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Get your customers ready for e-invoice · lesson 1 of 6 · for the whole-system operator — you run the books Read the full lesson · Back to the course

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Step 1 — Know which sales carry a name at all

You will know which slice of your customer list actually matters.

What this step names
  1. The buyer is General Public
  2. With the general public tax number
  3. Identity type passport
  4. Identity value NA
  5. Every contact and address field set to NA

Step 2 — Know which sales force the record to be right

You can predict, before anybody finalises anything, which sales will be built from a customer record.

Where this step sits
    flowchart TD
  s1["1. Know which sales carry a name…"]
  s2["2. Know which sales force the record…"]
  s3["3. Find out which record BigLedger actually…"]
  s4["4. Understand why one filled field blanks…"]
  s5["5. Know the two ways a sale…"]
  s6["6. Know what a wrong record costs…"]
  s7["7. Keep four words apart that everybody…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Step 3 — Find out which record BigLedger actually reads

You will stop correcting the wrong record.

Screen capture pending the demo tenant

A sales document's e-invoice buyer block open beside the same customer's E-Invoice tab, showing the two sets of values side by side

Step 4 — Understand why one filled field blanks seven

You will understand the most baffling rejection in e-invoicing.

What you do
  1. Fill in one and the other seven go to LHDN blank…
  2. Fill that block completely, or leave every field of it empty

Step 5 — Know the two ways a sale leaves the pipeline entirely

You will know which customers are deliberately out of scope and which sales have gone missing by accident.

What this step names
  1. If a company is not enabled for e-invoicing
  2. Every document finalised under it is dropped at the gate with no…
  3. No pool row
  4. No error anywhere

Step 6 — Know what a wrong record costs you, and when

You will know why an afternoon on your customer list is cheap.

What this step names
  1. Every field you get wrong here comes back later
  2. On a different day from the mistake
  3. In a small
  4. Predictable set of shapes

Step 7 — Keep four words apart that everybody runs together

You will read any e-invoice screen correctly.

Valid

Submitted and Valid are four different states and only the last one…

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