Customer e-Invoice Advisor

Overview:

Customer e-Invoice Advisor displays a list of customers with incomplete tax information. In this module, users can request the necessary information, which will be sent directly to the customer's registered email address. Requests can be made in batches or individually per customer.

Procedure:

1. In the navigation pane, go to Account Receivable > Customers > Add

2. In Customer Details, fill-in the basic information. Once done, click 'Save'

3. Going back to Navigation pane, go to e-Invoice > e-Invoice Advisor.

4. In the e-Invoice Advisor, under the Customer tab, click Inquiry.

It will show lists of customer names with incomplete e-invoice information as well as the newly created customer

This form is used to send a request to the customer to fill-up the required e-invoice information that will be applied in the system.

5. To request information to the Customer, go to Request Info column

You can send a request to customer to update their tax information through the following methods:

Send Email

Whatsapp and Telegram

Copy Message Email

Application:

Upon successfully sending the request, the system will generate a unique link for each customer code, and an email containing the link will be sent to the selected customer's email address.

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