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.

1. Login to your MyTax to your MyTax account. If you do not have this access, please refer to the Pre-requisite Guide before you proceed further. Note: Please make sure to login to the pre production (https://preprod-mytax.hasil.gov.my/) MyTax and MyInvois environments to generate the Client ID and Client Secret if you are still testing the eInvoice plugin. This way all pushed documents will go to the test LHDN environment.
   
2. Under Pilihan Peranan, make sure to select your organization then click on MyInvois.
   
3. In MyInvois, click on your profile picture on the top right. In the drop down, ensure your organization is selected and click on View Taxpayer Profile.
   
4. Scroll to the bottom of the Taxpayer Profile page to the Representatives section and select the ERP tab. Click on the Register ERP button. 
   
5. In the pop-up, fill in the ERP Name (eg: Zoho Books, Zoho Books HQ, Zoho Books Subsidiary A etc.), select the Client Secret expiration (duration the Client Secret is valid for. Once duration is up e.g. 1 year, you need to generate a new Client Secret) and make sure the Primary ERP System boxed is ticked before you click the Register button.
   
6. A new pop-up will open with the Client ID, Client Secret 1 and Client Secret 2 (either of Client Secrets can be used for the eInvoice). Please make sure to copy all 3 lines and store them somewhere safe.
   

          Finding the plugin from the Zoho Marketplace

1. In your Zoho Books, go to Settings>Marketplace under the Integrations and Marketplace section
   
2. Search for eInvoice Malaysia for Zoho Books
3. Click on Settings and Navigate to the Marketplace section
4. Search for "e-Invoice Malaysia" Plugin

     Installing the plugin from the Zoho Marketplace

1. Click on the plugin to visit the eInvoice Plugin page
   
2. Click on Start free trial to begin the 15 day free trial or Buy Now to purchase the plugin directly. 
   
3. A new tab will open, select your organization and review the terms and conditions. Once you have reviewed the terms and conditions, tick agree and press Continue and click on Install extension to install the plugin. 
4. Click Connect and Authorize the connection of the Plugin to your Zoho Books account
   

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

1. Under Environment ( PROD / SANDBOX ), input SANDBOX for Zoho books to connect to the Test environment of the LHDN MyInvois website. Please ensure to connect to the test environment if you plan to do any testing so that the e-Invoices from Zoho are not submitted as actual live documents in MyInvois. Input PROD for Zoho books to connect to the Live environment

2. For Individuals, ensure to input the National Registration Identity Card (NRIC) field and for Businesses, please ensure to input the SSM Business Registration Number (BRN) field.

3. For Tax-Exempt Organizations or if you have tax-exempt items, please complete the following fields with the specified values (If not applicable, please input NA for the same fields):

1. Scheme ID: UN/ECE 5153

2. Scheme Agency ID: 6

3. Tax Name: OTH
   

4. Please input the Malaysia Standard Industrial Classification (MSIC) Code relevant to your organization. You may refer to the codes in this link: https://sdk.myinvois.hasil.gov.my/codes/msic-codes/
   

5. Input the Client ID and Client Secret you generated in the previous section.
   

6. Click Install Extension to begin the Plugin Installation
   

7. Wait for the loading to finish and you will now be able to see the Plugin installed in the Installed Extensions tab of your Zoho Marketplace
   

           Setup Organization Profile

1. Go to Settings > Organization > Profile and enter your organization's Business Registration Number(BRN) from SSM in Company ID field and click Save
   
2. Go to  Settings > Taxes & Compliance > Taxes > Tax Settings and enter your organization's Tax Identification Number (TIN) from LHDN in the TIN field and click Save
   
3. Navigate to Settings > Preferences > General > Organization Address Format.
4. Add the following lines to the bottom of the Organization Address Format
   
1. ➤ BRN: ${ORGANIZATION.COMPANYID_VALUE}
   
2. ➤ TIN: ${ORGANIZATION.COMPANYTAXID_VALUE}

       Setting up QR code for Invoice & Credit Note

1. Go to Settings > Sales > Invoices to access Invoice Settings

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. The value ${invoice.cf__com_ghzmyw_public_link} should appear in the custom value field. 

4. Click Update to close the pop- up and then click Save to save the settings.
   

5. Go to Settings > Sales > Credit Notes to access Credit Note Settings
   

6. Toggle Enable on Credit Note QR Code. Select QR Code Type Custom. Then click the Configure button.
   

7. In the pop-up select Insert Placeholders and select Public Link. The value ${invoice.cf__com_ghzmyw_public_link} should appear in the custom value field. 

8. Click Update to close the pop- up and then click Save to save the settings.
   

9. Go to Settings > Customization > PDF Templates >Invoices. Click Edit on the Invoice PDF template actively used by your organization to open the Invoice Document Formatting.
   

10. Click on Other Details on the left and tick Show Invoice QR Code and then click Save.
    

11. Go to Settings > Customization > PDF Templates >Credit Note. Click Edit on the Invoice PDF template actively used by your organization to open the Invoice Document Formatting.
    

12. Click on Other Details on the left and tick Show Invoice QR Code and then click Save.