Analytics
Live overview of the customer e-invoicing survey drive
Response Status Breakdown
Responses by Account Manager
Response Trend — Last 14 Days
Customers
Customer master used for e-invoicing data collection
| Program Manager | Customer Code | Customer Name | Customer Email | Survey Link | Status |
|---|
Reports
Download or review survey completion data
Full Submission Data
As of —
Export as Excel
Export as PDF
Settings
Branding, account managers, and portal configuration
| Name | Phone |
|---|
Survey Email Template
This is the email sent when you click "Send" or "Resend" on a customer. It's sent from that customer's assigned Account Manager.
Shown in bold at the top of the email, above "E-INVOICING PORTAL".
Available tokens — type these anywhere in the subject or body and they'll be replaced automatically:
{{customerName}} · {{accountManager}} · {{accountManagerEmail}} · {{accountManagerMobile}} · {{companyName}} · {{surveyUrl}} · {{cta_button}} (the styled "Complete Your Details" button)
This list tracks who should have access and at what role — it does not create real login credentials. To let someone actually sign in, invite them via Supabase Auth (Authentication → Users → Add User) using the same email you add here.
| Role | Limited To |
|---|
Auto-Reminder Schedule
Turn on the days you want reminder emails sent to customers who haven't completed their survey. Only customers with a status of "Sent" — and who haven't been paused individually — will receive a reminder on an enabled day.
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Submissions
All e-invoicing forms filled in by customers
| Code | Customer Name | Account Manager | VAT Registered | TRN | Submitted On | Status |
|---|