Elevate finance management with a seamless integration with Zoho Books
Integrate Zoho FSM with the comprehensive accounting platform to streamline finances in your field service business.
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- Two-way data sync between Zoho FSM and Zoho Books
- Create branded invoices from the web and mobile app
- Easily set up region-specific taxes
- Support multiple online payment gateways
- Handle your business finances efficiently
Strengthen your business
operation with effective
finance management
Managing finances is one of the most challenging and time-consuming tasks for any business. Handling invoices and payments, and organizing financial data can seem overwhelming, but the right accounting integration makes it effortless. With automated data transfers and minimized errors, you can gain a unified view of your data and make informed decisions to optimize your field service operations for maximum profitability.
Enable two-way data sync
Sync data between Zoho FSM and Zoho Books to streamline your business accounts. You can integrate the data in the Company, Contact, and Service and Parts modules of the applications. This helps you reduce manual effort and avoid human errors for a smooth transition from field service to accounting.
Generate invoices with a click
Creating an invoice in Zoho FSM is simple with the Zoho Books integration. You can easily convert work orders into invoices by selecting the services to bill and defining payment terms. You can also generate branded invoices with customizable invoice templates. Invoices can be generated at any stage of the service and sent to customers directly from the web or mobile app.
Set up region-specific taxes
Forget manually calculating or adjusting tax rates based on where you are. With the Zoho Books integration, Zoho FSM supports region-specific taxes tailored to your location and edition. You can configure additional taxes and exemptions as needed. You can specify taxes when you add services and parts, and they are pre-filled in estimates and work orders.
Offer offline and online payment channels
Speed up payments by giving customers flexible payment options. With Zoho Books integration, you can record offline payments or enable online transactions through multiple payment gateways. Customers can pay securely from the invoice using their preferred online payment method.
Handle business accounting
Stay on top of your accounting and bookkeeping by integrating Zoho FSM with Zoho Books. Eliminate time-consuming manual data entry by syncing the two platforms. Ensure accuracy and consistency in your accounts, and efficiently manage and monitor your business finances.
