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!): 

https://forms.ooroboros.com/crmportal/form/CustomerorVendorRegistration/formperma/-a8rcaIsKSYYY3fG5Qy83HMFDbgCoMXTA-3rVO5ca7k

📝 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.