Setting up Integration for Zoho Invoice or Zoho Books

Setting up Integration for Zoho Invoice or Zoho Books

Zoho FSM leverages the power of Zoho Invoice to handle and manage all the 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 integration enables you to do the following:
  1. Conveniently and quickly create invoices for your work orders and offer a secure way to your contacts to make payments. Click here for details on how to create invoices and make payments.
  2. Different region-specific tax systems supported by Zoho Invoice can be incorporated into FSM.
  3. Data can be synced between Zoho FSM and Zoho Invoice in two different ways:
    One-way sync: Push crucial data from Zoho FSM to Zoho Invoice modules like Invoices, Customer and Service and Parts information.
    Two-way sync: Automatic bidirectional syncing of data between Zoho FSM and Zoho Invoice.

Integration Setup

When you signup for a new Zoho FSM organisation account, it is necessary for you to integrate it with a new or an existing Zoho Invoice account.
 
While onboarding screen, you can choose to integrate Zoho FSM with any of the following:
  1. New Zoho Invoice account
  2. Existing Zoho Invoice account
  3. Existing Zoho Books account
New Zoho Invoice Account
If you choose this, a new Zoho Invoice account will be created with the same organization name as your Zoho FSM account.
 
Existing Zoho Invoice account
If you are already a Zoho customer and actively using Zoho Invoice, then you can choose this option. All the active Zoho Invoice organization accounts linked to the email (used for FSM signup) will be listed in the dropdown and you can choose one to integrate with Zoho FSM.
 
Existing Zoho Books account
If you are already a Zoho customer and actively using Zoho Books, then you can choose this option. All the active Zoho Invoice organization accounts linked to the email (used for FSM signup) will be listed in the dropdown and you can choose one to integrate with Zoho FSM.



If there are multiple existing Invoice or Books organization, then you can choose the desired one. If the trial period has expired for a Books organization, then that organization will not be available for integration.



Once the onboarding and integration setup is completed:
  1. Your Zoho FSM account will be integrated with a Zoho Invoice/Books account.
  2. The default module and field mappings will be configured between the two accounts automatically. You can change this configuration anytime.
  3. Tax rates
    1. If integrated with a new account, you can configure taxes and other settings within Zoho FSM and this will be automatically saved into the integrated Invoice/Books account.
    2. If integrated with an existing account, taxes and all other settings related to it will be pulled and saved into Zoho FSM.
If you want to switch or change a Zoho Invoice or Books organization that is integrated with Zoho FSM, please contact  support@zohofsm.com (US), or  support@eu.zohofsm.com (EU, UK).

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • 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 USA UK Global Edition You can choose the preferred edition by ...
                                                                                    • 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 ...
                                                                                    • Inventory tracking using Zoho Inventory

                                                                                      Inventory management is an integral part of any field services. Real-time information about the inventory in warehouses is crucial for work order management and technicians in the field. In FSM, scope of Inventory integration is currently restricted ...
                                                                                    • Overview of Zoho FSM

                                                                                      What is Zoho FSM? Zoho FSM is a cloud application that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services. All processes that are pivotal to field services are ...
                                                                                    • Zoho FSM Mobile App

                                                                                      The Zoho FSM mobile app empowers on-the-go field technicians with all the information they need, to be efficient at work and delight contacts with every appointment. It helps them to be on time for their appointments, attend more appointments in a ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources