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Handle the e-invoice requests your buyers raise · presentation 5 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Handle the e-invoice requests your buyers raise · presentation 5 of 5

Open the door properly, and know when it closes

You can set GadgetSphere's e-invoice request path up so buyers can actually use it: the page the tracking link expects…

Step 1 — Put the request page where the tracking link expects it

You will avoid a broken link you would otherwise send to every guest.

Where this step sits
    flowchart TD
  s1["1. Put the request page where the…"]
  s2["2. Decide how long the window stays…"]
  s3["3. Print the PIN where a shopper…"]
  s4["4. Give your regular buyers an account…"]
  s5["5. Fill the form in yourself when…"]
  s6["6. Say the true thing when it…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s1 here;

Step 2 — Decide how long the window stays open

You will have made a choice instead of inheriting a default.

What you do
  1. Leave it unset and a buyer may only pick dates in the current calendar…
  2. Set a day of the month and last month stays reachable until that day…
  3. Pick a day that matches how you actually work — after your consolidation run…

Step 3 — Print the PIN where a shopper can reach it

You will remove the commonest reason a buyer gives up.

What you do
  1. Check one of your own receipts from a Penang branch before you assume it…

Step 4 — Give your regular buyers an account instead

You will route your business customers away from the guest path, where they do not belong.

Where this step sits
    flowchart TD
  s1["1. Put the request page where the…"]
  s2["2. Decide how long the window stays…"]
  s3["3. Print the PIN where a shopper…"]
  s4["4. Give your regular buyers an account…"]
  s5["5. Fill the form in yourself when…"]
  s6["6. Say the true thing when it…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Fill the form in yourself when that is quicker

You will know you are not obliged to talk anybody through a screen.

Screen capture pending the demo tenant

Settings → Customer Invitations in the portal applet, showing the listing and the request form panel

Step 6 — Say the true thing when it is too late

You will give a straight answer rather than a hopeful one.

What this step names
  1. Once that consolidated document has been validated
  2. Their purchase sits inside a filed tax record covering thousands of other…
  3. The only routes out are a cancellation inside seventy-two hours or a…

NarrationSlide 1 of 7

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