Invoicing, Collections, and Commissions
The Finance workspace tracks invoices, payments, collection work, and BD commission reports. It supports local CRM invoices as well as invoices linked to Zoho Books. A linked provider record is not assumed to be current until a sync or refresh succeeds.
Invoice workflow
Section titled “Invoice workflow”- Open Finance → Invoices and search or filter the existing records.
- Create a local invoice when the CRM needs an internal invoice record. Add the organization or deal, amount, currency, date, due date, and payment terms as applicable.
- Use Sync Zoho to pull invoices and payment status already in Zoho Books. This requires Finance Manage permission.
- For a linked invoice, use the individual refresh action when you need an updated provider result.
- Record a confirmed payment amount in the CRM. The amount cannot make total recorded payments exceed the invoice total; balance and status are reconciled from that payment state.
- Use a provider payment reminder only for a Zoho-linked invoice with an outstanding balance. Use a payment follow-up task when the collection work should be assigned and tracked in the CRM.
Creating a local record, initiating a sync, or clicking a reminder is not proof that Zoho Books accepted the request or that a customer received it. Read the resulting state and verify at the provider boundary when the decision depends on it.
Access and status
Section titled “Access and status”| Action | Required Finance permission |
|---|---|
| View invoices and collection summary | Read |
| Create a local invoice or collection task | Create |
| Change invoice details, record payment, refresh a linked invoice, or send a provider reminder | Edit |
| Pull the Zoho invoice list and review/manage commission reports | Manage |
Manage is the Finance module’s delete flag in the permission matrix; it does not mean that invoice deletion is the routine workflow.
Commission review
Section titled “Commission review”Commission reports are generated outside this screen and then appear for the selected period. Every CRM-role user can view their own reports when Finance read access allows it. Finance managers can open the team review queue, inspect deal breakdowns, approve a report after finance review, and mark it paid when payout is complete.
Do not infer a commission amount, approval, or payout from a target or a dashboard total. A report row and its status are the CRM evidence; payroll or payment-system verification remains a separate control.
Contracts and signatures
Section titled “Contracts and signatures”Contracts have their own workspace. Create and edit the agreement record there, then request a Zoho Sign signature from the contract record when a signer email and configured template are available. Sync the signature status before relying on it.
The Force mark signed option deliberately bypasses provider verification. Use it only after independently verifying the executed agreement, and preserve the supporting document in the contract record.