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Ask for your e-invoice from the customer portal · presentation 2 of 5 · for the outside party — you are not our staff Read the transcript · Back to the series

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Ask for your e-invoice from the customer portal · presentation 2 of 5

Find your receipt

You can identify your own purchase in the shop's e-invoice request form with either pair of details it accepts…

Step 1 — Pick one of the two searches

You will know which numbers the form is asking for.

What this step names
  1. If your receipt carries a PIN
  2. Use it: two fields instead of three
  3. No date to get wrong

Step 2 — Type the numbers exactly as printed

You will stop losing a search to a stray character.

What this step names
  1. The invoice number is the one the shop's own system put on…
  2. Try that one first
  3. Note that the shop chooses which of them its own form shows…

Step 3 — Work round a date the form will not let you pick

A stubborn date picker will not stop you.

Screen capture pending the demo tenant

The By Date Amount search tab with the transaction-date calendar open and most of the earlier dates greyed out

Step 4 — Read the three answers a search can give

You will know whether you can go on.

What this step names
  1. A card showing your invoice number
  2. Date
  3. Currency
  4. Amount with a Request button beside it means the sale is still…

Step 5 — Know what nothing-found actually means

You will know when to stop trying and who to telephone.

Where this step sits
    flowchart TD
  s1["1. Pick one of the two searches"]
  s2["2. Type the numbers exactly as printed"]
  s3["3. Work round a date the form…"]
  s4["4. Read the three answers a search…"]
  s5["5. Know what nothing-found actually means"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;
  

NarrationSlide 1 of 6

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