Best Practices for Collecting Customer Information for e-Invoicing Compliance
As you implement the e-Invoice Plugin for Zoho Books, it is essential to establish a streamlined process for collecting accurate information from your own customers, vendors, and freelancers. This ensures full compliance with Malaysia’s e-Invoicing mandate (LHDN/MyInvois) and enables seamless generation of Quotations, Invoices, and other financial documents through the plugin.
📌 Purpose
To comply with LHDN's e-Invoicing requirements, all entities you transact with must be properly registered in your Zoho Books account. This includes collecting key details needed to generate valid e-Invoices via the plugin.
✅ Action Required from Your Side
We recommend setting up a New Registration Form (e.g., using Zoho Forms, Zoho Creator, or Google Forms) to collect the following before any financial transaction:
Customer/Vendor Name (as per SSM or NRIC)
Registration Number (SSM/NRIC/MyKad/MyPR/Passport)
Email Address
Contact Number
Address (Billing and Shipping)
Tax Identification Number (TIN)
Bank Account Details (if relevant)
SAMPLE FORM (FOR REFERENCE ONLY - DO NOT FILL UP!): 📝 Key Notes
This form should be completed before issuing any quotation, invoice, or financial document.
Emphasize the accuracy of details, as they are required for e-Invoice validation with LHDN.
If a customer is unsure about the required information, provide them with basic guidance or direct them to your designated support.
👩💼 Your Internal Process
Verify Submission: Before issuing any documents, confirm that the customer/vendor/freelancer has submitted the registration form.
Onboard Proactively: Include this form submission as part of your onboarding workflow for all new customers or partners.
Stay Compliant: Incomplete or inaccurate data may lead to e-Invoice rejection or audit issues with LHDN.
Related Articles
When Must I Issue an e-Invoice in Malaysia Under MyInvois?
Answer: If you're a Malaysian business or taxpayer under LHDN's MyInvois e-Invoice system, you are generally required to issue an e-Invoice for any transaction that has tax implications — whether for income (sales, services) or certain expenses ...When Can I Use a General TIN in Malaysia’s MyInvois e-Invoice System?
Answer: General TINs are placeholder Tax Identification Numbers (TINs) issued by LHDN for use in very specific situations — they are not to be used by default. Using them incorrectly may result in rejected e-Invoices or audit issues. Approved General ...Can I Issue a Self-Billed e-Invoice? And What About Consolidated Ones?
Introduction The official reference for industries prohibited from issuing consolidated self-billed e-Invoices is found in the: e-Invoice Specific Guideline (Version 4.1) – Section 3.6.5, Page 19 It states: "Kindly note that consolidation does not ...How to Submit an Invoice to LHDN
Introduction Learn how to seamlessly submit your invoices to the LHDN MyInvois portal directly from Zoho Books. Ensure compliance with just a one-click. <br> Creating an Invoice Navigate to "Sales" module In the "Invoices" module, ...Introduction and Welcome Note
Beginner's Guide to E-Invoicing in Malaysia Introduction to E-Invoicing Hello there! If you're reading this, congratulations! You have taken the first step to implementing e-invoicing for your business. E-invoicing is a digital way of issuing and ...