How to Create Bill for Client?

Follow these simple steps;

1. Go to Unbilled Activity tab in the Matter.
2. Select the activity which you want to include in the Bill. Specifically select the Unbilled status activity.
3. Click Create Bill button.
4. It will bring you to Bill page.

Create Bill Page

You need to do the following to make sure the bill is complete.

1. Enter the full address.
2. Select appropriate Sales Account. Normally it will be the Legal Fee account.
3. For the Amount Are, select Tax Exclusive. This will activate the tax rate applicable to time entry.
4. Review the item lines which you are about to bill your client. There are 4 sections of the item lines; Flat Rate & Time Entry are for the legal fee, Reimbursement & Disbursement are for the expense entry.
5. You can select the appropriate Tax Rate for each item line. It will be counted automatically if you select Tax Exclusive or Tax Inclusive at 'Amount are'.
6. Enter appropriate Bill Note. You can automate this at Quote, Billing & Trust in the System setting.
7. Enter appropriate Bill Terms & Conditions. You can automate this at Quote, Billing & Trust in the System setting.
8. Set the Issued Date and the Due Date. This are the required input fields for the Bill.
9. Lastly, click on Save as Draft or Approve, depending on your Role to create the Bill.

Submit Invoice to LHDN MyInvois for e-invoicing validation

1. Make sure you submit no later than 72 hours after you create the billing for client. Beyond that time period, MyInvois will automatically decline the submission.
2. Make sure you have enabled the E-invoicing tab at 'Manage Practice'. If you have not, make sure you follow the instruction give at the page.
3. Make sure you have added the correct TIN for your client.
4. To submit the invoice to LHDN MyInvois portal, just click on Manage Invoice at the Billing tab. It should present you with the link 'Submit e-invoice'