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Run the month-end e-invoice cycle · lesson 2 of 5 · for the whole-system operator — you run the books Read the full lesson · Back to the course

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Step 1 — Find out when your company's run happens

You know whether you are pressing a button this month or watching one being pressed for you.

the 7th

…a few days before the 7th so there is time to fix…

Step 2 — Clear the Individual Pool

Every large or named-buyer sale from last month has a real tax identification number, a TIN, on it…

  • Open the My E-Invoice Admin Applet and go to the Individual Pool
  • Work it in two passes
Screen capture pending the demo tenant

The Individual Pool listing, with a row opened on its Account tab showing the buyer's TIN, identity type and value, and address fields, and the Save and Resubmit and Move To Batch Pool buttons

Step 3 — Check the Batch Pool for rows the run will not take

You know that every Batch Pool row for last month is waiting, not stuck.

  • Go to the Batch Pool and filter to last month
  • Open it, read which fields are missing, fix the customer record…
  • Look for rows older than last month
Screen capture pending the demo tenant

The Batch Pool listing filtered to last month, with a failed row selected and its Validation Error panel listing the missing fields

Step 4 — Pull out what should not be consolidated

Nothing is left in the Batch Pool that LHDN will not accept inside a consolidated e-invoice.

  • Look for those and use Move to Individual so they go out on their…
Screen capture pending the demo tenant

The Batch Pool listing with one row selected, showing the Move to Individual button and the per-row Save and Resubmit action

Step 5 — Run the consolidation

Last month's receipts have become consolidated e-invoices.

  • Select them and press Consolidate, or Consolidate By Branch if that is your company's…
  • Check the count before you consolidate, so that afterwards you can prove every row…
  • Look at the Batch Pool first: the rows that were taken now read Processed…
Screen capture pending the demo tenant

The Batch Pool listing filtered to last month's unprocessed rows, all selected, with the Consolidate and Consolidate By Branch buttons

Step 6 — Read what the run produced

You can describe the documents the run built.

  • Go to Internal Submission, then Consolidated Submission
Screen capture pending the demo tenant

The Consolidated Submission listing, one row per consolidated e-invoice with buyer General Public and the Submit button

Step 7 — Confirm the Batch Pool is clear

You can prove the run took everything.

  • Go back to the Batch Pool and filter to last month
  • Count the rows against the number you wrote down before you pressed Consolidate
Screen capture pending the demo tenant

The Batch Pool listing filtered to last month, every row reading Processed and Success, nothing unprocessed and nothing failed

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