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When the validated PDF is e-mailed, to whom, from what address — and the three things that must exist first

When the validated PDF is e-mailed, to whom, from what address — and the three things that must exist first

Make the e-invoice PDF your customer receives look like yours · presentation 2 of 4 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Make the e-invoice PDF your customer receives look like yours · presentation 2 of 4

When the validated PDF is e-mailed, to whom, from what address — and the three things that must exist first

You can say the exact moment the e-invoice PDF is e-mailed and which of two paths your tenant takes…

The moment

Step 1 — Know the moment it goes, and which path your tenant takes

You will stop watching for the e-mail at the wrong time.

Valid

Reads back the word Valid

Step 2 — Know who receives it, and why it is not the customer record

You will look in the right place for a wrong address.

What this step names
  1. The recipient is the buyer's e-mail on the e-invoice header
  2. The buyer block exactly as it was submitted to LHDN
  3. Not the e-mail on the customer record

What has to exist

Step 3 — Know the three things that must exist, and which one is on a screen

You will understand why ticking the box can do nothing.

What this step names
  1. Second
  2. An e-mail identity for the company
  3. Held as a subscription under a webhook topic whose code names the…
  4. The body
  5. The sender address
  6. The attachment's file name

Step 4 — Know where the words and the sending address come from

You will know what to ask for and whom to ask.

What you do
  1. Change the wording and it changes for every e-mail the company sends from then…

The other e-mail

Step 5 — Do not confuse it with the cancellation e-mail

You will not explain one e-mail with the rules of the other.

What this step names
  1. It is addressed to the same buyer e-mail on the header
  2. It opens with Dear User
  3. It comes from a custom sender if one is configured and otherwise…
  4. It goes through the platform's mail service regardless of any SMTP setup
  5. It ignores the Send Email To Buyer switch and the subscription entirely

NarrationSlide 1 of 9

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Where the e-invoice PDF your customer receives comes from — the template, the logo, the address block and the QR — transcriptWhen the validated PDF is e-mailed, to whom, from what address — and the three things that must exist first — transcript