Access Client Business Invoices

We will see how an Accountant can access the client businesses invoices.

After the business adds a Chartered Accountant to his CA Setting, the corresponding Accountant will have access to the valid Invoices of that business.

Here we will have quick look on how to access the records.

Access Client Business Invoices

Steps to access Client Business Invoices

1. Go to Left Menu -> GST

2. Click on CA Customers.

3. All the clients of the Accountant will appear here.

4. Click on any client and see their invoices or GST-R1 Data.

The Accountant will have access to only valid Invoices.

Canceled Invoices or Draft Invoices will not be available to the Accountant.

The Accountant has to login to Veepan.com with the same Email Id provided in "CA Setting".