Video summary

15 SQL E Invoice How to Create Info Request in Maintain Customer

Main summary

Key takeaways

Technology

Summary of the Subtitles (Technological Concepts & Product Features)

The video tutorial demonstrates how to use the “Create Info Request” feature in a SQL accounting software module called Maintain Customer. This feature helps businesses collect customer information securely and automate updates to customer profiles.

Key Workflow / Features

  • Create Info Request

    • Go to Maintain Customer.
    • Right-click in the menu bar and select Create Info Request.
    • The system generates a unique secure link.

  • Share the Secure Link

    • Copy and share the link via WhatsApp, email, or other messaging platforms.
    • Customers use the link to submit their information.

  • Customer-Side Data Entry Options

    • Customers can manually fill in their details, or
    • Use Auto fill using My Invoice Taxpayer QR code:
      • Customer selects the auto-fill option.
      • They upload their taxpayer QR code.
      • The system auto-fills fields such as BRN, 10 (as shown in the subtitles), company name, and other essential information.
    • A guide/link for generating the taxpayer QR code is provided for customers.

  • Status Tracking

    • An hourglass icon appears next to customers who have created an info request, indicating progress/status.

  • Retrieve and Sync Data

    • After customers submit through the link, you can:
      • Retrieve info for an individual customer, or
      • Run batch retrieve via right-click in the Maintain Customer browse screen.
    • The system automatically updates customer profiles with the submitted/latest data, reducing manual entry.

Main Speakers / Sources

  • Unspecified (the tutorial voice is not named in the subtitles).

Original video