Can one Zoho Billing invoice cover several Zoho FSM work orders?

By default, Zoho FSM invoices work done per work order, so one consolidated invoice for several work orders is not automatic. You can consolidate by creating a single invoice in Zoho Billing or Books with lines from each work order, or automate it with a scheduled function. Check the current FSM and Billing help pages, as invoicing options are being extended.

Zoho FSM tracks jobs as requests, estimates, work orders and service appointments. When a job is complete, FSM can create an invoice through its link with Zoho Books, Invoice or Billing. That flow is built around one work order at a time, which suits many service businesses but not customers who expect one monthly statement for many visits.

For monthly or contract billing, consolidate on the finance side. At period end, list completed work orders for each customer, then create one invoice with a line per work order or per service, quoting the work order number in the description. Mark those work orders as billed in FSM, using a status or custom field, so nothing is invoiced twice.

If volumes are high, automate this with a scheduled Deluge function or Zoho Flow that collects completed, unbilled work orders, builds the invoice through the Billing or Books API and writes the invoice number back to FSM. For fixed-fee maintenance contracts, a Billing subscription may be cleaner than invoicing each visit. Test credit notes and disputed lines before going live.

If you would rather have this built for you, Flowpeak can set up consolidated billing between FSM and Billing, including the unbilled check and write-back, and test it with your real customer contracts before go-live. Work is paid by milestone, with 30 days of free fixes after go-live.

Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question