To start using your business wallet first of all you need to Add Funds to your Business Wallet. Let us take you through the process of Adding Funds to business wallet and generating Proforma Invoice.
Adding Money to Business Wallet:
1.Once you have registered for Business Wallet service, you need to transfer money to the account shown in the screenshot from your corporate bank account, after NEFT is complete share the payment confirmation via the Need Help section or via email at email@example.com.
2.Once we receive the confirmation we proceed with the recharge.
3.If you are not aware about the amount to be paid into your Business wallet including the service charges, CGST charges and SGST charges, in that case you can quickly generate a “Proforma Invoice to understand the breakup of the charges.
Proforma Invoice is a system generated preliminary invoice for the Business Wallet recharge to be done. This invoice can be used as an internal reference & confirmation for the payment you need to make via NEFT to load your Business wallet. You can transfer money to the given account no. via NEFT every time you want to top up the wallet.
Generating Proforma Invoice:
1.Click on Add Funds
2. Paytm’s account no. with IFSC code will be visible on this screen
3.Enter amount for topping up business wallet
4.Enter purpose which is optional
5.You can see the breakup of the amount you need to pay including the Service Charges, CGST and SGST.
6.You can also generate a Proforma Invoice by clicking on Generate Proforma Invoice
Viewing/Downloading Proforma Invoice:
1.Invoice will look like this
2.You can also email the invoice by entering an email ID in the space provided. Paytm will email the Proforma invoice for initiating Business wallet recharge. Also the registered email ID for this account will be marked in CC in the email sent
3.You can Download the invoice by clicking on Download
4.You can take a print of the invoice by clicking on the print sign
To know more about how to Add Funds & Generate Proforma Invoice, watch the Training Video