Invoice Status Dashboard
Effective Date: 01 July 2025

At STAAR PAYOUT PRIVATE LIMITED, we understand that businesses rely on timely payments and transparent financial tracking. Our Invoice Status Dashboard is a powerful, real-time reporting interface designed to provide merchants with full visibility and control over their invoices, billing records, and payment cycles.

What is the Invoice Status Dashboard?

The Invoice Status Dashboard is an integrated module within our merchant portal that allows clients to:

• View the status of all generated invoices

• Track outstanding, paid, and overdue invoices

• Download invoice copies with tax breakup and payment summaries

• Monitor invoice lifecycle from generation to final settlement

• View GST-compliant tax reports and billing history

Key Features

1. Real-Time Invoice Monitoring
Track invoice statuses in real time—no need to rely on email communication or manual follow-ups. You’ll instantly know when an invoice is:

• Generated: Automatically or manually issued

• Sent: Delivered to your registered email ID

• Viewed: Acknowledged by your team

• Paid: Successfully settled

• Overdue: Payment delay beyond due date

• Partially Paid: Pending dues clearly highlighted

2. Detailed Invoice Breakdown
Each invoice includes:

• Invoice Number and Reference ID

• Issue and Due Dates

• Description of Services Rendered

• Applicable Taxes (GST, TDS if any)

• Service Charges or Platform Fees

• Net Payable Amount

3. Search & Filter Capabilities
Quickly find any invoice using dynamic filters such as:

• Date Range (Last 7 days, Custom, Monthly)

• Invoice Status (Paid, Unpaid, Overdue, etc.)

• Amount Range

• Invoice Number or Client Reference

4. Downloadable Reports
Download invoices in PDF or Excel format for accounting, tax filing, and audits. Files are digitally signed and compliant with Indian tax norms.

5. Payment Reminders & Alerts
Receive system-generated notifications for:

• Upcoming invoice due dates

• Overdue payment reminders

• Payment confirmations

• Monthly invoice summaries

Benefits for Merchants

• Transparency: Know the exact status of every invoice without delays

• Compliance: GST-ready invoice copies for filing and record-keeping

• Convenience: One-click download of past and current invoices

• Efficiency: Save time on manual invoice tracking or follow-up

• Financial Planning: Forecast your payables using detailed reports

Integration with Accounting Systems

For enterprise users, the dashboard supports integration with popular accounting tools like:

• Tally

• Zoho Books

• QuickBooks

• SAP-based ERP systems

This helps automate reconciliation and ensures your books are always up to date.

Who Can Use the Dashboard?

• API-based merchants

• Platform partners

• Payout and Pay-in users

• SaaS and third-party service clients using STAAR PAYOUT solutions

Each user gets role-based access to ensure confidentiality and data control.

Invoice Discrepancy Handling

If there’s an error in the invoice amount, tax calculations, or payment status:

1. Raise a ticket directly from the dashboard

2. Mention the Invoice Number and specific concern

3. Our finance support team will investigate and resolve within 2–3 working days

Settlement Reconciliation with Invoice

The dashboard syncs automatically with settlement reports. This allows you to:

• Cross-verify invoice amount vs. net settlement

• Match payment cycles and identify pending amounts

• Confirm deductions (fees, GST, adjustments)

Upcoming Enhancements

• Smart notifications via SMS & WhatsApp

• Auto-tagging of service categories on each invoice

• AI-based due date prediction based on past behavior

• Custom branding for white-label invoice formats

Need Help or Support?
If you require assistance with the dashboard, invoices, or reconciliations, reach out to:

STAAR PAYOUT PRIVATE LIMITED
A-1/2, First Floor, Shakti Nagar Extension, Ashok Vihar, North West Delhi, Delhi, Delhi, India, 110052
Email: staarpayout0@gmail.com | info@itstarpay.com
Call: 8743802184