Regenerate Invoice
| Step | Scenarios | ||
| Possible scenarios where regnerating an invoice is required | SKU not mentioned in the rate card(PX bought it from outside) | Rate card mismatch | Visiting charges( cx not aligned with the quotation and does not want to continue with service) |
| Action | --> Call customer to confirm the price of the SKU along with Product name & description. --> "We will ask the partner to select the nearest appropriate SKU, and the invoice will be regenerated to reflect the difference in the amount. --> Regenerate invoice of the amount shared and inform the same to the customer. --> We will ask the SKU name to update in Sheet for reference. | --> If price of the SKU is different from the rate card there can 2 scenarios, 1. Cx agreed to pay --> Call customer confirm the details of SKU and post that regenerate invoice and inform the same to the customer 2. CX disagree to pay --> Convince customer to make the payment as per the price quoted by the partner. Ask pro to share the bill. -->"If the customer still refuses, the partner should be guided to proceed with the price listed in the rate card as the final settlement. | -- Call the customer to confirm whether they are declining the service due to the quotation price. -- If confirmed, regenerate the invoice on visiting charges only |
| Reason where invoice not get change | We can't make changes in the invoice if partner requests for these following reasons :- -- Make invoice to zero amount -- Lower the invoice with the actual added amount | ||
| Rationale | Rate card team ne market analysis ke baad decide kiye hain. Agar aap standard rate card follow nahi karte, toh customer service lena avoid kar sakte hain. Isse humara goal – ek consistent aur professional experience dena – affect hota hai, aur phir yeh local service provider jaise lagne lagta hai. | ||
| Tagging : 4.1 On Job - Lead Info & Invoicing < Regenerate Invoice | |||