Creating Invoices
To handle invoicing, and payments, Zoho FSM has inbuilt 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. Thus your billing times are greatly reduced, resulting in immediate payments and realization of revenue.
Create an Invoice
An invoice can be created for a service appointment whose status is Completed.
To create an invoice:
- Select the Work Orders module from the Work Order Management menu and click the work order whose service appointment you want to create the invoice for.
- Under the Appointments tab click the service appointment you want to create the invoice for.
- In the Manage Appointments page, click Generate Invoice.
- Click Generate Invoice in the Generate Invoice overlay.
- Click Send Invoice.
- Click Send to dispatch the email.
You can email the invoice to one or more recipients. The email addresses associated with the contact will be pre-filled by default. You can include other email addresses as well.
- After you have sent the invoice, you can resend it until the service appointment is Closed.
- In the manner described above, you can create invoices from the Service Appointment Details overlay from the Dispatcher module.
- Whether created in web or mobile app, the invoices will be automatically synced with your Books/Invoice account.
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