Skip to content
Learn
Presentations P-00000 to P-00999
Your customer's PDF does not look like yours: the diagnosis, in the order that costs least

Your customer's PDF does not look like yours: the diagnosis, in the order that costs least

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

These slides need JavaScript to advance one at a time. Without it every slide is shown below, one after another, each with its own player — or read the transcript, which carries the same steps and every word.

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

Your customer's PDF does not look like yours: the diagnosis, in the order that costs least

Given any of the four complaints — no logo, wrong supplier details, never received…

Four complaints

Step 1 — "There is no logo and it doesn't show our branch": the built-in template

You will fix the commonest complaint without opening a support ticket.

What you do
  1. Confirm it in one place: open the company in the Organisation applet, E-Invoice tab…

Step 2 — "Our address on it is wrong": the snapshot

You will not upload a template to fix a data problem.

Valid

…wrong identity on a Valid e-invoice is corrected through the cancellation and…

Never received

Step 3 — "The customer never got it": four checks in order

You will diagnose a missing e-mail in the order that costs least.

  • Open the To IRB record: is the status Valid?
  • Read the buyer e-mail on that header, not on the customer record…

Valid

Is the status Valid?

Step 4 — "The queue is stuck": the frozen window, and what to say

You will describe a stuck queue in words that get it unstuck.

Valid

The e-mail went inline when the poller saw Valid

Prove it

Step 5 — What success looks like, in thirty seconds

You will have proved the chain end to end for one company.

  • Take any Valid e-invoice for that company
  • Open Resend Email, add your own address as an additional recipient, and submit
  • Ignore the toast
  • Open the Email tab and look for a new content row with a send…

Valid

Take any Valid e-invoice for that company

NarrationSlide 1 of 9

Left and right arrows, or the space bar, move between slides; f is full screen and Esc leaves it. Clicking the left or right half of a slide pages it. Play and pause belong to you — nothing moves on by itself unless you tick the box above.

Last updated on
Reading the Email Dashboard and the e-mail thread — what a row is evidence of, and the rows that never move — transcriptYour customer's PDF does not look like yours: the diagnosis, in the order that costs least — transcript