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Configuration

Configuring the E-Invoice & PEPPOL Module follows a strict 5-phase dependency chain. Tax registrations and item classification codes must be established before any document is finalised, because a document finalised before its company is enabled never enters the pipeline at all.

The step-by-step version of everything below, written for the person doing it, is MyInvois Setup.

Configuration Dependency Chain

Warning

E-invoicing must be switched on for a company before any of its documents are finalised. A document finalised while the company is not enabled is dropped silently — no queue row, no pool row, no error. Always complete the setup phases in order.


Phase 1: Tax Registrations & Company Identity

What you are doing: Verifying company TIN, BRN, MSIC code, registered address and SST tax codes. These become the supplier block of every sales e-invoice, so one bad field here fails every document at once.

Setup TaskRequired Applet
Branch & Entity Tax Profiles (TIN/BRN/MSIC/address/phone)Organisation Applet
Company e-invoice status set to ENABLED — before finalising anythingOrganisation Applet
Output & Input SST Tax Code MappingFinancial Accounting Configuration

Phase 2: Data & Classification Mapping

What you are doing: Mapping mandatory government classification codes, MSIC industry codes, and units of measure (UOM).

Setup TaskRequired Applet
Item Classification Codes & MSIC MappingDoc Item Maintenance Applet
Standard Government Unit UOM ConversionsDoc Item Maintenance Applet

Phase 3: Intermediary Authorisation & PEPPOL Setup

What you are doing: Letting LHDN know that BigLedger may submit on your behalf, and registering your PEPPOL participant IDs. There is no client ID, client secret or certificate for you to enter anywhere in BigLedger — the credentials are held centrally and BigLedger submits as your intermediary.

Setup TaskWhere
Authorise BigLedger as your e-invoice intermediary, granting the full permission setMyInvois portal (LHDN’s own website)
PEPPOL Participant ID registration and KYCMY PEPPOL Admin Applet

The authorisation expires. When it lapses, every submission for that company stops at once with an authentication error while every document looks perfectly fine — diarise the renewal a month ahead.


Phase 4: Workflow & Submission Rules

What you are doing: Setting the e-invoice submission type on your sales document types, and confirming the monthly consolidation schedule for each company. Consolidated e-invoices for a month must be validated by the 7th of the following month; BigLedger runs consolidation on a per-company schedule a few days ahead of that.

Setup TaskRequired Applet
Default submission type per document type (Individual / Consolidated / Single General)MY E-Invoice Admin Applet
Confirm the consolidation run day for each companyYour BigLedger onboarding contact

See Pools & Submission Routing for what each submission type does, and The Month-End Cycle for the routine this sets up.


Phase 5: Test & Validate (Smoke Test)

Before going live, complete these mandatory verification tests:

  • Sandbox Clearance Test: Submit a test B2B commercial invoice in sandbox mode and confirm clearance UUID generation.
  • QR Code Verification Test: Scan the generated clearance QR code on a test invoice PDF and verify valid tax portal confirmation.
  • Self-Billed Submission Test: Issue a simulated self-billed e-invoice for foreign services and confirm tax authority validation.