How can Shanghai xxx Medical, in the pharmaceutical and medical industry, implement a general invoice issuance system for individuals for expert lecture fees?

Provide each expert with a dedicated APP entry, requiring only online identity information authentication, face scanning authentication, and online confirmation of the lecture fee amount, eliminating paper forms, ID photocopies, and offline submission, and completing it independently in a few minutes; the system automatically completes information verification, compliance review, invoice application, generation, and pushing; the management backend monitors invoicing status in real time.

What problems existed before Shanghai xxx Medical launched invoice issuance for individuals?

Driven by cumbersome manual work, low efficiency: after the event, information such as expert identity documents, outlines, and bank accounts must be collected manually one by one, and staff must queue at tax authorities in various locations for invoice issuance for individuals. For a single event with dozens to hundreds of experts, the invoicing cycle drags on for days or even a week; the expert experience is poor, cooperation is hindered, and the invoice collection rate is hard to guarantee; enterprises face difficulty collecting invoices and hidden compliance risks, bearing potential risks in tax audits and cost accounting.

What results were achieved after Shanghai xxx Medical's invoice issuance for individuals project went live?

Expert operations are greatly simplified, with significantly improved cooperation and satisfaction; the invoicing process is 100% online and automated, eliminating offline tax bureau visits and freeing up manpower to reduce operational costs; both enterprise invoice collection rate and efficiency increase, with efficient matching of fund flows and invoice flows.

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Pharmaceutical and MedicalInvoice issuance for individuals

Shanghai xxx Medical · Consulting management partner of a leading foreign pharmaceutical company

Shanghai xxx Medical | Full online process for expert lecture fee issuance

100% onlineInvoice issuance process

Dual upgradeEnterprise invoice receipt rate

Enterprise overview

XXX Investment Management Co., Ltd. is a senior consulting management partner serving top domestic foreign-funded pharmaceutical enterprises, deeply engaged in key links of the pharmaceutical industry ecosystem, providing strategic consulting, process optimization, and other management services to leading pharmaceutical companies, and deeply participating in conference-following services for various medical academic conferences. A high-frequency need is to accurately, promptly, and compliantly handle invoice issuance for lecture fees paid to doctors, department heads, academic authorities, and other experts speaking at conferences.

Business pain points

Driven by cumbersome manual work, low efficiency: After the meeting, expert identity certificates, outlines, bank account information and other information must be collected manually one by one, and staff must queue at tax authorities in various places for invoice issuance for individuals; the invoicing cycle for dozens to hundreds of experts per event is delayed by several days or even a week
Poor expert experience and hindered cooperation make invoice collection rates difficult to guarantee
Enterprises face difficulty in collecting invoices and hidden compliance risks, bearing potential risks from tax audits and cost accounting
Building an offline invoice-running team is costly and slow to respond

Solutions

Provide each expert with a dedicated APP entry, requiring only online identity information authentication, face scanning authentication, and online confirmation of the lecture fee amount, eliminating paper forms, ID photocopies, and offline submission, and completing it independently in a few minutes
The system automatically completes information verification, compliance review, invoice application, generation, and push
The management backend monitors invoicing status in real time
Built-in tax rule engine (item matching, tax rate application, quota limits) and information validation, with transparent and traceable operations, automatically generating compliant electronic vouchers and evidence chains

Results achieved

Expert operations are greatly simplified, with significantly improved cooperation and satisfaction
The invoice issuance process is 100% online and automated, eliminating offline trips to the tax authority, freeing up manpower, and reducing operating costs
Both enterprise invoice collection rate and efficiency rise, with efficient matching of capital flow and invoice flow
Solid foundation for tax compliance, lawful pre-tax deduction, and optimized tax cost structure