What should be done if a client requests a ledger statement?

What should be done if a client requests a ledger statement?

⚡Quick answer -

  • In such cases, all requests for ledger statements must be raised through a ZOHO CRM ticket under the Client Ledger category.
  • Agents are required to ensure that the following details are accurately provided while raising the request, as they are essential for processing:
    • Company Name
    • Service Number
    • Duration for which the ledger is required
  • Please note that once the request is submitted with complete information, the Accounts Team will share the ledger within 48 working hours.





    • Related Articles

    • 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 ...

    • Can a client pay MyOperator through PayPal?

      ⚡Quick answer No. MyOperator does not accept payments via PayPal or any remittances from foreign bank accounts into our Indian bank account. When should I use this guide? Refer to this FAQ whenever a client asks to pay via PayPal—or any other ...

    • What should I do when a client is asking for more discounts, and how do I counter it?

      ⚡Quick answer - If a client presses for additional discounts, remind them that lowering the price would also discount service quality, emphasise the superior value you already provide, avoid opening the discussion with any discount offer, and hold ...

    • How do I handle vendor registration and Purchase Order (PO) requests from clients?

      ⚡Quick answer Collect all required information from the designated Google Sheet that contains every field needed for vendor registration and PO documentation. Fill the form accurately and completely. Raise a ticket in QNTRL → Vendor Registration. The ...

    • When must an agent settle a client payment?

      ⚡Quick answer Any payment received in a particular month must be settled by the agent on or before the last date of that same month. Example — A payment received in August must be settled on or before 31 August. Agents are responsible for ensuring ...