IntegrationsBuild a formidable system that runs your business.
Zoho Finance Suite
Leverage the power of the Zoho Finance Suite for billing and payments on Zoho FSM.
Taxes
The Zoho Finance Suite integration enables Zoho FSM to support region-specific tax rules. Based on your region and edition, the tax types available will change to suit your needs. You can also set up other relevant taxes and exemptions. Taxes can be specified while adding services and parts and are pre-filled in estimates and work orders.
One-click invoicing
Creating an invoice does not require special expertise with the Zoho Invoice integration. Work orders can be turned into branded invoices by simply choosing the services to invoice and the payment terms. Generate invoices irrespective of the work order status and mail them to your customers from the web or mobile app.
Payment gateways
Reduce delays in payments by offering customers the option to pay online. Powered by the Zoho Finance Suite, Zoho FSM supports multiple payment gateways. Configure your preferred gateways on the integrated Zoho Books/Invoice account to let your customers make secure payments through the channel of their choice.
Multiple currencies
Support multiple currencies on Zoho FSM and run your business globally. With the Zoho Finance Suite integration, you can set the currency while adding details of the customer.