Zoho FSM | Making Payments

Making Payments

To handle invoicing and payments, Zoho FSM has built-in integration with Zoho Invoice. This will allow you to conveniently and quickly create invoices for your work orders and offer a secure way to your contacts to make payments. This means your billing times are greatly reduced, resulting in immediate payments and realization of revenue. You will have two options available:
  1. You can either record an offline payment
  2. provide customers the options to make online payments

Make a Payment

You can record the details of the payment made for an invoice.
  1. Select the Work Orders module from the Work Order Management menu and click the work order whose invoices you want to record the payment for.
  2. Select the Invoices tab and click on the Invoice Number to open the invoice.
  3. Click Record Payment.

  4. Click Record Payment.
    Any custom field added to the Payments Received form in Zoho Books/Invoice will also be listed under the Custom Fields section.

    The status of the invoice changes to Paid.

Online Payment 

Your customers can make online payments for the invoices you sent them. For this option to be available, you need to configure a payment gateway in Zoho Invoice/Books. If you configure a payment gateway in Zoho Invoice/Books (Settings > Online Payments), that payment gateway will be available as the default payment option in your invoice. If multiple payment gateways are configured, all those will be listed in the online payment options section (refer to the screenshot below) of the invoice and you can choose the ones through which you wish to receive the payment.


Ensure that you configure the payment gateways in the correct Zoho Invoice/Books organization. You can navigate to the Zoho Invoice/Books organization by clicking on the Organization ID in Setup > Billing > Setup in FSM.


To make a payment, the customer will have to do the following from the invoice email or the invoice link:
  1. Click Pay Now.
    The payment gateways that you had selected in the invoice will be listed at the bottom of the invoice.

  2. 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.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • Related Articles

                                                                                                      • Setting up Integration for Zoho Invoice or Zoho Books

                                                                                                        Zoho FSM leverages the power of Zoho Invoice/Books to handle and manage all your billing operations. It comes with built-in integration with Zoho Invoice, to handle and manage all the invoices and payments related to the services offered. This ...
                                                                                                      • Overview of Zoho FSM

                                                                                                        What is Zoho FSM? Zoho FSM is a cloud application that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services. All processes that are pivotal to field services are ...
                                                                                                      • REST APIs

                                                                                                        Zoho FSM provides REST API (Application Programming Interface) that lets you integrate FSM with third-party applications for, among other things, inventory management, forecasting, and business intelligence. Click here for details. The REST API uses ...
                                                                                                      • Invoices

                                                                                                        The Invoices module helps you easily access all the invoices from a single place. You can create invoices, and make payments from here. - Permission Required: Invoices - Find out the Edition-specific limits for Invoices. Create an Invoice To create ...
                                                                                                      • Creating Invoices

                                                                                                        To handle invoicing, and payments, Zoho FSM has built-in integration with Zoho Invoice. This will allow you to conveniently and quickly create invoices for your work orders and offer a secure way to your contacts to make payments. This means your ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources