Finance & Accounts
Can a client deduct TDS for past invoices when making a current payment?
⚡Quick answer - Yes—but only if: • All the past invoices belong to the same Financial Year (April – March) as the current payment, and • No TDS was deducted earlier on those invoices. Otherwise, TDS deduction is not allowed on the current payment. ...
Can a client get their security deposit amount adjusted with their services?
⚡Quick answer - Yes, a client can get their security deposit amount adjusted against their consumed services. The following process must be followed: Written Confirmation — A formal written confirmation from the client is mandatory, authorising the ...
Can a client without GST details claim the GST benefit later?
⚡Quick answer - No. As per the GST Act, the GST benefit can only be availed by a registered taxable person, i.e., one who holds a valid GST Number. If the client fails to provide their GST number at the time of invoice generation, they will not be ...
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, ...
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 ...
How can a client or the support team download all invoices for services paid?
⚡Quick answer - Invoices can be viewed and downloaded through the following two mediums: 1) Client Login Panel: The client can log in to app.myoperator.co and navigate to the Billing Section to view and download their invoices. 2) Support Team Panel: ...
Can an ISD be added to the invoice?
⚡Quick answer - Yes, it is possible. However, since MyOperator is an automated billing platform, invoices are generated based on the details available in the client's account panel. Therefore, the agent must update the ISD details directly in the ...
Can a client pay in dollars for services consumed in India?
⚡Quick answer - No. We do not accept payments from foreign bank accounts into our Indian bank account. As per our policy, no remittances from outside Indian bank accounts are permitted, including payments via PayPal or any foreign-origin account. ...
Do we accept cash from the client against a lifetime plan/security deposit?
⚡Quick answer - No. We do not accept cash from clients against a Lifetime Plan/Security Deposit. The only accepted mode of payment for a Lifetime Plan is Bank Transfer
How to Check the Status of a Refund Request?
⚡Quick answer - Agents can track the status of their refund requests directly through QNTRL by following the steps below: Log in to your QNTRL account. Open the ticket for which you want to check the refund status. In the top-right corner of the ...
How do I get a cash amount approved in QNTRL?
⚡Quick answer Raise a request in the “Cash Approval” application inside QNTRL, attach every mandatory document (Company Name, IVR Flow, Payment Details, Company ID Proof, Company PAN Card, and the Client’s Individual ID Proof). Once approved, the ...
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 do I raise a TDS transaction request in Zoho CRM?
⚡Quick answer Create a Zoho CRM ticket (Category: TDS) with the settlement’s Reference Number / Settlement Code. Attach the client’s email that clearly shows the TDS calculation and include the client’s TAN. After Accounts verifies the ticket, they ...
What should an agent do if unsure whether TDS has been deducted by the client?
⚡Quick answer While settling the payment, check that the amount received equals the amount requested. • If the amount received is less, it may indicate that the client has deducted TDS. • Verify that any deduction matches the prescribed TDS rates ...
What should I do if the payment code isn’t working or I can’t settle the payment?
⚡Quick answer If a payment code fails to work, first note that it could be because: • The payment is already settled under another company. • The payment has gone into a suspense account. • A technical issue is blocking the code. In every case, ...
How can we get two payment codes if a client paid in one shot for two services?
⚡Quick answer • First, check whether the payment is already settled. – If settled: Separate invoices (and therefore two payment codes) cannot be issued; inform the client. – If not settled: Raise a Payment Split Request in Zoho CRM to create two ...
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 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 ...
What are the time slots for approval of ZOHO CRM requests?
⚡Quick answer - ZOHO CRM prepayment requests are approved twice daily within the following time slots: 12:00 AM to 12:30 AM 06:00 PM to 06:30 PM Agents are advised to submit requests in advance to ensure they are processed within the designated ...
What are the time slots for approval of requests for SMS Activation?
The requests for SMS activation will also be approved twice a day, i.e., 12:00 AM- 12:30 AM 06:00 PM-06:30 PM
How is TDS verification scheduled, and what steps must an agent follow while claiming a payment with a TDS-verification request?
⚡Quick answer • TDS verification runs during the same time slots used for uploading payments—there is no separate window. • When you claim a payment and need TDS verification, submit the full amount, the TDS amount in its own field, and note the ...
