⚡Quick answer -
• A billing-state change is allowed only for SMS and OBD payments—and only after prior approval from the Finance Team.
• When raising any SMS/OBD request, the agent must clearly state the desired billing state in the ticket’s comments.
• The invoice is issued using whichever billing state is active at the time of processing; once the invoice is generated, no further modification is possible.
When should I use this guide?
Consult this FAQ whenever a client asks to alter Voicetree Technologies’ billing state for an upcoming SMS or OBD payment so you can follow the correct approval workflow and set client expectations.
1. Overview & policy
Requests for changes in the billing state of Voicetree Technologies are permitted only for SMS and OBD payments, and that too, subject to prior approval from the Finance Team.
2. Eligibility & prerequisites
3. How to raise the request
- Create the usual SMS/OBD ticket.
- In the comments section, clearly mention the requested billing state.
- Seek prior Finance-Team approval before the ticket reaches processing.
- Monitor for invoice issuance; once generated, the billing state cannot be edited.
4. When is a change not possible?
• Non-SMS/OBD payments – Any request tied to other products or services is automatically declined.
• Post-invoice stage – After the invoice is generated, “no modifications can be made.”
Related Articles
Can a client change the SAC or HSN code on an invoice?
⚡Quick answer • HSN Code – Not applicable. HSN codes apply only to goods; Voicetree Technologies is a service-based business. • SAC Code – Already pre-determined for Information-Technology services, printed on every invoice, and cannot be changed ...
Can I change a client’s plan in the middle of the month, and how does it affect billing?
⚡ Quick answer - Yes. You can upgrade or downgrade at any point in the month. The new plan starts immediately, the entire month’s usage is recalculated under that plan, and any features you drop are billed separately as a One-Time Charge (OTC). When ...
What errors can block a service-number reactivation request in Zoho CRM?
⚡Quick answer- “When a number reactivation request is raised via Zoho CRM, the account may fail to activate due to one or more of the reasons listed below. These checks are performed automatically or during manual validation by Tech Support.” When ...
How to create a demo account for a client whose billing has been deactivated?
⚡Quick answer - A demo account for an existing client can be created through the accounts panel. 1. Go to the accounts panel 2. In billing accounts search, search for the client's existing account by applying filter such as BAN, contact person email, ...
What types of requests are considered under a Prepayment Request?
⚡Quick answer - Only two request types qualify as a Prepayment Request: (1) Payment Split for allocating one payment across multiple invoices, and (2) Invoice Generation Before Payment Receipt for pre-approved enterprise clients (requires management ...