invoice

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invoice [2026/01/16 06:44] – chillhubadmininvoice [2026/07/09 06:01] (current) – chillhubadmin
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   * Navigate the Invoice page by selecting **Menu** -> **Invoice** \\ {{:invoice:invoice_1.jpg?600|}}   * Navigate the Invoice page by selecting **Menu** -> **Invoice** \\ {{:invoice:invoice_1.jpg?600|}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
-    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   * Additional Filter, Actions & Summary:   * Additional Filter, Actions & Summary:
     * **Select Month**: a calendar selector that allows you to filter invoices by a specific month.      * **Select Month**: a calendar selector that allows you to filter invoices by a specific month. 
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       * **e-Invoice Submitted**: Number of invoices submitted for e-Invoice, with unknown validation status.       * **e-Invoice Submitted**: Number of invoices submitted for e-Invoice, with unknown validation status.
       * **Cost Status Shortage**: Number of invoices with cost shortages (i.e., unable to calculate cost of goods sold).       * **Cost Status Shortage**: Number of invoices with cost shortages (i.e., unable to calculate cost of goods sold).
-      * {{mdi>dots-horizontal?24}} More actions: +      * {{mdi>dots-horizontal}} 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}} **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}} **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}} **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}} **Open Requests** : View incoming customer form submissions.
           * A badge indicates the number of open submissions.           * A badge indicates the number of open submissions.
           * Take one of the following actions on open requests:           * Take one of the following actions on open requests:
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             * Saving customer details.                * Saving customer details.   
   * Data Table: //(Note that some of these columns may be hidden in the row details)//   * Data Table: //(Note that some of these columns may be hidden in the row details)//
-    * {{mdi>chevron-up?24}}: Expand row to view more details. +    * {{mdi>chevron-up}}: Expand row to view more details. 
-    * {{mdi>pencil?24}}: Modify invoice details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify invoice details (Mobile View: expand row to access) 
-    * {{mdi>content-copy?24}}: Duplicate an existing invoice (Mobile View: expand row to access) \\ //Notes: Payment, delivery, adjustment details will not be copied over// +    * {{mdi>content-copy}}: Duplicate an existing invoice (Mobile View: expand row to access) \\ //Notes: Payment, delivery, adjustment details will not be copied over// 
-    * {{mdi>dots-horizontal?24}}: Opens a menu with additional options +    * {{mdi>dots-horizontal}}: Opens a menu with additional options 
-      * {{mdi>calendar-month?24}}: Assign teams and schedule the service or delivery date on the calendar. +      * {{mdi>calendar-month}}: Assign teams and schedule the service or delivery date on the calendar. 
-      * {{mdi>truck?24}}: Ship the delivery items on the invoice from the selected warehouses +      * {{mdi>truck}}: Ship the delivery items on the invoice from the selected warehouses 
-      * {{mdi>open-in-new?24}}: Check the e-Invoice status at MyInvois Portal+      * {{mdi>open-in-new}}: Check the e-Invoice status at MyInvois Portal
     * **Invoice No.**: The unique identifier for the invoice     * **Invoice No.**: The unique identifier for the invoice
     * **Status**: Shows the current status of the invoice (e.g., Draft, Issued, Cancelled)     * **Status**: Shows the current status of the invoice (e.g., Draft, Issued, Cancelled)
-      * {{mdi>playlist-edit?24}} **Draft**: The invoice has been created but not yet finalized or sent. +      * {{mdi>playlist-edit}} **Draft**: The invoice has been created but not yet finalized or sent. 
-      * {{mdi>email?24}} **Issued**: The invoice has been finalized and sent to the customer. The cost will be calculated, and the invoice will be posted to the MyInvois system. At this stage, the invoice details are locked and cannot be edited. Adjustments must be made through a credit or debit note. +      * {{mdi>email}} **Issued**: The invoice has been finalized and sent to the customer. The cost will be calculated, and the invoice will be posted to the MyInvois system. At this stage, the invoice details are locked and cannot be edited. Adjustments must be made through a credit or debit note. 
