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Clear the Individual Pool

Clear the Individual Pool

Work the pools until nothing is stuck · presentation 3 of 6 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Work the pools until nothing is stuck · presentation 3 of 6

Clear the Individual Pool

You can work an Individual Pool row to a finish: get the buyer's real tax number…

Step 1 — Understand what a row here costs you

You will treat this pool differently from the other two.

Screen capture pending the demo tenant

The Individual Pool listing, sorted oldest first, with the document date and amount columns showing rows from earlier months

Step 2 — Find the tax number you are allowed to find

The corporate rows are gone.

  • Open the row and use Get TIN, or Verify TIN, on the buyer…
  • Press it at any amount

RM 10,000

GadgetSphere sees about 112 invoices of RM 10,000 or more a month

Step 3 — Use a General TIN only where it is allowed

You can tell the rows a General TIN rescues from the rows it does not.

RM 10,000,

Step 4 — Move what you genuinely cannot complete

The rows you will never complete are somewhere they can still be reported.

  • Use Move To Batch Pool and let it be consolidated with everything else from…
  • Move it in the month it belongs to, or in the first days after…
  • Move an August sale in October and nothing ever will…

RM 10,000

For a receipt under RM 10,000 where the customer walked out an…

Step 5 — Recognise the two rows with no way out

You will stop trying to move rows that will not move.

RM 10,000

…or cash bill of RM 10,000 or more into the Batch Pool…

Step 6 — Know what buyer self-service will not reach

You will not wait for a buyer to fix a row they cannot reach.

What this step names
  1. A walk-in who wants an e-invoice after leaving can request it within…
  2. The request is processed the moment it is submitted
  3. With no press of yours: the receipt leaves the batch
  4. An individual e-invoice in the buyer's name is built and queued for…

NarrationSlide 1 of 7

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Read a pool row before you touch it — transcriptClear the Individual Pool — transcript