How to Enable Customers to Update Their Tax Info via the Portal

Overview:

This article covers different ways how to enable customers to update their tax information via the portal.

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

Customer Maintenance

1.1.  Go to Navigation > Customer, and click Customers.

1.2. Open one Customer Details. Click the ‘Edit’ tab and the ‘Request Info’ button to select how the user wants to send the link for verification.

Sending Options:

Send Email - The user must maintain the email address on the details or enter it manually.

Send WhatsApp - The customer should have a valid WhatsApp.

Send Telegram - The message will be forwarded manually to the account of the customer profile in Telegram.

Copy Message - The end-user will copy the message by clicking the ‘Copy’ button and send it manually to the customer.

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 first the customer by ticking the check box. Click the ‘Request Info’ button and select which of the sending options will be used.

Sending options:

For Batch, use the checkbox to select Customers. Click the ‘Request Info’ button and choose ‘Send Email’. Other options will not be applicable for batch notification.

‘Delivered’ Status will display for those successful and ‘Failed’ if not, leaving the remarks under the ‘Fail Reason’ column.

3. Preview Formats QR Code

3.1. Go to Navigation > Sales and click Sales Invoices. Create a new Sales Invoice Transaction.

3.2. Once created, click the ‘Preview’ button and choose the  ‘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.

Note: Take note that the 'e-Invoice Advance Automation' module will be activated automatically for users hosting their database at the QNE cloud server.