Setting Up a Customer Record

To setup the customer record:

1. Go to Lists > Relationships > Customers.

2. Click Edit next to the required customer.

3. On the customer record, go to the E-Document subtab and do the following:

   • From the E-Document Package list, select Malaysia E-Document Package.

   • Check the Template and Sending Method Auto-selection box.

   Note:

   The template and sending method are automatically set as the default value of the E-Document Template and E-Document Sending Method fields on the customer's transaction records.

4. Select the Malaysia Electronic Invoicing subtab.

5. From the Malaysia Mandate Type list, select one of the following mandate types:

   • MY-B2G-EINVOICE

   • MY-B2B-EINVOICE

   • MY-B2C-EINVOICE

6. From the Malaysia Identification Type list, select one of the following identification types:

   • Business Registration Number

   • MyKad Identification Number

   • MyKAS Identification Number

   • MyPR Identification Number

   • MyTentera Identification Number

   • Passport

7. In the Malaysia Identification Number field, enter the number that matches the identification type you select from the Malaysia Identification Type list.

8. In the Malaysia SST ID field, enter the buyer's SST registration number.

9. In the Address subtab, add the corresponding billing address of the buyer in Malaysia.

10. In the Tax Reg. Number field on the Financial subtab, enter a customer's Tax registration number.

11. In the Customer E-Document Email Recipient subtab, add the recipient’s Malaysia contact details..

12. Click Save.