Prerequisites

• Turn on E-invoice function in individual business's settings. (Tutorial link)
• Prepare necessary taxes. (Tutorial link)
• Prepare necessary invoice templates. (Tutorial link)

Step by step tutorial to create an e-Invoice

1. After you logged in to your account in Accent system, proceed to Sales > Invoices at the side menu.

2. Here lists all the invoices that you have created previously.

3. Use the filters to filter your invoices list.

4. Click on + New Invoice to create new invoice.

5. If wish to edit existing invoice, click on the Action button at the right side of the invoice record, then click Edit.

6. If you have a list of invoices you wish to approve and submit to MyInvois Portal, you can select the invoices records by checking the check boxes, and click on Bulk Approve & E-invoice Bulk Submission button. After that, you can click on E-invoice Bulk Validation to validate the selected invoices records with MyInvois Portal to make sure the e-invoices you issued are valid and accepted by MyInvois Portal. Note that these two buttons will only appear if you have enabled E-invoice function of your business (Refer tutorial for more information on how to enable E-invoice function).

7. If you create or edit an invoice, you will be redirected to the invoice editing page (as shown in screenshot below).

8. Fill in all the necessary details.

a. Invoice Number - Refer to this tutorial for more information on Invoice Settings (including invoice running number setup)
b. Sales Order No. - optional
c. Invoice Date and Due Date
d. Billing Details and Shipping Details - Billing details is compulsory, whereas Shipping details is optional
e. Add Invoice Item
f. Invoice Item selected will appear in this table
g. Totals of invoice
h. Invoice notes and footer - optional
i. Apply discount to invoice - can be percentage or fix number
j. Invoice Template - Refer to this tutorial for more information on what is invoice template

9. Under Billing Details and Shipping Details, you can select a customer from a list of customers created under your business. If the customer you wish to select is not created previously, you can click on Add New button to add a new customer on the spot.

SPECIAL NOTES

If you select to issue a consolidated invoice under Invoice Template dropdown (Refer to this tutorial for more information on what is invoice template), then billing details selection and shipping details selection will be removed and will not be compulsory as Accent system will automatically issue this document using customer general TIN (as requested by MyInvois Portal for consolidated invoice case). Furthermore, the Classification Code dropdown(s) for invoice items will automatically switched to Consolidated e-Invoice and other options will be hidden as this is the requirement by MyInvois Portal for items in consolidated invoice.

10. Under the dropdown Select an item, you can select a product or service to add to the invoice as an invoice item, these products or services records can be created beforehand at Product & Services section located at the side menu. If a new product or service record is required, you can click on Add New button to add a new product or service on the spot.

11. Once an invoice item is added, the record will appear inside the invoice items table.

a) shows the invoice item name where you can freely rename it.
b) select a suitable classification code for your invoice item. (this is very important to issue an e-invoice)
c) write a description for the invoice item if necessary.
d) select one or more taxes to apply the taxes onto the invoice item (refer to this tutorial for more information on taxes settings)
e) edit and update the item quantity, prices if necessary.
f) when invoice items being updated, the invoice totals will be updated automatically too.

12. If there is one or more taxes selected to apply onto the invoice item, you will have the choice to exempt the selected tax by checking the checkbox. The changes in invoice totals will be reflected automatically.

13. If you have chosen to exempt a tax, a textbox will appear under the tax exemption section and you are required to provide the tax exemption reason on why the tax could be exempted. (This is required by e-invoice)

14. Lastly, select the correct Invoice Template and click Save Invoice to save all changes. Refer to this tutorial for more information on what is Invoice Template.

15. After you saved your invoice, you will be redirected to the Invoice Preview Page. If your invoice is newly created, the default status of the invoice will be Draft. You can click on Approve to activate the invoice and submit to MyInvois Portal as a new e-invoice. Note that submission to MyInvois Portal only works if you have enabled E-invoice function of your business (Refer tutorial for more information on how to enable E-invoice function).

16. After your invoice is approved and submitted to MyInvois Portal, the Invoice Preview Page will be refreshed with two new options: Resubmit and Validate.

Resubmit should only be clicked if you are very sure that your issued e-invoice has certain errors and you need to resubmit the e-invoice record to MyInvois Portal.

Validate button can be clicked if you wish to validate the e-invoice record with MyInvois Portal to ensure that your e-invoice is valid and accepted by MyInvois Portal. You can always re-validate the e-invoice anytime.