Step-by-Step Process to Download / Upload Indicative Invoice in CAMS Mailback Services
Based on the GST guide uploaded by you.
Step 1: Open CAMS Website
- Visit
CAMS Online - Go to Distributor Services section.
Step 2: Select Distributor Mailback Service
- Click on Distributor Mailback Service option.
- Login using:
- Registered Email ID
- Password/OTP
- Select the required Mutual Fund.
Step 3: Open WBR88 Report
- Search and open WBR88 Report.
- WBR88 contains:
- Invoice summary for all funds
- Brokerage details
- Transaction charges details
- Choose:
- Excel
- CSV format
PROCESS FOR DOWNLOADING INVOICE
Step 4: Select Download Option
- Click Download Indicative Invoice.
- Select:
- Mutual Fund Invoice
- AMC Invoice
- Click Submit.
Step 5: Download Invoice PDF
- Invoice will download in PDF format.
- Downloaded copy will also be sent to your registered email ID.
- After download:
- Print invoice
- Sign manually
- Scan for upload
OR
- Apply Digital Signature on PDF.
Step 6: PROCESS FOR UPLOADING INVOICE
1. Visit to www.camsonline.com
2. Click on Distributors / RIA
3. Click on Distributor Mailback Services available under the Service Request section
4. Submit your registered email ID
5. Select All AMC
6. Click on the Invoice tab
On the left side, you will get all 3 options:
– Download Invoice
– Upload Invoice
– Invoice Status
Note: For invoice download and upload, always select the current month only.
Step 7: Upload Multiple Invoices
If uploading multiple invoices:
- Upload all invoice files.
- Ensure total invoice amount exactly matches payment amount.
Helpdesk Support
- Toll Free: 1800 309 9797
- Email: distributor.services@camsonline.com