Hassle-free invoicing and on-time payments
From creating branded invoices and integrating online payment gateways to supporting regional tax settings and multi-currency options, simplify and take control of customer payments confidently.
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- Create branded, professional invoices
- Use integrated online payment gateways for easy transactions
- Convert work orders seamlessly into invoices
- Automate tax settings to ensure compliance
- Handle transactions in multiple currencies with ease
- Track payments, send reminders, and manage overdue invoices
Why do you need an efficient invoicing and payments system?
Smooth and uninterrupted cash flow is essential to any business. Accurate invoicing provides clarity to customers on what they owe, and flexible payment options encourage timely payments. Automating taxes and supporting multi-currency transactions helps you stay compliant, allowing for global business growth. Efficient invoicing and payment systems, combined with the ability to track and manage payments, keep operations running smoothly, reduce delays, and improve customer satisfaction.
Branded invoices at every step
Stand out and make a lasting impression with professionally designed invoices that are fully customizable to match your brand. Powered by Zoho Invoices, each invoice can be sent to your customers via mobile or web app featuring branded, one-click invoicing.
Manage all your invoices seamlessly with the invoices module
Streamline operations by converting work orders directly into invoices and sending them to customers via email for approval. Track payment statuses right within the module, keeping everything in one place.
Online payment gateways
Zoho FSM integrates with popular online payment gateways, allowing customers to pay invoices quickly and securely online. Offering multiple payment options—credit cards, debit cards, and digital wallets—ensures a smooth and efficient payment experience, helping you get paid faster.
Run your business with multiple currencies
Global clients? No problem. Multi-currency feature allows you to bill customers in their preferred currency, making it easier to work with international clients. Zoho FSM handles exchange rates automatically, ensuring your invoices are clear and accurate, no matter where your clients are located.
Automate your entire tax settings
Managing tax compliance doesn’t have to be complicated. Zoho FSM automates tax calculations based on each customer’s location, ensuring that your invoices are always accurate and compliant with local tax regulations. You can also configure tax exemptions to reduce manual errors. Rest easy knowing that your tax obligations are being handled efficiently.
Payment status tracking and advanced payments
Track payments with ease—whether they’re full payments, overdue invoices, or advance payments from clients. Real-time tracking of payment status allows you to follow up on overdue accounts, send reminders, and keep cash flow steady and predictable.
Frequently asked questions
Create/generate branded invoices in Zoho FSM by clicking on 'Create' in the Invoices module. Associate the work order and service line items, and you're set. You can create and generate invoices from a work order's related list for one or multiple services associated with that work order. Alternatively, invoices can be created from the Invoices module by clicking 'Create' and associating the relevant work order and service line items. Invoices can be generated using both the web and mobile applications.
In the Work Order, the Billing Status displays the exact status of the invoice, such as Paid, Partially Paid, Invoiced, Not Yet Invoiced, and more. You can also track this status through the Payments module.
Yes, Zoho FSM is powered by Zoho Finance Suite. You can configure taxes and discounts in your integrated Zoho Books/Invoice organization, and these configurations will automatically reflect in Zoho FSM. This integration makes it easier to manage pricing and ensure compliance in a field service management software.
Yes. All payment gateways supported in Zoho Books/Zoho Invoice, such as Razorpay, Zoho Payments, Stripe, PayPal, and more, are automatically supported in Zoho FSM.