-      * {{mdi>minus-circle?24}} **Cancelled**: The invoice has been canceled and the cancellation will be posted to the MyInvois system. The invoice cannot be edited, and all associated costs, payments, and deliveries will be reversed  +      * {{mdi>minus-circle}} **Cancelled**: The invoice has been canceled and the cancellation will be posted to the MyInvois system. The invoice cannot be edited, and all associated costs, payments, and deliveries will be reversed  
     * **Date**: The date the invoice was issued.     * **Date**: The date the invoice was issued.
     * **Customer**: The name of the customer associated with the invoice.     * **Customer**: The name of the customer associated with the invoice.
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     * **City**: The city where the customer is located.     * **City**: The city where the customer is located.
     * **Contact No.**: The contact number for the customer.     * **Contact No.**: The contact number for the customer.
 +    * **Term**: The payment terms agreed with the customer.
 +    * **External Code**: External reference code used to link this customer to an external accounting system. 
     * **Remark**: Any additional notes or remarks related to the invoice.     * **Remark**: Any additional notes or remarks related to the invoice.
     * **Purchase Order No.**: The purchase order number related to the invoice.     * **Purchase Order No.**: The purchase order number related to the invoice.
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     * **Total Excl. Tax**: The total invoiced and adjustment amount of the invoice, excluding taxes.     * **Total Excl. Tax**: The total invoiced and adjustment amount of the invoice, excluding taxes.
     * **Paid**: Total amount paid toward the invoice.     * **Paid**: Total amount paid toward the invoice.
 +    * **Currency**: The currency code used for this document (e.g., MYR, USD). 
     * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the invoice.     * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the invoice.
       * **N/A**: No deliverable items is included.       * **N/A**: No deliverable items is included.
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       * **Error**: There was an issue with the e-Invoice submission or validation, resulting in an error.       * **Error**: There was an issue with the e-Invoice submission or validation, resulting in an error.
     * **e-Invoice ID**: Displays the Submission UUID for the e-Invoice.     * **e-Invoice ID**: Displays the Submission UUID for the e-Invoice.
 +    * **Accounting Sync Status**: Current synchronization status of the invoice with the external accounting system.
 +      * **Pending** – The invoice or payments are queued for synchronization.
 +      * **Synced** – The invoice and payments have been successfully synchronized.
 +      * **Cancelling** – A cancellation request is being processed.
 +      * **Cancelled** – The invoice and payments has been successfully cancelled in the external accounting system.
 +      * **Error** – Synchronization failed due to an error.
 +      * **Not Synced** – The invoice has not been sent for synchronization.
 ++++ ++++
 === Invoice Form === === Invoice Form ===
 ++++ Accessing Invoice Form: How to create or edit invoice in the system from different entry points | ++++ Accessing Invoice Form: How to create or edit invoice in the system from different entry points |
 == Accessing Invoice Form == == Accessing Invoice Form ==
-  - **From Invoice Page**: Click the New {{mdi>plus?24}} button to create a new invoice. To modify an existing invoice, click the Edit {{mdi>pencil?24}} icon on the corresponding row in the data table. +  - **From Invoice Page**: Click the New {{mdi>plus}} button to create a new invoice. To modify an existing invoice, click the Edit {{mdi>pencil}} icon on the corresponding row in the data table. 
-  - **From Sales Order Page**: On the data table row, click the Options {{mdi>dots-horizontal?24}} button to open a menu, then select {{mdi>receipt?24}} **Create/Edit Invoice** to create or modify the corresponding invoice.+  - **From Sales Order Page**: On the data table row, click the Options {{mdi>dots-horizontal}} button to open a menu, then select {{mdi>receipt}} **Create/Edit Invoice** to create or modify the corresponding invoice.
