Invite customers / suppliers to self-onboard
Last reviewed: 2026-06-26
Scope: How to invite customers and suppliers to complete their own onboarding details.
The fastest, most accurate way to add a customer or supplier to your JomeInvoice CRM is not to type their details yourself — it's to send them a link and let them fill it in. This article explains why and how.
Why self-onboarding beats manual entry
When you type a customer's or supplier's TIN, BRN, address, and contact info yourself, you're guessing. Even if you have an old invoice from them, the details might be outdated. Wrong TIN means rejected invoices later — which costs you time, not them.
When the customer or supplier fills in their own details, they're working from their actual SSM and LHDN records. Errors drop dramatically. JomeInvoice then validates the TIN against LHDN automatically — so by the time the record appears in your CRM, it's already verified.
Step-by-step
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Open the Customer or Supplier list
Go to Customer (for buyers) or Supplier (for vendors). Click + Invite at the top.
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Enter their email and company name
Two fields:
- Email - where the onboarding link gets sent
- Company name - the customer or supplier company you are inviting
JomeInvoice sends a branded email with the onboarding link.
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The customer or supplier fills in their details
They click the link, land on a JomeInvoice self-onboarding page (no login required), and fill in:
- Legal name (matching SSM)
- TIN — validated against LHDN in real time
- BRN/SSM
- Entity type
- Address
- Contact email and phone
If their TIN validation fails, they see an error immediately — meaning they fix it on their side before it ever reaches your queue.
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Approve in the Pending Approval queue
Once they submit, the record appears in your Pending Approval queue. You review and approve. The customer or supplier is now active and selectable in invoice creation.
If you reject because something looks off, the customer or supplier is notified and can submit corrected details.
Re-inviting existing customers or suppliers
You can only re-invite customers or suppliers whose status is Awaiting. Use re-invite when they have not accepted or completed the onboarding link.
You cannot re-invite customers or suppliers who are already Approved in JomeInvoice. Their approved record is already active and ready to use.
Bulk invites
For inviting many customers or suppliers at once, use the Bulk Import feature instead: upload a CSV of emails, and JomeInvoice sends invites to all of them in one operation.