Introduction

Welcome to the eInvoice Malaysia Plugin for Zoho Books, developed by Ooroboros Sdn Bhd. This guide will walk you through the installation, setup, and usage of the plugin to ensure you maximize its benefits and maintain compliance with Malaysia's Tax Authority, LHDN.

Generate your Client ID & Secret

1. Login to your MyTax Preprod account. If you do not have this access, please refer to the Pre-requisite Guide before you proceed further.
   
   
2. Head to your Taxpayer Profile
   
   
3. Scroll to the bottom of the page to the Representatives panel and select the ERP tab.
   
   
4. Then select the "Register ERP" button.
   
   
5. In the pop-up, fill in the ERP Name (example, Zoho Books) and make sure the "Primary ERP System" boxed is ticked before you click the "Register" button.
   
   
6. Copy the Client ID, Client Secret 1 & 2, and store it somewhere safe before you click the "Done" button.
   
   

Installation

1. Log in to your Zoho Books account.

2. Click on Settings and Navigate to the Marketplace section.
    
   

3. Search for "e-Invoice Malaysia" Plugin
   

4. Click on the plugin and Install

Configuration

1. In the Marketplace page, navigate to the "Installed Extensions" tab.
   

2. Click "View details" on the e-Invoice Malaysia plugin.
   

3. Click on the configure button on the top right.
   

4. Fill in all applicable fields. Note, the fields in red with an "*" are mandatory.
   

1. For Individuals:

1. NRIC Number

2. Tax Identification Number (TIN)

2. For Businesses:

1. Business Registration Number (BRN)

2. Tax Identification Number (TIN)

3. For Tax-Exempt Organizations or if you have tax-exempt items:
   Please complete the following fields with the specified values:

1. Scheme ID: UN/ECE 5153

2. Scheme Agency ID: 6

3. Tax Name: OTH

5. Click save to complete.

Setup Organization Profile

Go to Settings > Organization > Profile and fill up the following fields: 

Setting up QR code for Invoice & Credit Note

1. Settings > Sales: Invoices
   

2. Toggle "Enable" on Invoice QR Code. Select QR Code Type "Custom". Then click the "Configure" button.
   

3. In the pop-up select "Insert Placeholders" and select "Public Link".
   

4. Select "Update" and then "Save".
   
   
   

5. Settings > Sales: Credit Notes
   

6. Toggle "Enable" on Invoice QR Code. Select QR Code Type "Custom". Then click the "Configure" button.
   

7. In the pop-up select "Insert Placeholders" and select "Public Link". "Update" and then "Save".
   
   
   

Address Formatting for Organizations, Customers, and Vendors

1. Organization Address Format:

• Navigate to Settings > Preferences > General > Organization Address Format.

• Modify the format to include the following fields:

➤ BRN: ${ORGANIZATION.COMPANYID_VALUE}

➤ TIN: ${ORGANIZATION.COMPANYTAXID_VALUE}

2. Customer and Vendor Address Format:

• Navigate to Settings > Preferences > General > Customers & Vendors.

• Modify the fields as follows:

➤ Billing Address Format:

${CONTACT.CONTACT_DISPLAYNAME}

TIN: ${contact.cf__com_qhzmyw_tin} | ${contact.cf__com_qhzmyw_registration_number_scheme}: ${contact.cf__com_qhzmyw_registration_number}

➤ Shipping Address Format:

TIN: ${contact.cf__com_qhzmyw_tin} | ${contact.cf__com_qhzmyw_registration_number_scheme}: ${contact.cf__com_qhzmyw_registration_number}

This ensures that the PDF version of the document (Invoice, Debit Note, Credit Note) includes the required information for both the Supplier and the Buyer.