     *  When invoice is created from a sales order     *  When invoice is created from a sales order
       * All **sales order information, items, payments, deliveries** will be copied over to the invoice.       * All **sales order information, items, payments, deliveries** will be copied over to the invoice.
       * Sales order becomes **non-editable**. Further changes shall be made directly on the invoice.       * Sales order becomes **non-editable**. Further changes shall be made directly on the invoice.
       * If only partial items are invoiced, you must **split** the sales order first.       * If only partial items are invoiced, you must **split** the sales order first.
-  - **From Quotation Page**: On the data table row, click the Options {{mdi>dots-horizontal?24}} button to open a menu, then select {{mdi>receipt?24}} **Create/Edit Invoice** to create or modify the corresponding invoice.+  - **From Quotation Page**: On the data table row, click the Options {{mdi>dots-horizontal}} button to open a menu, then select {{mdi>receipt}} **Create/Edit Invoice** to create or modify the corresponding invoice.
     * All **quotation information, items** will be copied over to the invoice.     * All **quotation information, items** will be copied over to the invoice.
   - **From Scheduling Form**: Create or edit the scheduled job, go to **More Information** panel, click **New Invoice** or **Edit Invoice** button to create or modify the corresponding invoice.   - **From Scheduling Form**: Create or edit the scheduled job, go to **More Information** panel, click **New Invoice** or **Edit Invoice** button to create or modify the corresponding invoice.
     * **Customer information** copied over to the invoice. If the job details differ from the billing information, update them accordingly.      * **Customer information** copied over to the invoice. If the job details differ from the billing information, update them accordingly. 
-  - **From Shipping Page**: On the data table row for an invoice shipping record, click the Edit {{mdi>playlist-edit?24}} button to modify the corresponding invoice.+  - **From Shipping Page**: On the data table row for an invoice shipping record, click the Edit {{mdi>playlist-edit}} button to modify the corresponding invoice.
 ++++ ++++
 ++++ General: Key details such as invoice number, date and customer information | ++++ General: Key details such as invoice number, date and customer information |
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   * **Status**: Shows the current status of the invoice (e.g., Draft, Issued, Cancelled)   * **Status**: Shows the current status of the invoice (e.g., Draft, Issued, Cancelled)
   * **Employee**: The name of the employee (e.g. salespersons) responsible for the invoice.   * **Employee**: The name of the employee (e.g. salespersons) responsible for the invoice.
-  * **Invoice No.**: The unique identifier for the invoice. Automatically generated by the system. \\ If an invoice number conflict occurs, click the Refresh {{mdi>refresh?24}} icon to generate a new invoice number+  * **Invoice No.**: The unique identifier for the invoice. Automatically generated by the system. \\ If an invoice number conflict occurs, click the Refresh {{mdi>refresh}} icon to generate a new invoice number
   * **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.//
     * **Billing**: The customer's billing information, used for invoicing     * **Billing**: The customer's billing information, used for invoicing
-      * {{mdi>qrcode-scan?24}}: Scan Taxpayer QR code from MyInvois App to automatically populate customer information.+      * {{mdi>creation}}: Opens the **AI Extract Profile** dialog to automatically populate customer information using AI. {{page>ai_extract_profile&noheader&nofooter&noeditbtn}} 
 +      * {{mdi>qrcode-scan}}: Scan Taxpayer QR code from MyInvois App to automatically populate customer information.
         *  Visit [[https://myinvois.hasil.gov.my/content?path=/userguide/Generate%20QR%20Code%20for%20Taxpayer%20Profile.md&portal=mobile&lng=en|User Guide on How to generate Taxpayer QR Code in MyInvois App]]          *  Visit [[https://myinvois.hasil.gov.my/content?path=/userguide/Generate%20QR%20Code%20for%20Taxpayer%20Profile.md&portal=mobile&lng=en|User Guide on How to generate Taxpayer QR Code in MyInvois App]] 
       * **Customer**: The name of the customer to whom the invoice is issued.       * **Customer**: The name of the customer to whom the invoice is issued.