Can a client request to change the billing state of Voicetree Technologies?
⚡Quick answer - • A billing-state change is allowed only for SMS and OBD payments—and only after prior approval from the Finance Team. • When raising any SMS/OBD request, the agent must clearly state the desired billing state in the ticket’s ...
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 ...
How do I raise a Payment-Tracking request, and when will the Accounts Team respond?
⚡Quick answer • If a payment cannot be tracked through standard methods, raise a Zoho ticket under the “Payment Tracking” category and include all mandatory details (method, date, amount, company name, customer reference number, plus cheque number ...
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 ...
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 ...
What should an agent do if a payment meant for a prepayment is wrongly settled?
⚡Quick answer Two outcomes are possible—check which one applies: Client has consumed the services → Both invoices stay valid; the client must pay for all invoices. Client has NOT consumed the services → Initiate a debit note via the refund process ...
Can a client change the SAC or HSN code on an invoice?
⚡Quick answer • HSN Code – Not applicable. HSN codes apply only to goods; Voicetree Technologies is a service-based business. • SAC Code – Already pre-determined for Information-Technology services, printed on every invoice, and cannot be changed ...
What weekly payment cycle does the Accounts Team follow?
⚡Quick answer • Wednesday – All payment requests must be submitted to the Accounts Team. • Friday – The Accounts Team verifies and initiates the payment. • Tuesday (EOD) – The payment is credited to the client’s account. Requests sent after Wednesday ...
How should an agent handle a client’s security-deposit payment—and what if the deposit is wrongly settled?
⚡Quick answer • Correct handling: Do NOT settle any amount received as a security deposit. Instead, raise a Zoho CRM ticket (Payment Tracking) so the Accounts Team can record and manage the deposit. Advise the client to pay by NEFT, RTGS, or IMPS; ...
What is a prepayment, and how do I initiate a prepayment request in Zoho CRM?
⚡Quick answer Log in to your own Zoho CRM account. Open the in-app module named “Prepayment_Receipt_Code.” Use that module to raise a request for the generation of a prepayment receipt code. (Always initiate the request from your account to keep ...
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 ...
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 ...
When will I receive my updated invoice after I submit a request?
⚡Quick answer Once your request (with all required data and proof) is successfully submitted: • The Accounts Team will provide the updated invoice within 5 working days. • If the request is rejected, you will be informed within 24 working hours along ...
What is a UTR—and what should I do if a UTR search shows no payment?
⚡Quick answer A UTR (Unique Transaction Reference Number) is, as per RBI norms, a bank-generated identifier for transactions done through RTGS, NEFT, or IMPS. It follows a predefined format and acts as the key reference used to identify and verify a ...
What should an agent do when a client’s money is deducted for a failed transaction but is still not reflected in our account?
⚡Quick answer Ask the client to wait 3–4 working days for the automatic refund by Avenues or Razorpay. If still unresolved after that period, raise a Zoho CRM ticket under the Payment Tracking category with complete payment details. The Accounts Team ...
What should an agent do if TDS is missed during settlement or a TDS-deducted payment auto-settles?
⚡Quick answer Raise a Zoho CRM ticket under the TDS category so the Accounts Team can: Create a separate TDS transaction for the exact amount deducted, and Issue a separate invoice for that TDS amount (within 48 working hours of the request). When ...
What should an agent do if an invoice is incorrect or goes to a suspense account?
⚡Quick answer Raise an Invoice Change Request in QNTRL: Create a ticket under Invoice Changes. Clearly specify the changes needed. Attach all supporting proof and clarifications. After the ticket is raised, the Accounts Team will verify the case and ...
What should an agent do when a client pays for a suspended account?
⚡Quick answer Send an email to accounts@myoperator.co with the payment details and urgency, then advise the client to use a payment gateway for any future emergency payments (it reflects immediately; NEFT/RTGS can take hours). When should I use this ...
What should an agent do when a client accidentally makes a payment or pays twice?
⚡Quick answer First, check whether the payment is reflected in the Account Panel. If it is not reflected, have the client confirm bank deduction; wait 2-3 days; if still missing, raise a ZOHO CRM refund ticket with the client’s bank statement. If it ...
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