Can we restrict the field agents from creating invoices?

Can we restrict the field agents from creating invoices?

Yes. One of the feature controls in Zoho FSM can be used to determine whether the Generate Invoice option is available to the field agent in the mobile app.


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                                                                                                                                  • Related Articles

                                                                                                                                  • Can I assign Field Agents at the Request level in Zoho FSM?

                                                                                                                                    No. Field agents cannot be assigned at the Request stage. Assignment happens only after the Request is converted into a Work Order, and Service Appointments are created. While creating the Service Appointment, you can assign the field agents.
                                                                                                                                  • Creating Invoices

                                                                                                                                    To handle invoicing, and payments, Zoho FSM has built-in integration with Zoho Invoice. This will allow you to conveniently and quickly create invoices for your work orders and offer a secure way to your contacts to make payments. This means your ...
                                                                                                                                  • Retainer Invoices

                                                                                                                                    Available in Editions: Standard, Professional, Premium What is a retainer invoice? A Retainer Invoice is used to collect an advance payment before any work is actually performed or completed. Here's how it works in practice. A customer agrees to hire ...
                                                                                                                                  • Can I restrict which agents or teams see certain Requests in Zoho FSM?

                                                                                                                                    Access is controlled at the module level (e.g., Requests, Services and Parts, Contacts, Companies) through profile-based permissions. Within these permissions, you can set: Own Records – Users can only view or modify the records they own. All Records ...
                                                                                                                                  • Field Agent Appointment Confirmation Process

                                                                                                                                    Zoho FSM allows field agents to accept or reject appointments assigned to them. This process helps reduce unnecessary workload and ensures that each appointment is handled by a field agent who is ready and able to perform the job. When a service ...
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