       * **Contact No.**: The contact number for the billing customer.       * **Contact No.**: The contact number for the billing customer.
-        * {{fa>whatsapp?24}}: Click to open WhatsApp chat with the customer.+        * {{fa>whatsapp}}: Click to open WhatsApp chat with the customer.
       * **Person in Charge**: The main contact person at the billing customer’s company.       * **Person in Charge**: The main contact person at the billing customer’s company.
       * **Email Address**: The billing customer's email address.       * **Email Address**: The billing customer's email address.
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       * **SST Reg. No.**: The Sales and Services Tax (SST) registration number of the customer (Only required for SST-registrant) \\ //E.g.  A01-2345-67891012//        * **SST Reg. No.**: The Sales and Services Tax (SST) registration number of the customer (Only required for SST-registrant) \\ //E.g.  A01-2345-67891012// 
       * **Tax Identification No.**: Tax Identification Number (TIN) of the customer. Company TIN is mandatory, while the **Default TIN** can be used for individuals. \\ //E.g. C2584563222//       * **Tax Identification No.**: Tax Identification Number (TIN) of the customer. Company TIN is mandatory, while the **Default TIN** can be used for individuals. \\ //E.g. C2584563222//
-        * {{mdi>cloud-download?24}}: Retrieve Tax Identification Number (TIN) from the MyInvois System using the corresponding ID Number (e.g., NRIC, BRN).+        * {{mdi>cloud-download}}: Retrieve Tax Identification Number (TIN) from the MyInvois System using the corresponding ID Number (e.g., NRIC, BRN).
       * **Use Default TIN**: Use //EI00000000010// as Tax Identification Number.       * **Use Default TIN**: Use //EI00000000010// as Tax Identification Number.
       * **Address**: Billing address of the customer       * **Address**: Billing address of the customer
-        * {{mdi>map-marker?24}}: Click to open the location in Google Maps.+        * {{mdi>map-marker}}: Click to open the location in Google Maps.
       * **Postcode**: Billing postcode of the customer       * **Postcode**: Billing postcode of the customer
       * **City**: Billing city of the customer       * **City**: Billing city of the customer
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     * **Delivery**: The customer's delivery information, used for shipping or service (Only required to fill in the fields differ from billing info)     * **Delivery**: The customer's delivery information, used for shipping or service (Only required to fill in the fields differ from billing info)
       * **Different from billing info**: Enable this option if any customer's delivery details are not the same as their billing information.       * **Different from billing info**: Enable this option if any customer's delivery details are not the same as their billing information.
 +      * {{mdi>creation}}: Opens the **AI Extract Profile** dialog to automatically populate customer information using AI. {{page>ai_extract_profile&noheader&nofooter&noeditbtn}}
       * **Customer**: The name of the customer to whom goods and services are delivered.       * **Customer**: The name of the customer to whom goods and services are delivered.
       * **Contact No.**: The contact number for the delivery customer.       * **Contact No.**: The contact number for the delivery customer.
-        * {{fa>whatsapp?24}}: Click to open WhatsApp chat with the customer.+        * {{fa>whatsapp}}: Click to open WhatsApp chat with the customer.
       * **Person in Charge**: The main contact person at the delivery customer’s company.       * **Person in Charge**: The main contact person at the delivery customer’s company.
       * **Email Address**: The delivery customer's email address.       * **Email Address**: The delivery customer's email address.
       * **Address**: Delivery address of the customer       * **Address**: Delivery address of the customer
-        * {{mdi>map-marker?24}}: Click to open the location in Google Maps.+        * {{mdi>map-marker}}: Click to open the location in Google Maps.
       * **Postcode**: Delivery postcode of the customer       * **Postcode**: Delivery postcode of the customer
       * **City**: Delivery city of the customer       * **City**: Delivery city of the customer
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     * **P/O No.**: The Purchase Order number associated with the invoice.     * **P/O No.**: The Purchase Order number associated with the invoice.
