Tips & Tricks for MyInvois Portal

Tips and Tricks for MyInvois Portal

I notice that some businesses when trying to issue e-invoice. They thought that they must get a e-invoice compliance accounting software. I think mainly it was some general perceptions about MyInvois portal that have been mostly negative.

Mainly due to it general cons of MyInvois Portal as:

  • Requires manual entry of invoices, which can be time-consuming.
  • Lacks integration with existing business systems, limiting automation.
  • All actions are dependent on portal access, including corrections and reporting.

There’s also some misconception involved, example a few like before:

  • It takes 15 minute to issue just 1 einvoice.
  • You have to key in your customer information every time you issue an einvoice.
  • You cannot print out your einvoice in MyInvois Portal.
  • MyInvois Portal only can search for einvoices in last 10 days.
  • MyInvois Portal only keep 31 days of your einvoices data.

Generally, these does put MyInvois Portal in a bad light.

However, MyInvois portal is very useful and cost effective, and is a legit option for those that only need consolidated einvoices, and also maybe a few official einvoices monthly.

Then it also has bulk import function that actually is a very good choice, to just upload them in bulk daily, depend on the operations of the business, it might be a very viable option.

Therefore, I always will try to understand the business’s operation and practices 1st, before outright ruling out MyInvois Portal as an option.

LHDN also actively updating and improving the MyInvois Portal and this article might be outdated. But I will try to keep this tips & tricks article as updated as much as possible, and keep adding new info.

So here are some of the tips and tricks for MyInvois Portal, and may also help clarify some of the misconceptions some user has.

How to issue e-Invoice faster in MyInvois Portal

You may take 15 minute the 1st time you issue an einvoice. Cause you have to key in everything and validate the client information and so on.

However, when the 1st einvoice have been created, submitted, and validated. You can click on the “Copy as Draft”, and it will save it as a draft.

MyInvois Portal - Copy as Draft

After that, you can go to the New Document > Drafts, just click on the “More Items” button for more options. Then click on the “Edit”.

MyInvois Portal - Drafts

You can see that, basically all the data have been filled in. Just need to edit the invoice number, or date at “Basic Information” tab. Then also maybe adjust item or price at the “Line Item” tab.

MyInvois Portal - Edit Draft Basic Info

After that, just go to the “Summary And Submit” tab, and review all the data is correct. Then click on the “Sign & Submit” button.

MyInvois Portal - Sign & Submit

So, if you are issuing an einvoice for a recurring customer that always being billed monthly for the same item or services. You can just simply do it all within 1 minute. And I believe some of you can use this “Copy to Draft” function to speed up the e-invoicing process in creative way.

How to print e-Invoice from MyInvois Portal

We can actually print out einvoices from MyInvois Portal. But it is only limited to einvoices that are issued from MyInvois Portal.

Note that it also includes the e-invoices you received from supplier. If they issue the einvoice through MyInvois Portal, you can actually also print it.

From Seller, your e-invoice screen.
MyInvois Portal - Seller Print
From Buyer, their einvoice screen.

I understand that a lot user confused and thought that the “Download” button is to download the PDF copy of the einvoice. Then saw that it is only a raw data file for the einvoice.

So, to print, just click on the “Print” button, will bring you to a preview page. Then you can click on the upper right “Print” button to print out, or print to PDF.

MyInvois Portal - eInvoice Print

Do note that you can partially adjust this e-Invoice template at the “Visual Templates” page from the menu.

How to search older e-Invoices that is more than 31 days

This is where a lot of users got confused, due to the MyInvois Portal’s Documents interface.

All screenshot are as of today 11/01/2025.

When we select 01/01/2025 it will alert saying is only for 10 days.

MyInvois Portal - 10 days limit

But this is the confusion begin, because it is a “search window of 10 days”.

So 01/01/2025 to 11/01/2025 is actually 11 days.

You can actually search for 12/12/2024 to 21/12/2024. It will be within the 10 days search window, and will work.

MyInvois Portal - 10 days search windows

I think you will notice, on 11/01/2025 today, can only select earliest as of 12/12/2024. Is like 31 days of data only. That’s where the 31 days data records confusion started.

MyInvois Portal - 30 days limit

However, please go to the “Search All Documents” tab, then click on the “Filter” icon.

MyInvois Portal - Search All Documents

From here you can see a lot of the advanced filter. This filter is actually very helpful, and can solve the issue with the 10 days search windows, and the 30 days limit of data misconception.

As you can see the calendar selection, as on today 11/01/2025. I can see the “Issue Date From” can up to any date.

MyInvois Portal - Issue Date From

Example I select 01/07/2024, then click on “Apply” button, then it will actually throw an error. Indicating that even for this “Search All Documents” you are still limit with 31 days search window. Again, is search windows. Not saying that MyInvois Portal only keep 31 days of data.

MyInvois Portal - 31 days search windows

So, when search for Issuance Date From: 01/11/2024 and Issuance Date To: 30/11/2024, which is within the 31 days search windows, but definitely the data is more than 31 days ago from today date of 11/01/2025.

MyInvois Portal - Older than 31 days

Results as below, you can see the data date are within the 01/11/2024 ~ 30/11/2024.

MyInvois Portal - Older than 31 days Data

Let’s try even older data like 01/07/2024 ~ 31/07/2024 when MyInvois Preproduction 1st started roll out. As can see below, no worries! MyInvois Portal have all the data.

MyInvois Portal - Old Data

User Control with Representative’s Permission option

We do understand that there’s concern about data privacy and user control. No business owner would want to allow staff to access this MyInvois Portal with full access and no control.

However, MyInvois Portal do allow businesses to add “Representative” with user control at the “Permission” option. You can even block the user account after the staff have been resigned. Just click on the button for more options.

MyInvois Portal - Taxpayer Profile Representatives

Go to the “Permissions” tab, as you can see there’s actually quite a lot of modular user control options available. We also notice that LHDN are keep adding them when new features come out in MyInvois Portal.

MyInvois Portal - User Permission Control

In Summary

MyInvois Portal is a good entry point option for a lot of SMEs to start e-invoicing.

Regardless of what accounting software you use, at the end still have to familiarize you self with MyInvois Portal. Because that is the end point of your data that LHDN take as the final recognized official einvoice.

We would recommend every business owners, and also the finance manager to be familiarize with it.

If need any help, can check out our guide on MyInvois Portal or check out our e-Invoices services page to know more.

Ryan Chuah
Ryan Chuah

Ryan Chuah is an experienced IT consultant specializing in SME digitalization. Drawing from his background in software development, internet industries, and professional firms, Ryan identified the gap between IT and business.

As the founder of Kiizen IT Consulting Sdn Bhd, he's committed to offering tailored, scalable, strategic, and supportive IT solutions for SMEs. With a deep understanding of both IT and business requirements, Ryan consistently delivers practical and innovative solutions in our ever-evolving technological landscape.

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