How do I handle services for which we don't charge the customer, such as consultations or site visits?

How do I handle services for which we don't charge the customer, such as consultations or site visits?

For services that are not billed to the customer, you can mark the Work Order as Non-Billable. Once marked as non-billable, invoices cannot be created for that Work Order.

Marking a work order as Non- Billable in Zoho FSM

  1. Go to Work Order Management > Work Orders.
  2. Open the Work Order.
  3. From the Cancel dropdown on the details page, click Non-Billable.



  4. Confirm by clicking Continue.