     * **Quotation No.**: The quotation number related to the invoice. (Auto populated if invoice is created from quotation)     * **Quotation No.**: The quotation number related to the invoice. (Auto populated if invoice is created from quotation)
 +      * {{mdi>dots-horizontal}}: View or edit the linked quotation.
     * **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)
 +      * {{mdi>dots-horizontal}}: View or edit the linked 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).
 +      * 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).
 +      * {{mdi>currency-usd}}: 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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     * **Accounting Sync Error**: Displays the error message returned by the external accounting system, if synchronization fails.     * **Accounting Sync Error**: Displays the error message returned by the external accounting system, if synchronization fails.
     * **Retry Sync**: Button to retry synchronization for invoices that failed.     * **Retry Sync**: Button to retry synchronization for invoices that failed.
 +    * These fields are repeated in a separate section for **invoice payment synchronization** with the external accounting system.
   * **Remark**: Any additional notes or remarks related to the invoice.   * **Remark**: Any additional notes or remarks related to the invoice.
 ++++ ++++
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 \\ {{:invoice:invoice_3.jpg?500|}} \\ {{:invoice:invoice_3.jpg?500|}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>plus?24}} **New**: Add a new item. +    * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected). 
-    * {{mdi>dots-horizontal?24}} **Add More**: +    * {{mdi>plus}} **New**: Add a new item. 
 +    * {{mdi>dots-horizontal}} **Add More**: 
       * **New Section**: Create a new section within the invoice. Subtotals will be calculated for each section individually.       * **New Section**: Create a new section within the invoice. Subtotals will be calculated for each section individually.
       * **New Discount**: Add a discount to the invoice.       * **New Discount**: Add a discount to the invoice.
   * **Data Table**: (Note that some of these columns may be hidden in the row details)   * **Data Table**: (Note that some of these columns may be hidden in the row details)
-    * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View)  +    * {{mdi>chevron-up}}: Expand row to view more details. (available only in Mobile View)  
-    * {{mdi>pencil?24}}: Modify item details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify item details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete item (Mobile View: expand row to access) +    * {{mdi>delete}}: Delete item (Mobile View: expand row to access) 
-    * {{mdi>dots-horizontal?24}}: More options +    * {{mdi>dots-horizontal}}: More options 
-      * {{mdi>format-indent-increase?24}} **Add Indent**: Indent the selected item +      * {{mdi>format-indent-increase}} **Add Indent**: Indent the selected item 
-      * {{mdi>format-indent-decrease?24}} **Remove Indent**: Outdent the selected item +      * {{mdi>format-indent-decrease}} **Remove Indent**: Outdent the selected item 
-      * {{mdi>arrow-up?24}} **Move Up**: Shift the selected item or section upward in the list +      * {{mdi>arrow-up}} **Move Up**: Shift the selected item or section upward in the list 
-      * {{mdi>arrow-down?24}} **Move Down**: Shift the selected item or section downward in the list.+      * {{mdi>arrow-down}} **Move Down**: Shift the selected item or section downward in the list.
     * **Item**: The name the item being invoiced     * **Item**: The name the item being invoiced
     * **Qty**: The quantity of the item being purchased     * **Qty**: The quantity of the item being purchased
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     * **Product / Service / Product Type / Custom**: Select the specific item based on the chosen type.     * **Product / Service / Product Type / Custom**: Select the specific item based on the chosen type.
       * **Product**: Represents specific goods, items and parts offered by the organization        * **Product**: Represents specific goods, items and parts offered by the organization 
 +        * {{mdi>warehouse}}: Click to view the current inventory level for this product.
       * **Product Type**: Used when specific products are unknown or not tracked in the system.       * **Product Type**: Used when specific products are unknown or not tracked in the system.
       * **Service**: Additional charges or non-physical offerings that your company provides       * **Service**: Additional charges or non-physical offerings that your company provides
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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.
