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Make the e-invoice PDF your customer receives look like yours

For the whole-system operator — you run the books. Level 3 — configure and own.

By the end you can say where the e-invoice PDF your customer receives comes from — which template, whose logo and address, what the QR encodes — when and to whom the e-mail goes and from which address, which of those you can change from a screen and which need BigLedger, and how to read the Email Dashboard and the e-mail thread so that a customer who says they never received theirs gets a true answer in under a minute.

Before this series: Set up MyInvois and Peppol for a new company

Presentations

  1. Where the e-invoice PDF your customer receives comes from — the template, the logo, the address block and the QR — about 9 minutes, narrated
  2. When the validated PDF is e-mailed, to whom, from what address — and the three things that must exist first — about 9 minutes, narrated
  3. Reading the Email Dashboard and the e-mail thread — what a row is evidence of, and the rows that never move — about 9 minutes, narrated
  4. Your customer’s PDF does not look like yours: the diagnosis, in the order that costs least — about 9 minutes, narrated

Modules this series draws on

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

All presentations · Presentations for the whole-system operator