How do I record a payment for an invoice in Zoho FSM?

How do I record a payment for an invoice in Zoho FSM?

You can record the details of the payment made for an invoice or customers can make online payments for the invoices you've sent if you have configured online payments.

Recording a payment made for an invoice  

  1. Under Work Order Management, open Invoices.
  2. Open the invoice for which you want to record the payment.
  3. From the Send Invoice dropdown, select Record Payment.



  4. In the Record Payment window, enter the following details:
    1. Amount Received
    2. Payment Date
    3. Payment Mode
    4. Reference Number
    5. Notes
  5. Click Record Payment.

The status of the invoice will be changed to Paid.