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Info

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

  1. Go to the Edit tab by clicking on any customer from the listing page.

  2. In the Edit tab, users can drag left and right to view all available tabs under the edit section.

  3. Here, you can edit, change, or add any missing information for the selected customer.

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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Note

Missing out on any of the fields above may result in failure on getting your e-invoices submitted to LHDN successfully.

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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

  1. Navigate to the PEPPOL ID tab under PEPPOL Configuration.

  2. Click the "+" button to add a new PEPPOL ID.

  3. Paste the same PEPPOL ID/Participant.

  4. Tick the Default checkbox and click on Verify Participant ID.

  5. After verification, click ADD,

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Tip

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.