Billing
Switch Integrated Finance Organization
Users with the Administrator profile can change the Books/Invoice organization integrated with a Zoho FSM organization. Following are the steps to switch the Books/Invoice organization: Navigate to Setup > Billing > Billing Setup. Click Switch under ...
Associate FSM Records with Books/Invoice
You can instantly associate a FSM record with a specific Books/Invoice record using the link option available in individual FSM records. You can also instantly push a FSM record to Books/Invoice. In the FSM Companies, Contacts, or Services And Parts ...
Two-Way Data Sync
Data can be automatically synced between Zoho FSM and Zoho Invoice/Books. Companies, Contacts, and Services And Parts records can be bidirectionally synced between Zoho FSM and Zoho Invoice/Books. - Permission Required: Billing Integration - Check ...
Tax Setting
Zoho FSM supports taxes for your transactions, with region-specific tax rules. With respect to tax systems, Zoho FSM provides support for the following regions: Australia Canada India Kuwait Qatar Saudi Arabia United Arab Emirates United States ...
Module Mapping Configuration
You can change any of the field settings established during the Zoho FSM and Zoho Invoice/Books integration setup. The three main module mapping between Zoho FSM and Zoho Invoice/Books that are essential for the integration to work effectively are: ...
Setting up Integration for Zoho Invoice or Zoho Books
Zoho FSM leverages the power of Zoho Invoice/Books to handle and manage all your billing operations. It comes with built-in integration with Zoho Invoice, to handle and manage all the invoices and payments related to the services offered. This ...
Handling Integration Errors
The integration between FSM and Books can fail due to several reasons. The reasons and the resolution for these integration errors are explained in the below sections. Tax Disabled If taxes are enabled in FSM, they should also be enabled in Books. If ...

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