Invoicing and Collecting Payments – Zoho FSM Mobile App for Field Agents

Описание: In this video, learn how to create invoices and record payments directly from the Zoho FSM mobile app—speeding up billing and eliminating the back-and-forth with your dispatcher.

We’ll cover:
✔️ Generating invoices from a Work Order or the Billing section
✔️ Selecting services and parts, adding discounts, and generating drafts
✔️ Sending invoices via email or marking them as sent
✔️ Recording offline payments and handling partial payments
✔️ Payment modes, transaction details, and status updates

Streamline your billing process on the go. Please note: Limited Field Agents will not have access to invoicing and payment features.

📺 Full Course Playlist:    • User Guide to Zoho FSM Mobile App for Fiel...  

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