Please complete the steps from Chapter 3.1 before reading this page.
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To gain a complete understanding of all the functionalities in the Customer Maintenance Applet, refer to the Applets Documentation - Customer Maintenance Applet. This section will specifically highlight the components crucial for the E-Invoice module.. |
As part of the E-Invoice module, the Customer Maintenance Applet plays a critical role in efficiently managing customer information and interactions. This applet is essential for handling customer-related tasks, thereby enhancing overall efficiency in financial operations.
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3.2 Access the Customer Maintenance Applet
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3.2.1 Customer Listing
The Customer Listing page offers a comprehensive way for users to manage customer data efficiently.
From this page, users can:
Create new customer entries
Update existing customer data
3.2.2 Create Customer
To create a new customer
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More details on the fields in the Main Tab are explained in the Customer Maintenance Applet
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Some fields in the main tab will be auto-filled in the e-invoice tab. |
3.2.3 Edit Customer
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To edit a customer's information
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3.2.4 E-Invoice Tab
The E-Invoice Tab captures essential details required for the e-invoicing process.
Buyer Name: This field will auto-populate with the customer name entered in the Main Tab.
Buyer’s ID Type: Enter the buyer’s registration number or passport number, as applicable.
Buyer’s TIN: Input the buyer's Tax Identification Number (TIN), which consists of 11 digits. Ensure to obtain and verify the TIN from the buyer.
If the customer does not provide a TIN, set it to EI00000000010, where the middle section contains nine zeros followed by a one.
The format 1-0 is used for private customers who provide their IC but no TIN. This also applies to cash account customers or any customers not requiring an e-invoice.
For foreign buyers, use the format 2-0.
For government buyers, use the format 4-0.
Buyer’s Contact Information: Update the buyer's contact number and email address. These fields are mandatory and must match the information registered in the My E-Invoice Portal.
Optional Fields: Additional information such as the MSIC Number, Tourism Tax ID, and SST Registration Number can be added if applicable.
Address: The buyer's address can be added through the Address tab in the create menu.
E-Invoice ID: This is a mandatory field for e-invoice information. If the customer does not provide any e-invoice ID, you can enter an "A". However, make sure to at least obtain the customer's name for proper identification.
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Missing out on any of the fields above may result in failure on getting your e-invoices submitted to LHDN successfully. |
There are two ways to add an address: you can either create and modify it under the E-Invoice tab or under the Address tab if it hasn't been added yet.
3.2.5 PEPPOL Config Tab
To avoid issues with sending or receiving documents between tenants, it is important to use the same PEPPOL ID created previously in the Organisation Applet. Follow these steps to set the PEPPOL ID as default:
Setting the PEPPOL ID as Default
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A green success message will appear, confirming that the ID is set as default. |
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Next, set the Participant ID as default in the Supplier Maintenance applet as well.