Units, taxes, and payment methods

These masters sit between your chart of accounts and your product catalogue. Products and invoices depend on them.

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Units of measure

Every product must have a unit. Examples: Piece, Kg, Litre, Box, Carton.

Creating a unit

1. Go to Products → Units (or General Settings → Master → Units)
2. Click + Add
3. Enter Name (e.g. "Piece", "Kg")
4. Set Status — Active or Inactive
5. Add Description (optional)
6. Save

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Taxes

Tax rates are applied to products and flow through to invoice line items. For Saudi Arabia, this is typically 15% VAT.

Creating a tax

1. Go to Taxes
2. Click + Add
3. Enter Name (e.g. "VAT 15%")
4. Enter Rate (percentage)
5. Save

When you assign a tax to a product, the rate is applied automatically on sales and purchase transactions. ZATCA-compliant invoices use this for VAT breakdown in the XML.

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Payment methods

Payment methods link to ledger accounts so payments post correctly to accounting.

Prerequisites

• Chart of Accounts must exist (at least a Cash and Bank ledger)

Creating a payment method

1. Go to Payment Methods
2. Click + Add
3. Enter Name (e.g. "Cash", "Bank Transfer", "Mada")
4. Select the Account from Chart of Accounts (where payments are posted)
5. Save

Location-level payment mapping

After creating payment methods, map them per location:

1. Go to Locations
2. Open a location
3. Click Pay Accounts
4. Map each payment method to the correct ledger account for this location

This ensures cash received at Branch A's warehouse posts to the right account.

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Selling price groups

Selling price groups let you set different prices for different customers — for example Retail, Wholesale, or VIP.

1. Go to Selling Price Groups
2. Click + Add and name the group
3. Assign the group to customers on the customer form
4. Set product prices for each group (and optionally for each location)

When you select a customer on a sale, their selling price group sets the default price for each product.

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Document numbers

Control how document numbers are generated for each transaction type.

1. Go to Module Numbers
2. Select the document type (Quotation, Sale Order, Sale, Purchase Order, etc.)
3. Set Prefix, Next Number, and formatting rules
4. Save

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How these connect

You set up	Used when
Units	Creating a product (required)
Taxes	Creating a product and on invoices
Payment Methods	Recording a payment on a sale or purchase
Selling Price Groups	Assigning a price list to a customer
Module Numbers	Creating any document (quotation, invoice, and so on)
Chart of Accounts	Linking payment methods and journal entries

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What to do next

• Adding and managing products
• Managing customers
• Sales invoices