Recent Articles
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 ...
Popular Articles
Is it okay to share the Myoperator plan details in the email body?
⚡Quick answer - • No, it needs to be sent in PDF format. • If you send the plan in the body of the email, the email will not look good; it will look a bit nasty. • It would be easier for the customer to view the PDF shared, because the customer will ...
How should I address customer queries and calm an irate customer?
⚡Quick answer - Always respond to every inquiry with accurate, thorough information. If you don’t have the answer, schedule a follow-up call and make sure it happens. Never ignore the question or promise a callback you won’t keep. When a customer is ...
In chat or email, what is the audit-score impact when an agent fails to share a required FAQ?
⚡Quick answer - If the agent doesn’t share the required FAQ and doesn’t provide the resolution, the audit score is 0. If the agent promised to share an FAQ or document but failed to do so, a markdown will be applied.
Why should I avoid offering a discount at the start of a sales call?
⚡Quick answer - Never lead with a discount. First, understand the customer’s needs and pain points. Talk about price concessions only after the prospect says their budget is lower than the quoted price or the offer seems too high. Offering a discount ...
What are the Crisp Chatbot Guidelines for MyOperator agents?
⚡Open this guide whenever you are on shift as a MyOperator chat agent—weekday, weekend, or holiday—to meet all live-monitoring, takeover, callback, ticketing, tagging, escalation, and performance requirements. 📌 YOUR PRIMARY ROLE: LIVE MONITORING ...