How to Generate an Invoice in Zoho FSM

Summary

1. Select the Work Orders module from the Work Order Management menu and click the work order whose service line items you want to create the invoice for.
2. Under the Invoices tab, click Create.

3. In the Create Invoice overlay, 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.

The invoice will be created with the status Draft.

5. Click the Invoice Number to open the invoice draft and click Send Invoice.
   You can also record the payment.

6. 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.

The invoice can be generated from the mobile app as well.

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