Step 3: Customer Profile

Step 3: Customer Profile

Introduction

Set up and verify customer profiles to meet MyInvois standards. Accurate customer information is key to successful e-Invoicing.

Update Customer Profile

  1. Navigate to Sales > Customers, then select Edit > Custom Fields.

  2. Enter the relevant details, including BRN/NRIC and TIN.

  3. Update both the Customer Billing and Shipping Addresses in the Customer Module.

Important: Ensure the following fields are completed accurately:

  1. Address

  2. Country/Region

  3. City

  4. State

  5. Zip Code

  6. Phone

Incomplete or incorrect information in these fields will cause errors during document submission.

 



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