Zoho FSM | Tax Setting

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:
  1. Australia
  2. Canada
  3. India
  4. Kuwait
  5. Qatar
  6. Saudi Arabia
  7. United Arab Emirates
  8. United States
  9. United Kingdom
  10. Global Edition
You can choose the preferred edition by selecting the appropriate country during the initial set-up.


Taxes

The taxes can be defined during the initial set-up. The taxes defined here can be edited later at Setup Billing > Tax Setting. The taxes can also be edited at Settings Taxes Tax Rates in Zoho Invoice/Zoho Books.


Add Taxes in Zoho FSM

Follow the steps below to add taxes in FSM:
  1. Navigate to Setup Billing > Tax Setting.
  2. Click New Tax under Taxes tab.
  3. Enter the following details and click Save.
    1. Tax Name
    2. Rate (%)
    3. Tax Authority


You can edit or delete the taxes.


Add Taxes in Zoho  Books/Invoice

Follow the steps below to add taxes in  Books/Invoice:
  1. Log into your Books/Invoice account.
  2. Click the Gear [ ] icon on the top-right corner, and select Taxes.
  3. Select the Tax Rates menu and click New Tax.
  4. In the New Tax overlay, enter the following details and click Save.
    1. A Tax Name and Rate(%)
    2. A Tax Type

Tax consideration with Invoice/Books Sync Settings

Based on the sync setting, the tax-related properties will be considered from either the Contacts and Companies module. Refer to the table below:

Sync Setting
Tax considered from Module
   Type I - Companies
Companies
   Type II - Contacts
Contacts
   Type III - Companies and Contacts
Companies
   Type IV - Companies and Contacts (Companies not mandatory)
Contacts

In the USA edition, if Service Address has a tax associated, then the Service Address Tax will be considered.

Australia Edition

In this edition, the tax-related properties can be added for Services And ProductsContacts, and Companies. These values will be used while creating Estimates and Work Orders.

The tax type available is GST.

Services And Products

While adding a Service or Product, you can choose one of the following values:
  1. Taxable



  2. Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.


Contacts

While adding a Contact, you can choose one of the following values:
  1. Taxable. Contact Tax should be selected if Taxable is chosen.
    You can add tax rates at Settings Taxes Tax Rates in Zoho Invoice.



  2. Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.


Companies

While adding a Company, you can choose one of the following values:
  1. Taxable. A Company Tax should be selected if Taxable is chosen.
    You can add tax rates at Settings Taxes Tax Rates in Zoho Invoice.



  2. Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.


Estimates and Work Orders

While creating an Estimate or Work Order, the value of the Tax Name field for Services/Products will be prefilled based on the value of the Taxable field for the Contact (or Company, based on the sync type for the FSM-Invoice/Books integration) and Service/Product. When a Contact or Service/Part is added to Zoho FSM without the tax details, then the tax for the record will be considered as Not Available. Refer table below for details:

IF the Contact tax is
AND the Service/Product tax is
THEN the value of Tax Name of Service/Product will be
 Remarks
Taxable
Taxable
Contact Tax
  Value of Tax Name can be edited
Taxable
Non-Taxable
Exemption Reason of Service/Product
  Value of Tax Name can be edited
Non-Taxable
Taxable
Exemption Reason of the Contact
 Value of Tax Name cannot be edited
Non-Taxable
Non-Taxable
Exemption Reason of the Contact
 Value of Tax Name cannot be edited
Not Available
Taxable
Default tax from Books/Invoice
 Value of Tax Name can be edited
Not Available
Non-Taxable
Exemption Reason of Service/Product
 Value of Tax Name can be edited
Taxable
Not Available
Contact Tax
 Value of Tax Name can be edited
Non-Taxable
Not Available
Contact Tax
 Value of Tax Name can be edited




Canada Edition

In this edition, the tax-related properties can be added for Services And ProductsContacts, and Companies. These values will be used while creating Estimates and Work Orders.

The tax type available is Sales Tax.

Services And Products

While adding a Service or Product, you can choose one of the following values:
  1. Taxable



  2. Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.


