How is a payment made 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
- Under Work Order Management, open Invoices.
- Open the invoice for which you want to record the payment.
- From the Send Invoice dropdown, select Record Payment.
- In the Record Payment window, enter the following details:
- Amount Received
- Payment Date
- Payment Mode
- Reference Number
- Notes
- Click Record Payment.
The status of the invoice will be changed to Paid.
Setting up online payments
- Navigate to Zoho FSM Setup → Billing → Billing Setup.
- Under Payment Gateways Tab, click Configure in Zoho Invoice.
- Enable your preferred payment gateway.
Customers paying online through an invoice
To make a payment, the customer will have to do the following from the invoice email or the invoice link:
- Click Pay Now.
The payment gateways that you had selected in the invoice will be listed at the bottom of the invoice. - Click Proceed to Payment. The user will be taken to the payment gateway's website.
- If they choose to pay by credit card, they can enter the card details and click Make Payment.
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