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E-Invoice

Submitting E-Invoices via SQL Account is seamless and integrates smoothly with your existing workflow.

Sales​

Sales Invoice / Cash Sales​

NOTE

These documents generate MyInvois Invoice which is a commercial document that itemises and records a transaction between your customer and you.

  1. Go to Sales > Invoice / Cash Sales > New to issue a new invoice / cash sales.

  2. Select an existing customer or create a new customer.

    sales-invoice-customer

  3. Click on More (1) to view mandatory info required for e-invoice, it will be prefilled with the info from existing customer's profile. Click on 📌(2) to pin the tab for easier view.

    sales-invoice-more

  4. Select the submission type for this document.

    • If you do not want to use the default submission type from the customer's profile, select a different option for this document.
    SUBMISSION
    • None – Exclude this document from E-Invoice submission.
    • E-Invoice – This document will be submitted as E-Invoice.
    • Consolidate – This document will be submitted as consolidated E-Invoice.

    sales-invoice-submission-type

  5. Continue with usual invoice / cash sales entry and Save.

E-Invoice Operation​

After saving your Sales Invoice or Cash Sales document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:

Credit Note​

NOTE

This document generate MyInvois Credit Note which is issued by you to correct errors, apply discounts, or account for returns in a previously issued E-Invoice with the purpose of reducing the value of the original E-Invoice. This is used in situations where the reduction of the original E-Invoice does not involve return of monies to your customer.

When creating a credit note, you have the option to reference validated E-Invoices. There are three methods to do this:

IMPORTANT

Please ensure that the referenced documents are validated E-Invoices. If they are not, the system will be unable to find the reference, and the credit note reference field will automatically indicate not applicable and become an unreferenced credit note.

Transfer To​

  1. Open validated invoice / cash sales in entry form. (Browse Mode)

  2. Right Click on Invoice / Cash Sales title, select Transfer To Sales Credit Note.

  3. Click on More (1) to view mandatory info required for e-invoice, it will be prefilled with the info from the validated invoice / cash sales. Click on 📌(2) to pin the tab for easier view.

    SUBMISSION

    You can reference a consolidated E-Invoice but you cannot consolidate credit note.

    • None – Exclude this document from E-Invoice submission.
    • E-Invoice – This document will be submitted as E-Invoice.

    sales-credit-note-more

  4. Continue with usual credit note entry and Save.

Transfer From​

  1. Go to Sales > Credit Note > New to issue a new credit note.

  2. Right Click on Credit Note title, select Transfer From Sales Invoice / Transfer From Cash Sale, then do transfer from operation as usual (Choose validated documents for valid references).

  3. Click on More (1) to view mandatory info required for e-invoice, it will be prefilled with the info from the validated invoice / cash sales. Click on 📌(2) to pin the tab for easier view.

    SUBMISSION

    You can reference a consolidated E-Invoice but you cannot consolidate credit note.

    • None – Exclude this document from E-Invoice submission.
    • E-Invoice – This document will be submitted as E-Invoice.

    sales-credit-note-more

  4. Continue with usual credit note entry and Save.

From Doc​

  1. Go to Sales > Credit Note > New to issue a new credit note.

  2. Select an existing customer or create a new customer.

    sales-credit-note-customer

  3. Click on More (1) to view mandatory info required for e-invoice, it will be prefilled with the info from existing customer's profile. Click on 📌(2) to pin the tab for easier view.

    SUBMISSION

    You can reference a consolidated E-Invoice but you cannot consolidate credit note.

    • None – Exclude this document from E-Invoice submission.
    • E-Invoice – This document will be submitted as E-Invoice.

    sales-credit-note-more

  4. Click on From Doc button ⋯ (1) to manually select one or more validated invoices / cash sales (2) to establish the reference.

    tip

    From Doc field allow you to manually select one or more validated invoices / cash sales as reference without affecting transfer quantity.

    sales-credit-note-fromdoc

  5. Continue with usual credit note entry and Save.

E-Invoice Operation​

After saving your Credit Note document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:

Debit Note​

NOTE

This document generate MyInvois Debit Note which is issued by you to indicate additional charges on a previously issued E-Invoice.

When creating a debit note, you have the option to reference validated E-Invoices.

IMPORTANT

Please ensure that the referenced documents are validated E-Invoices. If they are not, the system will be unable to find the reference, and the debit note reference field will automatically indicate not applicable and become an unreferenced debit note.

