Generating and Sending Outbound E-Documents for a Self-billed Transaction
You can generate and certify outbound e-documents for vendor bill (self-billed invoice) transactions and send the e-documents to vendors. The vendor bill record is considered as a self-billed invoice.
To generate and send e-documents for a vendor bill transaction:
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Create or edit a Vendor Bill record.
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From the Vendor list, select the required vendor for the transaction.
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On the E-Document subtab:
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From the E-Document Template list, select the Avalara Malaysia Outbound Transaction template.
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From the E-Document Sending Method list, select the Malaysia e-Invoicing Sending Method
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In the Malaysia Electronic Invoicing subtab:
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Select one of the following mandate type from the Malaysia Mandate Type list:
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MY-B2G-EINVOICE
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MY-B2B-EINVOICE
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MY-B2C-EINVOICE
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In the Malaysia Reference Number of Customs Form field, enter the unique identification number assigned on the declaration of the imported goods.
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In the Expenses and Items subtab, select the Items subtab and fill the following fields and columns with appropriate values:
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Description
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Item
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Malaysia Item Classification
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Malaysia Item Tax Exemption Details
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Quantity
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Rate
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Unit Price
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Tax Code
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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.
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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 an error is displayed when generating the e-document. You must fix this error before regenerating the e-document. For more information, see Viewing E-Document Status and Audit Trail
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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.
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After receiving response from IRBM, the e-document status is set to Ready for Sending.
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Click the Send E-Document button to send the certified self-billed invoices (vendor bills) to e-document recipients.
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 vendor 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