Can a client get their security deposit amount adjusted with their services?
⚡Quick answer -
Yes, a client can get their security deposit amount adjusted against their consumed services. The following process must be followed:
- Written Confirmation — A formal written confirmation from the client is mandatory, authorising the adjustment of the security deposit amount against the services consumed.
- Prepayment Request — Once the confirmation is received, the agent must raise a Prepayment Request and settle it against the client's account.
- Automatic Invoice Generation — Upon settlement, the invoice will be automatically generated by the system against the payment settled.
- Security Deposit Adjustment — The settled prepayment will then be adjusted against the client's security deposit amount by the Accounts Team.
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⚡Quick answer • Correct handling: Do NOT settle any amount received as a security deposit. Instead, raise a Zoho CRM ticket (Payment Tracking) so the Accounts Team can record and manage the deposit. Advise the client to pay by NEFT, RTGS, or IMPS; ...
Do we accept cash from the client against a lifetime plan/security deposit?
⚡Quick answer - No. We do not accept cash from clients against a Lifetime Plan/Security Deposit. The only accepted mode of payment for a Lifetime Plan is Bank Transfer
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How can we get two payment codes if a client paid in one shot for two services?
⚡Quick answer • First, check whether the payment is already settled. – If settled: Separate invoices (and therefore two payment codes) cannot be issued; inform the client. – If not settled: Raise a Payment Split Request in Zoho CRM to create two ...
Who is the authorised point of contact for security deposit agreement queries?
⚡Quick answer - All queries, disputes, or clarifications about security-deposit agreements fall outside the operational scope of the finance and support teams. Such matters carry legal and contractual implications and must be directed exclusively to ...