     * **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.
 +      * 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.
     * **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.
     * **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.
     * **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.
 +      * 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.
     * **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.
     *  **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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       * **Shipped**: The delivery has been completed and shipped to the customer.       * **Shipped**: The delivery has been completed and shipped to the customer.
       * **Cancelled**: The invoice has been canceled, any associated delivery and shipping have been reversed.       * **Cancelled**: The invoice has been canceled, any associated delivery and shipping have been reversed.
-    * {{mdi>plus?24}} **New**: Add a new delivery note. +    * {{mdi>plus}} **New**: Add a new delivery note. 
-    * {{mdi>dots-horizontal?24}} **Add More**: +    * {{mdi>dots-horizontal}} **Add More**: 
       * **New Return Note**: Create a new return note.       * **New Return Note**: Create a new return note.
   * **Data Table**: (Note that some of these columns may be hidden in the row details)   * **Data Table**: (Note that some of these columns may be hidden in the row details)
-    * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View)  +    * {{mdi>chevron-up}}: Expand row to view more details. (available only in Mobile View)  
-    * {{mdi>pencil?24}}: Modify delivery/return note details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify delivery/return note details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete delivery/return note (Mobile View: expand row to access)+    * {{mdi>delete}}: Delete delivery/return note (Mobile View: expand row to access)
     * **Delivery/Return Note No.** :The unique identifier for the delivery/return note     * **Delivery/Return Note No.** :The unique identifier for the delivery/return note
     * **Delivery Date**: The date when the goods were delivered/returned.     * **Delivery Date**: The date when the goods were delivered/returned.
     * **Remark**: Any additional notes or comments related to the delivery/return     * **Remark**: Any additional notes or comments related to the delivery/return
-    * {{mdi>truck?24}} **Ship**: Button to edit shipping information for the delivery items. //(Button is disabled if there are unsaved delivery order changes)//.+    * {{mdi>truck}} **Ship**: Button to edit shipping information for the delivery items. //(Button is disabled if there are unsaved delivery order changes)//.
   * **Delivery/Return Form** \\ {{:invoice:invoice_11.jpg?400|}} {{:invoice:invoice_14.jpg?400|}}   * **Delivery/Return Form** \\ {{:invoice:invoice_11.jpg?400|}} {{:invoice:invoice_14.jpg?400|}}
     * **Delivery/Return Note No.** :The unique identifier for the delivery/return note. Automatically generated by the system.     * **Delivery/Return Note No.** :The unique identifier for the delivery/return note. Automatically generated by the system.
     * **Delivery/Return Date**: The date when the goods were delivered/returned.     * **Delivery/Return Date**: The date when the goods were delivered/returned.
     * **Data table for Delivery Note**     * **Data table for Delivery Note**
 +      * {{mdi>warehouse}}: Click to view the current inventory level for this product.
       * **Product**: The specific item or product being delivered.       * **Product**: The specific item or product being delivered.
       * **Balance**: The remaining quantity of the product yet to be delivered.       * **Balance**: The remaining quantity of the product yet to be delivered.
       * **Qty to Deliver**: The quantity of the product to be delivered in this delivery note.       * **Qty to Deliver**: The quantity of the product to be delivered in this delivery note.
     * **Data table for Return Note**     * **Data table for Return Note**
 +      * {{mdi>warehouse}}: Click to view the current inventory level for this product.
       * **Product**: The specific item or product being returned.       * **Product**: The specific item or product being returned.
       * **Qty to Deliver**: The total quantity delivered in other delivery notes.       * **Qty to Deliver**: The total quantity delivered in other delivery notes.
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       * **Completed**: All service items are fully completed.       * **Completed**: All service items are fully completed.
       * **Cancelled**: The invoice has been canceled.       * **Cancelled**: The invoice has been canceled.