Contacts

While adding a Contact, you can choose one of the following values:
  1. Taxable. Contact Tax should be selected if Taxable is chosen.
    You can add tax rates at Settings Taxes Tax Rates in Zoho Invoice.



  2. Non-Taxable. An Exemption Reason and Tax Authority should be selected if Non-Taxable is chosen.


Companies

While adding a Company, you can choose one of the following values:
  1. Taxable. A Company Tax should be selected if Taxable is chosen.
    You can add tax rates at Settings Taxes Tax Rates in Zoho Invoice.



  2. Non-Taxable. An Exemption Reason and Tax Authority should be selected if Non-Taxable is chosen.


Estimates and Work Orders

While creating an Estimate or Work Order, the value of the Tax Name field for Services/Products will be prefilled based on the value of the field Taxable for the Contact (or Company, based on the sync type for the FSM-Invoice/Books integration) and Service/Product. Refer table below for details:

IF  the value of  Taxable  of the Contact is
AND  the value of  Taxable  of Service/Product is
THEN  the value of  Tax Name   of Service/Product will be
 Remarks
Taxable
Taxable
Contact Tax
  Value of Tax Name can be edited
Taxable
Non-Taxable
Exemption Reason of Service/Product
  Value of Tax Name can be edited
Non-Taxable
Taxable
Exemption Reason of the Contact
 Value of Tax Name cannot be edited
Non-Taxable
Non-Taxable
Exemption Reason of the Contact
 Value of Tax Name cannot be edited



India Edition

In this edition, the tax-related properties can be added for Services And ProductsContacts, and Companies. These values will be used while creating Estimates and Work Orders.

The tax type available is GST.

Services And Products

While adding a Service or Product, you can choose one of the following values:
  1. Taxable. Values for Intra State Tax Rate and Inter State Tax Rate should be selected if Taxable is chosen.
    You can add tax rates at Settings Taxes Tax Rates in Zoho Invoice.



  2. Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.

Contacts

While adding a Contact, you can choose one of the following values:
  1. Taxable



  2. Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.


Based on the value selected for GST Treatment, the fields Place of Supply, and GST IN number will be displayed.

Companies

While adding a Company, you can choose one of the following values:
  1. Taxable



  2. Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.


Based on the value selected for GST Treatment , the fields Place of Supply, and GST IN number will be displayed.

Estimates and Work Orders

While creating an Estimate or Work Order, the value of the Tax Name field for Services/Products will be prefilled based on the value of the fields 
  1. GST Treatment of the Contact (or Company, based on the sync type for the FSM-Invoice/Books integration)
  2. Place of Supply of the Work Order
  3. Taxable of the Contact (or Company, based on the sync type for the FSM-Invoice/Books integration)
  4. Taxable of the Service/Product
Refer table below for details:

If value of GST Treatment  of the Contact is

and value of the Place of Supply of the Work Order is

and value of Taxable of Contact is

and value of Taxable of Service/Part is

THEN value of Tax Name of Service/Part will be

Remarks

Registered Business - Regular

Registered Business - Composition

Unregistered  Business

Consumers

Deemed Export

 

Same as the organization Place of Supply *

Taxable

Taxable

Intra State Tax Rate of Service/Part

 

Taxable

Non-Taxable

Exemption Reason of Service/Part

 

Value of Tax Name can be edited

Non-Taxable

Taxable

Exemption Reason of Service/Part

Value of Tax Name  cannot be edited

Non-Taxable

Non-Taxable

Exemption Reason of Service/Part

Value of Tax Name  cannot be edited

Taxable / Non-Taxable

Not selected

GST0

 

 

Different from the organization Place of Supply *

Taxable

Taxable

Inter State Tax Rate of Service/Part

 

Taxable

Non-Taxable

Exemption Reason of Service/Part

Value of Tax Name can be edited

Non-Taxable

Taxable

Exemption Reason of Service/Part

Value of Tax Name  cannot be edited

Non-Taxable

Non-Taxable

Exemption Reason of Service/Part

Value of Tax Name  cannot be edited

Taxable / Non-Taxable

Not selected

IGST0

IGST12 (for Registered Business - Regular)

