How to Set Effective Date and Other e-Invoice Settings

Scenario: 

Setting up the effective month of e-Invoice transactions and other e-Invoice settings.

Solution

1. On the Navigation > e-Invoice, select e-Invoice Settings. This will show the controls and settings for related fields and transactions to e-Invoice.

2. Under the General Tab, choose the ‘Effective Month’ of the e-Invoice. Once set, the transactions before the selected date will not be included on the validations and list for e-Invoice.

3. On the same tab, check the modules where required field validation must be implemented. 

a. Customer Maintenance - if enabled, validation checking will be performed upon saving for all created customers under the customer maintenance module.

b. Stock & Services Item Maintenance - if enabled, validation checking will be performed upon saving for all created stocks and service items under Stocks & Services Items Maintenance.

4. Below the above control is the Consolidated e-Invoice Settings, which will help you control the generation of the consolidated e-Invoice.

Note: Location will only be available if the add-on module: Multi-Location is activated.

• Generate By All Location & Separate Location setting allows the user to define whether the generation of a Consolidated e-Invoice is based on the different locations or to disregard the Location of the transaction.
• Item Description Display Method setting allows the user to choose the display method of the e-Invoice Line Items when submitting the data to the LHDN MyInvois System. The details & differences of the 2 methods can be seen in the E-Invoice Specific Guideline. User may select their preference using this setting.

Once set, click the ‘Save Changes’ button. This will activate all the settings related to e-Invoice based on configuration.

5. Under the Credentials tab is the connection setup for LHDN MyInvois API.

Refer to this Article to configure the LHDN MyInvois API: https://support.qne.com.my/support/solutions/articles/8100041507