Zoho FSM Integration Series #1: Zoho FSM and Zoho Books/Invoice
In this series, we will throw light on how you can leverage the incredible power inherent in Zoho FSM to extend its functionalities through integrations, both native and custom. We will delve into the numerous use cases that can be achieved through these integrations.
Here we will be talking about a key in-built Zoho FSM integration, that with Zoho Books/Invoice.
We will walk you through the nitty-gritty of this integration: the features it has to offer and how you can enable it. So, let's dive in !
Features
I. Region-specific Tax Support: The various region-specific tax systems supported by Zoho Books/Invoice can be incorporated into Zoho FSM. Thus, businesses anywhere can use Zoho FSM to manage their field service operations while complying with local tax laws.
II. Manage Invoicing and Payments: Effortlessly generate invoices for your work orders and provide a secure method for your contacts to make payments conveniently and promptly. Invoices generated in Zoho FSM are automatically added to Zoho Books/Invoice thus enabling easy accounting.
III. Bidirectional Data Sync: Automatic bidirectional syncing of data (Companies, Contacts, and Services And Parts) between Zoho FSM and Zoho Books/Invoice.
I. Region-specific Tax Support
Zoho FSM provides tax support for your transactions, including region-specific tax regulations in the following regions:
If you need to use the tax rules of a country that does not currently have a designated tax edition in Zoho FSM, then you can use the Global edition.
The tax-related properties can be added to Services And Parts, Contacts, and Companies. These values will then be used while creating Estimates or Work Orders.
While creating an Estimate or Work Order, the tax for Services/Parts will be prefilled based on the value of the Contact (or Company, based on the sync type for the FSM-Books/Invoice integration) and Service/Part.
II. Manage Invoicing and Payments
- Easily create invoices from your work orders. The sales persons added in Zoho Books/Invoice can be chosen while creating an invoice. Similarly, the Payment Terms set as default for a customer in Zoho Books/Invoice will be populated in the invoice.
- The created invoices can be viewed in Zoho Books/Invoice.
- You can configure payment gateways in Zoho Books/Invoice and provide customers the option to make online payments for the invoices you sent them.
III. Bidirectional Data Sync
Data can be automatically synced between Zoho FSM and Zoho Books/Invoice. Companies, Contacts, and Services And Parts records can be bidirectionally synced between Zoho FSM and Zoho Invoice/Books.
Zoho FSM | Zoho Invoice/Books |
Companies or Contacts | Customers |
Services and Parts | Items |
You can easily access the linked record from Zoho FSM.
If data sync is not enabled, then you have the import option to fetch records from Zoho Books/Invoice.
How to Set Up this integration
This in-built integration will be set up during the Zoho FSM onboarding process. While onboarding, you can choose to integrate Zoho FSM with any of the following:
- New Zoho Invoice account: This is the default option
- Existing Zoho Books/Invoice account: All the active Zoho Books/Invoice accounts linked to the email (used for Zoho FSM signup) will be listed in the dropdown; choose one to integrate with Zoho FSM.
Enabling Two-way Sync
Two-way data sync between Zoho FSM and Zoho Invoice/Books can be enabled in just three steps:
- Navigate to Setup > Billing > Billing Setup and click Enable Sync under the Integration tab.
- Choose an option for How do you like to manage duplicate records? and click Save and Next.
While syncing the data between FSM and Invoice, the duplicate records can be cloned or overwritten.
If you choose Clone Records, the duplicate record will be replicated in Zoho Invoice/Books.
If you choose Overwrite Records, then the details in the record with the latest modified time will be used to overwrite the other record.
- Set the field mapping between the Zoho FSM Companies or Contacts and Zoho Books/Invoice Customers fields. From the Zoho FSM Field dropdown, select the FSM fields to map the corresponding value to under Zoho Books/Invoice Field and click Save and Next.
- Set the field mapping between the Zoho FSM Services And Parts and Zoho Books/Invoice Items fields. From the Zoho FSM Field dropdown, select the FSM fields to map the corresponding value to under Zoho Invoice/Books Field and click Save and Enable.
To configure the field mapping between Zoho FSM Work Order fields and the custom fields in Invoice/Books:
- Navigate to Setup > Billing > Billing Setup.
- Select the Invoice Mapping tab and click Configure.
- Map the Zoho FSM Field values to those under Zoho Invoice/Books Field and click Save.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Latha Velu
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Kaizen #194 : Trigger Client Script via Custom buttons
Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when aPicklist field shows "none" as default
Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I waStage-probability mapping feature in custom module
Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?Field Description is very small
Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:StatusIQ
Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, TorstenIn Zoho People, the Operations buttons are frequently not visible or do not appear consistently.
In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.Marketing Tip #14: Increase cart value with product bundles
Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win forProblem with Workdrive folders
I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder inPre-orders at Zoho Commerce
We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery willCan multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currentlyEdit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information
Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users toCompensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.Multiple currencies - doesn’t seem to work for site visitors / customers
I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I wouldArchiving Contacts
How do I archive a list of contacts, or individual contacts?How do people handle using Outlook and Zoho Project calendar at the same time?
We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.10GB Email Storage Limits in Zoho CRM
We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I knowHow to set page defaults in zoho writer?
hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the documentEnable History Tracking for Picklist Values Not Available
When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?Vault crashes on Android Devices
Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?
¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.Camera access
My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, pleaseAre static links available
I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get aWhy is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going onIntegration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"
We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. InWhere can we specify custom CSS in Zoho Forms custom theme ?
I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, renderingTeam Gamification
Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,Sync Data from MA to CRM
Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of aUpdate CRM record action
Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM modulePro Lite Upgrade - Quick Access Tray
Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails
Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add customFeature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)
Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).3 year sick leave cycle
How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle. ThisWorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (hereIs Zoho Communityspaces now part of Zoho One?
Is Zoho Communityspaces now part of Zoho One?Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026
Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words ofSend Supervisor Rule Emails Within Ticket Context in Zoho Desk
Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appendingZoho Desk - Change Time Zone for all users and set default for new user
Hi, Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice? And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ? Thanks ! FredAllow Manual Popup Canvas Size Control
Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selectedWhy does Zoho’s diff viewer highlight parts of unchanged lines?
Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:Next Page