JomeInvoice V2 - Product Guide

30 guides covering the full JomeInvoice V2 product, from first setup to daily invoice management and troubleshooting, plus reference pages for each module.

Getting started

1. Set up MyTax & MyInvois before connecting JomeInvoice - The full pre-work in MyTax/MyInvois before you ever open JomeInvoice
2. Create your JomeInvoice account - Sign up, verify email, create and verify your workspace
3. Add JomeInvoice as Intermediary - The MyInvois authorization that lets JomeInvoice submit on your behalf
4. Invite customers / suppliers to self-onboard - Faster, more accurate than typing their details yourself

Creating & uploading invoices

1. Create an invoice - Sales or Self-Billed - manually create and submit a single invoice
2. Bulk upload invoices - Upload a CSV batch via Direct Upload, with field mapping and validation results
3. How to submit invoices to LHDN - Approve and Submit (B2B) or Consolidate: Tag → Convert → Submit (B2C)
4. Run your monthly B2C consolidation - The repeatable month-end procedure: select, review, convert, submit, and verify
5. Set up an automated (SFTP) invoice feed - High-volume imports straight from your POS or ERP, with return files

Managing invoices

1. Resubmitting sales invoices - Fix a rejected invoice and resubmit to LHDN
2. Export invoices - Export invoice data as CSV, or invoice documents as PDF individually or in bulk
3. Cancel an invoice (72-hour rule) - When you can cancel, when you can't, and what to do instead
4. Why your invoice was rejected - Reference guide for common rejection, validation, and submission errors, with the message, where it appears, and fix steps

Understanding

1. B2B vs B2C and consolidated invoices - What's different, and the monthly consolidation flow for B2C businesses
2. TIN verification: company vs individual - The TIN format depends on entity type - get it wrong and submissions fail
3. When to use self-billed (vs sales) - Six LHDN-mandated scenarios that require a self-billed invoice
4. Understanding invoice statuses - What each status means and what action it implies
5. When to issue a Credit, Debit, or Refund Note - After the 72-hour cancel window closes - which adjustment note to use
6. How JomeInvoice matches buyers and suppliers - How a document is linked to a saved customer or supplier, and when a record is created automatically

Request module

1. Share your e-invoice request link and QR code - Let buyers request individual e-invoices during the month of purchase
2. Why is my buyer request rejected - Automatic blocks and manual rejection reasons explained

Settings

1. Workspace Settings - Every tab at a glance, with the General tab in detail and when you would change each setting
2. Organisation, Main HQ and branches - The company details LHDN receives, when you need branches, and which address is submitted
3. User roles and permissions - The built-in roles, every permission row, and how to shape a role around a job
4. Customising the emails JomeInvoice sends - The email templates, merge variables, and why a perfect template still sends nothing
5. Teams: branch access, sources, and notifications - Group people by the branches and sources they cover, and route each kind of notification to whoever acts on it
6. Set up Enterprise SSO - Configure Microsoft Entra ID or Google Workspace login for enterprise users.
7. Send invoice emails from your own domain - Use your own company address as the sender, why it needs your domain's authorisation, and what Delivered really means

Troubleshooting

1. Account and sign-in issues - Sign-in, password, verification, session, SSO, and access errors
2. Fixing import and upload errors - File format, mapping, row validation, and file placement for bulk and automated imports
3. Document and export issues - Invoice PDF and export download problems
4. API submission errors - Errors returned when submitting e-invoices through the JomeInvoice API
5. Fixing buyer not matched errors - Documents that cannot be linked to a saved customer, or that match more than one
6. Fixing consolidation problems - Failed request-converted invoices, re-consolidating Invalid or Error receipts, and undoing a consolidation

Module reference

Deeper reference pages for the day-to-day working screens:

1. Consolidation Log - Track every consolidation from tagging through submission
2. Import Log - Monitor automated file imports and their processing results
3. Activity Trail - Review every action taken on your documents and workspace
4. Email Log - Check which invoice emails were sent, to whom, and whether they were delivered
5. Customers - Manage your customer master data
6. Suppliers - Manage your supplier master data