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Mandatory Fields

Before issuing an E-Invoice or self-billed E-Invoice, you will need to make sure some mandatory fields is updated correctly.

Update Customer Info​

Customer info will be used for issuing E-Invoice.

  1. Go to Customer > Maintain Customer > New or Edit an existing customer.

  2. Fill in the mandatory fields as shown below.

    maintain-customer-general

  3. Select the default submission type to be used when issuing a document. This can be modified at the time of document creation if needed.

    SUBMISSION
    • None – Documents created for this customer will be excluded from E-Invoice submission by default.
    • E-Invoice – Documents created for this customer will be submitted as E-Invoice by default.
    • Consolidate – Documents created for this customer will be submitted as consolidated E-Invoice by default.

    maintain-customer-submission-type

  4. Click on Tax tab, and fill in customer tax info according to guide.

Update Supplier Info​

Supplier info will be used for issuing self-billed E-Invoice.

  1. Go to Supplier > Maintain Supplier > New or Edit an existing supplier.

  2. Fill in the mandatory fields as shown below.

    maintain-supplier-general

  3. Select the default submission type to be used when issuing a document. This can be modified at the time of document creation if needed.

    SUBMISSION
    • None – Documents created for this customer will be excluded from self-billed E-Invoice submission by default.
    • Self-billed – Documents created for this customer will be submitted as self-billed E-Invoice by default.
    • Consolidate – Documents created for this customer will be submitted as consolidated self-billed E-Invoice by default.

    maintain-supplier-submission-type

  4. Select the default classification to be used for item detail when issuing a document.

    maintain-supplier-classification

  5. Click on Tax tab, and fill in supplier tax info according to guide.

Info Request in Maintain Customer/Supplier​

The Info Request feature makes it easy to collect accurate company details from customers or suppliers, especially for E-Invoice submissions. It generates a secure link you can share by email, allowing recipients to enter their information directly.

Create Info Request​

To generate an Info Request that allows customers or suppliers to submit their company information

  1. Go to detail mode for the selected customer or supplier

  2. Right click on an empty space, click on Create Info Request

    create-info-request

  3. A dialog will appear showing a unique link. You can copy the link and share it manually or email it directly to the customer/supplier

    NOTE

    An email address is required to use the email option

    info-request-pending

Retrieve Info​

To collect the submitted data and update the customer's or supplier’s record

  1. Go to detail mode for the selected customer or supplier

  2. Right click on an empty space, click on Retrieve Info

    retrieve-info

  3. A dialog will display the submitted details along with the original request link

    info-request-valid

  4. Once you close the dialog, the record will be update automatically with the new information

    maintain-customer-retrieve-info

Batch Retrieve Info​

To retrieve and update information for multiple customers or suppliers at once

NOTE

An hourglass icon will appear next to customers or suppliers who has created Info Request maintain-customer-info-request

  1. In the browse screen, right-click on the button panel, click on Batch Retrieve Info

    batch-retrieve-info

  2. A progress dialog will appear and automatically fetch the submitted data for all customers/suppliers

    batch-retrieve-info-progress

Customer / Supplier Tax Info​

Local Business (Companies registered with local authorities)​

If your customers / suppliers are a registered entity in Malaysia (e.g.: SSM registered), you must fill in the BRN & TIN of the customer in order to issue E-Invoice / self-billed E-Invoice to the buyer / supplier.

maintain-customer-tax

Individual / Foreign Buyer​

In facilitating a more efficient E-Invoice issuance process as well as to ease the burden of individuals in providing their Tax Identification Number (TIN) and identification number details, IRBM provides the following concession to individuals:

  1. For Malaysian Individuals to provider either:
    1. TIN only
    2. MyKad / MyTentera identification number only
    3. Both TIN and MyKad / MyTentera identification number
  2. For non-Malaysian individuals to provide either:
    1. TIN only (TIN assigned by IRBM or use General TIN EI00000000020)
    2. Both TIN and BRN of foreign company
    3. Both TIN and passport number / MyPR / MKAS identification number

For Malaysian Individuals:

ScenarioIn SQL Account
TIN onlyID Type: NRIC, ID Value: Leave Empty, TIN: Buyer / Supplier TIN
MyKad onlyID Type: NRIC, ID Value: Buyer / Supplier NRIC, TIN: General Public EI00000000010
Both TIN & MyKadID Type: NRIC, ID Value: Buyer / Supplier NRIC, TIN: Buyer / Supplier TIN

For non-Malaysian Individuals:

ScenarioIn SQL Account
TIN onlyID Type: Passport, ID Value: Leave Empty, TIN: Buyer / Supplier TIN or General TIN EI00000000020
Both TIN & BRN of Foreign CompanyID Type: BRN, ID Value: Buyer / Supplier BRN, TIN: Buyer / Supplier TIN or General TIN EI00000000020
Both TIN & PassportID Type: Passport, ID Value: Buyer / Supplier Passport Number, TIN: Buyer / Supplier TIN or General TIN EI00000000020

Reference:

  1. List of ID Type in Maintain Customer / Supplier:

    maintain-customer-tax-idtype

  2. List of General TIN in Maintain Customer / Supplier:

    maintain-customer-tax-tin

Batch TIN Lookup​

info

This feature enables users to quickly look up missing New BRN/TIN information for customers and is exclusively available to those with an active SQL Account license

  1. Navigate to Customer > Maintain Customer or Supplier > Maintain Supplier.

    batch-tin-lookup-1

  2. Right click on the menu bar (located at the right side of the window), select TIN Lookup.

    batch-tin-lookup-2

  3. In the Tin Lookup window, you will be able to view all of your customers / suppliers details such as Old BRN, New BRN, TIN and etc. Click on the 🔍 to do a quick lookup on the missing fields, when you are done, click Save to apply.

    batch-tin-lookup-3

Update Stock Item​

IRBM (LHDN) has introduced Classification Codes to define the category of products or services being billed as a result of a commercial transaction.

  1. Go to Stock > Maintain Stock Item > Edit stock

  2. Update the classification accordingly.

    maintain-stock-classification

  3. Repeat Step 1-2 for all stocks.

info

You can also override the stock item classification codes during sales invoice entry.

sales-invoice-classification