Set up MyInvois e-invoicing

Connect your workspace to LHDN MyInvois with your own ERP credentials and taxpayer details.

For: Admins

Steps

In MyTax, open MyInvois and register MetriCRM as an ERP system for your business. Copy the client ID and client secret it shows.
In MetriCRM go to Settings → e-Invoice (MyInvois). Fill in your taxpayer details: registered name, TIN, SSM number, SST number (if any), MSIC code, business activity, phone and address.
Under Connection choose Sandbox while you test, paste the client ID and secret, and select Save credentials. The secret is encrypted and never shown again.
Optionally upload your digital certificate (.p12) and its password so e-invoices are signed as version 1.1. The expiry date is shown so you can renew it in time.
Select Test connection. MetriCRM signs in to MyInvois and checks your own TIN.
Under e-Invoicing rules, tick “Our business must issue e-invoices” once LHDN's current rules apply to you, and decide whether sales to buyers without a TIN go into a monthly consolidated e-invoice.
In Product classification mapping, give each product its LHDN classification code, tax type and unit of measure. Products without a mapping use the defaults.
On each business customer's account, add their TIN, ID type and number under e-Invoice details and select Validate TIN.

Switch the environment to Production only when your sandbox tests pass — documents sent to Production are real tax records.
Only people with the e-Invoices configure permission can change these settings.

Still need help? Contact support