1. Country-Specific Features
  2. Malaysia Help Topics
  3. Malaysia Electronic Invoicing
  4. Malaysia Electronic Invoicing Features
  5. Generating and Sending Outbound E-Documents for a Transaction

Generating and Sending Outbound E-Documents for a Transaction

You can generate and certify outbound e-documents for an credit memo, cash refund, debit note, and invoice transactions and send the e-documents to the customers.

Note:

If the Malaysia Debit Note box is checked for an invoice, the invoice is identified as debit note for Malaysia Electronic Invoicing SuiteApp.

E-documents can be generated from credit memo, invoice and cash refund records created from:

To generate and send e-documents for a transaction:

  1. Create or edit an outbound transaction record.

    Note:

    The following are the supported transaction records. These records must have a reference of certified invoices.

    • Credit Memo

    • Cash Refunds

    • Debit Note

    • Invoice

  2. From the Customer list, select the required customer for the transaction.

  3. On the E-Document subtab:

    • If the Template and Sending Method Auto-selection box is checked on the customer record, then the template and sending method are automatically selected for a transaction.

    • If the Template and Sending Method Auto-selection is not checked, then do the following:

      • From the E-Document Template list, select the Avalara Malaysia Outbound Transaction template.

      • From the E-Document Sending Method list, select the Malaysia e-Invoicing Sending Method

  4. In the Malaysia Electronic Invoicing subtab:

    • Malaysia Mandate Type – Select one of the following mandate type from the list:

      • MY-B2G-EINVOICE

      • MY-B2B-EINVOICE

      • MY-B2C-EINVOICE

    • Malaysia Debit Note – Check this box to identify the existing invoice as a debit note transaction.

    • Malaysia Associated Certified Invoices – Select certified invoices from the list to link with this debit note transaction.

  5. In the Items subtab, fill the following fields and columns with appropriate values:

    • Description

    • Item

    • Malaysia Item Classification

    • Malaysia Item Tax Exemption Details

    • Quantity

    • Rate

    • Unit Price

    • Tax Code

  6. Click Save.

    Note:

    The system updates the transaction record, and the Generate E-Document button is displayed.

    On the E-Document subtab, the value of the E-Document Status field is changed to For Generation.

  7. Click the Generate E-Document button.

    Note:

    On the E-Document subtab, the status of the e-document in the E-Document Status field, will change to Ready for Certification status. If the status is displayed as Generation Failed, then there is an error in generating the e-document, which you must fix before regenerating the e-document. For more information, see Viewing E-Document Status and Audit Trail

  8. After generating e-documents, click the Certify E-Document button. The document is sent to IRBM for certification.

    Note:

    Note: Certification of e-documents from IRBM takes time to process and the status of the e-document is set to Certification in Progress.

  9. After receiving response from IRBM, the e-document status is set to Ready for Sending.

  10. In the Malaysia e-Invoicing Fields subtab, the following fields are populated with appropriate values after the e-documents are certified from IRBM:

    • Malaysia Unique Identifier Number – This field stores the UUID for the transaction after e-document certification on a transaction record.

    • Malaysia Long ID – This field stores the long ID of the transaction after e-document certification from IRBM on a transaction record.

  11. Click the Send E-Document button to send the certified invoices or credit memos to customers.

    A banner message is displayed on the transaction record indicating that sending of the e-document is in progress. The certified PDF is sent to the email in the customer record.

    Then, the value of the E-Document Status field on the E-Document subtab is set to Sent status. For more information, see Outbound E-Document Statuses.

    Note:

    By default system generated template is used to send the email to e-document recipient list. You can customize the email template, for more information about customization see Selecting an E-Document Email Custom Template

General Notices