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
SalesIQとPageSenseの利用について
初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。Parent-Child Tickets using API or Deluge
Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking theClosing connected ticket after closing WA conversation
Hi, At the moment, once someone sends a message to our WA number, a corresponding ticket is automatically created. After the question is answered, our support department closes the chat/conversation. However, after that, the connected ticket is stillNote sync turn off
Hi, Is it possible to turn off notes sync between task notes and the parent module? (Account/Deal)Basic Plan Active but Survey Creation Still Limited to 3 Surveys
I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however2025 in Review: Powering Field Services Forward—One Feature at a Time
As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teamsAPI Support for Creating Invoices with Batch-Tracked Items
Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.New to automation - please help
Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!Unable to Create Zoho Booking via the Book Appointment API
Its giving the below error { "response": { "errormessage": "Error setting value for the variable:customer_details\n null", "status": "Error" } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtokenTask Details on task template
When creating a task template in settings that task details seem to be missing. Is it not possible to set the details of a task, such as the priority, type, reminder settings, and custom field values?Building Toppings #3 -Testing and publishing Bigin toppings
Hey Biginners! In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automatemarkdown files?
How can I import a markdown file into a note?Mail to Zoho Notebook
In the Instuctiosn I faound as email add@notebook.app In my account I see add@eu.notebook.app What is correct pleaseAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toGrowth You can Count On: Zoho Billing's 2025 Journey
As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. From launching the EnterpriseNeed help with creating workflow with Bigin and Clickup
Can you please help me with this? I am trying to create a workflow in Zoho Flow wherein a bigin Pipeline deal moves to Decision Closing, it will create a task and subtasks in Clickup, under the condition/filter that the Deal name contains the word Social[Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer
Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating documentCreate / Update Rule in TeamInbox when record is updated in ZohoCRM using flow?
I'm currently evaluating options and trying to work out if the possible scenario is possible; If a record in ZohoCRM is updated, take 2 of the fields from that - lets call them 'OrderRef' and 'OrderTo'. Using flow, if a record is added or updated, addPlans to allow more columns of monitoring, and monitoring not only your own channels?
Are their any plans to allow more columns of monitoring, and monitoring not only your own channels? Here's why - I'm sure I'm not alone in that we sell other brands products, so not only am I interested in my own brand social channels, but also the socialUnwrapping the best practices for the Zoho Desk mobile app: Part 1
In focus: Empowering the field and frontline customer support representatives Imagine having to carry your computer everywhere to respond to customers, handle escalations, and update your process. This series presents you with efficient tips to handledealing with post dated cheques
Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice onIs there a way to sell in a practical method multiple subscriptions of the same product? i.e. domain names
In evaluating Zoho Billing, a hurdle to adopting it is that Zoho Billing does not seem designed to support businesses that sell multiple subscriptions of the same product. In our case, we need to sell and manage several domain names per client. Am I rightPaid Support Plans with Automated Billing
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? TheBug Report: "Name A-Z" sorting fails when Note titles start with an Emoji
Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks). I use emojis at the start of my note titles for visual organization. The Issue: When I set the view to Sort by: Name (A to Z), the sorting logic breaks for any note starting withCopy & Paste not working
I could create and save 10 new documents but when I go to copy and paste content (just text) into them, only 1 of 10 would save the content. It would appear to save the content but when I go back into the documents, they are empty.Currency for Petty Cash
Currencies for Petty Cash should be availableediting/applying online payments
We have customers who pay part or all of an invoice and then cancel their service and want the payment as a credit to future work. It would be ideal if we could make it an excess payment and then void the invoice. I can't make it an excess payment becauseContacts per department
Hello, Is it possible to limit Contacts to a Department? ThanksThis site can’t be reached mail.zoho.com took too long to respond
In my office at any system, we couldnt able to login zoho email. it shows " This site can’t be reached mail.zoho.com took too long to respond". please fix it soon.Can send email from zoho mail, but can't receive any.
Hi, My domain is sattvameditationresort.com. I've updated MX records with those of Zoho. But i can't send any mails to this email id from gmail. I have checked the MX status with MXTOOLS, its showing the correct entry either. The error is as shown below:My domain did not activate
Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.Host not found?
Howdy! So i'm trying to add my custom domain for with the mail server. I have 100% control of my DNS and have tried every single option (TXT, CNAME, and even HTML) multiple times, ensuring i did it properly, to no luck. I get the same error message everyAuto End Chats After Customer Inactivity
Hello Everyone, I may be missing something, but is there a way to auto-end chats when a customer has been inactive for an amount of time? I have several operators (we use a shared set of account with schedules for people... that's another story) but atReport on opportunities showing only the last note added.
Hi I need to create a report that shows the most recent note added to each opportunity. This is so management can see what the latest update is according to the assigned salesperson. One workaround is to use the status field but this implies added manual work and mistakes as the salesperson would have to copy the existing status to a note before adding the latest status... otherwise the activity history would be lost. My current workaround is a report on Notes with Opportunities as the related module.Please add Zelle as an online payment option
Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit fromGetting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project TemplatesHow to display the CONTACT ID in the Contact page
Hi, I've seen this conversation below and it is exactly the same question I'm raising now, but unfortunately the last message is not solved https://help.zoho.com/portal/community/topic/show-contact-id-while-editing-contact-form I need to show the ContactId and I don't know how to do this. The last message included in the conversaton shows the way but not it is not completed. "I am sorry by default we do not have the option to show the record ID for the contacts in the field in a record. When youHow to change margins in templates
Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template. The default margins make the text go all the way to the edges of the page. Please advise.Create Canvas list view templates from images powered by Zia
Currently available for all paid editions of Zoho CRM in the US, EU, IN, JP & CN DCs. Designing a personalized CRM interface just got even easier. In today’s fast-evolving digital landscape, AI is transforming the way we work by automating complex tasksPainfully Slow Zoho mail
Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working andNext Page