Invoice
An invoice is a formal document from a supplier to a buyer that lists the products or services provided, along with prices, quantities, and payment terms. The invoice includes supplier and buyer info, a breakdown of items or services, taxes, payment terms, and the total amount due. For more information, see Invoices.
Generate, Certify and Send Invoices
You can generate, certify and send outbound invoices with the Malaysia Electronic Invoicing SuiteApp.
To generate, certify and send e-documents for an invoice:
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Create or edit an invoice record.
Note:You must first set up a customer record before you can issue invoices to IRBM. For more information, see Setting Up a Customer Record.
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On the E-Document subtab:
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If the Template and Sending Method Auto-selection box is checked on the customer record, the template and sending method are automatically selected for a transaction.
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If the Template and Sending Method Auto-selection is not checked, do the following:
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From the E-Document Template list, select the Avalara Malaysia Outbound Transaction template.
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From the E-Document Sending Method list, select the Malaysia e-Invoicing Sending Method.
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In the Malaysia Electronic Invoicing subtab:
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Malaysia Mandate Type – Select one of the following mandate type from the list:
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MY-B2G-EINVOICE
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MY-B2B-EINVOICE
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MY-B2C-EINVOICE
Note:You can skip this step at transaction level, if you've already set the Malaysia Mandate Type field when setting up the customer or vendor record.
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In the Items subtab, fill the following fields and columns with appropriate values:
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Item
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Description
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Quantity
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Rate
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Tax Code – Select a tax code from the list. Before you do, make sure you’ve set up the Malaysia tax code. For more information, see Setting Up Malaysia Tax Code.
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Malaysia Classification Code – This field value is automatically generated if the item record is setup for new invoices. For existing invoices, you must enter the classification code manually.
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Malaysia Item Tax Exemption Details – Enter the tax exemption reason if you select Tax Exemption option from the Malaysia Tax Type list.
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In the Billing subtab, enter the billing address for the invoice. The Billing Address field is automatically filled from the customer record. You can customize the address by selecting Custom option from the Bill To Select list.
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Click Save.
Note:The system updates the transaction record, and shows the Generate E-Document button.
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Click the Generate E-Document button.
Note:On the E-Document subtab, the status in the E-Document Status field will change to Ready for Certification status. If you see the Generation Failed status, there is an error in generating the e-document, which you must fix before regenerating the e-document. For more information, see Viewing E-Document Status and Audit Trail
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After you generate e-documents, click Certify E-Document to send the e-documents to IRBM for certification.
Note:Certification of e-documents from IRBM takes time to process and the status of the e-document is set to Certification in Progress.
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After you get a response from IRBM, the e-document status changes to Ready for Sending.
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In the Malaysia e-Invoicing Fields subtab, the following fields are filled with appropriate values after the e-documents are certified from IRBM:
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Malaysia Unique Identifier Number – Stores the UUID for the transaction after e-document certification on a transaction record.
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Malaysia Long ID – Stores the long ID of the transaction after e-document certification from IRBM on a transaction record.
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Malaysia Digital Signature – Stores the digital signature after e-document certification from IRBM on a transaction record.
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Click the Send E-Document to send the certified invoices to customers.
You can see a banner message on the transaction record saying that e-document sending is in progress. The certified PDF is sent to the email in the customer record.
The E-Document Status field on the E-Document subtab is then 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