  1. Go to Sales > Debit Note > New to issue a new debit note.

  2. Select an existing customer or create a new customer.

    sales-debit-note-customer

  3. Click on More (1) to view mandatory info required for e-invoice, it will be prefilled with the info from existing customer's profile. Click on 📌(2) to pin the tab for easier view.

    SUBMISSION

    You can reference a consolidated E-Invoice but you cannot consolidate debit note.

    • None – Exclude this document from E-Invoice submission.
    • E-Invoice – This document will be submitted as E-Invoice.
    • Consolidate – Not applicable for this document type.

    sales-debit-note-more

  4. Click on From Doc button ⋯ (1) to manually select one or more validated invoices / cash sales (2) to establish the reference.

    tip

    From Doc field allow you to manually select one or more validated invoices / cash sales as reference without affecting transfer quantity.

    sales-debit-note-fromdoc

  5. Continue with usual debit note entry and Save.

E-Invoice Operation​

After saving your Debit Note document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:

Purchase​

Purchase Invoice / Cash Purchase​

NOTE

These documents generate MyInvois Self-Billed Invoice which is a commercial document to document expenses that itemises and records a transaction between your supplier and you. For E-Invoice purposes, you shall issue Self-Billed E-Invoices for the following transactions:

  1. Payment to agents, dealers, distributors, etc.
  2. Goods sold or services rendered by foreign suppliers
  3. Profit distribution (e.g., dividend distribution)
  4. Electronic commerce ("e-commerce") transactions
  5. Pay-out to all betting and gaming winners1
  6. Transactions with individuals (who are not conducting a business) (applicable only if the other self-billed circumstances are not applicable)
  7. Interest payment, except:
    1. Businesses (e.g., financial institutions, etc.) that charge interest to public at large (regardless of whether they are businesses or individuals);
    2. Interest payment made by employee to employer; and
    3. Interest payment made by foreign payor to Malaysian taxpayers.
  8. Claim, compensation or benefit payments from the insurance business of an insurer

  1. Go to Purchase > Purchase Invoice / Cash Purchase > New to issue a new purchase invoice / cash purchase.

  2. Select an existing supplier or create a new supplier.

    purchase-invoice-supplier

  3. Click on More (1) to view mandatory info required for Self-Billed E-Invoice, it will be prefilled with the info from existing supplier's profile. Click on 📌(2) to pin the tab for easier view.

    purchase-invoice-more

  4. Select the submission type for this document.

    • If you do not want to use the default submission type from the supplier's profile, select a different option for this document.
    SUBMISSION
    • None – Exclude this document from Self-Billed E-Invoice submission.
    • Self-billed – This document will be submitted as Self-Billed E-Invoice.
    • Consolidate – This document will be submitted as consolidated Self-Billed E-Invoice.

    purchase-invoice-submission-type

  5. Continue with usual purchase invoice / cash purchase entry and Save.

E-Invoice Operation​

After saving your Purchase Invoice or Cash Purchase document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:

Purchase Returned​

NOTE

This document generate MyInvois Self-Billed Credit Note which is issued by you to correct errors, apply discounts, or account for returns in a previously issued Self-Billed E-Invoice with the purpose of reducing the value of the original Self-Billed E-Invoice. This is used in situations where the reduction of the original Self-Billed E-Invoice does not involve return of monies to the you

When creating a purchase returned, you have the option to reference validated Self-Billed E-Invoices. There are three methods to do this:

IMPORTANT

Please ensure that the referenced documents are validated Self-Billed E-Invoices. If they are not, the system will be unable to find the reference, and the purchase returned reference field will automatically indicate not applicable and become an unreferenced Self-Billed Credit Note.

Transfer To​

  1. Open validated purchase invoice / cash purchase in entry form. (Browse Mode)

  2. Right Click on Purchase Invoice / Cash Purchase title, select Transfer To Purchase Returned.

  3. Click on More (1) to view mandatory info required for Self-Billed Credit Note, it will be prefilled with the info from the validated purchase invoice / cash purchase. Click on 📌(2) to pin the tab for easier view.

    SUBMISSION

    You can reference a consolidated Self-Billed E-Invoice but you cannot consolidate Self-Billed Credit Note.

    • None – Exclude this document from Self-Billed Credit Note submission.
    • Self-billed – This document will be submitted as Self-Billed Credit Note.
    • Consolidate – Not applicable for this document type.

    purchase-returned-more

  4. Continue with usual purchase returned entry and Save.

Transfer From​

  1. Go to Purchase > Purchase Returned > New to issue a new purchase returned.

  2. Right Click on Purchase Return title, select Transfer From Purchase Invoice / Transfer From Cash Purchase, then do transfer from operation as usual (Choose validated documents for valid references).

