ServiceM8 + Zoho Books
Create sales invoices in Zoho Books when jobs are completed in ServiceM8
Manage your accounting with ease with this seamless workflow between ServiceM8 and Zoho Books. Once a job is completed in ServiceM8, a sales invoice is instantly created in Zoho Books. This automation not only saves you valuable time but also reduces the chances of manual data entry errors, allowing you to focus more on delivering great service.
Manage your accounting with ease with this seamless workflow between ServiceM8 and Zoho Books. Once a job is completed in ServiceM8, a sales invoice is instantly created in Zoho Books. This automation not only saves you valuable time but also reduces the chances of manual data entry errors, allowing you to focus more on delivering great service.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail
