Why was the client’s payment declined?

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• Can a client request to change the billing state of Voicetree Technologies?

  ⚡Quick answer - • A billing-state change is allowed only for SMS and OBD payments—and only after prior approval from the Finance Team. • When raising any SMS/OBD request, the agent must clearly state the desired billing state in the ticket’s ...

• 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 ...

• 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 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 ...

• When must an agent settle a client payment?

  ⚡Quick answer Any payment received in a particular month must be settled by the agent on or before the last date of that same month. Example — A payment received in August must be settled on or before 31 August. Agents are responsible for ensuring ...