This guide will assist you in generating a proforma invoice for a new subscription. Note: A proforma invoice is similar to a quotation, it is an invoice that has not been paid and is just for referencing purpose. To create a proforma invoice for a new subscription, you will need to go to SUBSCRIPTIONS.  In the SUBSCRIPTIONS page, scroll all the way down and click on Create Subscription. In the plan selection page, key in the number of headcounts you would like to purchase for each modules and once confirmed, click on Next to proceed. Next, Fill in the Billing Party, Company Name, Registration Number and select the Payroll year. Once done, click on Next to proceed. A final confirmation page will appear for you to confirm, check the box to agree to the Terms & Condition and click on Payment Confirmation to proceed to the next step. A payment Confirmation tab will appear, select Confirm & Proceed to Payment. After that, you would be redirected to the subscription portal and from there, you may click on the Invoice button to view the generated proforma invoice. END OF GUIDE

This guide will assist you in generating a proforma invoice for the renewal of your subscription. Note: A proforma invoice is similar to a quotation, it is an invoice that has not been paid and is just for referencing purpose.  To generate a proforma invoice for the renewal of your subscription, go to SUBSCRIPTIONS.  In the SUBSCRIPTIONS page, determine which subscription you would like to generate the proforma invoice click on Purchase. A plan purchase page would appear and if you would like to increase / decrease headcounts, click on Plan Selection if not then may proceed with Purchase Current Plan & Proceed to Payment. A confirmation message will pop-up, click on Yes. After that, click on Proceed to Payment and it should redirect you to the Subscription Portal to make payment. You would then be redirected to the subscription portal, from there you may click on Invoice to view the generated proforma invoice. END OF GUIDE  

This guide will assist you in making payment for unpaid invoices in your subscription.  Note: If  the payment frequency of your subscription is yearly, then you will be able to renew your subscription 1 (ONE) month before it expires, however, any other payment frequencies (1, 3, 6, 9 months) will only be renewable 1 (ONE) week before the subscription expires.   You will receive notifications from the system as a form of reminder:     • 7 days before subscription end date (1 month if you have opted for the yearly plan)     • 3 days before subscription end date    • on Subscription end date    • 3 days after subscription end date (Grace Period)  To make payment for any unpaid invoices, head to the Subscription Portal by clicking onto the circular arrow icon next to the notification bell. Then click onto it to access into the subscription portal.   Once you are in the subscription portal, click onto the payment tab displayed at the left panel of the subscription portal. Then click onto the checkbox to select the subscription that you would like to make payment and select Proceed Payment to proceed with the payment.  You may double confirm the final amount to be paid and proceed by selecting Save and Pay. Key in all the necessary information such as Name, Email Address, Phone Number and select the support payment method. Once done, click on Pay to proceed with the payment END OF GUIDE

This guide will assist you in retrieving any paid invoice(s) for your subscription. To retrieve paid invoices, head to the Subscription Portal by clicking onto the circular arrow icon next to the notification bell. Then click onto it to access into the subscription portal.   Once you are in the subscription portal, click onto the payment tab displayed at the left panel of the subscription portal. Click on Download to download and preview the the paid invoice. END OF GUIDE

This guide will assist you in setting up Auto Payment in your subscription for future auto payment purposes. To setup the auto payment, head to the Subscription Portal by clicking onto the circular arrow icon next to the notification bell. Then click onto it to access into the subscription portal.  Go to the Auto Payment tab on the left panel and click on Register Auto Payment Method. A Register Auto Payment Method tab would open up and from there, key in the necessary information to register. Once done, click on Proceed. You are then directed to a payment gateway where you are required to pay RM1.00 to save the auto payment information. Once the payment has been made, the auto payment will be saved. After the auto payment information has been saved, click on the HRMS tab and identify the subscription that you would like to add the auto payment and click on Edit.   The option to select the Auto Payment will be made available, select it and click on Save. END OF GUIDE

This guide will assist you in voiding a proforma invoice that was generated. To void a proforma invoice, you will need to go to SUBSCRIPTIONS.   In the SUBSCRIPTIONS page, identify the subscription that you would like to have the invoice voided and click on Payment. A Payment confirmation tab will appear, click on Void Payment to void the existing proforma invoice.  A confirmation message would appear, click on Yes to proceed. END OF GUIDE