How can we get two payment codes if a client paid in one shot for two services?

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 invoices against the single payment.

When should I use this guide?

Use this FAQ the moment a client who needs two services has already made a single lump-sum payment, so you can choose the correct path—either communicate the limitation or initiate a split.



Overview

In such a scenario, the agent must first verify the settlement status of the payment before proceeding further.



Step 1 — Verify settlement status

Immediately confirm in your system whether the payment shows Settled or Not Settled

Case 1 — Payment already settled

If the payment has already been settled, it is not possible to provide separate invoices for the two services. The agent must communicate this limitation to the client accordingly.

Case 2 — Payment not yet settled

If the payment is not yet settled, the agent can initiate a Payment Split Request via Zoho CRM to issue separate invoices against the single payment.



Best-practice note

Agents are advised to verify the payment settlement status immediately upon receiving such requests. Additionally, clients should always be encouraged to make separate payments for each service to avoid such scenarios in the future.