diff --git a/content/applications/finance/fiscal_localizations/malaysia.rst b/content/applications/finance/fiscal_localizations/malaysia.rst index 99d3fe2185..25ff8719f8 100644 --- a/content/applications/finance/fiscal_localizations/malaysia.rst +++ b/content/applications/finance/fiscal_localizations/malaysia.rst @@ -58,8 +58,6 @@ and select it. Then configure the following fields: - :guilabel:`TTx`: Malaysian Tourism Tax Number, if applicable - :guilabel:`Phone` -.. _malaysia/myinvois: - E-invoicing integration with MyInvois ===================================== @@ -134,31 +132,45 @@ Configuration in Odoo .. _malaysia/myinvois/setup/odoo/einvoicing: +Company +******* + +Open the Settings app, navigate to the :guilabel:`Companies` section, and click +:guilabel:`Update Info`. Make sure the :guilabel:`Tax ID` is entered and complete the following +fields in the :guilabel:`E-invoicing` section: + + - :guilabel:`Identification`: Select the :guilabel:`ID Type` and enter the associated + :guilabel:`Identification number` used to register for the digital certificate. + - :guilabel:`Ind. Classification`: Input the 5-digit numeric code that represents the nature and + activity of the business. + Electronic invoicing ******************** Go to :menuselection:`Accounting --> Configuration --> Settings`. In the -:guilabel:`Malaysian Electronic Invoicing` section, choose the relevant :guilabel:`MyInvois mode` -based on the environment you used to register on MyInvois. +:guilabel:`Malaysian Electronic Invoicing` section, select the relevant :guilabel:`MyInvois mode` +based on the environment used for the company's MyInvois registration. Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`. .. note:: - To change the TIN reference, click :guilabel:`Unregister`, change the company's information and - make sure the number registered on MyInvois matches, then :guilabel:`Register` again. + To change the :abbr:`TIN (tax identification number)` reference, click :guilabel:`Unregister`, + change the company's information and make sure the number registered on MyInvois matches, then + :guilabel:`Register` again. -.. _malaysia/myinvois/setup/odoo/company: +.. important:: + For taxpayers with a :abbr:`TIN (tax identification number)` starting with "IG" and a + :abbr:`ROB (registration of business)` number, combine the TIN and ROB in the **TIN:ROB** format + for the :guilabel:`Tax ID` field. -Company -******* + To register, go to :menuselection:`Accounting --> Configuration --> Settings`, and in the + :guilabel:`Malaysian Electronic Invoicing` section, click :guilabel:`Register`. Once the + registration is complete, the **:ROB** can be removed from the :guilabel:`Tax ID`. -Open the Settings app, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then, -in the :guilabel:`E-invoicing` section, fill in the following fields: + Additionally, remember to log into `MyTax account `_ and set the + :guilabel:`Type of Role` as :guilabel:`Business Owner`. - - :guilabel:`Identification`: The :guilabel:`ID Type` and associated :guilabel:`Identification - number` used to register for the digital certificate. - - :guilabel:`Ind. Classification`: The 5-digit numeric code that represents the nature and - activity of the business. +.. _malaysia/myinvois/setup/odoo/company: Contacts ******** @@ -181,6 +193,20 @@ All products to be included in e-invoices require a Malaysian classification cod access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the :guilabel:`Malaysian classification code` field. +Malaysian tax type +****************** + +To configure a tax's :guilabel:`Malaysian Tax Type` field, go to :menuselection:`Accounting --> +Configuration --> Accounting --> Taxes` and open the relevant tax in the :guilabel:`Taxes` list +view. + +When an invoice or bill includes a tax with the :guilabel:`Malaysian Tax Type` set to +**Tax Exempt**, a :guilabel:`Tax Exemption Reason` must be specified in the :guilabel:`MyInvois` +tab before the document is sent. + +.. image:: malaysia/myinvois-tax-exemption-reason.png + :alt: MyInvois tax exemption reason + .. _malaysia/myinvois/workflow: Workflow @@ -191,23 +217,40 @@ Workflow Send invoices to MyInvois ~~~~~~~~~~~~~~~~~~~~~~~~~ -Invoices can be sent to MyInvois once they have been confirmed. To do so, follow the -:ref:`invoice sending ` steps, and in the :guilabel:`Send` window, -enable the :guilabel:`Send to MyInvois` option and click :guilabel:`Print & Send`. +Invoices can be sent to MyInvois once they have been confirmed. To do so, click +:guilabel:`Send to MyInvois`. + +Send bills to MyInvois +~~~~~~~~~~~~~~~~~~~~~~ + +Sending a bill to MyInvois is necessary when issuing an e-Invoice on behalf of a supplier. Once a +bill is confirmed, click :guilabel:`Send To MyInvois`. + +.. note:: + - In `MyInvois `_, these vendor bills are + categorized as :guilabel:`Self-billed Invoice`. + + - If a :guilabel:`Bill Reference` field is empty, Odoo's vendor bill number is used as the + MyInvois number. If a reference is entered in the :guilabel:`Bill Reference` field, that + reference is used instead. .. _malaysia/myinvois/workflow/sending/status: MyInvois status *************** -In the :guilabel:`MyInvois` tab of the invoice, the :guilabel:`MyInvois State` is updated to -:guilabel:`Valid` when the submission to MyInvois is successful. The :guilabel:`Submission UID`, -:guilabel:`MyInvois` and :guilabel:`Validation Time` are also updated. -The same information is available on MyInvois. +The current MyInvois status of an invoice or bill is shown in the :guilabel:`MyInvois State` field +within the :guilabel:`MyInvois` tab. + + - :guilabel:`Validation in Progress`: the validation is being processed by MyInvois. A blue + :guilabel:`Processing` banner is also displayed. + - :guilabel:`Valid`: it is validated by MyInvois. The :guilabel:`Submission UID`, + :guilabel:`MyInvois` and :guilabel:`Validation Time` are automatically updated with information + from MyInvois. .. note:: - If no information is received from the MyInvois portal, the :guilabel:`MyInvois State` is - :guilabel:`In Progress`. In this case, Odoo automatically checks and updates the status. + Odoo :doc:`automatically checks and updates <../../sales/subscriptions/scheduled_actions>` the + status every hour. To update it manually at any time, click :guilabel:`Update MyInvois Status`. .. _malaysia/myinvois/workflow/cancellation: @@ -215,10 +258,61 @@ Invoice cancellation ~~~~~~~~~~~~~~~~~~~~ Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open -the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include -the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The +the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, +include the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The :guilabel:`MyInvois State` is updated to :guilabel:`cancelled`. +Send credit notes to MyInvois +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Before sending a credit note, the original invoice must be successfully submitted to MyInvois. +Otherwise, the credit note's :guilabel:`MyInvois State` is updated to :guilabel:`Invalid`. + +While Odoo uses a single :guilabel:`credit note` document, MyInvois categorizes these into two +types: :guilabel:`credit note` and :guilabel:`refund note`, depending on how they are reconciled. + +- :guilabel:`MyInvois Credit Note`: This is created when an Odoo credit note is reconciled with the + original invoice. +- :guilabel:`MyInvois Refund Note`: This is created when an Odoo credit note is reconciled with a + full payment instead of the original invoice. + +.. note:: + If a credit note is reconciled with only a partial payment before being sent, it is still + categorized as a :guilabel:`credit note` in MyInvois. + +.. tip:: + To issue both a credit note and a refund note for the same original invoice: + - Create two separate credit notes in Odoo from the original invoice. + - For a MyInvois :guilabel:`Refund Note`: Register a payment before sending it. + - For a MyInvois :guilabel:`Credit Note`: Do not register a payment before sending it. + +.. note:: + The same logic applies to credit notes created from bills: if reconciled with a full payment, + the credit note becomes a :guilabel:`Self-billed Refund Note`; otherwise, it becomes a + :guilabel:`Self-billed Credit Note`. + +Send debit notes to MyInvois +~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +:ref:`Issue a debit note from an existing bill or invoice ` +and click :guilabel:`Send To MyInvois`. In MyInvois, it appears then as a :guilabel:`Debit Note` if +issued from an invoice or a :guilabel:`Self-billed Debit Note` from a vendor bill. + +Access invoices via QR code +--------------------------- + +When a document is successfully submitted to MyInvois, a QR code is added to its PDF version. +Scanning this code links directly to the validated document in MyInvois. + +To download the PDF from an invoice or bill: + +#. Click the :icon:`fa-cog` :guilabel:`(gear)` icon +#. Select :guilabel:`Download` +#. Choose either :guilabel:`PDF` or :guilabel:`PDF without Payment` + +.. image:: malaysia/myinvois-qr-code.png + :alt: MyInvois QR code + .. _malaysia/employment-hero: Employment Hero payroll diff --git a/content/applications/finance/fiscal_localizations/malaysia/myinvois-add-intermediary.png b/content/applications/finance/fiscal_localizations/malaysia/myinvois-add-intermediary.png index ca68b20c24..3964b5cb5f 100644 Binary files a/content/applications/finance/fiscal_localizations/malaysia/myinvois-add-intermediary.png and b/content/applications/finance/fiscal_localizations/malaysia/myinvois-add-intermediary.png differ diff --git a/content/applications/finance/fiscal_localizations/malaysia/myinvois-intermediary-active.png b/content/applications/finance/fiscal_localizations/malaysia/myinvois-intermediary-active.png index b5c909f712..9906b52a61 100644 Binary files a/content/applications/finance/fiscal_localizations/malaysia/myinvois-intermediary-active.png and b/content/applications/finance/fiscal_localizations/malaysia/myinvois-intermediary-active.png differ diff --git a/content/applications/finance/fiscal_localizations/malaysia/myinvois-qr-code.png b/content/applications/finance/fiscal_localizations/malaysia/myinvois-qr-code.png new file mode 100644 index 0000000000..30154fd35a Binary files /dev/null and b/content/applications/finance/fiscal_localizations/malaysia/myinvois-qr-code.png differ diff --git a/content/applications/finance/fiscal_localizations/malaysia/myinvois-tax-exemption-reason.png b/content/applications/finance/fiscal_localizations/malaysia/myinvois-tax-exemption-reason.png new file mode 100644 index 0000000000..8468222f62 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/malaysia/myinvois-tax-exemption-reason.png differ