Invoice, keep the books and stay e-Invois ready, in one place.
Quotations to invoices, double-entry books, bank and cash, and direct LHDN MyInvois e-invoicing.
Every invoice you raise lands in your books and goes to MyInvois from the same screen. No billing app on one side, a spreadsheet on the other and the LHDN portal in a third tab. Start on the Free tier with no end date, and upgrade when your volume grows.
One sale should not live in three places.
For most small businesses the invoice is made in one tool, the books are kept in a spreadsheet or handed to the accountant at month end, and e-Invois is one more step on the LHDN portal. The same customer, the same amount and the same tax get typed in again at every stop.
Each retype is a chance for the numbers to drift. The invoice says one thing, the ledger says another, and MyInvois holds a third version. Nobody finds out until the accountant asks, or until LHDN does.
The work is not hard. It is just split across tools that were never built to talk to each other. Books & e-Invois puts the invoice, the ledger and the e-Invois submission on one record, so you key it once and it stays right.
One flow from the first quotation to a balanced ledger.
Each document carries forward from the one before it. The invoice, the e-Invois submission and the ledger entry all come from the same record.
Quotation prepared and sent
Branded and item-based. Revise it as many times as the customer needs.
Customer confirms
One action carries the quotation forward to an order. Nothing re-keyed.
Delivered
A delivery order records what went out, linked to the original sale.
Invoice raised and sent to MyInvois
Items, quantities, prices and tax are already on it. Submit to LHDN from the invoice itself.
Posted to the books
The invoice posts once LHDN accepts it. A rejection sends it back to draft to fix, so the ledger never holds an invoice LHDN has refused.
Payment received into bank or cash
Recorded against the invoice. The customer’s balance updates straight away.
Books in step with the business
Sales, receivables, bank and tax all reflect the same sale. Ready for your accountant.
Consolidated e-Invois
Return or Credit
Everything a small business needs to bill, record and comply.
Quotation to Invoice in One Flow
Start with a quotation, revise it as often as the customer needs, then carry it forward to an order, a delivery order and an invoice without retyping a line. Every document inherits from the one before it.
Direct LHDN MyInvois e-Invoicing
Submit invoices to MyInvois from the invoice screen. LHDN’s response comes back onto the invoice, and documents your suppliers issue to you are pulled in daily, so what you hold matches the portal. Consolidate sales for customers who do not need their own e-invoice, or defer one while you wait for a customer’s TIN.
Double-Entry Books Underneath
A proper chart of accounts and general ledger from day one. Every confirmed invoice, receipt, bill and payment posts to the ledger as it happens, so the books reflect what the business actually did, not what someone remembered to enter.
Bank and Cash
Set up your bank and cash accounts and record money in and money out against them. Customer receipts are matched to invoices, supplier payments to bills, and every balance is visible without waiting for a month-end report.
Tax Codes and SST
Set up the tax codes your business uses once, and they apply on every quotation, invoice and bill. Tax lands in the right ledger account automatically and travels with the invoice to MyInvois.
Credit Notes and Supplier Bills
Raise a credit note from the original invoice with the sale in view. Record supplier bills as they arrive and pay them from the right account. Both sides of trade sit in the same books.
Who Owes You, at a Glance
Every invoice shows whether it is paid, part-paid or outstanding. The balance per customer is always current, so chasing payment starts from a list, not a guess.
For the people who send the invoices and keep the books.
You bill customers yourself
You quote, invoice and collect, often between jobs. Books & e-Invois keeps each sale on one record from quotation to payment, sends it to MyInvois from the same screen and keeps your books current while you work.
You do the daily data entry
You raise the invoices, record the bills and match the payments. Every document carries forward from the last, tax codes apply themselves, and the ledger entry is made for you, so your day is spent checking rather than retyping.
You keep the books for clients
Your client issues the invoices; you need clean books behind them. Cloudby gives you your own login to the client’s organisation with controlled access, and double-entry records you can review instead of rebuild.
Start free. Pay when your volume grows.
Every tier has the same features: quotations to invoices, double-entry books, bank and cash, and LHDN MyInvois. Higher tiers carry more users and more documents a month. Prices are RM per month, billed monthly.
- 3 users
- e-Invois included, on up to 10 invoices a month
- 3 bank and cash accounts
- 20 supplier bills a month
- 5 users
- 50 invoices a month
- 10 bank and cash accounts
- 50 supplier bills a month
- 20 users
- 200 invoices a month
- 20 bank and cash accounts
- 200 supplier bills a month
- 100 users
- 2,000 invoices a month
- 100 bank and cash accounts
- 2,000 supplier bills a month
The Free tier is free with no end date. It is not a trial. Upgrade any time and your data stays where it is. Setup is quoted by your Setup Partner. Fixed scope, one-time.
Need closing, reconciliation, fixed assets or multi-currency? Step up to Accounting Fullset. Buying and holding stock? See Trade & Stock.
See a sale go from quotation to the books.
The Cloudby demo has quotations, orders, deliveries and invoices already set up, with the ledger behind them. Explore the full cycle at your own pace: no signup required.