Customer Self Service Guide

Everything you can do in your Universal Elements customer portal — view your invoices and receipts, see your subscriptions, request additional licences, and tell us about a payment so your Tax Invoice and Receipt reach you automatically. This guide walks through each screen.

Portal address: https://erp.unel.co.in/login

1 Signing in

Open https://erp.unel.co.in/login in your browser.

Enter the e-mail address we hold for your account.
Enter your password.
Tick Remember Me to stay signed in on your own device.
Click Login.

First time here, or forgotten your password? Click Forgot Your Password? and we will email you a link to set a new one. Your login e-mail is the primary communication e-mail id you first shared with us. If you do not know your id, please contact us on +91-6374681276 and we will let you know.

Login screen — The login screen — e-mail, password, and Forgot Your Password.

2 Your dashboard & the menu

After signing in you land on your Dashboard. Everything is reached from the menu on the left.

Dashboard and left-hand menu — The Dashboard, with the menu down the left and your name at the top right.

What each menu item is for

Dashboard — your home screen. It confirms you are signed in and is the page you return to from anywhere.
Documents — every document we have raised for you, in three lists:
- Tax Invoices — your GST tax invoices. Open any one to view or download it.
- Proforma Invoices — your proforma invoices (a request for payment, raised before the tax invoice). Open one to see it in full and to tell us about a payment.
- Receipts — the receipts we have issued for payments received from you.
- Statement of Accounts — your account with us for a financial year, with the balance.
My Subscriptions — the Google Workspace subscriptions on your account, and the place to request additional licences.

Top right — your name. Your company name sits at the top-right corner of every page; use its drop-down to sign out.

3 Tax Invoices

Documents → Tax Invoices. Your GST tax invoices, newest and oldest together.

Each row shows the Tax Invoice number, its date, the invoice total, and the balance amount still outstanding on it. Click the green View button on any row to open the full invoice, where you can read it or download it as a PDF.

The Tax Invoices list — click View to open any invoice.

4 Proforma Invoices

Documents → Proforma Invoices. A proforma is a request for payment; the tax invoice follows once the payment reaches us.

Each row shows the Proforma number, its date and the proforma total. Click View to open the proforma in full — and, at the bottom of that page, to tell us the reference for a payment you have made (see section 8).

5 Receipts

Documents → Receipts. Every receipt we have issued for money received from you.

Each row shows the Receipt number, the date received and the amount received. Click View to open and download any receipt.

Statement of Accounts

Documents → Statement of Accounts. Your ledger account with us for a financial year (April to March): every Tax Invoice and every payment we have received, with the balance at the end. Choose the year from the list. The year in progress is shown up to today.

Click Print / PDF to print it or save it as a PDF for your records, or Download Excel for a spreadsheet. If the balance does not agree with your books, write to accounts@unel.co.in and we will reconcile it with you.

6 My Subscriptions

My Subscriptions. The Google Workspace subscriptions on your account.

For each subscription you can see its name, description (the Workspace edition), price, plan, status, and the start and end dates of the current term. This is also where you ask for more licences — covered next.

My Subscriptions list — My Subscriptions — and the Request Licence button.

7 Requesting additional licences

Need more seats on one or more subscriptions? Request them here — they come back to you as a single ProForma, not one per subscription.

Pick the subscriptions and how many extra licences

On My Subscriptions, tick the Select box for each subscription you need extra licences on, type the number of seats in the Extra Licences field, and click the green Request Licence button. This takes you to a draft ProForma.

Select subscription, enter extra licences, click Request Licence — Tick the subscription, enter the quantity in Extra Licences, then Request Licence.

Check the draft and confirm

The Invoice Confirmation page shows exactly what will be billed — the licence, the unit price, the quantity, GST, and the total. If it is correct, click the green Confirmation button to raise the ProForma. (Click Cancel if you have changed your mind — nothing is raised.)

Invoice Confirmation page with Confirmation and Cancel buttons — Review the draft, then click Confirmation to raise the ProForma.

Your ProForma is raised

A Proforma Invoice is created and shown to you in full, with our bank details and a PDF button to download it. You will also find it any time under Documents → Proforma Invoices.

The raised Proforma Invoice — download it with the PDF button.

8 Paying, and what happens next

Scroll to the bottom of any ProForma once a bank transfer is made, and tell us the payment reference details.

The foot of the ProForma shows the bank account to pay into (NEFT / RTGS / IMPS / UPI). Once you have paid, use the “Already paid this?” box to tell us the reference your bank gave you — the UTR for NEFT/RTGS, or the transaction reference for IMPS/UPI — along with the date, amount and mode, then click Tell us.

Bank details and the Already paid this payment-reference box — Pay into the account shown, then record your payment reference in the “Already paid this?” box.

Why it helps. Your reference lets us match your payment to this exact ProForma the moment it reaches our account — so your Tax Invoice and Receipt are sent to you automatically, without you having to chase us for them.

Once the ProForma is paid in full

When you have recorded the payment for the whole invoice and the funds reach our bank account:

Your Tax Invoice and Receipt are emailed to you (and appear under Documents).
If the invoice was for an additional licence request, a Provision button appears against that subscription on My Subscriptions, so you can add the seats you paid for — see section 9.
If the invoice was for a yearly renewal, your account is renewed on your contract end date in line with your current contract — nothing further is needed from you.

Part payments are fine. You can record more than one reference against the same ProForma. The Tax Invoice and Receipt are raised once the full amount has reached us.

9 Adding the licence you paid for

Once the ProForma is paid in full, you add the seat yourself — one click, from My Subscriptions. There is nothing to pay and nobody to ask.

The last column, Provisioning, is where a paid licence request waits for you. Against the subscription it belongs to you will see how many seats are still to be added — for example 2 of 2 paid seat(s) to add — and a Provision 1 licence button. Subscriptions with nothing outstanding show a dash.

What happens when you click

You are asked to confirm, and the confirmation names the subscription so you can be sure it is the right one. Confirm, and the seat is added straight away. The screen comes back with the new total — “1 licence added — Google Workspace Business Starter on yourdomain.com now has 7 seats.”

One licence per click, on purpose. If you paid for more than one, click again for the next. The message tells you what is left — “2 of the 3 you paid for remain — click again to add the next one” — and the count in the Provisioning column comes down each time. Adding a seat cannot be undone from this screen, so take the confirmation seriously.

The button only appears when it can work. It is shown against a subscription once the ProForma for those licences has been paid in full, and it disappears when every seat you paid for has been added — or if we have already added them for you. If you have paid but see no button, your payment has not yet been matched to that ProForma: record your payment reference (section 8) and it will appear once the money reaches us.

Assigning the seat to a person

Adding the licence increases the number of seats on your subscription. Creating the user account and giving them that seat is done in your own Google Admin console, exactly as you do today.