Self-Service
Self-Service is AECloud's document-preparation interface for merchants that need to create business documents without relying entirely on a downstream POS, retail, ERP, or accounting system.
Use Self-Service to:
- Configure preset values aligned with LHDN requirements
- Maintain products, customers, and suppliers
- Create and edit transaction drafts
- Bulk-import supported transaction data from CSV or TXT files
- Review document headers, lines, references, taxes, and totals
- Upload completed documents into the separate LHDN Submission module
Creating or importing a document in Self-Service does not mean it has been submitted to or accepted by LHDN. The document must be uploaded into LHDN Submission, and its processing result must be monitored there.
Self-Service and LHDN Submission are different
Use Self-Service to prepare and maintain a document. Use LHDN Submission to monitor the operational record and its e-Invoice processing result.
| Task | Self-Service | LHDN Submission |
|---|---|---|
| Maintain settings, products, customers, or suppliers | Yes | No |
| Create a manual document | Yes | No |
| Edit a draft header or line | Yes | No |
| Import a supported batch file | Yes | No |
| Review documents received from an external integration | No | Yes |
| Check submission and validation status | Limited summary | Yes |
| Review submission or support logs | Limited activity view | Yes |
| Cancel an eligible submitted e-Invoice | Status-dependent | Status-dependent |
An external integration does not create a Self-Service draft for manual completion. It sends a transaction into the operational processing path, where the result is reviewed under LHDN Submission.
Self-Service modules
- Setting
- Product
- Supplier
- Customer
- Sale Invoice
- Credit Note
- Debit Note
- Refund Note
- Self-Billed Sale Invoice
- Self-Billed Credit Note
- Self-Billed Debit Note
- Self-Billed Refund Note
- Bulk Import
Common Self-Service workflow
- Prepare settings and master records.
- Create a draft manually or use the supported CSV/TXT bulk import for the applicable document type.
- Complete the document header.
- Add and verify product or service lines.
- Review billing references, taxes, charges, discounts, rounding, and totals.
- Select the document-specific Submit action to upload the completed draft into LHDN Submission.
- Continue monitoring under the matching LHDN Submission document type.
Document workspace
The document workspace can contain the following sections:
- Header: Outlet, customer or supplier, document number, date, currency, sale type, preferred submission, and LHDN submission choice.
- Product/Item Detail: Classification, category, item code, description, quantity, UOM, unit price, discount, tax, tax-exemption reason, and additional charges.
- Footer: Subtotal, total discount, additional charges, rounding, tax, total excluding tax, total including tax, and grand total.
- Billing Reference: Original-invoice references for credit, debit, and refund documents.
- Activity and e-Invoice information: Processing information recorded after the document enters the submission workflow.
Some stored values are populated from the selected customer, supplier, product, merchant, or outlet and are not entered directly on every form.
Status-dependent actions
Available actions depend on the document type and current status. They can include editing the header, adding or editing a line, cloning, deleting a draft, submitting, printing, voiding, cancelling, and opening processing information.
- Delete only an unneeded draft.
- Void only when the AECloud document should no longer be used.
- Cancel an e-Invoice only from an eligible submitted state.
- Do not resubmit an unchanged invalid document.