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How to Download Sales Invoice and Sales Order Documents for Self Top-Up (Jurnal Integration)

Article author
Learning Center Mekari
  • Updated

The Self Top-Up (Jurnal Integration) feature allows you to access billing documents independently without having to wait for the Finance team’s process. With this feature, obtaining billing documents becomes faster and more efficient because you can download documents according to the payment status of the transaction.

For transactions with a pending payment status, you can download the Sales Order, while the Sales Invoice will be available after the payment is successfully completed (completed payment). Besides providing ease in accessing billing documents, this feature also helps reduce the need for manual document creation by the Finance team, making the administrative process more optimal.

Here is a detailed explanation.

A. How to Download Sales Order for Pending Payment Transactions

  1. Log in to your Qontak account, then select the Subscription menu.
  2. Then click the “Invoices” tab.
  3. On one of the invoices, click “View detail”.
  4. Next, you will be directed to the Invoice details page. Click "Download proforma invoice” to download.
  5. The downloaded proforma invoice will appear as a PDF. Use this document as a reference to arrange and process payments in your company.

B. How to Access Sales Invoice for Completed Payment Transactions

  1. Log in to your Qontak account, then select the Subscription menu.
  2. Then click the “Invoices” tab.
  3. On one of the invoices, click “View detail”.
  4. Next, you will be directed to the Invoice details page. Click "Download invoice” to download the invoice.

  5. You will then be directed to the following page. Click “Download Invoice” to continue.

  6. The downloaded result will look like the following.


C. Issues and Things to Note When Accessing Sales Invoice

  • Only applicable for Self Top-Up transactions.
    The Sales Invoice option is only available for Self Top-Up transactions and does not apply to other types of transactions.

  • Not available for Billing Version 1 and MUV transactions.
    The Sales Invoice link will not be displayed if you are still using Billing Version 1 or conducting MUV transactions, because those transactions are still processed through a legacy system and are not sent directly to Mekari Billing.

  • Make sure your browser allows pop-ups and redirects.
    Before downloading the Sales Invoice, make sure your browser allows pop-ups and redirects to qontak.com, as the document will open in a new tab.

That concludes the explanation on how to download Sales Invoice and Sales Order documents for Self Top-Up (Jurnal Integration). Learn more here about how to perform Self Top Up Unique Visitor and WhatsApp Conversation here.

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