Can I edit an invoice in Zoho FSM? How do I edit an invoice in Zoho FSM?

Can I edit an invoice in Zoho FSM? How do I edit an invoice in Zoho FSM?

An invoice cannot be edited from Zoho FSM. However, the invoice can be edited from Zoho Invoice/Books. Once an invoice is edited from Zoho Books/Invoice (the integrated finance org), the changes will be reflected in Zoho FSM as well.

Editing an Invoice

  1. Open the Invoice
    1. From Zoho FSM:
      1. Open your invoice in Zoho FSM.
      2. Click Open in Zoho Invoice.



        You’ll be redirected to the corresponding invoice in Zoho Books/Invoice.
        (or)
    2. From Zoho Books/ Invoice.
      1. Go to Zoho Books/Invoice.
      2. Open the Invoice.
  2. Click Edit.



  3. Make the necessary changes.
  4. Click Save.