invoice

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invoice [2026/04/15 03:45] – chillhubadmininvoice [2026/06/11 04:21] (current) – chillhubadmin
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       * {{mdi>dots-horizontal?24}} More actions:       * {{mdi>dots-horizontal?24}} More actions:
         * {{mdi>currency-usd?24}} **Update Cost Status**: Recalculates the cost for invoices marked with a **Shortage** cost status within the current month.         * {{mdi>currency-usd?24}} **Update Cost Status**: Recalculates the cost for invoices marked with a **Shortage** cost status within the current month.
-        * {{mdi>cloud-sync?24}} **Sync e-Invoice Status**: Retrieves the latest validation status for invoices with a **Submitted** or **Error** e-Invoice status within the current month.  +        * {{mdi>cloud-sync?24}} **Sync e-Invoice Status**: Retrieves the latest validation status for invoices with a **Submitted** e-Invoice status within the current month.  
         * {{mdi>link?24}} **Customer Form** : Generate a self-filled form for customers to submit their details.         * {{mdi>link?24}} **Customer Form** : Generate a self-filled form for customers to submit their details.
         * {{mdi>clipboard?24}} **Open Requests** : View incoming customer form submissions.         * {{mdi>clipboard?24}} **Open Requests** : View incoming customer form submissions.
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   * **Date**: The date the invoice was issued.   * **Date**: The date the invoice was issued.
   * **Customer**   * **Customer**
-    * **Anonymous Sales**: A sales transaction where customer details are not known (e.g. walk in purchases). By enabling this option, this invoice will be submitted as consolidated e-Invoice.+    * **Anonymous Sales**:  
 +      * A sales transaction where customer details are not known (e.g. walk in purchases). By enabling this option, this invoice will be submitted as consolidated e-Invoice.
       * //A consolidated e-Invoice will be automatically submitted **7 days after** this option is selected and the invoice is marked as Issued.//       * //A consolidated e-Invoice will be automatically submitted **7 days after** this option is selected and the invoice is marked as Issued.//
       * //Within this 7-day period, you may **uncheck the consolidated and anonymous flags** and **update customer information** if the customer later requests an individual e-Invoice.//       * //Within this 7-day period, you may **uncheck the consolidated and anonymous flags** and **update customer information** if the customer later requests an individual e-Invoice.//
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     * **Sales Order No.**: The Sales Order number linked to the invoice. (Auto populated if invoice is created from sales order)     * **Sales Order No.**: The Sales Order number linked to the invoice. (Auto populated if invoice is created from sales order)
     * **SST Tax Rate**: The applicable Sales and Services Tax (SST) rate for the invoice. Defaulted to default SST Rate in Settings     * **SST Tax Rate**: The applicable Sales and Services Tax (SST) rate for the invoice. Defaulted to default SST Rate in Settings
 +    * **SST Tax Type**: The applicable Sales and Services Tax (SST) type for the invoice. Defaulted to default SST Type in Settings
 +      * Refer to: //[[https://sdk.myinvois.hasil.gov.my/codes/tax-types/]]//
     * **Currency**: The currency code used for this document (e.g., MYR, USD).     * **Currency**: The currency code used for this document (e.g., MYR, USD).
-      * //Activate Multi-currency add-on in the subscription plan to select foreign currencies.// +      * Activate Multi-currency add-on in the subscription plan to select foreign currencies.
     * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).     * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).
 +      * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
   * **Accounting**: Assign accounts for the invoice. By default, accounts are determined based on **Account Charts > Account Rules**    * **Accounting**: Assign accounts for the invoice. By default, accounts are determined based on **Account Charts > Account Rules** 
     * **Accounts Receivable Account**: Tracks outstanding payments from customers.     * **Accounts Receivable Account**: Tracks outstanding payments from customers.
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     * **Qty**: The quantity of the item.     * **Qty**: The quantity of the item.