  3. Click on More (1) to view mandatory info required for Self-Billed Credit Note, it will be prefilled with the info from the validated purchase invoice / cash purchase. Click on 📌(2) to pin the tab for easier view.

    SUBMISSION

    You can reference a consolidated Self-Billed E-Invoice but you cannot consolidate Self-Billed Credit Note.

    • None – Exclude this document from Self-Billed Credit Note submission.
    • Self-billed – This document will be submitted as Self-Billed Credit Note.
    • Consolidate – Not applicable for this document type.

    purchase-invoice-more

  4. Continue with usual purchase returned entry and Save.

From Doc​

  1. Go to Purchase > Purchase Returned > New to issue a new purchase returned.

  2. Select an existing supplier or create a new supplier.

    purchase-returned-supplier

  3. Click on More (1) to view mandatory info required for Self-Billed Credit Note, it will be prefilled with the info from the validated purchase invoice / cash purchase. Click on 📌(2) to pin the tab for easier view.

    SUBMISSION

    You can reference a consolidated Self-Billed E-Invoice but you cannot consolidate Self-Billed Credit Note.

    • None – Exclude this document from Self-Billed Credit Note submission.
    • Self-billed – This document will be submitted as Self-Billed Credit Note.
    • Consolidate – Not applicable for this document type.

    purchase-invoice-more

  4. Click on From Doc button ⋯ (1) to manually select one or more validated purchase invoices / cash purchases (2) to establish the reference.

    tip

    From Doc field allow you to manually select one or more validated purchase invoices / cash purchases as reference without affecting transfer quantity.

    purchase-returned-fromdoc

  5. Continue with usual purchase returned entry and Save.

E-Invoice Operation​

After saving your Purchase Returned document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:

Purchase Debit Note​

NOTE

This document generate MyInvois Self-Billed Debit Note which is issued by you to indicate additional charges on a previously issued Self-Billed E-Invoice.

When creating a purchase debit note, you have the option to reference validated Self-Billed E-Invoices.

IMPORTANT

Please ensure that the referenced documents are validated Self-Billed E-Invoices. If they are not, the system will be unable to find the reference, and the purchase debit note reference field will automatically indicate not applicable and become an unreferenced Self-Billed Debit Note.

  1. Go to Purchase > Purchase Debit Note > New to issue a new purchase debit note.

  2. Select an existing supplier or create a new supplier.

    purchase-debit-note-supplier

  3. Click on More (1) to view mandatory info required for Self-Billed Debit Note, it will be prefilled with the info from existing supplier's profile. Click on 📌(2) to pin the tab for easier view.

    SUBMISSION

    You can reference a consolidated Self-Billed E-Invoice but you cannot consolidate Self-Billed Credit Note.

    • None – Exclude this document from Self-Billed Credit Note submission.
    • Self-billed – This document will be submitted as Self-Billed Credit Note.
    • Consolidate – Not applicable for this document type.

    purchase-debit-note-more

  4. Click on From Doc button ⋯ (1) to manually select one or more validated purchase invoices / cash purchases (2) to establish the reference.

    tip

    From Doc field allow you to manually select one or more validated purchase invoices / cash purchases as reference without affecting transfer quantity.

    purchase-debit-note-fromdoc

  5. Continue with usual purchase debit note entry and Save.

E-Invoice Operation​

After saving your Purchase Debit Note document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:

Cash Book​

Mandatory Fields​

Cash Book does not use customer / supplier info from maintain customer / supplier. The mandatory fields is filled with last used info in Cash Book itself.

  1. Go to GL > Cash Book Entry > New PV / New OR to issue a new payment voucher / receipt voucher.

  2. Click on More (1) to fill in mandatory fields. Click on 📌(2) to pin the tab for easier view.

    cash-book-more

  3. Fill in Company Name. You may click on the label (1) or press enter to fill in company name.

    cash-book-company-name

  4. Manually fill in the mandatory fields below. TIN must be filled.

    cash-book-mandatory-fields

    cash-book-mandatory-fields-filled

  5. Continue with cash book entry following Payment Voucher guide or Receipt Voucher guide below and Save.

  6. For the next entry, you can reuse the mandatory info filled in during Step 4. It can be found in the company name lookup.

    cash-book-company-name-lookup

Payment Voucher​

This document can generate either MyInvois Self-Billed Invoice or MyInvois Refund Note based on submission type.

