — selecting a customer fills the buyer details on the document.
Vendors — the suppliers on your purchase and self-billing documents.