Add a Customer, Product & Sales Invoice (Step by Step)

A practical guide to add a customer and a product, then issue a sales invoice in Odoo, compliant with ZATCA e-invoicing.

1) Add a new customer  (Accounting → Customers → New)

1. Click New and type the customer name.
2. Set type to Company for business customers (B2B).
3. Enter the Tax ID — it must be 15 digits, starting and ending with 3.
4. Address tab: Street, Neighborhood (Street 2), City, Country = Saudi Arabia.
5. Enter Building Number (4 digits) and Postal Code (5 digits).
6. Enter the customer's email, then Save. Missing required fields are blocked by a ZATCA warning.

2) Add a new product  (Sales → Products → New)

1. Click New and type the product name.
2. Choose the type: Service or Storable/Goods.
3. Select the Unit of Measure (create it if missing, e.g. Months).
4. Enter the sales price and state if it is VAT-inclusive or exclusive.
5. Under Customer Taxes pick 15% — Exclusive if price is without VAT, Inclusive if it already includes VAT.
6. Set the correct company, then Save.

3) Create a sales invoice  (Accounting → Customers → Invoices → New)

1. Click New and select the customer.
2. Set the invoice date, add a line and choose the product.
3. Enter quantity and unit price; check the 15% tax and the totals.
4. Click Confirm/Post — it is sent automatically to ZATCA (e-invoice).
5. Print or send the invoice (it carries a QR code).

Example: Customer “Forat Gardens Supermarket”, product “General Labor”, unit Months, price SAR 2,000 excl. VAT, tax 15% exclusive → total SAR 2,300.