How can a client or the support team download all invoices for services paid?

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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 ...

• 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 ...

• Why are my incentives paid 45 days after a client’s payment?

  ⚡Quick answer - You receive incentives 45 days after the client’s payment because: 30-day refund window must elapse. Activation status for every case is verified only once a month on the 10 th. Both checkpoints together create a ~45-day incentive ...

• Can a client deduct TDS for past invoices when making a current payment?

  ⚡Quick answer - Yes—but only if: • All the past invoices belong to the same Financial Year (April – March) as the current payment, and • No TDS was deducted earlier on those invoices. Otherwise, TDS deduction is not allowed on the current payment. ...

• How do I issue a GST-exempt (Non-GST) invoice when a client is from a Special Economic Zone (SEZ)?

  ⚡Quick answer Because supplies to an SEZ Developer/Unit are Zero-Rated under the GST Act, you may issue a Non-GST invoice only after: Collecting three mandatory documents (SEZ Certificate, Entity-Incorporation Proof, PAN). Emailing those documents ...