     * **UOM**: The unit of measurement for the item (e.g., pcs, kg, liters)     * **UOM**: The unit of measurement for the item (e.g., pcs, kg, liters)
-      * //For items with UOM conversion, an alternate UOM can be selected to ensure accurate inventory tracking.//+      * For items with UOM conversion, an alternate UOM can be selected to ensure accurate inventory tracking.
     * **Non-billable consumption**: Materials are deducted from stock for the job but are not charged to the customer or shown on their document.     * **Non-billable consumption**: Materials are deducted from stock for the job but are not charged to the customer or shown on their document.
       * Applicable only when item type is **Product**       * Applicable only when item type is **Product**
       * Price cannot be set when this option is enabled.       * Price cannot be set when this option is enabled.
     * **Unit Price**: The price per unit of the item.     * **Unit Price**: The price per unit of the item.
-      * //When a foreign currency is selected, Unit Price is shown in both local and foreign currencies.// +      * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies. 
-      * //Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.//+      * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.
-      * //When a foreign currency is selected, Subtotal is shown in both local and foreign currencies.//+      * When a foreign currency is selected, Subtotal is shown in both local and foreign currencies.
     * **SST Taxable**: Indicates whether the item is subject to Sales and Services Tax (SST).     * **SST Taxable**: Indicates whether the item is subject to Sales and Services Tax (SST).
-      * //Activate SST add-on in the subscription plan to enable the SST feature.// +      * Activate SST add-on in the subscription plan to enable the SST feature. 
     * **Tax Amount**: The SST amount applied to the item.     * **Tax Amount**: The SST amount applied to the item.
-      * //When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies.//+      * When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies.
     * **Total Incl. Tax**: The total price for the item, including SST, calculated as **Subtotal + Tax Amount**.     * **Total Incl. Tax**: The total price for the item, including SST, calculated as **Subtotal + Tax Amount**.
-      * //When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies.//+      * When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies.
     * **Cost**: Displays the cost price details for the product item     * **Cost**: Displays the cost price details for the product item
       * **Qty**: The quantity of the product item associated with the cost.       * **Qty**: The quantity of the product item associated with the cost.
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     * **Discount Description**: A brief description of the discount being applied.     * **Discount Description**: A brief description of the discount being applied.
     * **Discount Amount**: The monetary value of the discount applied to the item or invoice.     * **Discount Amount**: The monetary value of the discount applied to the item or invoice.
-      * //When a foreign currency is selected, Discount Amount is shown in both local and foreign currencies.// +      * When a foreign currency is selected, Discount Amount is shown in both local and foreign currencies. 
-      * //Updates to Discount Amount in either currency will automatically recalculate the corresponding value using the exchange rate.//+      * Updates to Discount Amount in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **SST Taxable**: Indicates whether the discount is subject to Sales and Services Tax (SST).     * **SST Taxable**: Indicates whether the discount is subject to Sales and Services Tax (SST).
     * **Tax Amount**: The SST amount applied to the discount.     * **Tax Amount**: The SST amount applied to the discount.
-      * //When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies.//+      * When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies.
     * **Total Incl. Tax**: The total discount for the item, including SST, calculated as **Discount Amount + Tax Amount**.      * **Total Incl. Tax**: The total discount for the item, including SST, calculated as **Discount Amount + Tax Amount**. 
-      * //When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies.//+      * When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies.
     *  **Accounting**: Assign accounts for the selected goods or services. By default, accounts are determined based on **Account Charts > Account Rules**      *  **Accounting**: Assign accounts for the selected goods or services. By default, accounts are determined based on **Account Charts > Account Rules** 
       * **Revenue Account**: Records income from sales of goods or services.       * **Revenue Account**: Records income from sales of goods or services.
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     * **Description**: A brief explanation or reason for issuing the credit or debit note.     * **Description**: A brief explanation or reason for issuing the credit or debit note.
     * **Non-taxable Amount**: The portion of the adjustment that is not subject to tax.     * **Non-taxable Amount**: The portion of the adjustment that is not subject to tax.