SUBMISSION
  • None – Exclude this document from submission.
  • Self-billed – This document will be submitted as Self-Billed Invoice.
  • E-Invoice Refund – This document will be submitted as Refund Note.

Self-Billed Invoice​

NOTE

Self-Billed Invoice is a commercial document that itemises and records a transaction between your supplier and you.

For E-Invoice purposes, you shall issue Self-Billed E-Invoices for the following transactions:

  1. Payment to agents, dealers, distributors, etc.
  2. Goods sold or services rendered by foreign suppliers
  3. Profit distribution (e.g., dividend distribution)
  4. Electronic commerce ("e-commerce") transactions
  5. Pay-out to all betting and gaming winners1
  6. Transactions with individuals (who are not conducting a business) (applicable only if the other self-billed circumstances are not applicable)
  7. Interest payment, except:
    1. Businesses (e.g., financial institutions, etc.) that charge interest to public at large (regardless of whether they are businesses or individuals);
    2. Interest payment made by employee to employer; and
    3. Interest payment made by foreign payor to Malaysian taxpayers.
  8. Claim, compensation or benefit payments from the insurance business of an insurer

  1. Go to GL > Cash Book Entry > New PV to issue a new payment voucher.

  2. Fill in mandatory fields following the guide.

  3. Select Self-billed submission type.

    payment-voucher-submission-self-billed

  4. Continue with usual payment voucher entry and Save.

E-Invoice Operation​

After saving your Payment Voucher document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:

Refund Note​

NOTE

Refund Note is the document issued by you to confirm the refund of your customer payment. This is used in situations where there is a return of monies to your customer.

When creating a refund note, you have the option to reference validated E-Invoices from Receipt Voucher.

IMPORTANT

Please ensure that the referenced documents are validated E-Invoices (Receipt Voucher). If they are not, the system will be unable to find the reference, and the Refund Note reference field will automatically indicate not applicable and become an unreferenced Refund Note.

  1. Go to GL > Cash Book Entry > New PV to issue a new payment voucher.

  2. Click on From Doc button ⋯ (1) to manually select one or more validated Receipt Voucher (2) to establish the reference.

    payment-voucher-fromdoc

  3. Fill in mandatory fields following the guide.

  4. Select E-Invoice Refund submission type.

    payment-voucher-submission-e-invoice-refund

  5. Continue with usual payment voucher entry and Save.

E-Invoice Operation​

After saving your Payment Voucher document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:

Receipt Voucher​

This document can generate either MyInvois Invoice or MyInvois Self-Billed Refund Note based on submission type.

SUBMISSION
  • None – Exclude this document from submission.
  • E-Invoice – This document will be submitted as E-Invoice.
  • Self-Billed Refund – This document will be submitted as Self-Billed Refund Note.

Invoice​

NOTE

Invoice is a commercial document that itemises and records a transaction between your customer and you.

  1. Go to GL > Cash Book Entry > New OR to issue a new receipt voucher.

  2. Fill in mandatory fields following the guide.

  3. Select E-Invoice submission type.

    receipt-voucher-submission-e-invoice

  4. Continue with usual receipt voucher entry and Save.

E-Invoice Operation​

After saving your Receipt Voucher document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions:

Self-Billed Refund Note​

NOTE

Self-Billed Refund Note is the document issued by you to confirm the refund of your payment. This is used in situations where there is a return of monies to your supplier.

When creating a self-billed refund note, you have the option to reference validated Self-Billed E-Invoices from Payment Voucher.

IMPORTANT

Please ensure that the referenced documents are validated Self-Billed E-Invoices (Payment Voucher). If they are not, the system will be unable to find the reference, and the Self-Billed Refund Note reference field will automatically indicate not applicable and become an unreferenced Self-Billed Refund Note.

  1. Go to GL > Cash Book Entry > New OR to issue a new receipt voucher.

  2. Click on From Doc button ⋯ (1) to manually select one or more validated Payment Voucher (2) to establish the reference.

    receipt-voucher-fromdoc

  3. Fill in mandatory fields following the guide.

  4. Select Self-billed Refund submission type.

    receipt-voucher-submission-self-billed-refund

  5. Continue with usual receipt voucher entry and Save.

E-Invoice Operation​

After saving your Receipt Voucher document, you can access E-Invoice operations through the MyInvois button. These operations help you manage your E-Invoices efficiently. Use the links below to navigate to the specific operation section for detailed instructions: