Can a client without GST details claim the GST benefit later?

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• How do I issue a GST-exempt (Non-GST) invoice when a client is from a Special Economic Zone (SEZ)?

  ⚡Quick answer Because supplies to an SEZ Developer/Unit are Zero-Rated under the GST Act, you may issue a Non-GST invoice only after: Collecting three mandatory documents (SEZ Certificate, Entity-Incorporation Proof, PAN). Emailing those documents ...

• What should an agent do if an invoice is wrongly generated in another client’s name or with incorrect details?

  ⚡Quick answer Get prior approval from your Team Lead. Initiate a refund request via QNTRL to cancel the invoice. No money is actually refunded—the request is solely for invoice cancellation, which is completed once the required debit note is ...

• How to Initiate Client Meeting Reimbursement

  ⚡Quick answer - Agents can claim reimbursement for expenses incurred during client meetings by following the process below: Raise a request in QNTRL using the “Client Meeting & Reimbursement” application. Ensure all required details and supporting ...

• How can an agent rectify a wrong payment claim or settlement?

  ⚡Quick answer • Wrong Payment Claim → Verify if the payment is settled. If not settled, raise a Zoho ticket to un-claim it; Accounts will resolve within 48 working hours, after which the correct agent can claim and settle. • Wrong Payment Settlement ...

• Who is responsible for updating a client’s KYC details on the portal?

  ⚡Quick answer - The responsibility lies jointly with Agents and Clients. Both parties must keep all KYC details complete, accurate, and up to date on the portal. When should I use this guide? Use this guide whenever a client is onboarded, renews ...