How to Create Consolidated e-Invoice in AutoCount Cloud Accounting
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How to Issue a Consolidated e‑Invoice

Introduction

This guide shows how to create and submit a consolidated e-Invoice in AutoCount Cloud Accounting. It covers setting up cash customers, issuing invoices, handling customers who later request an individual e-Invoice, and submitting eligible monthly transactions as a consolidated e-Invoice to MyInvois.

Workflow

A condensed view of the full process before the detailed steps.

1

Maintain Customer Code

Maintain a Cash Customer or General Public customer code for buyers who do not require an individual e-Invoice.

2

Create & Approve Invoice

Record the daily sales invoice as usual and click Approve. Transactions without a Tax Entity can remain available for consolidation.

3

Handle Exceptions

If a customer later requests an e-Invoice, add the buyer's Tax Entity and submit it as a standard e-Invoice. Void cancelled sales.

4

Consolidate at Month End

From the 1st to 7th of the following month, open Consolidated e-Invoice and select the full month's transaction date range.

5

Preview & Submit

Review the grouped transactions, create the consolidated e-Invoice and confirm that the e-Invoice status becomes Valid.

(EN) Video Guide: How to Issue a Consolidated e‑Invoice

Prepare Customers and Daily Sales

These are the transactions that may later be included in the consolidated e-Invoice.

1. Maintain a Cash Customer / General Public customer code

  • Go to Master Data > Customer.
  • Create or use a Cash Customer / Cash Sales customer.
  • Click Edit.
AutoCount Cloud Accounting Master Data page showing the Customer option under Accounting settings for creating and maintaining customer records.
  • For buyers without individual e-Invoice requirements, buyer Tax Entity information can be left blank.
  • Save the customer record.
  • Important

Consolidated e-Invoice can also apply to eligible B2B transactions. If a business customer does not require an individual e-Invoice, the transaction may be included in the consolidated submission based on the applicable requirements.

2. Create Sales Invoice

  • Go to Sales > Invoice.
  • Click New.
AutoCount Cloud Accounting Sales Invoice page showing the invoice listing with the New button, customer details, invoice summary, and sales transaction records for creating and managing invoices.
  • Select Cash Customer or customer without Tax Entity.
  • Add products/services.
  • Enter quantity, unit price and classification code.
  • Save the invoice details.

3. Approve Invoice for Consolidation

  • Click Approve.
  • If Tax Entity is missing, AutoCount will show a message that the invoice cannot be submitted as a standard e-Invoice.
  • Click OK.
  • Repeat for other eligible daily transactions.
  • Approval Workflow Note

The approval button and workflow may vary depending on the approval settings configured in your AutoCount Cloud Accounting account book. Ensure the invoice is approved according to your configured workflow before proceeding with the consolidated e-Invoice process.

Handle Customer Requests and Cancellations

These are the transactions that may later be included in the consolidated e-Invoice.

1. Customer Requests Individual e-Invoice

  • Open the invoice from the invoice list.
  • Click Action > Edit.
  • Add the customer's Tax Entity.
  • Submit the invoice as a standard e-Invoice.
AutoCount Cloud Accounting Customer setup page showing the Tax Entity selection field, customer tax information search, and options to save updated customer details.

2. Add Buyer Tax Entity

  • Enter business registration details for business customers.
  • Complete required address, postcode, city, country, phone and email details.
  • For individuals, fill in the applicable identification information.
  • Use Upload QR when customer MyInvois QR information is available.
AutoCount Cloud Accounting Tax Entity page showing the creation of a new Tax Entity with fields for name, TIN, business registration number, classification, address, and other tax information details.

3. Void Cancelled Purchase

  • Open the invoice action menu.
  • Choose Void.
  • Enter the cancellation reason.
  • Voided invoices will not be included in consolidation.
  • Why an Invoice Number May Be Missing

A missing invoice number in the consolidated e-Invoice may indicate that the invoice was voided or has already been submitted separately as a standard e-Invoice.

Create Monthly Consolidated e-Invoice

After daily transactions are complete, consolidate the eligible invoices for the month.

1. Open Consolidated e-Invoice

  • Go to Malaysia e-Invoice > Consolidated e-Invoice.
  • Click New.
AutoCount Cloud Accounting Malaysia e-Invoice page showing the Consolidated e-Invoice module with the New button and consolidated invoice listing for creating and managing submissions.

2. Select Monthly Date Range

  • Set From Date and To Date.
  • Select the complete month transaction period.
  • Click OK.
AutoCount Cloud Accounting Consolidated e-Invoice creation window showing the From Date and To Date fields for selecting the monthly transaction period before generating a consolidated e-Invoice.
  • Monthly Submission Timing

The consolidated e-Invoice should be created and submitted between the 1st and 7th calendar day of the following month for eligible transactions from the previous month. Calendar days include Saturdays and Sundays.

3. Preview Transactions

  • Review the grouped invoices.
  • Check subtotal, tax and total amount.
  • Click View to inspect details.
AutoCount Cloud Accounting Consolidated e-Invoice preview window showing grouped invoice details, supplier and buyer information, transaction amounts, and the option to view invoice details before creating the consolidated e-Invoice.

4. Check Invoice References

  • Review grouped source invoice references.
  • Missing invoice numbers may mean the invoice was voided or already submitted separately.
AutoCount Cloud Accounting Consolidated e-Invoice preview page showing grouped invoice details with classification code, source invoice references, and the drill-down view of included transactions before submission.

5. Create Consolidated e-Invoice

  • Confirm invoice details.
  • Click Create.
  • Click Yes when confirmation appears.

Check Validation Status

Confirm that the consolidated document has been accepted and linked back to the source invoices.

1) Wait for Valid Status

  • Refresh the status if required.
  • Confirm the e-Invoice Status shows Valid.
AutoCount Cloud Accounting Consolidated e-Invoice listing showing a successfully created document with the e-Invoice Status displayed as Valid after submission.

2. If Validation Fails

  • Open View Details to check the error message.
  • Use Refresh to retrieve the latest status.
  • Use Stop Retry when correction is required.
AutoCount Cloud Accounting Consolidated e-Invoice details page showing a failed validation status with the View Details window displaying the submission error message.

3. Verify Source Invoices

  • Go to Sales > Invoice.
  • Check Consolidated e-Invoice Doc. No. and e-Invoice Status columns.

Conclusion

AutoCount Cloud Accounting makes consolidated e-InInvoice management simple by allowing businesses to record daily transactions and submit eligible invoices in one consolidated submission. By maintaining the correct customer information, reviewing transaction details, and checking the e-Invoice validation status, businesses can ensure a smoother and more efficient e-Invoicing process with MyInvois.

Frequently Asked Questions

What is a consolidated e-Invoice in AutoCount Cloud Accounting?

A consolidated e-Invoice combines multiple eligible transactions into one e-Invoice submission to MyInvois. It is useful for transactions where customers do not require an individual e-Invoice.

Businesses can use the consolidated e-Invoice function for eligible transactions, including cash customers or customers who do not request an individual e-Invoice.

Yes. You need to maintain at least one customer code, such as a Cash Customer or General Public customer, before creating sales invoices that will later be included in the consolidated e-Invoice.

You can edit the invoice, add the customer’s Tax Entity information, and submit the invoice as a standard e-Invoice. The invoice will no longer be included in the consolidated e-Invoice batch.

The consolidated e-Invoice should be created and submitted during the first 7 calendar days of the following month based on the eligible transactions from the previous month.

Need Help Setting Up e-Invoice in AutoCount Cloud Accounting?

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