When a client didn't receive an invitation

Magdalena Stoyanova Updated by Magdalena Stoyanova

Disclaimer: fiskaltrust is NOT a DISH product, and therefore we can not assume any responsibility for process changes, or malfunctions.

In this article, we are going to show you how to send a new invitation in case the restaurant owner didn't receive one

After the client has informed the DISH Consultant of a missing invitation, the Consultant can access the Fiskaltrust.Portal and click on PosOperator and then Invitations

After checking if the Client is shown in the list of invitations sent, there are two possible scenarios:

  • Yes, the client is shown in the list.
  • No, the client is not shown in the list. 

When the client is shown in the list of invitations

  1. The first thing to do in this scenario is to hover the mouse pointer over the red symbol at the beginning of the row.
  2. Is there an error message?
    1. If yes, then correct the shown error by editing the data clicking on [Edit].
    2. If no, simply resend the email by clicking on [Assign].

When the client is not shown in the list of invitations

  1. In this case, the first step is to click on [History].
  2. Then click on [Invoke protocol] to see all the invitations sent in the past.
  3. Continue by entering the client's name in the Search table.
  4. Verify the email was sent by checking if a blue checkmark is present at the beginning of the row of the client.
  5. Is there an error message?
    1. If yes, simply click on [Send invitation again].
    2. If no, click on [Edit PosOperator again] and then correct the shown error by editing the data before sending the invitation again.

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