Value of Tax Name can be edited

Overseas

-

-

Taxable / Non-Taxable

IGST0

 

 

Value of Tax Name can be edited

Special Economy Zone

Goverment SEZ Developer

Same as the organization Place of Supply *

Taxable / Non-Taxable

Taxable / Non-Taxable

IGST0

 

 

Only IGST type tax with 0% rate can be selected

Different from the organization Place of Supply *

Taxable / Non-Taxable

Taxable / Non-Taxable

IGST0

 

 

Only IGST type tax with 0% rate can be selected

*The organization Place of Supply is the State in Company Address (Settings Organization Profile) in your Books/Invoice account.




Kuwait Edition

Kuwait does not currently have a VAT system in place.

Qatar Edition

Qatar does not currently have a VAT system in place.

Saudi Arabia Edition

In this edition, the tax-related properties can be added for Services And Parts, Contacts, and Companies. These values will be used while creating Estimates and Work Orders.

Services And Parts 

While adding a Service or Part, you can select a tax rate. By default, the Saudi Arabia edition will have two tax rates - Standard Rate [15%], and Zero Rate [0%]. These tax rates cannot be changed. You can also add a custom tax rate for 5% at Settings > Taxes > Tax Rates in Zoho Books/Zoho Invoice. You can use this custom tax rate only for transactions dated before 30 June 2021.

 

Contacts   

While adding a Contact, you need to provide the following tax details:
  1. Tax Treatment
  2. Place of Supply
  3. Tax Registration Number
The values of Place of Supply will depend on the Tax Treatment value. Tax Treatment will also determine whether Tax Registration Number is required or not. Refer to the table below for details:

 

Tax Treatment

Place of Supply

Tax Registration Number

VAT Registered

Saudi Arabia

Required

Non VAT Registered

Saudi Arabia

N/A

GCC VAT Registered

All GCC countries*

Required

GCC Non VAT Registered

All GCC countries*

N/A

Non GCC

N/A

N/A

*Saudi Arabia cannot be chosen
GCC - Gulf Cooperation Council

 

The values GCC VAT Registered, GCC Non VAT Registered, and Non GCC will be listed only if international trade is enabled in Zoho Books/Zoho Invoice.

 

Companies   

While adding a Company, you need to provide the following tax details:
  1. Tax Treatment
  2. Place of Supply
  3. Tax Registration Number
The values of Place of Supply will depend on the Tax Treatment value. Tax Treatment will also determine whether Tax Registration Number is required or not. Refer to the table below for details:

 

Tax Treatment

Place of Supply

Tax Registration Number

VAT Registered

Saudi Arabia

Required

Non VAT Registered

Saudi Arabia

N/A

GCC VAT Registered

All GCC countries*

Required

GCC Non VAT Registered

All GCC countries*

N/A

Non GCC

N/A

N/A

*Saudi Arabia cannot be chosen
GCC - Gulf Cooperation Council

 

The values  GCC VAT RegisteredGCC Non VAT Registered, and Non GCC will be listed only if international trade is enabled in Zoho Books/Zoho Invoice.

 

Estimates and Work Orders   

While creating an Estimate or Work Order, the value of the Tax Name field for Services/Parts will be prefilled based on the value of the fields:
  1. Tax Treatment of the Contact (or Company, based on the sync type for the FSM-Invoice/Books integration)
  2. Place of Supply of the Estimate/Work Order
  3. Tax of the Service/Product
Refer to the table below for details:

 

IF the value of Tax Treatment of the Contact is

and value of the Place of Supply of the Work Order is

AND the value of Tax of Service/Part is

THEN the value of Tax Name of Service/Part will be

Remarks

VAT Registered,

Non VAT Registered

Saudi Arabia

Standard Rate [5%] or Zero Rate [0%]

Service/Product Tax
 

- Value of Tax Name can be edited.

