Self-billed invoice workflow

Introduction 

Learn how to create and submit self-billed invoices to the LHDN MyTax portal using Zoho's eInvoice Plugin

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 orders

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
   

You will then need to LINK the purchase order to a self billed invoice 

To link Purchase order to a Self billed invoice, the Purchase order has to be marked as Issued 

1. Mark purchase order as issued
   
2. Create the corresponding 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" 
3. continue creating the self-billed invoice as normal
   
4. save

Pushing a Self-billed invoice (only available in V2.0)

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 

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

• Related Articles

• 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 ...

• 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 ...

• 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, ...

• 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 ...