A Proforma Invoice is a preliminary invoice generated before payment is made. It functions similarly to a quotation and is used for reference, budgeting, or approval purposes when renewing a subscription. The Proforma Invoice does not indicate that payment has been received or that the subscription renewal has been completed. Steps to Generate a Proforma Invoice for Subscription Renewal: Go to Subscriptions. Locate the subscription you wish to renew and click Purchase. A Plan Purchase page will appear. If you want to increase or decrease headcounts, click Change Plan. If no changes are needed, click Purchase Current Plan & Proceed to Payment. A confirmation message will pop up. Click Yes to proceed. Click Proceed to Payment to continue. You will be redirected to the Subscription Portal to complete the process. In the Subscription Portal, click Invoice to view the generated proforma invoice.

Follow the steps to make payment for unpaid invoices in your subscription. For Yearly subscription Payment Frequency – Renewal is available 1 month before expiry. For 1 / 3 / 6 / 9 months subscription Payment Frequencies – Renewal is only available 1 week before expiry. You will receive reminder notifications as follows: 7 days before subscription end date (1 month before for yearly plan) 3 days before subscription end date On subscription end date 3 days after subscription end date (Grace Period) Steps to Pay Unpaid Invoices: Head to the Subscription Portal by clicking onto the grid icon next to the notification bell. Then, click onto it. Go to the Payment tab on the left panel. Tick the checkbox to select the subscription you wish to pay. Click Proceed Payment. Review the final payable amount and click Save and Pay. Enter the required payment details: Name Email Address Phone Number Select your preferred payment method. Click Pay to complete the transaction.

This guide explains how to retrieve invoices that have already been paid for your subscription.  Steps to Retrieve Paid Invoice: Access the Subscription Portal by clicking the grid icon next to the notification bell, then click onto it. Click the Payment tab on the left panel. Go to Invoices and locate the invoice you wish to retrieve. Click Download to download and preview the paid invoice.

This guide will assist you in setting up Auto Payment in your subscription for future automatic payment purposes. Steps to Set Up Auto Payment: Access the Subscription Portal by clicking the grid icon next to the notification bell, then click onto it. Go to the Auto Payment tab on the left panel. Click Register Auto Payment Method. Enter the required information to register the payment method. Click Proceed. You will be redirected to a payment gateway and required to make a RM1.00 verification payment to activate and save the auto payment method. Once the payment is completed, the auto payment method will be successfully saved. Go to the HRMS tab and locate the subscription where you want to enable auto payment, then click Edit. Select the Auto Payment option. Click Save to apply the changes.

A Proforma Invoice may be voided if it is no longer required, contains incorrect information, or has been replaced by a new quotation. Voiding a Proforma Invoice prevents it from being used for payment processing. Note: Only unpaid Proforma Invoices can be voided. Steps to Void a Proforma Invoice: Go to Subscriptions. Locate the subscription where the proforma invoice was generated, then click Pay. A Payment Confirmation tab will appear. Click Void Payment to void the existing proforma invoice. A confirmation message will appear. Click Yes to proceed.