What is the process for SMS, Truecaller, WABA, and OBD service invoices?

What is the process for SMS, Truecaller, WABA, and OBD service invoices?

⚡Quick answer

Manual invoices are generated for these services. An agent must raise a Zoho CRM request containing Company Name, Address, GSTIN, Payment Code, and Number of SMSes.

• Only claim the payment—do not settle it (settling triggers an automated invoice).

• The Accounts Team will mark the payment as “No Invoice” to avoid duplicates.

• The manual invoice will be shared within 24–48 working hours of request submission.

When should I use this guide?

Use this guide whenever you need an invoice for SMS, Truecaller, WABA, or OBD services so you can submit the correct details and avoid duplicate automated invoices.



Overview

Manual invoices are generated for SMS, Truecaller, WABA, and OBD services. The agent must raise a Zoho CRM request with all required details.



Information you must include

Required field:

  • Company name
  • Address
  • GSTIN
  • Payment Code
  • Number of SMSes


Key points to remember

• For SMS, Truecaller, WABA & OBD invoices—only claim the payment; do not settle it (settling triggers an automated invoice).

• The Accounts Team will mark the payment as “No Invoice” to prevent duplicate invoices.

• Invoice will be shared within 24–48 working hours of request submission.

• Cost of SMS (as per the existing tariff).



Expected timeline

Action

Timeframe

Invoice shared by the Accounts Team

Within 24–48 working hours of the Zoho CRM request