-    * {{mdi>plus?24}} **New**: Add a new Job Completion Note.+    * {{mdi>plus}} **New**: Add a new Job Completion Note.
   * **Data Table**: (Note that some of these columns may be hidden in the row details)   * **Data Table**: (Note that some of these columns may be hidden in the row details)
-    * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View)  +    * {{mdi>chevron-up}}: Expand row to view more details. (available only in Mobile View)  
-    * {{mdi>pencil?24}}: Modify job completion note details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify job completion note details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete job completion note (Mobile View: expand row to access)+    * {{mdi>delete}}: Delete job completion note (Mobile View: expand row to access)
     * **Job Completion Note No.** :The unique identifier for the job completion note     * **Job Completion Note No.** :The unique identifier for the job completion note
     * **Service Date**: The date when the services were delivered.     * **Service Date**: The date when the services were delivered.
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       * **Balance**: The remaining quantity of the services yet to be delivered.       * **Balance**: The remaining quantity of the services yet to be delivered.
     * **Additional Notes**: Optional remarks or details about the service outcome, observations, or other relevant information included in the document.     * **Additional Notes**: Optional remarks or details about the service outcome, observations, or other relevant information included in the document.
- * **Remark**: Any additional notes or comments related to the job completion note.+    * **Insert Image** button: Opens a dialog to upload or select an image (e.g. site photos) and insert it into the editor at the cursor position. 
 +    * **Remark**: Any additional notes or comments related to the job completion note.
     * **View Document**: View, print and share job completion note document.      * **View Document**: View, print and share job completion note document. 
     * **Form Validations**:      * **Form Validations**: 
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 \\ {{:invoice:invoice_5.jpg?500|}} \\ {{:invoice:invoice_5.jpg?500|}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>plus?24}} **New**: Add a new credit/debit note.+    * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected). 
 +    * {{mdi>plus}} **New**: Add a new credit/debit note.
   * **Data Table**: (Note that some of these columns may be hidden in the row details)   * **Data Table**: (Note that some of these columns may be hidden in the row details)
-    * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View)  +    * {{mdi>chevron-up}}: Expand row to view more details. (available only in Mobile View)  
-    * {{mdi>pencil?24}}: Modify credit/debit note details (Mobile View: expand row to access)+    * {{mdi>pencil}}: Modify credit/debit note details (Mobile View: expand row to access)
     * **Credit/Debit Note No**: The unique identifier for the credit or debit note associated with the invoice     * **Credit/Debit Note No**: The unique identifier for the credit or debit note associated with the invoice
     * **Status**: The status of the credit or debit note (e.g., Draft, Issued, Cancelled).     * **Status**: The status of the credit or debit note (e.g., Draft, Issued, Cancelled).
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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.
 +      * 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.
 +      * 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).
 +      * {{mdi>currency-usd}}: 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).
     * **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.
     * **Adjustment Amount Excl. Tax**: The adjustment amount applied to the invoice total, excluding tax.     * **Adjustment Amount Excl. Tax**: The adjustment amount applied to the invoice total, excluding tax.
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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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     * **Accounting**: Assign accounts for the selected goods or services.      * **Accounting**: Assign accounts for the selected goods or services. 
       * **Revenue Account**: Records income from sales of goods or services.       * **Revenue Account**: Records income from sales of goods or services.
-      * **Accounts Receivable Account**: Tracks outstanding payments from customers. + * **Accounting Integration**: 
-      * **SST Payable Account**: Records the Sales and Services Tax (SST) collected (if applicable)+      * Only available when integration with an external accounting system is enabled. Please contact Chillhub for more information. 
 +      * **Accounting Sync Status**: Displays the current synchronization status of the credit/debit note with the external accounting system. 
 +        * //Pending// – The credit/debit note is queued for synchronization. 
 +        * //Synced// – The credit/debit note has been successfully synchronized. 
 +        * //Cancelling// – A cancellation request is being processed. 
 +        * //Cancelled// – The credit/debit note has been successfully cancelled in the external accounting system. 
