Situation: If the customer has requested for Biz Analyst payment invoice, check if the customer is a channel partner lead or Direct Company Lead.

If Direct Company Lead:

Step 1: If the customer is Direct company lead(NOT a channel partner lead) then mail an Invoice copy to the customer from the admin app by following the below Steps:

• Search customer by registered mail id or contact details

• Click on Invoices from the Admin app 

• Click on the mail icon and it will mail the invoice copy to the customer’s registered email

Step 2 : If the customer is not receiving an invoice even after sharing the invoice from the admin app, mail the details to the Accounts team(Subhash.mohanty@khatabook.in). Once you receive the invoice share the invoice with the customer on the registered Email ID.

Note: If the customer is calling on helpline number and the agent tried sharing the invoice but the customer did not receive any mail, raise a ticket to L2 team.

If Partner Lead : 

If the Customer is a Partner Lead then ask the customer to contact the partner for the invoice copy as the partner-customer invoice is generated by the partner only and we don’t have in the admin app.

Note- If the issue is not resolved, then forward that call to the L2 team or raise a ticket.