Finance & Accounts
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 ...
Which request types are handled by the Accounts Team in QNTRL?
⚡Quick answer The Accounts Team handles seven specific request types in QNTRL: A) Payment Split, B) Invoice Generation Before Payment, C) Refund, D) SMS Activation, E) Cash Approval, F) Travel Reimbursement, and G) TDS Refund. When should I use this ...
When is the commission for referrals due?
⚡Quick answer The commission is due to a client only after the referred new client completes 45 days from the date of activation of services. Any commission request raised before the 45 days will not be taken into consideration. When should I use ...
When does the Accounts Team share the Unclaimed Payments Report, and what should agents do?
⚡Quick answer The Accounts Team emails an “Unclaimed Payments Report” every Friday, plus a Final Report on the last date of the month. Agents should regularly check these reports to identify payments that remain unclaimed or unsettled for their ...
When are asset reimbursements paid, and is there a fixed date?
⚡Quick answer - Yes. Asset reimbursements —including Wi-Fi, Mobile, and Internet reimbursements—are paid on or before the 15 th of every following month. If the 15th falls on a public holiday, payment is processed on the next working day. When should ...
When will my commission be paid?
⚡Quick answer Your commission is paid only after it has been verified and will be disbursed on the next payment due date, processed every Tuesday. To make that Tuesday cycle, all payment details must reach the Finance Team by Wednesday of the ...
What will happen if the payment is not settled by the settlement due date?
⚡Quick answer If an agent fails to claim or settle a payment before the due date, the payment is marked Suspense/Unclaimed. The client may not receive the GST input for that payment, and the agent will be eligible for only a 50 % incentive for that ...
Who is responsible for updating a client’s KYC details on the portal?
⚡Quick answer - The responsibility lies jointly with Agents and Clients. Both parties must keep all KYC details complete, accurate, and up to date on the portal. When should I use this guide? Use this guide whenever a client is onboarded, renews ...
Who is the authorised point of contact for security deposit agreement queries?
⚡Quick answer - All queries, disputes, or clarifications about security-deposit agreements fall outside the operational scope of the finance and support teams. Such matters carry legal and contractual implications and must be directed exclusively to ...
Why is there a deadline for claiming payments each month?
⚡Quick answer A fixed month-end deadline makes sure every payment is claimed and settled within the same calendar month, keeping the company’s financial records accurate and clean. When should I use this guide? Read this guide if you are an agent who ...
Why are my incentives paid 45 days after a client’s payment?
⚡Quick answer - You receive incentives 45 days after the client’s payment because: 30-day refund window must elapse. Activation status for every case is verified only once a month on the 10 th. Both checkpoints together create a ~45-day incentive ...
Can changes be made to an invoice once it has been generated, and what are the limitations?
⚡Quick answer Only one post-generation change is ever allowed: rectifying (correcting or expanding) the Invoice Name. No other fields—amount, GST, date, or entity—can be edited. When should I use this guide? Use these notes whenever a client asks for ...
How does MyOperator generate and send invoices?
⚡Quick answer - • Invoices are system-generated only after a payment is settled. • No invoice is ever issued in advance, nor can its date or month be altered by request. • Special cases:– Lifetime Plan/Security Deposit → “No invoice”; an Agreement is ...
How do I issue, send, and follow up on a Debit Note at MyOperator?
⚡Quick answer - A Debit Note is issued when an original invoice must be corrected (service return, downward value revision, or excess amount charged). At MyOperator, the flow is: The agent raises a refund request in Zoho CRM. Accounts approves the ...