What are the requirements for requesting a digitally signed invoice or vendor form?

What are the requirements for requesting a digitally signed invoice or vendor form?

⚡Quick answer

• Raise a Zoho CRM ticket under Invoice Change and attach the invoice soft copy.

• The Accounts Team emails the digitally signed document within 5 working days of a complete submission (the 5-day clock starts only after the invoice is attached).

When should I use this guide?

Follow these steps whenever a client or partner needs an officially, digitally signed copy of any invoice or vendor form for compliance or onboarding.



Overview

To request a digitally signed copy of an invoice or vendor form, the agent must follow the steps below.



Step-by-step process

Step

Action

1

“RAISE A TICKET ON ZOHO CRM” under the Invoice Change Category

2

“ATTACH THE SOFT COPY OF THE INVOICE” that requires a digital signature. Submission without the attached invoice will be considered incomplete.

3

“ACCOUNTS TEAM ACTION” – After successful submission, the Accounts team will share the digitally signed copy with the agent.



Turnaround time (TAT)

Action

Timeframe

Digitally Signed Copy Shared

Within 5 working days from the receipt of the request

The TAT of 5 working days will only commence from the date of successful and complete submission of the request.



Why are requests getting delayed?

Agents must ensure that the soft copy of the invoice is mandatorily attached at the time of raising the Zoho CRM ticket. Incomplete requests may result in delays in processing.

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