Billing
Rounding Off Preferences
Zoho FSM follows the Rounding off in Sales Transactions settings configured in Zoho Books to determine how totals are rounded in Zoho FSM transactions. These preferences apply to Requests, Estimates, Work Orders, and Service Appointments. To ...
Avalara Integration
Avalara is a cloud-based software platform used primarily for automating tax compliance processes, especially sales tax, VAT, and other transaction-based taxes. It calculates the correct tax rate and applies it to the transaction in real time, ...
Tax And Discount Preferences
Tax Settings For Service And Parts During Transactions Use these settings to choose how taxes are applied to services and parts in your transactions (Estimates, Work Orders, Service Appointments, and Invoices). The changes that you make will reflect ...
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. Available in Editions: Standard, Professional, ...
Tax Setting
Available in Editions: All Editions 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 Belgium Canada Germany India Kenya Kuwait ...
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 ...