User Manual

For

Entity Onboarding

Page 1 of 26
Visit INVOICEMART on www.invoicemart.com

Page 2 of 26
For New Registration or to To login to the Invoicemart
continue with half filled forms, application after registration is
click on “New/Resume completed, click on “Login”
Registration”

Page 3 of 26
 Click here to start
Online Registration Click here to download the
registration form for Offline
Registration

Click here to register as a Click here to

Seller/MSME Vendor register as a Buyer

Page 4 of 26
Pre Registration Details

Enter PAN,
Email,
Mobile no,
Captcha and
OTP to start
the
Registration
process

Click here to
generate OTP
Page 5 of 26
Entity Details

Click here to
download the
user manual

 Enter Constitution, Nature of Business, Entity Name , Date of incorporation/Registration and click
on Save.
 User can go through the user manual to have understanding of the onboarding steps and the
Page 6 of 26
required documents
Entity Details cont.

Enter GSTIN

Select Click here to

“GSTIN”/“CIN” autofill the
entity details

 Registered Entity Name and Date of Incorporation/Registration can be fetched by “Get Entity Details From” Button
 Click on ‘’SAVE” after entering the required fields. Click on “NEXT” to go to Communication Details Screen.
Page 7 of 26
 Communication Details

Select “Communication Address”

Check the checkbox for GST address
Check the checkbox to
copy the address from
registered office address

Enter GSTIN if checkbox for Click here if the entity

GST address is checked is not having GSTIN
but require GST
Select GSTIN or CIN report on this address

Check the checkbox

to select the
address to send
reports like notice List of address mapped to Click on “GET ADDRESS DETAILS
of assignment etc. the GSTIN/CIN will appear FROM” to auto fetch the address
here. User can select one
of the address from
dropdown Page 8 of 26
Communication Details cont.

 There can be multiple communication address with different/same GSTIN.

 Only one address should be marked as “Address for system generated reports”.
 After the details are auto fetched or manually entered, click on “SAVE”.
Page 9 of 26
Communication Details cont.

Select “Registered Office”

Select GSTIN or CIN Click here to autofill

here address details

 Select “Registered Office” in the Type of Address.

 Address can be auto fetched by selecting “GSTIN or CIN” and clicking on “GET ADDRESS DETAILS FROM”
Page 10 of 26
Communication Details cont.

 After the details are auto fetched or manually entered, click on SAVE.

Page 11 of 26
Bank Details

Enter Account
number.
Enter IFSC. Name as per
On entering IFSC - Bank Name, Bank Branch and Bank Account
Bank Address will be auto filled will be auto
filled.

Enter Account Type

Page 12 of 26
Bank Details Cont.

One account should be marked as Make

this my Preferred Settlement Account

 There can be multiple Bank Accounts.

 One account should be marked as Make this my Preferred Settlement Account Page 13 of 26
Details Of Directors/Authorized Persons

Click here to auto fetch Authorised

Signatory Details

List of authorized signatory will

appear here. User can select the
authorized signatory from the
dropdown. Authorised signatory
name, DPIN and address will be
auto filled.
 Enter required fields like Gender, Date of Birth, PAN, Email etc
Page 14 of 26
Details Of Directors/Authorized Persons Cont.

Click here to auto fetch

address details

Select Electricity Bill, LPG, PNG or

Telephone Landline to auto fetch the
address details
Page 15 of 26
Details Of Directors/Authorized Persons Cont.

Select the document to

upload as address proof Upload the address proof
here

 Address can be auto fetched or entered manually

Page 16 of 26
Details Of Directors/Authorized Persons Cont.

Upload the id proof here

Select the document After all the fields are

to upload as id proof entered, click on Save
Page 17 of 26
Assign Administrators

 Enter the Name, Gender, Date of Birth, Mobile no, Email and Preferred User Id of Entity
Administrator 1
 Select the document for Identity Proof and Address Proof.
 Upload the document for Identity Proof and Address Proof
Page 18 of 26
Assign Administrators cont.

 Enter the Name, Gender, Date of Birth, Mobile no, Email and Preferred User Id of Entity
Administrator 2
 Select the document for Identity Proof and Address Proof.
 Upload the document for Identity Proof and Address Proof
Page 19 of 26
Assign Administrators cont.

 After the entity is onboarded, user ids will be created and email containing user id and password
will be triggered to the email id of each of 2 administrators.
 After entering the administrator details, click on “SAVE”. Page 20 of 26
Upload Entity Documents

Click here to
download the
Document
formats

 Users can download the Formats of the Documents to be uploaded.

 Upload the document for Entity Identity Proof and Entity Address Proof.
Page 21 of 26
 Select the document for Entity Identity Proof and Entity Address Proof
Upload Entity Documents cont.

Upload Mandatory Documents

here.

Select MSME Certificate

to Upload

Upload MSME
Certificate

Enter Date of MSME

Certificate

Page 22 of 26
Upload Entity Documents cont.

 Here additional documents can be uploaded, if any.

Page 23 of 26
Upload Entity Documents cont.

Click here to download the

application form, if required.

 After all the fields are entered and all the documents are uploaded, click on “SAVE”.
 Review all the details entered in all the tabs.
 After review , click on “SUBMIT” to submit the application form. Page 24 of 26
 GENERAL INSTRUCTIONS

Applicant Details

Serial No Document Name

1 For Constitution types Private Ltd Company, Public Ltd Company and Limited Liability Partnership, Registration/CIN
No is mandatory

KYC Documents
Documents acceptable as Proof of Identity and Address for Entity

Serial No Document Name

1 Electricity Bill, Water Bill, Telephone Bill (not older than 3 months)

2 Property or Municipal Tax Receipt (not older than 1 Year)

3 Bank Account Statement (not older than 3 months)

Download the FORMS by clicking on the link below

KYC documents to be submitted on Letter Head https://www.invoicemart.com/Upload/pdf/SellerDocument/Seller_All.zip

Serial No Constitution Type Document required on Letter Head

1 Sole Proprietorship Letter of Authority

2 Partnership Letter of Authority

3 Limited Company (Public/Private) Board Resolution, List of Directors with DIN

4 HUF Letter of Authority

5 Limited Liability Partnership LLP Resolution, List of Designated Partners with DIN

6 Trust Trust Resolution, List of Trustees

Documents acceptable as Proof of Identity and Address for Director/Authorised Signatory/Entity Administrator

Serial No Document Name

1 Electricity Bill, Telephone Bill, Piped Gas Bill, Water Bill (not older than 3 months)

2 Property or Municipal Tax Receipt (not older than 1 Year)

3 Bank Account Statement (not older than 3 months)

4 Passport, Driving License (not expired)

Settlement Account Details

Serial No Document Name

1 Please tick 'Preferred Settlement Account' which shall be used as default account for settlement

A.TReDS Ltd.,
A3, 11th Floor, Ashar IT Park,
Road No. 16Z, Wagle Industrial Estate,
Page 25 of 26
Thane (W) – 400604, Maharashtra, India
Thank You

Page 26 of 26