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.
Add a customer
Select Add New in the top-right to open the customer form, which is grouped into cards.1
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.2
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.
3
Address
Enter the Address, City, and Country (which defaults to
AE).4
PEPPOL Network
Optionally add the PEPPOL Participant ID to enable direct electronic
delivery to this customer.
5
Save
New customers are Active by default. Select Save.
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.
Row actions
- Edit opens the customer form to change the details or toggle status.
- Delete removes the customer. Documents already issued are unaffected.
Related
- 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.