Overview:

Customer e-Invoice Advisor displays a list of customers with incomplete tax information. In this module, users can request the necessary information, which will be sent directly to the customer's registered email address. Requests can be made in batches or individually per customer.

Procedure:

1. In the navigation pane, go to Account Receivable > Customers > Add

2. In Customer Details, fill-in the basic information. Once done, click 'Save'

3. Going back to Navigation pane, go to e-Invoice > e-Invoice Advisor.

4. In the e-Invoice Advisor, under the Customer tab, click Inquiry.

It will show lists of customer names with incomplete e-invoice information as well as the newly created customer

This form is used to send a request to the customer to fill-up the required e-invoice information that will be applied in the system.

5. To request information to the Customer, go to Request Info column

You can send a request to customer to update their tax information through the following methods:

Send Email

Whatsapp and Telegram

Copy Message Email

Application:

Upon successfully sending the request, the system will generate a unique link for each customer code, and an email containing the link will be sent to the selected customer's email address.

FAQs — Customer e-Invoice Advisor

Q1. What is the Customer e-Invoice Advisor in QNE?

Answer:
The Customer e-Invoice Advisor shows you a list of customers whose tax or e-invoice information is incomplete. In this module, you can send requests (individually or in batches) asking customers to fill in their missing data. Some users phrase this as “why my customer’s e-invoice info not completing?” — this tool helps resolve that by requesting missing info.

✅ Recap: It flags customers with missing e-invoice info and lets you request updates.

Q2. How do I access the e-Invoice Advisor for customers?

Answer:

1. In the menu, go to Account Receivable > Customers, and ensure customer basic info is saved.

2. Then navigate to e-Invoice > e-Invoice Advisor.

3. Under the Customer tab, click Inquiry to see customers with incomplete e-invoice fields.

If someone asks “Where is e-Invoice Advisor in QNE?” or “Why can’t I see advisor option?”, the likely reason is you haven’t filled or saved the customer’s basic details, or your role lacks permission.

✅ Recap: Go via AR > Customers to set up, then e-Invoice > Advisor to check.

Q3. How do I request missing tax info from a customer?

Answer:

1. In the e-Invoice Advisor under the Customer tab, find your customer in the Request Info column.

2. Click Request Info.

3. Choose the method (Email, WhatsApp, Telegram, or Copy Message).

4. The system sends a unique link to the customer’s registered email for them to fill in the missing data.

Some users ask “How do I send request message automatically?” or “Why didn’t the link go to my customer?” — always ensure the customer’s email is correct and active before sending.

✅ Recap: Use Request Info column → pick method → system sends link to customer.

Q4. Can I send requests to multiple customers at once?

Answer:
Yes — you can batch-send requests in the e-Invoice Advisor.

• Select multiple customers.

• Use Request Info for all in one go.

• Each will get their unique link via the chosen method (email, WhatsApp, etc.).

If someone complains “I don’t want to do one by one — is there a bulk option?”, yes, that’s the batch mode.

✅ Recap: Use “Request Info” in batch to send multiple customer requests simultaneously.

Q5. What happens after I send a request to customers?

Answer:

• The system generates a unique link per customer code.

• An email with this link is sent to the customer’s registered email.

• The customer uses that link to submit missing tax/e-invoice information.

If you wonder “Why no response after request?”, it might be because the email landed in spam, the link expired, or the customer didn’t act.

✅ Recap: System creates link → sends email → customer fills missing fields.

Q6. What should I verify before sending a request?

Answer:
Before sending:

• Confirm the customer’s email address is accurate and up-to-date.

• Make sure their basic information record is saved (so they appear in the list).

• Check that your user role has permission to send advisor requests.

Some users say “I clicked request but nothing sent” — usually due to incorrect email or missing permissions.

✅ Recap: Check email, customer record, and permissions before sending.

Q7. Why doesn't a customer appear in the Advisor list?

Answer:
If a customer is missing from the e-Invoice Advisor list:

• They are categorize as 'Non Validation' under

  e-Invoice Validation Control

  
  

• They may already have complete tax/e-invoice data (so no request is needed).

• Your access role might lack viewing rights.

Some users phrase it as “My new customer not showing in Advisor — why?”. This is often because their record isn’t completed yet.

✅ Recap: They either have no missing data, or their record isn’t saved or viewable to you.

Q8. What if a customer doesn’t respond to the request?

Answer:
If there’s no response:

• The request might be in spam — ask them to check spam or junk folders.

• You can re-send the request from the e-Invoice Advisor.

• Update or confirm their email address and resend.

Some users ask “Why customer didn’t fill info after I sent link?”. Often it’s email issues or link visibility.

✅ Recap: Re-send request, check email, and confirm address with customer.

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