Generating and Sending Outbound E-Documents for a Self-billed Transaction

You can generate and certify outbound e-documents for vendor bill (self-billed invoice) transactions and send the e-documents to vendors. The vendor bill record is considered as a self-billed invoice.

To generate and send e-documents for a vendor bill transaction:

1. Create or edit a Vendor Bill record.

2. From the Vendor list, select the required vendor for the transaction.

3. On the E-Document subtab:

   • From the E-Document Template list, select the Avalara Malaysia Outbound Transaction template.

   • From the E-Document Sending Method list, select the Malaysia e-Invoicing Sending Method

4. In the Malaysia Electronic Invoicing subtab:

   • Select one of the following mandate type from the Malaysia Mandate Type list:

     • MY-B2G-EINVOICE

     • MY-B2B-EINVOICE

     • MY-B2C-EINVOICE

   • In the Malaysia Reference Number of Customs Form field, enter the unique identification number assigned on the declaration of the imported goods.

5. In the Expenses and Items subtab, select the Items subtab and fill the following fields and columns with appropriate values:

   • Description

   • Item

   • Malaysia Item Classification

   • Malaysia Item Tax Exemption Details

   • Quantity

   • Rate

   • Unit Price

   • Tax Code

6. Click Save.

   Note:

   The system updates the transaction record, and the Generate E-Document button is displayed.

   On the E-Document subtab, the value of the E-Document Status field is changed to For Generation.

7. Click the Generate E-Document button.

   Note:

   On the E-Document subtab, the status of the e-document in the E-Document Status field, will change to Ready for Certification status. If the status is displayed as Generation Failed, then an error is displayed when generating the e-document. You must fix this error before regenerating the e-document. For more information, see Viewing E-Document Status and Audit Trail

8. After generating e-documents, click the Certify E-Document button. The document is sent to IRBM for certification.

   Note:

   Note: Certification of e-documents from IRBM takes time to process and the status of the e-document is set to Certification in Progress.

9. After receiving response from IRBM, the e-document status is set to Ready for Sending.

10. Click the Send E-Document button to send the certified self-billed invoices (vendor bills) to e-document recipients.

    A banner message is displayed on the transaction record indicating that sending of the e-document is in progress. The certified PDF is sent to the email in the vendor record.

    Then, the value of the E-Document Status field on the E-Document subtab is set to Sent status. For more information, see Outbound E-Document Statuses.

    Note:

    By default system generated template is used to send the email to e-document recipient list. You can customize the email template, for more information about customization see Selecting an E-Document Email Custom Template

General Notices