How do I generate an invoice for suspense payments at MyOperator?

How do I generate an invoice for suspense payments at MyOperator?

⚡Quick answer -

A payment in “suspense” lacks business or GST details, so the system’s auto-invoice is incomplete. To generate the correct invoice, you must:

  1. Identify the suspense transaction.
  2. Raise a Jira ticket for manual payment tagging.
  3. Email the Accounts Team (not Zoho People) once tagging is done.
  4. Share the Payment Settlement Code, client details, amount, date, and any proof. The invoice is issued only after successful payment tagging.

When should I use this guide?

Use these steps whenever you spot a suspense payment whose invoice is missing business or GST information and the client needs an accurate tax invoice.



Overview: What counts as a suspense payment?

Transactions in suspense will have incomplete invoice details (missing business/GST information).

These transactions require manual intervention before a correct invoice can be created.



Prerequisite: Gather required details

Before you raise a request, make sure you can supply all of the following:

• Payment Settlement Code

• Client Account Details

• Payment Amount

• Date of Transaction

• Any supporting proof (if required)



Step-by-step process

STEP 1 — IDENTIFY SUSPENSE PAYMENT

Transactions in suspense will have incomplete invoice details (missing business/GST information).

STEP 2 — MANUAL PAYMENT TAGGING

Raise a Jira ticket for manual payment tagging. Ensure the payment is correctly mapped to the respective client account.

STEP 3 — INVOICE REQUEST TO ACCOUNTS TEAM

Once tagging is completed, do not raise a request on Zoho People. Instead, directly reach out to the Accounts Team with proper justification.

STEP 4 — SHARE REQUIRED DETAILS

Provide every item listed in the Prerequisite section.



When will the invoice NOT be generated?

• Invoice will be generated only after successful payment tagging.

• Requests lacking full justification or missing any of the required details can be delayed or rejected.

• Raising the request in Zoho People instead of Jira + email will also delay processing.

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