How to add your clients and manage their data on the Riwaa platform

You can add all your clients on the platform and track their financial transactions accurately. This helps you organize information and quickly access it when needed.

#Add Client Data

#From the Client List

1. Go to Sales and Clients > Clients > New.

2. Add the basic data:

   • Client's name.

   • Client code.

   • Phone number.

   • Opening balance (if any).

3. Click on "Save."

ℹ️ When issuing tax invoices from establishment to establishment (B2B), add the following data:

• Client's tax number.

• Commercial registration number or national ID.

• Address.

#From the Sales Screen

1. Go to Sales and Clients > Point of Sale.

2. Open the sales box.

3. Click on the "Client" option on the left of the screen.

4. Click on the (+) sign.

5. Add the client's data.

6. Click on "Add."

7. Complete the steps to issue the sales invoice.

#Edit Client Data

1. Go to Sales and Clients > Clients.

2. Search for the client by name, code, or phone number.

3. Click on the icon (⚙️), choose "Edit."

4. Edit the required data.

5. Click on "Save."

ℹ️ All client data can be edited, except for:

• Client code.

• Opening balance: if used when receiving an amount due from the client.

#Delete Client Data

1. Go to Sales and Clients > Clients.

2. Search for the client by name, code, or phone number.

3. Click on the icon (⚙️) choose "Delete."

ℹ️ The client can be deleted provided there are no amounts due.

#Access Client Invoices

1. Go to Sales and Clients > Clients.

2. Search for the client by name, code, or phone number.

3. Enter client details > click on: Client Invoices.

4. All client invoices appear.

#Export Client List

1. Go to Sales and Clients > Clients.

2. Click on "Export." An (Excel) file with all client data is downloaded.

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#Frequently Asked Questions

1. Is there a limit to the number of clients that can be added to the platform?
   ​No, there is no limit to the number of clients.

2. Can I add more than one client with the same phone number?

   No, a different phone number must be used for each client.

3. Can I edit client data from the Sales Screen/Box?
   Client data cannot be edited from the Sales Screen/Box, to edit client data go to: Sales and Clients > Clients.

4. Can I edit client data through the Rewaa Cashier app?
   No, data can only be edited through the browser.

5. Does the invoice or report record get affected when deleting client data from the platform?
   No, previous invoices or reports are not affected by any modification or deletion of client data.

6. Can I delete all clients at once?
   No, each client must be deleted individually.

7. What client data is exported in the Excel file?
   ​All client data, including basic and additional fields (if any).

8. Can I retrieve client data after deletion?
   No, it cannot be retrieved.

9. Can I view client invoices without entering the client list?

   Yes, go to Sales and Clients > Sales Invoices, and search for the client's name. All related invoices appear.

10. I added the client's name but it did not appear on the invoice?

    1. Make sure the (client name) option is enabled.

    2. Go to Sales and Clients > Sales Settings > Receipts.

    3. Check (✔) the client name option.

    4. Click on "Save."