 +        * //Error// – Synchronization failed due to an error. 
 +        * //Not Synced// – The credit/debit note has not been sent for synchronization. 
 +      * **Accounting Sync Timestamp**: Shows the date and time when the credit/debit note was last synchronized with the external accounting system. 
 +      * **Accounting Sync Error**: Displays the error message returned by the external accounting system, if synchronization fails. 
 +      * **Retry Sync**: Button to retry synchronization for invoices that failed.
     * **Save**     * **Save**
       * **Save only**: Save credit/debit note with current status       * **Save only**: Save credit/debit note with current status
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       * **Overpaid**: The amount paid exceeds the invoice total.       * **Overpaid**: The amount paid exceeds the invoice total.
       * **Cancelled**: The invoice has been canceled, so payment has been reversed.       * **Cancelled**: The invoice has been canceled, so payment has been reversed.
-    * {{mdi>plus?24}} **New**: Add a new payment.+    * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected). 
 +    * {{mdi>plus}} **New**: Add a new payment.
   * **Data Table**: (Note that some of these columns may be hidden in the row details)   * **Data Table**: (Note that some of these columns may be hidden in the row details)
-    * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View)  +    * {{mdi>chevron-up}}: Expand row to view more details. (available only in Mobile View)  
-    * {{mdi>pencil?24}}: Modify payment details (Mobile View: expand row to access)+    * {{mdi>pencil}}: Modify payment details (Mobile View: expand row to access)
     * **Date**: The date the payment was made.     * **Date**: The date the payment was made.
     * **Method**: The method used for the payment (e.g., Cash, Credit Card, Bank Transfer)     * **Method**: The method used for the payment (e.g., Cash, Credit Card, Bank Transfer)
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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.
 +      * 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).
 +      * {{mdi>currency-usd}}: 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.
     * **Accounting**: Assign accounts for the selected payment. By default, accounts are determined based on **Account Charts > Account Rules** and the **selected payment method**     * **Accounting**: Assign accounts for the selected payment. By default, accounts are determined based on **Account Charts > Account Rules** and the **selected payment method**
       * **Cash Account**: Specifies the bank or cash account where the payment is received.       * **Cash Account**: Specifies the bank or cash account where the payment is received.
       * **Unearned Revenue Accounts**: Advance payment account where payment received before the invoice is issued (via sales order). This field is read-only.       * **Unearned Revenue Accounts**: Advance payment account where payment received before the invoice is issued (via sales order). This field is read-only.
 +      * **Foreign Exchange Gain/Loss Account**: The account used to record any foreign exchange gain or loss arising from differences between invoice and payment exchange rates.
 +        * Only available only when a foreign currency is selected.
     * **Remark**: Optional field for additional notes or comments related to the payment.      * **Remark**: Optional field for additional notes or comments related to the payment. 
     * **View Receipt**: View, print and share receipt document.     * **View Receipt**: View, print and share receipt document.
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 \\ {{:invoice:invoice_7.jpg?500|}} \\ {{:invoice:invoice_7.jpg?500|}}
   * **Subject**: The subject line  of the invoice. Defaulted to the invoice subject configured in Settings.   * **Subject**: The subject line  of the invoice. Defaulted to the invoice subject configured in Settings.
-  * **Footer**: The footer section of the invoice. Defaulted to the invoice footer configured in Settings.+  * **Footer**: The footer section of the invoice. Defaulted to the invoice footer configured in Settings.\ 
 +  * **Select Template**: Choose an alternative template for your Subject/Footer. (Configure additional templates in Settings ➔ More Templates.)
 ++++ ++++
 ++++ Form Actions: Available actions such as saving, canceling, sharing or printing the invoice | ++++ Form Actions: Available actions such as saving, canceling, sharing or printing the invoice |
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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.1768545893.txt.gz
  • Last modified: 2026/01/16 06:44
  • by chillhubadmin