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Get your customers ready for e-invoice · lesson 6 of 6 · for the whole-system operator — you run the books Read the full lesson · Back to the course

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Step 1 — Understand what changes when the buyer keys it

You will see why this is worth setting up for a twenty-two branch retailer.

What this step names
  1. Through the portal the customer signs in
  2. Picks the account they act for
  3. Finds their own receipt
  4. Types the details themselves

Step 2 — Give the customer a way in

A customer can actually sign in and see something.

What this step names
  1. For a corporate buyer with several sites
  2. Remember that one login can be linked to more than one account
  3. The account they pick scopes every screen

Step 3 — Make sure they can find the receipt

Your customers will stop telling you the portal cannot find their purchase.

Screen capture pending the demo tenant

The portal's Request E-Invoice panel on its search-by-PIN tab, with the invoice number and PIN fields

Step 4 — Know what they fill in, and what gets checked

You will be able to write the two-line instruction you send them.

What you do
  1. Verify asks the board whether that tax number and that identity number belong together…

Step 5 — Know where it lands and what is still yours to do

You will not lose a request between two applets.

What this step names
  1. If a customer will not use the portal at all
  2. Customer Invitations on your own side keys the same details for them
  3. You then finish the row in the admin applet exactly as above

Step 6 — Know the three times it cannot help

You will know when to stop pointing customers at the portal.

Where this step sits
    flowchart TD
  s1["1. Understand what changes when the buyer…"]
  s2["2. Give the customer a way in"]
  s3["3. Make sure they can find the…"]
  s4["4. Know what they fill in…"]
  s5["5. Know where it lands and what…"]
  s6["6. Know the three times it cannot…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s6 here;

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