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 turnover.

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 with 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 select Sales, then E-Invoicing.
2. Select the pencil icon and turn on Use e-invoicing. You can turn this feature off.
3. To edit your E-invoicing details, select View or change.
4. Fill in the identification numbers.
   • Sales and Service Tax ID (SST): 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).
   • Tax Identification Number (TIN): In Malaysia, the Tax Identification Number (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 Tax Registration Number (TTRN): (Optional) Only for businesses operating in the tourism industry (Hotels).
5. Connect to LHDN.
   • Enter MyInvois credentials. See MyTax site for more information.
   • Set up QuickBooks as an ERP provider.
   • Enter MyInvois Client ID & MyInvois Client Secret into QuickBooks and select Connect.
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 select Sales, then edit the E-invoicing by selecting the pencil icon , and select View or Change.

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

1. Go to All apps , select Customer Hub, then select Customers & leads (Take me there).
2. Select the customer name to open the customer record.
3. Select Edit.
4. Go to the Additional info section.
5. Enter the Tax Identification Number (TIN).
6. Select the Customer category from the ▼ dropdown.
   • If your customer category is Domestic business in Malaysia, enter your TIN and BRN.
   • If your customer category is Domestic individual in Malaysia, enter your MyKad / Mytentera identification number.
   • If your customer category is Foreign business or Foreign individual, enter the BRN, TIN, Passport number / MyPR / MyKAS identification number.
     Note: If you don't have any identification number available, QuickBooks uses the default value.
7. Select Save.

1. Go to All apps , select Sales & Get Paid, then select Products & services (Take me there).
2. Select the name of the product/service.
3. Select Edit under the Basic info.
4. Select the Classification Code from the ▼ dropdown. See here for a list of codes.
5. Select Save.

1. Go to All apps , select Sales & Get Paid, then select Invoices (Take me there).
2. Select Create invoice.
3. Enter the invoice details.
   Note: If you don't know your classification code, see this site for guidance.
4. Enter the SST rate from the ▼ dropdown under the SST column and any other columns required.
5. Select Save and submit e-invoice.
6. Once the government approves the invoice, the status changes to Validated in the E-invoice status column.
7. You can send the invoice to your customer by selecting Review and send from the Save and submit e-invoice ▼ dropdown.
8. If you want to send via WhatsApp, select Save & Share (WhatsApp) from the Save and submit e-invoice ▼ dropdown.
9. If you want to share a link, select Share link from the Save and submit e-invoice ▼ dropdown.
10. If you see an error message for missing information about customers, follow the instructions to provide the necessary details.

Due to LHDN requirements, we can't 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 the 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. Go to All apps , select Sales & Get Paid, then select Invoices (Take me there).
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.

1. Go to All apps , select Sales & Get Paid, then select Products & services (Take me there).
2. Select Service, Inventory item, or Non-inventory item under the New product/service and name it Consolidated Transaction.
3. Select the LHDN classification code, 004 - Consolidated e-Invoice under the Classification Code ▼ dropdown, which refers to consolidated items.
4. Keep the price and tax rate blank.
5. Select Save and close.

1. Go to All apps , select Sales & Get Paid, then select Invoices (Take me there).
2. Select Create invoice and select General Public under the Customer ▼ dropdown.
3. For each transaction or receipt you want to consolidate, add a new line item.
4. For each line item under the Product/service column, select the Consolidated Transaction column 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. Select Save and submit e-invoice to submit your consolidated invoice to LHDN.

1. Go to All apps , select Expenses & Bills, then select Suppliers (Take me there).
2. Select New supplier to create a new supplier or edit an existing supplier that you have set up.
3. Enter all the standard supplier information (name, contact, address, etc.).
4. Scroll to Additional Info and select the type of supplier you're creating.
   • Domestic business
   • Domestic individual
   • Foreign business
   • Foreign individual
5. Enter IDs required for e-invoicing.
   • Domestic business
     • Tax Identification Number (TIN) (Required)
     • Business Registration Number (BRN) (This is optional; if left blank, it will be populated with the LHDN default value)
     • SST Registration Number (This is optional; if left blank, it will be populated with the LHDN default value)
   • Domestic individual (Note: At least one of the below is required. Remaining field can be blank and it will auto-populate with LHDN default value)
     • Tax Identification Number (TIN)
     • MyKad / Mytentera identification number (NRIC)
   • Foreign business (Note: All fields are optional. User can submit as blank and it will auto-populate with LHDN default value)
     • Tax Identification Number (TIN)
     • Business Registration Number (BRN)
   • Foreign individual (Note: All fields are optional. User can submit as blank and it will auto-populate with LHDN default value)
     • Tax Identification Number (TIN)
     • Passport number / MyPR / MyKAS identification number
6. Select Save.

1. Navigate to Account & Settings, then select Expenses, then select Edit.
2. Ensure that the Show Items table on expense and purchase forms option is enabled. If not, turn on the option.
3. Go to All apps and select Expenses & Bills, then Bills (Take me there).
4. Select Create bill under the Add bill ▼ dropdown.
5. Select a supplier under the Supplier ▼ dropdown that's been set up with the required e-invoicing information.
6. Under the Item details, select Product/service under the ▼ dropdown that has been set up with the required classification codes.
7. Enter your Custom Form K1 reference number for applicable foreign good imports (an LHDN requirement).
8. Select Save and submit e-invoice.

Note: If you're entering K1 reference numbers, you'll need to make sure that it satisfies the following standards:

• Each reference must start with a letter followed by 11 digits, such as E12345678901.
• If you're entering more than 1 reference number, use comma-separated values, such as "E23456789123, E98765432123".
• The total length mustn't exceed 1000 characters.