How to create LHDN consolidated E-Invoice

User Guide: Sending Consolidated LHDN E-Invoices Using Financio Accounting

Welcome, Financio Accounting users! This guide will walk you through the process of sending a consolidated LHDN E-Invoice step by step.

What is a Consolidated E-Invoice?

A consolidated e-invoice is created by suppliers when the buyer does not require an e-invoice after a transaction. In these cases, suppliers provide standard receipts, bills, or invoices to the buyer and then combine these documents into a single consolidated e-invoice.

Step-by-Step Guide

Step 1. Ensure Connectivity

• Access the Control Panel: Start by navigating to the Control Panel.
• Check Integrated Apps: Click on Integrated Apps to confirm that connectivity is enabled.
  

Step 2. Verify Company Details

• Go to Settings: Click on Settings to ensure all mandatory details are accurate.
• Check Business Profile: Verify that your company name, business registration number, TIN, and other essential information are correct.

Step 3. Manage Contacts

• Navigate to Contacts: Click on Contacts List.
  
• Search for Contact: Find the desired contact and click on it to review the details.
• Ensure Compliance: Make sure all mandatory fields required by the LHDN E-Invoice are filled out.

Step 4. Create a New Invoice

• Access Sales Tab: Go to the Sales tab and select Create New Invoice.
  
• Fill in Invoice Information: Enter all relevant information needed for the invoice.

Step 5. Create the Consolidated E-Invoice

• Select Consolidated E-Invoice: Under the Sales tab, click on Create New and then select the Consolidated E-Invoice button.
  
• Enter Buyer Information: In the New Consolidated E-Invoice tab, fill in the buyer’s details, including their name, TIN number, and address.
  
• Add Invoices: Click on the Add New button. Filter the invoices by selecting the From and To dates, then click Filter. The system will display the invoices that fall within the selected date range.
• Consolidate Invoices: Select the desired invoices and click on the Consolidate button. The selected invoices will appear as line items in the consolidated e-invoice.
  
• Save the E-Invoice: Click Save to send the consolidated E-Invoice for validation.

Step 6. Check LHDN Status

• View Status: Click on Sales and then Consolidated E-Invoice List. You will see the current status as “submitted.”
• Detailed Status Check: Click the View button to see detailed information about your invoice, including the validated date, time, and QR code.
  
• Refresh Status: Click the refresh button to update the status. You should see that the LHDN status is now valid.
• Print Invoice: To print a PDF copy of the invoice, click on the three dots button on the right.
  

Step 7. Cross-Check on MyInvois Portal

Finally, verify the status of your LHDN self-billed e-invoice on the MyInvois portal under the “All” or “Submitted” tab.

Summary

Issuing a consolidated e-invoice follows a similar process to that of a standard e-invoice. The key difference is that the validated e-invoice serves as the supplier’s proof of income and does not need to be shared with the buyer.

Thank you for using this guide to send consolidated LHDN E-Invoices with Financio Accounting! If you have any questions, feel free to reach out for assistance.