Invoice Kit

[Bonnie’s Note] This feature is only available in the paid PRO version.

Bonnie incorporates the Ministry of Finance’s electronic invoice API. That means consumers can take photos and upload their electronic invoices through LINE/Facebook, or manually enter the invoice information. The bot can then respond with the corresponding scenario messages according to the amount, channel, and item conditions set by the trainer! This convenient invoice registration system allows trainers to easily understand offline consumption data. It also allows setting of threshold conditions according to different spending amounts and connections to the Lucky Draw kit. The invoice system can add complexity to your activities and convert offline spending into online data so that the trainer can further track and use the data!

1. Add Invoice Kit

Settings

Click “Invoice Registration” in “Kits

Click “Start Editing” to enter the invoice kit

Click on the “Invoice Recognition” module to set the event period during the registration period

In the spreadsheet setting section, click “Generate Spreadsheet,” enter your Google account and click “Set as Admin“. An edit invitation will be sent to the trainer. Click on the link in the email to enter the spreadsheet

Others

In the “Others” section, the trainer can view the status of the fan page domain and the bot link

Reset records allow the invoice registration record of all users to be reset to zero.

重置紀錄,讓所有用戶個別的發票登錄紀錄將歸零

2. Edit “Upload Invoice

Messages

The default message 1 is an image message, which the trainer can choose to edit or delete.

Default message 2 is a text message, which the trainer can choose to edit or delete. The fixed buttons below are “Upload Invoice Photo” and “Fill in Invoice Information.”

The trainer can add quick replies or connect to other modules, or add different forms of messages.

User Input

If the user does not follow the message flow, the trainer can set the “user input” scenario and respond differently

3. Edit “Invoice Recognition”

Trainers can formulate screening conditions for different diversion scenarios, and send corresponding messages according to different invoice content and login statuses.

【BotBonnie’s Tip】The sequence set by the scenario is the sequence of logic used by the bot for identification, so it is recommended to put unqualified scenarios first!

Example: When you put “successfully qualified for the draw” as scenario #1 and “duplicate invoice” as scenario #2, the bot will first check whether the invoice meets the conditions of scenario #1. If it is not checked whether it has been registered before, repeated registration of invoices will occur.

According to the invoice content, user tags, user parameters, dialogue platform, and other conditions, you can set the messages to be sent for different content.
If you select “Invoice Content,” you can set the corresponding information based on the total purchase amount, single product name, date, store name, unified business number, etc.

You can specify the required number of items purchased in the invoice according to the requirements of your event, for example: There are three types of products. As long as you buy any one of them, you will be eligible for a total of two items, and you can use the quantity setting function!

You can specify the required number of items purchased in the invoice according to the requirements of your event

4. Edit “Diversion Scenario”

After the “invoice identification” process, there are six different default scenarios that can be edited, which are six disqualifying scenarios: “Duplicate Invoice,” “Invoice Identification Failed,” “Not Eligible,” “The current time is outside the event period,” “The Ministry of Finance database has not been updated,” “The Ministry of Finance system is busy,” and “Successfully qualified for the lucky draw”. Trainers can also add diversion scenarios themselves.

In addition, if the invoice error is due to the Ministry of Finance not updating their information or the Ministry of Finance’s system being unavailable, the customer may not want to come back and register again. This could lead to you losing another customer! Therefore, when the two scenarios are met, 1. The Ministry of Finance data has not been updated and 2. The Ministry of Finance system is busy, Bonnie allows the system to try again automatically after 12 hours. If the system fails again after another attempt, the message will not be sent. If the attempt is successful (eligibility can be determined), it will use Push API to send the corresponding message.

A. Duplicate invoice

B. Invoice recognition failed

C. Not eligible

D. The current time is outside the event registration period

E. The Taiwan Ministry of Finance database has not been updated

F. The Taiwan Ministry of Finance system is busy

【BotBonnie’s Tip】
1. The information of the Ministry of Finance has not been updated. 2. The Ministry of Finance system is busy. Bonnie allows the system to try again automatically after 12 hours. If the system fails again after that attempt, the message will not be sent. If the attempt is successful (eligibility can be determined), it will use push API to send the corresponding message. An additional charge is required!

G. Successfully qualified for the lucky draw


5. View invoice upload information

In the previously entered Google email address, you will receive an invitation to edit the spreadsheet. Click “Open in Google Sheets” to enter the following page. Whenever the user uploads an invoice, the spreadsheet will automatically update the data.

You can view the user’s invoice number, purchase amount, purchased items, purchase date, store name, store management, fan page ID, user ID, user name, and login time from the spreadsheet.

從試算表中可以檢視用戶發票號碼、購買金額、購買品項、購買日期、店家名稱、店家統編、粉專 ID、用戶 ID、用戶姓名以及登錄時間


Let’s take a look at the actual application video for invoice registration!

1. Upload invoice photo

2. Fill in the invoice information


Come use “Invoice Registration” to unlock new activities!

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