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How does the E-Invoice Customer Profile work?

October 29, 2024

Section 1: Introduction

Introducing our e-invoice customer profile features! 

Simplify the process of collecting and sharing your E-Invoice Profile with ease.

E-Invoice Customer Profile is an essential plugin designed to streamline the management of E-Invoice profiles. Tailored for businesses in Malaysia, this feature seamlessly integrates into your CMS, allowing you to collect, validate, and share your E-Invoice information as required by LHDN.

  • Easy Profile Collection: Simplify the collection of your customer's E-Invoice profiles by offering a user-friendly interface where they can easily fill in the necessary details.
  • LHDN Validation: Ensure compliance with Malaysia's regulations by automatically validating the E-Invoice profiles through the LHDN system.
  • One-Click Profile Sharing: Effortlessly share your company's E-Invoice profile with partners using a simple link, saving time and ensuring accurate information transfer.
  • Customizable Settings: Enable or disable the plugin based on your specific needs, giving you full control over how you manage your E-Invoice profiles.
  • Secure Data Handling: Protect your sensitive information with advanced security measures, ensuring that all data collected and shared is kept confidential and safe.

Unleash the full potential of your business with the E-Invoice Customer Profile plugin, and make the management of E-Invoice profiles simple, efficient, and compliant.

Section 2: How to Access to e-Invoice Customer Profile Plugin

Note: Before accessing e-Invoice Customer Profile plugin, you need to make sure the plugin is activated.
Here are the three fastest ways to access the plugin:
How does the E-Invoice Customer Profile work? | Picture 1
Method 1: Search E-Invoice in the search menu at the top of NMS > Click "System Settings"
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Method 2: After activating the plugin, you can quick access to “Member Points” & “Member Reward Station” by using the search menu button
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Method 3: Go to the plugin store or search in the dashboard for 'E-Invoice Customer Profile,' and click the  to access it.

Section 3: How to Setup Your e-Invoice Profile

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Step 1: Click "Edit Your Profile"
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Step 2: Fill in your company information 

Step 3: Once done, click "Submit"
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Step 4: Click "Copy Profile URL" and share with others
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Once the receiver clicks the URL, they can view your company information for e-invoice implementation and easily click to copy the details.

Section 4: How to Collect Customer E-Invoice Profiles

How does the E-Invoice Customer Profile work? | Picture 8
You can click "Copy" to share the link with your customers.
Please note that this function only works when your website is published live
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Once customers receive the link, they can choose to register for a company e-invoice or for personal.

For company e-invoice, customers should fill in the required company information and contact details (they can add more than one contact and select one as the default). Once finished, click 'Check & Save.'
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For personal e-invoices, customers can simply click 'Register for Personal,' fill in their Malaysian IC and TIN number, and once completed, click 'Validate.'
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Please note that if customers fill in incorrect or invalid tax profile information, validation will fail.

Section 5: How to Check and Edit Customer E-Invoice Profiles

You can choose to view company or personal e-invoice profiles. 

a) For Company
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You can view the customer's company name, business registration number, SST registration number, tax identification number, and total number of available contact persons.

You can also search by company name or TIN number.

Additionally, you can click 'Export' to download the e-Invoice list for company in Excel format.

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If you wish to check more details or edit the information, click "edit"
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You can start to check and edit the customer company details. Once done, click "Submit"

In the right contact person list, you can click  or to show or hide the email address and contact number. You can also click "Edit" to view the information. 
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If you wish to add a new contact person, click 'Add' and fill in the contact person's details. Once done, click 'Submit.'
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If you wish to edit a contact person's details, click 'Edit' and update the information. Once done, click 'Submit.'
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If you wish to delete a contact person, click 'Delete' > Yes, delete it

b) Personal
How does the E-Invoice Customer Profile work? | Picture 20

Choose 'Personal' to view the customer's name, TIN number, contact number, and email address.

You can also search by name, TIN number, or contact number.

You can click  or to show or hide the email address and contact number.

Additionally, you can click 'Export' to download the e-invoice list for personal in Excel format.

You can click "View" to check or edit customer details. 

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