The Invoices module helps you easily access all the invoices from a single place. You can create invoices, and make payments from here.

Permission RequiredInvoices
- Find out the Edition-specific limits for Invoices.

Create an Invoice

To create an invoice:
  1. Select Invoices from the Work Order Management menu and click Create.
  2. Select the work order whose service line items you want to create the invoice for.

  3. Select the service line items you want to create the invoice for and click Next.
    If an invoice has been generated for a service line item, then that service line item cannot be selected.

  4. Provide the necessary details and click Generate Invoice.
    In the Sales person dropdown, the sales persons added in Zoho Books/Invoice will be listed under Sales Persons and all active Zoho FSM users will be listed under FSM Resource. The Payment Terms set as default for a customer in Zoho Books/Invoice will be populated here.

    The invoice will be created with the status Draft.

  5. Click the invoice you want to send. Click Send Invoice.
    You can also record the payment. Click Open In ZohoInvoice to view the invoice in Zoho Invoice.

  6. Click Send to dispatch the email.
    In the Send To field, you can use one of the following email addresses:
    - Contact email address
    - Email addresses of the Company's Contacts
    - An email address entered by the user in the Email field

Add Salespersons

To add a salesperson in Zoho Books/Invoice:
  1. In the Create/Edit Invoice page, click Manage Salespersons in the Salesperson field.

  2. In the Manage Salespersons popup, click New Salesperson.
    Click Save and Select to add the newly created salesperson to the invoice.

Set Default Payment Terms

To set a default payment term in Zoho Books/Invoice:
  1. In Zoho Books/Invoice, select the Customers menu from the left-hand side.

  2. Click a customer and Edit it.
  3. In the Payment Terms field, click Configure Terms.

  4. Hover over the payment term and click Mark as Default and click Save.

  5. Click Save.

Make a Payment

You can record the details of the payment made for an invoice.
  1. Select the Invoices module from the Work Order Management menu and click the invoice you want to record the payment for.
  2. Click Record Payment.

  3. Click Record Payment in the confirmation message.

    The status of the invoice changes to Paid. The reference number entered here will be updated in the corresponding invoice record in Books/Invoice.

Invoice Actions

The following options are available for an invoice under more options [  ]. 
Download: You can download the invoice as a PDF
Print: You can print an invoice
Mark as Sent: When you email the invoice to the customer, the status of the invoice changes from Draft to Sent. If need be, you can mark the invoice as sent without sending the invoice to the customer. This option will be only available if the invoice is in the Draft state.

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