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Take the buyer's details at the till

Take the buyer's details at the till

E-invoices at the till · presentation 3 of 5 · for the counter — you serve customers and cash up Read the transcript · Back to the series

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E-invoices at the till · presentation 3 of 5

Take the buyer's details at the till

You can fill in the e-invoice buyer details on a cash bill completely and correctly…

Step 1 — Open the e-invoice buyer panel

You will know where on the counter screen the buyer's details go.

  • Open it while the customer is still in front of you…
Screen capture pending the demo tenant

The Create Cash Bill counter screen with the e-Invoice buyer details panel open on the Main tab

Step 2 — Get the fields LHDN insists on

You will know what "enough" looks like, so you ask the customer once rather than twice.

What this step names
  1. LHDN wants a name
  2. A tax identification number
  3. An identity document type with its number
  4. An address
  5. A contact number

Step 3 — Fill the whole block, or none of it

You will avoid the single most baffling rejection there is.

What you do
  1. Type the customer's name and nothing else…

Step 4 — Key the identity into the right box

Every e-invoice carries the buyer's tax number together with an identity document type and the number that goes with it.

Where this step sits
    flowchart TD
  s1["1. Open the e-invoice buyer panel"]
  s2["2. Get the fields LHDN insists on"]
  s3["3. Fill the whole block…"]
  s4["4. Key the identity into the right…"]
  s5["5. Handle a customer who has no…"]
  s6["6. Know what wrong looks like…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Handle a customer who has no tax number

You will know what to do when the customer cannot give you the one field everything hangs on.

What this step names
  1. A passport is different
  2. The next lesson is about why…
  3. A by-document run reports the sale as General Public — so the…

Step 6 — Know what wrong looks like, and what right looks like

You will know what you have prevented.

What this step names
  1. When a customer simply will not give you the details
  2. Take the sale anyway
  3. Tell them the e-invoice will follow and how it reaches them
  4. Do not promise it over the counter — the next lesson has…

NarrationSlide 1 of 7

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What happens to an ordinary cash sale — transcriptTake the buyer's details at the till — transcript