1. Understanding the Requirements
✅ Determine your e-invoicing implementation phase based on your annual turnover.
✅ Review LHDN’s official e-Invoice guidelines and the Software Development Kit (SDK).
✅ Identify key e-invoicing types applicable (e-Invoice, Credit Note, Debit Note, Refund Note, Self-billed Invoice).
2. Internal Readiness Assessment
✅ Form a project team involving Finance, IT, Sales, Procurement, and Compliance.
✅ Conduct a gap analysis of current invoicing processes.
✅ Map out current workflows vs. e-invoice requirements.
✅ Assess your ERP/accounting system’s capability to support e-invoicing.
3. System and Software Preparation
✅ Decide on integration method:
- MyInvois Portal (Manual submission)
- API Integration (For high-volume businesses)
✅ Coordinate with your software vendor or internal IT team for API readiness.
✅ Plan for middleware or e-invoicing solution providers if necessary.
✅ Register and configure your business profile with LHDN.
4. Data Validation and Mapping
✅ Validate customer and supplier master data (e.g., TINs, addresses).
✅ Map internal invoice data fields to LHDN’s e-invoice schema.
✅ Set up validation rules (e.g., tax codes, document types).
5. Testing and Pilot Run
✅ Conduct end-to-end testing using LHDN’s sandbox environment.
✅ Test various invoice scenarios: B2B, B2C, exports, and self-billed invoices.
✅ Validate response messages from LHDN (success, rejection, errors).
✅ Adjust internal processes based on test results.
6. Staff Training and Communication
✅ Train finance, sales, procurement, and customer service teams.
✅ Communicate upcoming changes to customers and suppliers.
✅ Provide FAQs and support channels internally.
7. Go-Live and Monitoring
✅ Launch in parallel with manual processes for a transition period (if feasible).
✅ Monitor invoice rejections, system logs, and tax compliance.
✅ Maintain audit trails and backups as required by LHDN.
✅ Establish a support framework for resolving e-invoicing issues.
8. Post-Implementation Review
✅ Conduct a post-implementation audit.
✅ Review KPIs (e.g., invoice turnaround time, error rates).
✅ Continue engagement with LHDN for updates or changes.