Overview:

This article will show how Customers can update their Tax Information via the Customer Portal through the link provided using email and messaging applications. Enabling the Customers to update their information allows them to validate if all existing details are correct.

Scenario:

Send requests to Customers individually, in batch, or through preview formats, allowing the customers to update their Tax Information via the QNE Customer  Portal.

Solution:

In QNE, users may send request links to customers to update their tax information in 3 different  

ways, where customers receiving the link will be able to update their tax information via the QNE Customer Portal.

1. Customer Maintenance

2. e-Invoice Advisor (Individual & Batch)

3. Preview Formats QR Code

1. Customer Maintenance

1.1. Go to Navigation > Accounts Receivable and click ‘Customers’.

1.2. Open one Customer Details. Click the ‘Request Info’  button to select from the list of how the user wants to send the link for verification.

Options:

• Send Email - The user must maintain the email address on the details or enter it manually.
• Send WhatsApp or Telegram Message - The customer should have a valid WhatsApp or Telegram Number.
• Copy Link - A Message with a link will be copied and can be sent manually by the user.

2. e-Invoice Advisor (Individual & Batch)

2.1. Go to Navigation > e-Invoice and click ‘e-Invoice Advisor’. 

2.2. Click the ‘Get Advice’ button. It shows the list of customers who need to verify their tax information.

2.3. Request Info link can be done by Individual or in Batch.

• For Individual, select the which will be used to send the request link under ‘Request Info’ column.

• For Batch, use the checkbox to select Customers. Click the  ‘Request Info’ button and choose ‘Batch Email’. Customers without email addresses cannot be selected, user may update the customers’ email address from this screen as well.
• At the top-right corner, the batch email sending status will appear.

3. Preview Formats QR Code.

3.1. Go to Navigation > Sales and click Sales Invoices. Click ‘Add’ to create a Sales Invoice.

3.2. Once created, click the ‘Preview’ button and choose ‘Sales Invoice (Request Customer Info QR)’ format.

3.3.The QR code for the Portal is located at the bottom-right corner of the format

3.4. The Customer can scan this QR and be redirected to the Customer Portal to update their Customer Information.