- If you change the Tax Name to Out of Scope, you have to select an Exemption.

GCC VAT Registered, GCC Non VAT Registered

 

GCC

Standard Rate [5%] or Zero Rate [0%]

Zero Rate [0%]

- Value of Tax Name can be edited.

- If you change the Tax Name to Out of Scope, you have to select an Exemption.

GCC VAT Registered,

GCC Non VAT Registered

 

Saudi Arabia

Standard Rate [5%] or Zero Rate [0%]

Service/Product Tax

- Value of Tax Name can be edited.

- If you change the Tax Name to Out of Scope, you have to select an Exemption.

Non GCC

N/A

Standard Rate [5%] or Zero Rate [0%]

Zero Rate [0%]

- Value of Tax Name can be edited.

- If you change the Tax Name to Out of Scope, you have to select an Exemption.

Out of Scope

N/A

N/A

N/A

N/A

 

 

Enable trade with contacts outside Saudi Arabia 

To enable international trade, select the checkbox Enable trade with contacts outside Saudi Arabia at Settings > Taxes > Tax Settings in Zoho Books/Zoho Invoice.

 


United Arab Emirates Edition  

In this edition, the tax-related properties can be added for Services And PartsContacts, and Companies. These values will be used while creating Estimates and Work Orders.

Services And Parts  

While adding a Service or Part, you can select a tax rate. By default, the UAE edition will have two tax rates - Standard Rate [5%], and Zero Rate [0%]. These tax rates cannot be changed.

 


Contacts  

While adding a Contact, you need to provide the following tax details:
  1. Tax Treatment
  2. Place of Supply
  3. Tax Registration
The values of Place of Supply will depend on the Tax Treatment value. Tax Treatment will also determine whether Tax Registration Number is required or not. Refer to the table below for details:

 

Tax Treatment

Place of Supply

Tax Registration Number

VAT Registered

UAE Emirates

Required

Non VAT Registered

UAE Emirates

N/A

GCC VAT Registered

All GCC countries

Required

GCC Non VAT Registered

All GCC countries

N/A

Non GCC

N/A

N/A

VAT Registered - Designated Zones

UAE Emirates

Required

Non VAT Registered - Designated Zones

UAE Emirates

N/A

GCC - Gulf Cooperation Council

 

The values GCC VAT RegisteredGCC Non VAT Registered, and Non GCC will be listed only if international trade is enabled in Zoho Books/Zoho Invoice.

 


Companies  

While adding a Company, you need to provide the following tax details:
  1. Tax Treatment
  2. Place of Supply
  3. Tax Registration Number
The values of Place of Supply will depend on the Tax Treatment value. Tax Treatment will also determine whether Tax Registration Number is required or not. Refer to the table below for details:

 

Tax Treatment

Place of Supply

Tax Registration Number

VAT Registered

UAE Emirates

Required

Non VAT Registered

UAE Emirates

N/A

GCC VAT Registered

All GCC countries

Required

GCC Non VAT Registered

All GCC countries

N/A

Non GCC

N/A

N/A

VAT Registered - Designated Zones

UAE Emirates

Required

Non VAT Registered - Designated Zones

UAE Emirates

N/A

GCC - Gulf Cooperation Council

 

The values GCC VAT RegisteredGCC Non VAT Registered, and Non GCC will be listed only if international trade is enabled in Zoho Books/Zoho Invoice.

 


Estimates and Work Orders  

While creating an Estimate or Work Order, the value of the Tax Name field for Services/Parts will be prefilled based on the value of the fields:
  1. Tax Treatment of the Contact (or Company, based on the sync type for the FSM-Invoice/Books integration)
  2. Place of Supply of the Estimate/Work Order
  3. Tax of the Service/Product
Refer to the table below for details:

 

IF the value of Tax Treatment of the Contact is

AND  the value of Place of Supply of the Work Order is

AND the value of Tax of Service/Part is

THEN the value of Tax Name of Service/Part will be

Remarks

VAT Registered,

Non VAT Registered, VAT Registered - Designated Zones, Non VAT Registered - Designated Zones

UAE

Standard Rate [5%] or Zero Rate [0%]

Service/Product Tax
 

- Value of Tax Name can be edited.

