How to Initiate Client Meeting Reimbursement

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• What is a prepayment, and how do I initiate a prepayment request in Zoho CRM?

  ⚡Quick answer Log in to your own Zoho CRM account. Open the in-app module named “Prepayment_Receipt_Code.” Use that module to raise a request for the generation of a prepayment receipt code. (Always initiate the request from your account to keep ...

• What should an agent do when a client accidentally makes a payment or pays twice?

  ⚡Quick answer First, check whether the payment is reflected in the Account Panel. If it is not reflected, have the client confirm bank deduction; wait 2-3 days; if still missing, raise a ZOHO CRM refund ticket with the client’s bank statement. If it ...

• 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 ...

• How should an agent handle a client’s security-deposit payment—and what if the deposit is wrongly settled?

  ⚡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; ...

• What should an agent do if an invoice is wrongly generated in another client’s name or with incorrect details?

  ⚡Quick answer Get prior approval from your Team Lead. Initiate a refund request via QNTRL to cancel the invoice. No money is actually refunded—the request is solely for invoice cancellation, which is completed once the required debit note is ...