SAV Academy · Customers & Suppliers
Creating a customer
Purpose
Create and maintain a customer master record — the party used on quotes, sales orders, invoices, credit notes and receipts.
Who uses it
Accountants and sales staff with the Parties permission.
Prerequisites
- •Company selected
- •For UAE VAT customers: a valid 15-digit TRN
Step by step
- 1Open Parties → Customers → New.
- 2Enter the legal name, contact and address (city and emirate for UAE).
- 3Enter the TRN if the customer is VAT-registered.
- 4Set the opening balance and the default receivable account if required.
- 5Save — the customer is now selectable on sales documents.
Key fields
| Legal name | Prints on documents and appears on statements. |
| TRN | Required for UAE VAT customers; used by e-invoicing readiness checks. |
| Emirate / City | Used for address completeness and UAE e-invoice readiness. |
| Opening balance | Creates the starting receivable via an opening entry, not a sale. |
Practical example
You add "Gulf Trading LLC", TRN 100xxxxxxxxxxx3, Dubai. It immediately becomes available in the sales invoice customer list.
Accounting impact
Creating a customer posts nothing. An opening balance, if entered, is recorded through the opening-balance mechanism against the receivable control account.
VAT impact
The TRN drives whether VAT applies and how the customer is treated on VAT reports.
E-invoice impact
For UAE e-invoicing, the TRN, emirate, address and electronic address are validated by the Master-Data Readiness check before a document can be issued.
Warnings
- •A wrong or missing TRN blocks UAE e-invoice issuance later.
Common mistakes
- •Entering an opening balance as a sales invoice — use the opening-balance path instead.
Tips
- •Complete the emirate and electronic address up front to avoid readiness gaps.