Get Paid Faster with Smart Malaysian Invoicing
Cash flow is the lifeline of every Malaysian SME. TargetCRM's Invoice & Billing module streamlines your entire financial workflow, from generating SST-compliant invoices to tracking overdue payments. Designed for local regulations, our system supports LHDN e-Invoice requirements and integrates seamlessly with popular accounting software like AutoCount, SQL, and Xero. Whether you are a freelancer in Subang Jaya or a manufacturing firm in Penang, stop chasing payments manually and start automating your accounts receivable today.
Complete Financial Clarity for Your Business
TargetCRM bridges the gap between sales and finance. No more lost invoices or confusion over who has paid. Our system provides a centralized view of your financial health, allowing sales teams to see payment statuses without pestering the accounts department. With automated features tailored for Malaysia—like SST tax calculations and document linkage—you can reduce administrative errors and ensure your business remains compliant with the latest tax laws.
SST Compliant
Auto-calculate Sales & Service Tax (6% / 8% / 10%) correctly on every invoice.
Get Paid Faster
Send automated email/WhatsApp reminders for unpaid invoices before they go bad.
Accounting Sync
Push data to AutoCount, SQL, or Xero instantly. No more manual re-typing.
LHDN e-Invoice Ready
Stay ahead of the compliance curve. TargetCRM is preparing for the mandatory e-Invoice implementation by LHDN. Our system formats your invoices to meet the required digital standards, ensuring that when the rollout phases begin, your business is ready to transmit validated invoices directly to the tax authority without disrupting your daily operations.
Seamless Accounting Integration
Stop double-entry data. TargetCRM syncs directly with Malaysia's top accounting software including AutoCount, SQL Accounting, and Xero. When a salesperson closes a deal and generates an invoice in the CRM, it is automatically pushed to your accounting system. This ensures your sales figures and financial ledgers always match, saving your accountant hours of reconciliation work every month.
AutoCount
V2 & Cloud
SQL Acc.
Desktop & Cloud
Xero
Cloud Sync
QuickBooks
Online
Automated Document Linkage
Maintain a flawless audit trail. Our system links every document in the sales cycle. You can instantly trace an Invoice back to its original Delivery Order, Sales Order, and Quotation. This 3-way matching is essential for trading and distribution companies in Klang Valley to prevent fraud and ensure that what was billed matches exactly what was quoted and delivered.
From Sale to Settlement
Invoice Generation
Convert a Sales Order to an Invoice in 1 click. SST is calculated automatically.
Client Delivery
Email or WhatsApp the professionally branded PDF to your client instantly.
Payment & Sync
Record receipt of payment and auto-sync the data to your accounting software.
Advanced Billing Features
Recurring Billing
Perfect for agencies and retainers. Auto-generate and email invoices every month.
LHDN e-Invoice Support
Future-proof your business with our upcoming e-Invoice transmission features.
Payment Tracking
Record partial or full payments. See outstanding balances in real-time.
Professional Templates
Customizable PDF templates with your logo, bank details, and QR codes.
WhatsApp Invoicing
Send PDF invoices directly to your client's WhatsApp for instant viewing.
Multi-Currency
Bill international clients in USD or SGD while reporting locally in MYR.
Credit Note Management
Easily handle returns and refunds with linked Credit Notes.
Profit Margin View
See the profit margin on every invoice (visible only to authorized managers).
Frequently Asked Questions
Is TargetCRM an accounting software?
No, we are a CRM that handles the 'front-end' billing. We integrate with dedicated accounting software (like AutoCount/SQL) for the 'back-end' financial reporting.
How does the e-Invoice feature work?
We format your invoice data according to LHDN standards. Once the API is live, you can submit validated invoices through our secure gateway.
Can I hide cost prices from my sales team?
Yes. Our granular permission system allows you to hide 'Cost' and 'Margin' fields from standard users, keeping sensitive data for management only.
Does it support 3-way matching?
Yes. You can link a Purchase Order (from customer), Delivery Order, and Invoice to ensure all details match before billing.
Can I send recurring invoices?
Absolutely. Set a schedule (e.g., 1st of every month) and the system will automatically generate and email the invoice to the client.
Ready to automate your billing?
Join hundreds of Malaysian SMEs who get paid faster with TargetCRM.
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