What do I do about walk-in customers?
Most walk-in customers do not need an e-invoice. Give them a normal receipt and record the sale in envoice as a walk-in. envoice adds it to that month's consolidated e-invoice.
The steps
- On the new invoice form, under Who is this sale for?, choose Walk-in or general public.
- Add the items and payment method, then save the sale. Customer name, phone and address are optional, and the sale stays a General Public sale.
- Within 7 days after the month ends, open Consolidated and submit the month's consolidated e-invoice.
When a walk-in customer does want an e-invoice
- Choose Named buyer and enter their TIN, name and ID.
- Already recorded it as a walk-in and it is in a consolidated e-invoice? Open the sale and use Issue individual e-invoice. envoice issues a credit note against the consolidated e-invoice, then a new individual e-invoice for the buyer.
- If you turned on the customer portal, they can request one themselves from the QR code on their receipt.
When a walk-in sale cannot be consolidated
- A single sale above RM10,000 needs the buyer's details. envoice blocks it until you add them.
- Some industries, such as motor vehicles and flight tickets, must issue an individual e-invoice for every sale. See Consolidated e-invoices: the rules.