invoicing

Create Your First Invoice

Create your first invoice in IntBooks: customer setup, line items and SST tax types, saving and sending, and submitting it to MyInvois.

By IntBooks Editorial Team · Last updated:

This walkthrough takes you from a new customer to a sent invoice in IntBooks. It also covers the steps that trip up new users: SST tax types, and submitting the invoice to LHDN MyInvois if you’re in scope.

Prerequisites

  • Your organisation is set up. If it isn’t, see Getting Started.
  • If you’re SST-registered, your SST registration number is saved in your organisation details.
  • If you issue e-invoices, your TIN, registration number and MSIC code are complete. MyInvois is mandatory from RM3 million annual turnover and voluntary below it (LHDN statement, 30 Aug 2026).

Step 1: Create or select a customer

Every invoice needs a customer. You can add one from the invoice form with the quick-create button, or set one up beforehand in your customer list.

For a business customer, record:

  • Legal name: as registered
  • TIN: the customer’s LHDN Tax Identification Number
  • Registration number: e.g. the SSM number, or the NRIC for an individual
  • Address
  • Email address: for sending the invoice

IntBooks checks the TIN’s format when you save. The check against LHDN’s records happens when you submit an e-invoice. So a typo can pass here and only show up at submission. Double-check TINs with your customer.

Step 2: Start a new invoice

Go to Invoices and create a new invoice. Fill in the invoice details:

  • Customer: pick from the list
  • Issue date and due date: choose payment terms such as Net 30, or set the date yourself
  • Invoice number: generated from your document sequence

Step 3: Add line items

Choose Add Line Item and fill in:

  • Description: what you’re invoicing for
  • Quantity
  • Unit price (before tax)
  • Tax type, if you’re SST-registered (see the next step)

Repeat for each line.

Step 4: Pick the right SST tax type

If you’re SST-registered, pick a tax type for each line:

  • Service tax @ 8%: the rate for most taxable services since 1 March 2024
  • Service tax @ 6%: food and beverage, logistics, telecommunications and parking services
  • Sales tax: for taxable goods, at the rate that applies to them
  • Zero-rated or Exempt, where that applies

Source for the service tax rates: RMCD MySST Service Tax FAQ. If you’re not sure which rate applies to your service or goods, check MySST or ask your tax adviser.

If you’re not SST-registered, don’t charge SST.

Step 5: Review the totals

The summary shows the subtotal, the tax and the total. Check them before you save.

Once an invoice has been validated by MyInvois, you can’t edit it. You can cancel it within 72 hours of validation, or issue a credit note (LHDN General FAQs, Q33–37).

Step 6: Save

Choose Save as Draft. The invoice is created as a draft that you can still edit. When it’s final, open it and choose Mark as Completed.

Step 7: Submit to MyInvois (if you issue e-invoices)

E-invoices are submitted from the e-invoice dashboard, not from the invoice form:

  1. Go to Invoices → E-Invoice and choose Submit E-Invoice.
  2. Pick the invoice.
  3. Review the pre-submission check, then choose Validate & Submit.

MyInvois rejects a document whose issue date is more than 72 hours before submission (MyInvois SDK FAQ), so submit soon after you invoice. For results and error codes, see Submit an e-invoice to MyInvois.

Step 8: Send to the customer

From the invoice, choose Send to email it with the PDF attached, or PDF to download it. If you issue e-invoices, include the MyInvois QR code from the submission detail on the copy you share. LHDN expects the copy you share to carry the QR code (LHDN General FAQs, Q31).

When the customer pays, use Record Payment on the invoice.

What’s next?