Streamline Recording Payments Using the New Payments Module

Streamline Recording Payments Using the New Payments Module



A new Payments module has been introduced, allowing you to record all payments received for services rendered, whether made directly to technicians on-site or through other payment modes. Users can record payments against either a specific Company or an individual Contact. Additionally, we have regrouped this module and the Invoices module within a new tab, Billing. This will allow users to easily navigate through various billing functions without having to switch between Zoho FSM and Zoho Finance Suite, which powers the invoicing and payments capabilities in Zoho FSM.

From the Payments module, you can do the following:
  • Record your Payments Received
  • Send Receipt for Payment Received
  • Manage Invoice Credits

Record your Payments Received 

You can add payments for a Company or Contact. You can capture all the details of the payment received, such as Amount Received, Payment Date, Payment Mode, etc. In the list of Unpaid Invoices, you can enter the amount, full or partial, received for each invoice. You can also leave an invoice as unpaid. The payment added here will reflect in Zoho Books/Invoice too.


Send Receipt for Payment Received 

Once the payment is recorded, you can send the receipt to the customer. Click on a Payment # to view and send the receipt. Use the option Open In Zoho Books/Invoice to view its record in Zoho Books/Invoice.
 

Manage Invoice Credits 

Any excess amount paid by the customer (i.e. the amount that is not used to record payment for the invoices) will be available as invoice credits. These can be used later while recording an invoice payment.
 

Manage Your Invoices 

The Invoices module has been moved from under the Work Order Management tab to the Billing tab. The characteristics and functioning of the invoices remain unchanged. You can also create invoices from a work order as earlier.
 


Do feel free to leave a comment below or email us at support@zohofsm.com if you have any questions.



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