- If you change the Tax Name to Out of Scope, you have to select an Exemption.

GCC VAT Registered, GCC Non VAT Registered

 

GCC

Standard Rate [5%] or Zero Rate [0%]

Zero Rate [0%]

- Value of Tax Name can be edited.

- If you change the Tax Name to Out of Scope, you have to select an Exemption.

GCC VAT Registered,

GCC Non VAT Registered

 

UAE

Standard Rate [5%] or Zero Rate [0%]

Service/Product Tax

- Value of Tax Name can be edited.

- If you change the Tax Name to Out of Scope, you have to select an Exemption.

Non GCC

N/A

Standard Rate [5%] or Zero Rate [0%]

Zero Rate [0%]

- Value of Tax Name can be edited.

- If you change the Tax Name to Out of Scope, you have to select an Exemption.

Out of Scope

N/A

N/A

N/A

N/A

 

 

 

Note: While creating an Estimate or Work Order with a Contact having Tax Treatment as GCC VAT Registered or GCC Non VAT Registered, you cannot choose a Place of Supply in Estimate/Work Order that is different from the Place of Supply of Contact or the Organization's Emirate. If you do so, then you will encounter the error shown in the screenshot below.

Enable trade with contacts outside U.A.E   

To enable international trade, select the checkbox Enable trade with contacts outside U.A.E at Settings Taxes Tax Settings in Zoho Books/Zoho Invoice.


United States Edition

In this edition, the tax-related properties can be added for Services And ProductsContacts, and Companies. These values will be used while creating Estimates and Work Orders.

The tax types available are Sales Tax and Value Added Tax.

Services And Products

While adding a Service or Product, you can choose one of the following values:
  1. Taxable



  2. Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.


Contacts

While adding a Contact, you can choose one of the following values:
  1. Taxable. Contact Tax should be selected if Taxable is chosen.
    You can add tax rates at Settings Taxes Tax Rates in Zoho Invoice.



  2. Non-Taxable. An Exemption Reason and Tax Authority should be selected if Non-Taxable is chosen.


Companies

While adding a Company, you can choose one of the following values:
  1. Taxable. A Company Tax should be selected if Taxable is chosen.
    You can add tax rates at Settings Taxes Tax Rates in Zoho Invoice.



  2. Non-Taxable. An Exemption Reason should be selected if Non-Taxable is chosen.


Estimates and Work Orders

While creating an Estimate or Work Order, the value of the Tax Name field for Services/Parts will be prefilled based on the value of the field Taxable for the Contact (or Company, based on the sync type for the FSM-Invoice/Books integration) and Service/Product. When a Contact or Service/Part is added to Zoho FSM without the tax details, then the tax for the record will be considered as Not Available. Refer table below for details:

IF the Contact tax is

AND the Service/Part tax is

THEN the value of Tax Name of Service/Product will be

Taxable

Taxable

Contact Tax

Taxable

Non-Taxable

Exemption Reason of Service/Product

Non-Taxable

Taxable

Exemption Reason of the Contact

Non-Taxable

Non-Taxable

Exemption Reason of the Contact

Not Available

Taxable

Default tax from Books/Invoice

Not Available

Non-Taxable

Exemption Reason of Service/Product

Taxable

Not Available

Contact Tax

Non-Taxable

Not Available

Contact Tax





United Kingdom Edition

In this edition, the tax-related properties can be added for Services And ProductsContacts, and Companies. These values will be used while creating Estimates and Work Orders.

The tax types available are VAT and VAT MOSS. The VAT rates available are Standard Rate (20%), Reduced Rate (5%), and Zero Tax (0%). You can add new VAT rates at Settings VAT VAT Rates in Zoho Invoice.

Services And Products

While adding a Service or Product, you can assign a VAT rate (in Tax Name field).


Contacts

While adding a Contact, you can assign a value for VAT Treatment.


