Portal creates a link to a web page for your customers to fill in a form to supplement a simplified invoice or receipt with the information required to issue a full invoice. This is useful for businesses that want to issue invoices for customers that don’t have a full set of information available, such as customers that are not yet registered in your system. A common workflow set up is registering minimal cusutomer information (e.g. email) and then allowing the customer to fill in the rest of the information on the web page.
Allow your customers to replace their simplified (B2C) invoice or receipt into a full (B2B) invoice by filling in a form with their fiscal information.
Configure the name and logo that will be displayed on the web page.
Add link to convert to invoice
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Adds a link to the B2C invoice to a portal that will help customers replace the sale with a new B2B invoice that includes their fiscal information.
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