Create a self-billed e-invoice

Setting up SST is optional for e-invoicing. SST is only relevant to businesses with over RM500k turnover. E-invoicing is mandatory for businesses with over RM150k.

1. Before you start using e-invoicing, set up your sales tax. See this article.
2. Set up all your sales and services tax (SST) rates in accordance to Malaysian SST standards.
3. When setting up exemption tax rates (0%), make sure you enter an exemption reason as per the SST-02 form in the description field.

1. To turn on e-Invoicing, navigate to Account & Settings, then Sales, then e-Invoicing.
2. Select the pencil icon and select enable. You can turn off e-invoicing by toggling this off.
3. To edit your E-invoicing details, select View or change.
4. Next, fill tax identification numbers.
   • SST ID: This is the identification number provided by the government when registering for SST (15 digits).
   • Business Registration Number (BRN): Unique number assigned to a business entity upon incorporation with the Companies Commission of Malaysia (SSM), also known as Suruhanjaya Syarikat Malaysia (12 digits).
   • Sales Tax Registration (TIN): In Malaysia, the Sales Tax Registration (TIN), also known as the Income Tax Number, is a unique identifier assigned to individuals and entities who are registered taxpayers with the Inland Revenue Board of Malaysia (LHDN).
   • Malaysia Standard Industrial Classification (MSIC) Code: MSIC codes are 5-digit numeric codes that represent the taxpayer’s business nature and activity. See here for codes.
   • Tourism Sales Tax Registration (TTRN): Optional. Only for businesses operating in tourism industry (Hotels).
5. Connect to LHDN.
   • Enter Myinvois credentials. See the MyTax site for more information.
   • Set up Quickbooks as an ERP provider.
   • Input Client ID & Client Secret into QuickBooks.
6. Upload your digital certificate.
   • Digital Signature certificates are electronic signatures Malaysian individuals and businesses can use to authorise documents. Malaysian customers need to acquire one from an authorised Certificate Authority (CA). This isn't the same as an e-signature.
7. If you need to change any details, go back to Account and settings, then Sales and then e-Invoicing, and select View or Change.

For customers you invoice, you need to add a few details in the Additional info section.

1. Follow this link to complete the steps in product
2. Open a customer record.
3. Select the Customer Details tab.
4. Select Edit.
5. Open the Additional info section.
6. Enter the TIN.
7. Select your customer category.
   • If your customer category is Business in Malaysia, enter your SST and BRN.
   • If your customer category is Individual in Malaysia, enter your MyKad number or MyTentera number.
   • If your customer category is outside Malaysia, enter the passport number, MyPR, or MyKAS.

1. Follow this link to complete the steps in product
2. Open an item.
3. Select Edit under Basic info.
4. Enter the classification code. See here for a list of codes.

1. Follow this link to complete the steps in product
2. Select Create invoice.
3. Enter the invoice details.

Note: if you don't know your classification code, see this site for guidance.

4. Select Validate with LHDN.
   • If you want to validate with LHDN and also send to your customer at the same time, select the Validate and send from the dropdown.
   • If you want send to your customer without validation, select Send from the dropdown.
   • If you want to send via Whatsapp, select send via whatsapp from the dropdown.
5. If you see an error message for missing information about customers, follow the instructions to provide the necessary details.

By LHDN requirement, we cannot allow you to edit e-invoices. If there are changes that you need to make to your transaction note that:

1. The invoice will be locked in QuickBooks Online with a banner at top stating it's locked.
2. You can create a credit note or a refund receipt, link it to this invoice, and send the credit note or refund receipt for validation, just like your invoices.
3. If it is rejected, you can change and send again for validation.

1. Follow this link to complete the steps in product
2. Look at the e-Invoice status column.
3. If it's validated and not sent, open the invoice and send it to your customer.
4. If it's rejected, follow the instructions to resolve the issue.

If submitting a consolidated invoice you must add a generic customer in the contacts section.

• Customer Name to be General Public
• Customer email to be NA
• Customer phone to be NA
• Customer address to be NA
• Customer TIN to be EI00000000010
• Select Business in Malaysia:
  • Customer BRN to be NA
  • Customer SST ID to be NA

If you wish to submit a consolidated invoice, you must create at least one consolidated Products & Services item to be used in the invoice.

•  Create a single Products & Services item and call it Consolidated Transaction.
• Input the LHDN classification code 004 which refers to consolidated items.
• Keep the price and tax rate blank.

1. Create new invoice as per normal.
2. Select the General Public customer.
3. For each transaction or receipt you want to consolidate, add a new line item.
4. For each line item, select the Consolidated Transaction you created in the previous steps.
5. Add the receipt or reference number for the relevant transaction into the description field of each line item.
6. Add the total amount for the relevant transaction into the amount of each line item.
7. Select the appropriate tax rate for each line item.
8. Verify all details are accurate.
9. Submit your consolidated invoice to LHDN.

1. Create a new supplier or edit an existing one that you have set up.
2. Enter standard supplier information (name, contact, address etc.).
3. Scroll to Additional Info and select the type of supplier you're creating.
   • Individual in Malaysia
   • Business in Malaysia
   • Individual outside Malaysia
   • Business outside Malaysia
4. Enter IDs required for e-invoicing.
   • Business in Malaysia
     • Sales Tax Registration (TIN) (Required)
     • Business Registration Number (BRN) (These are optional, if left blank it will be populated with the LHDN default value)
     • SST Registration Number (These are optional, if left blank it will be populated with the LHDN default value)
   • Individual in Malaysia (Note at least one of the below is required. Remaining field can be blank and it will autopopulate with LHDN default)
     • Sales Tax Registration (TIN)
     • MyKAD / MyTentera Number (NRIC)
   • Business outside Malaysia (Note all fields are optional. User can submit as blank and it will autopopulate with LHDN default)
     • Sales Tax Registration (TIN)
     • Business Registration Number (BRN)
   • Individual outside Malaysia (Note at least one of the below is required. Remaining field can be blank and it will autopopulate with LHDN default)
     • Sales Tax Registration (TIN)
     • Passport # / MyPR # / MyKAS #

1. Ensure that the Show Items table on expense and purchase forms option is enabled under Expenses inside Account and settings.
2. Create a new Bill transaction form
3. Select a supplier that has been set up with the required e-invoicing information.
4. Under Item details, Select Products & Services (P&S) that have been set up with the required classification codes. 
5. Select Save and submit e-invoice.