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:
- You can either record an offline payment
- provide customers the options to make online payments
Make a Payment
You can record the details of the payment made for an invoice.
- 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.
- Select the Invoices tab and click on the Invoice Number to open the invoice.
- Click Record Payment.
- Click Record Payment in the confirmation message.
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:
- 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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