Self-billed invoice workflow (as per V.2.1)

Self-billed invoice workflow (as per V.2.1)

Introduction 

Learn how to create and submit self-billed invoices to the LHDN MyTax portal using Zoho's eInvoice Plugin
Alert
note: MSIC code is a mandatory field  in self-billed invoices.
Should any party not have a MSIC code available, you may alternatively fill in the field with "00000". 

Self-billed invoice workflow 

Creating a Self-billed invoice manually

  1. Navigate to Purchases > Bills 
  2. In the top right, open the drop down attached to "+New" and select "Create Self Billed Invoice" 
  3. Fill in all necessary details 
    1. RED is mandatory 
    2. BILL # should be the number on the received bill being referenced
    3. BILL DATE should be the same as the received bill being referenced
  4. Save in the required method 

Creating a self billed invoice with attached purchase order

  1. Navigate to Purchases > Purchase Orders
  2. In the top right, select "NEW" 
  3. Fill in all necessary details 
    1. RED is mandatory 
    2. Purchase order number is autofilled
  4. Select item details and make sure all fields are filled 
  5. Save in the required method 
  1. To link Purchase order to a Self billed invoice, the Purchase order has to be marked as Issued 
  2. When creating self billed invoice: 
    1. fill in vendor and bill details as normal 
    2. underneath the item table, click the "include open purchase orders" prompt
    3. a popup window will open, check all necessary purchase orders in the window 
    4. click "add" 
    5. continue creating the self-billed invoice as normal

Pushing a Self-billed invoice

Created self-billed invoices can then be pushed to MyInvois portal as normal: 
  1. Navigate to the top bar of the document
  2. Click "Push to MyInvois Portal" and Close the popup when complete 

Canceling a Self-billed invoice

Invoices can only be canceled within the first 72 hours of submission 
To cancel a self-billed invoice through the MyInvois portal manually (pre v2.1 update), refer to the "Canceling an LHDN Invoice Submission" walkthrough 

Canceling self-billed invoices in Zoho Books

  1. Click the gear widget on the vertical right bar of the screen when viewing a pushed self-billed invoice 
    1. this should open the "installed extensions" menu, where you will see the cancelation menu
    2. example below for the invoice module :

  2. In the popup window, click "cancel" 
  3. Fill in cancelation details, and "initiate cancelation"
    1. if none of the preset reasons for cancelation apply, select "other" and fill in reason into the new dialog box.
    2. View progress of cancelation in this popup window as well. 
  4. Edit the self-billed invoice and remove (delete) the UUID and Public link from the document 
  5. Save the document 
You may re-push the document as normal to LHDN after all these steps are complete

Voiding self-billed invoices in Zoho Books

  1. Open the 3-dot menu (right end of the top bar) and select "VOID"
  2. Click "Proceed" and close the popup window