Companies

While adding a Company, you can assign a value for VAT Treatment.


Estimates and Work Orders

While creating an Estimate or Work Order, the value of the Tax Name field for Services/Products will be prefilled based on the value of the field VAT Treatment for the Contact (or Company, based on the sync type for the FSM-Invoice/Books integration). Refer table below for details:

IF the value of VAT Treatment of the Contact is
THEN the value of Tax Name of Service/Product will be
Remarks
United Kingdom
VAT rate (Tax Name) of Services/Products
Value of Tax Name can be edited
EU - VAT Registered
Zero rate
Value of Tax Name can be edited
EU - non VAT Registered
VAT rate (Tax Name) of Services/Products
Value of Tax Name can be edited
Non European Union
-
Select a value for Tax Name




Global Edition

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. This means that for any country other than Australia, Canada, India, Kuwait, Qatar, Saudi Arabia, United Arab Emirates, United Kingdom, and United States, you can use the Global edition.

To use the Global edition, during the onboarding process choose the desired country. Later add the taxes as per your specific requirements.

The tax editions for Bahrain, Germany, Kenya, Mexico, Oman, and South Africa will be supported in future. Meanwhile, for these countries too, you can utilize the Global edition.

In the Global edition, tax-related properties can be added for Services And Products. These values will be used while creating Estimates and Work Orders.

Services And Products

While adding a Service or Product, you can select a tax rate.


Contacts

While adding a Contact, you can select a tax rate.


Companies

While adding a Company, you can select a tax rate.


Estimates and Work Orders

While creating an Estimate or Work Order, the value of the Tax Name field for Services/Products will be prefilled based on the value of the Tax Name field of Contact (or Company, based on the sync type for the FSM-Invoice/Books integration). If the Contact or Company doesn't have a tax associated with it, value of the field Tax Name for Service/Product will be used.



Tax Group

Follow the steps below to add tax groups in FSM (currently this feature is not available in the India edition):
  1. Navigate to Setup Billing > Tax Setting.
  2. Click New Tax Group under Taxes tab.



  3. Perform the following and click Save.
    1. Enter a Tax Group Name
    2. Choose taxes in Associate Taxes
            

You can edit or delete the taxes.


Tax Exemption

You can create tax exemptions in Zoho Invoice and apply them to services/products.
  1. Log into your Invoice account
  2. Click the Gear [ ] icon on the top-right corner, and select Taxes.
  3. Select the Tax Exemptions menu and click New Tax Exemption.
  4. In the New Tax Exemption overlay, enter the following details and click Save.
    1. An Exemption Reason.
    2. Description of the reason.
    3. Type.
      Choose whether the exemption reason is applicable for an item or a contact.


You can also add tax exemptions in FSM. Navigate to  Setup Billing Tax Setting. Select the Tax Exemptions tab and click Create.

Tax Authorities

The tax authorities can be added during the initial set-up. The tax authorities added here can be edited later at Setup Billing > Tax Setting. The tax authorities can also be edited at Settings Taxes Tax Authorities in Zoho Invoice/Zoho Books.



Follow the steps below to add tax authorities in FSM:
  1. Navigate to Setup Billing > Tax Setting.
  2. Click New Tax Authority under Tax Authorities tab.
  3. Enter the following details and click Save.
    1. Tax Authority
    2. State
    3. Description


You can edit or delete the tax authorities.



    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


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  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 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

                                                                                                      • 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 ...
                                                                                                      • Companies

                                                                                                        A Company refers to an organization to whom you are providing field services. Permission Required: Companies Add Companies Companies can be added in the following ways: Add companies individually in the Companies module. The details are described ...
                                                                                                      • Quick Start Guide

                                                                                                        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 automated, such as ...
                                                                                                      • Contacts

                                                                                                        Permission Required: Contacts Add Contact Details Contacts can be added in the following ways: Add contacts individually in the Contacts module. The details are described below. Import contacts from external sources. Import contacts from Invoice. To ...
                                                                                                      • General Considerations

                                                                                                        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 ...
                                                                                                        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