Collect buyer TINs at the counter

Typing a customer's TIN at a busy counter is slow and error prone. Let the customer enter it themselves instead, through your buyer request portal.

How it works

  1. You ring up the sale as a walk-in, as usual.
  2. The receipt carries a QR code. The customer scans it and enters their own TIN, ID and details on your request page.
  3. The request waits in Requests for your approval, or files straight away, depending on your setting.
  4. When approved, envoice files an individual e-invoice for that buyer.

Set it up

  1. Open Settings, then the Portal tab.
  2. Turn on Enable portal.
  3. Keep Review requests before filing on. Requests then wait for you instead of filing to LHDN immediately.
  4. Under Share the portal, click Print counter poster for an A5 PDF with your QR code, or Download PNG (print-ready) to add it to your receipts.
  5. Click Save portal settings.

On Pro and Enterprise, your portal can use your own address, such as yourshop.envoice.my.

Approve requests

  1. Open Documents, then Requests.
  2. Each request shows the receipt number, the buyer, the amount, and whether it matched a receipt in your records.
  3. Click Approve to file the e-invoice, or Reject with a reason, which is sent to the customer.

Check the match before you approve. If nothing matches, approving still files an e-invoice, using a single line for the amount the customer entered.

Why this works better

  • The customer types their own TIN, so it is right more often.
  • Your staff do not handle the customer's personal data at the counter.
  • Sales where nobody asks for an e-invoice still go into the monthly consolidated e-invoice.

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