Partner Portal- Purchase flow change
Partner Portal- Purchase flow change
Embedded Files
The new automated system will generate invoices and e-invoices in real-time upon credit purchase, eliminating delays and manual processing inefficiencies.
Feature DescriptionÂ
Feature DescriptionÂ
An automated system for generating invoices and e-invoices immediately after a partner credit purchase transaction, integrated with the partner portal and payment gateway, ensuring seamless and real-time delivery of invoices.
For Finance team accounting purpose a dashboard on Tableau will be shared with the finance and accounts team
Benefits
Benefits
Real-Time Invoice Generation:
Immediate generation and delivery of invoices upon payment.
Eliminates delays and manual processing errors.
Automated e-Invoice Creation:
Digital records are created simultaneously with traditional invoices.
Ensures compliance with regulatory requirements.
Email Notifications:
Partners receive instant notifications with invoice details.
Promotes transparency and prompt communication.
Improved Partner Relations:
Timely invoices enhance trust and satisfaction.
Reduces the number of escalations related to invoice delays.
Operational Efficiency:
Streamlined processes reduce the workload on the accounts team.
Faster transaction cycles increase overall efficiency.
UsE caSE:
UsE caSE:
Partner Credit Purchases:
Automated invoicing for partners buying credits for SME subscriptions.
Invoices are sent instantly after the transaction is completed.
Accounting Reconciliation:
The accounts team receives copies of invoices for reconciliation.
Eases the accounting process and ensures accuracy.
FAQ's:
FAQ's:
Q: How quickly will I receive my invoice after making a payment?
A: Invoices are generated and sent in real-time immediately after the payment is processed.
Q: Can I download my invoices from the partner portal?
A: Yes, invoices will be available for download in the transaction tab of the partner portal.
Image References:
Image References:
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