-      * //When a foreign currency is selected, Non-taxable Amount is shown in both local and foreign currencies.// +      * When a foreign currency is selected, Non-taxable Amount is shown in both local and foreign currencies. 
-      * //Updates to Non-taxable Amount in either currency will automatically recalculate the corresponding value using the exchange rate.//+      * Updates to Non-taxable Amount in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **Taxable Amount**: The portion of the adjustment that is subject to tax.     * **Taxable Amount**: The portion of the adjustment that is subject to tax.
-      * //When a foreign currency is selected, Taxable Amount is shown in both local and foreign currencies.// +      * When a foreign currency is selected, Taxable Amount is shown in both local and foreign currencies. 
-      * //Updates to Taxable Amount in either currency will automatically recalculate the corresponding value using the exchange rate.//+      * Updates to Taxable Amount in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).     * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).
 +      * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
     * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected).     * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected).
     * **Original Total Excl. Tax**: The original total amount of the invoice excluding tax before the adjustment.     * **Original Total Excl. Tax**: The original total amount of the invoice excluding tax before the adjustment.
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         * **Submit Now**: Immediately submit a consolidated e-Invoice that is otherwise scheduled for future submission.          * **Submit Now**: Immediately submit a consolidated e-Invoice that is otherwise scheduled for future submission. 
       * **Check e-Invoice Status**: Retrieve the latest status of the e-Invoice submission and open the MyInvois portal page to display the submission details.       * **Check e-Invoice Status**: Retrieve the latest status of the e-Invoice submission and open the MyInvois portal page to display the submission details.
-    * // e-Invoice is submitted upon credit/debit note is **issued** //+        * // e-Invoice is submitted upon credit/debit note is **issued** //
     * **Product Adjustment**: Modify the invoiced quantity of a product to ensure **accurate cost calculation**.     * **Product Adjustment**: Modify the invoiced quantity of a product to ensure **accurate cost calculation**.
       * **Product**: The specific item or product being adjusted.       * **Product**: The specific item or product being adjusted.
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     * **Refund**: A checkbox to indicate that the payment is a refund. When selected, the system treats the transaction as a negative payment, deducting the amount from the total paid     * **Refund**: A checkbox to indicate that the payment is a refund. When selected, the system treats the transaction as a negative payment, deducting the amount from the total paid
     * **Amount**: Enter the payment amount. For refunds, input the refunded amount.     * **Amount**: Enter the payment amount. For refunds, input the refunded amount.
-      * //When a foreign currency is selected, Amount is shown in both local and foreign currencies.// +      * When a foreign currency is selected, Amount is shown in both local and foreign currencies. 
-      * //Updates to Amount in either currency will automatically recalculate the corresponding value using the exchange rate.//+      * Updates to Amount in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **Exchange Rate**: The rate used to convert foreign currency payments to local currency (Available only when a foreign currency is selected).     * **Exchange Rate**: The rate used to convert foreign currency payments to local currency (Available only when a foreign currency is selected).
-      * //Updates to the payment exchange rate will automatically recalculate the foreign exchange gain or loss.//+      * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available. 
 +      * Updates to the payment exchange rate will automatically recalculate the foreign exchange gain or loss.
     * **Ref. No.**: A reference number for the payment (e.g., transaction ID, cheque number).     * **Ref. No.**: A reference number for the payment (e.g., transaction ID, cheque number).
     * **Foreign Exchange Gain/Loss**: The gain or loss resulting from exchange rate differences between the invoice and the payment.      * **Foreign Exchange Gain/Loss**: The gain or loss resulting from exchange rate differences between the invoice and the payment.
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       * Once cancelled, the invoice will become **read-only**.        * Once cancelled, the invoice will become **read-only**. 
 ++++ ++++
 +
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • invoice.1776224741.txt.gz
  • Last modified: 2026/04/15 03:45
  • by chillhubadmin