How to issue e-Invoice in Optimum POS System

Overview:

Creating an e-Invoice in a POS system involves automating the process of generating digital invoices compliant with Malaysia’s tax regulations.

Scenario:

Creating an e-Invoice in a POS System, a customer buys products at your store and request for e-Invoice. The cashier enters the items and customer details into the POS system. The system calculates taxes and generates an e-Invoice with all the required details. The invoice is sent to the tax authorities for validation. Once confirmed, the cashier provides the e-Invoice to the customer via print.  

Solution:  

Scenario 1: Issue e-Invoice before make payment
Press Ctrl + Shift + R to display the customer information form. Update the details as needed.

After payment, If the system detects that 'Request Submit e-Invoice' is ticked, it will automatically submit the e-Invoice.

Note: Create a customer account for regular customers to save their information, click F8 to select the customer account in POS 

Scenario 2: Request e-invoice after make payment  

Press Ctrl + Shift + R.  Select Cash Sales that customer request 

Update customer’s information accordingly and click Submit e-Invoice 

e-Invoice Status Invalid

System will prompt error message if failed to submit e-Invoice 

Press Ctrl + Shift + R, select the Invalid document, update the correct information and click ‘Submit e-Invoice’ button  

e-Invoice Status Submitted
To update the status to become Valid, press Ctrl + Shift + R, select the Cash Sales and click the ‘Info’ button

To cancel a valid e-Invoice transaction

Press Ctrl + F2, select Void Past Bill

Select the transaction which status is valid, click ‘Void’ button and system will submit to LHDN and update system to becomes ‘Cancelled’ status

Take note that if the status is Submitted, system is not allow to proceed Void.
User should press Ctrl + Shift + R, select the Cash Sales and click the ‘Info’ button  update status first before proceed this

Refer attachment for PDF file