## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/au/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Billing with Zoho Inventory Integrating Zoho Billing with Zoho Inventory extends your billing operations into a full product lifecycle platform that tracks stock levels and manages order fulfilment. When you activate the integration, your customers, items, and transactions are immediately available in both apps without any manual data movement. This integration is built for Zoho Billing customers who sell physical goods and need stock visibility, warehouse management, and fulfillment workflows alongside their billing operations. ## Benefits of the Integration By integrating Zoho Billing with Zoho Inventory, you can: * See stock levels directly from _Items_ in Zoho Billing, without switching apps to check availability. * Confirm and fulfill orders in Zoho Inventory using sales orders, packages, and shipments, while invoices continue through Zoho Billing. * Raise purchase orders, receive goods, and record vendor bills to keep stock levels accurate. * Track items across multiple warehouses and adjust quantities to account for damage, theft, or corrections. * Apply custom price lists to customers or sales channels and have those prices reflect automatically in invoices and subscriptions. * Generate and submit e-Way Bills for interstate shipments directly from either application (India edition only). ## Set Up the Integration When you activate this integration, your customers, items, invoices, and payments are immediately available in both Zoho Billing and Zoho Inventory. You do not need to configure any additional sync settings. To set up the integration: * Click **Settings** in the top right corner of the page. * Select **Zoho Apps** under _Integrations & Marketplace_ in the _Extension and Developer Data_ pane. * Click **Try Now** next to _Zoho Inventory_. * Zoho Inventory opens its _Organizations_ page in a new tab, listing all the existing Zoho Inventory organizations associated with your Zoho account. * Click **Go to Organization** next to an existing Inventory organization to link it with your Billing data. * Alternatively, click **New Organization** to create a new Inventory organization. * Enter the organization name and other required details. * Click **Get Started**. Once the integration is active, you can open Zoho Inventory directly from Zoho Billing at any time by clicking **Access** next to _Zoho Inventory_ on the _Zoho Apps_ page. **Insight:** Any item, customer, or invoice created in either app is immediately available in the other. There is no one-way or two-way sync to configure. ## What You Can Access in Both Apps When the integration is active, the following records are available in both Zoho Billing and Zoho Inventory: Module Description **Items** Items created in either app are available in both. Item tracking applies to **Goods** type items only. **Customers** Customers created in either app are available in both. **Invoices** Available in both apps. Invoices raised in Zoho Billing also update stock levels in Zoho Inventory for the items included. **Sales Receipts** Accessible from both applications. **Credit Notes** Credit notes issued in Zoho Billing are available in Zoho Inventory and adjust stock if items are being returned. **Payments Received** Payment records are shared across both apps. **Delivery Challans** Delivery challans created in either app are visible in both. **e-Way Bills** Can be generated and viewed from both applications (India edition only). **Price Lists** Available in both apps. Price lists created in either app are available in both. **Insight:** Subscriptions, plans, addons, coupons, and pricing widgets are specific to Zoho Billing and are not available in Zoho Inventory. Inventory-specific records, including purchase orders, inventory adjustments, transfer orders, packages, and shipments, are managed exclusively in Zoho Inventory. Once the integration is active, [_Items_](/au/billing/help/product-catalog/items/manage-items.html) in Zoho Billing include a **Stock On Hand** field that reflects real-time stock levels across warehouses. The stock count updates automatically in Zoho Inventory each time you invoice a **Goods** type item. ## What You Can Do in Zoho Inventory Zoho Inventory adds a full set of stock, fulfillment, and purchasing modules on top of your Zoho Billing data. Every module operates on the same customers and items you already have in Zoho Billing. Module What It Does **Items** Advanced item management including item groups (variants such as size or color) and composite items (bundles assembled from component items). **Inventory Adjustments** Manually correct item quantities to account for damage, theft, or audit discrepancies. **Transfer Orders** Move items from one warehouse to another within your organization. **Move Orders** Move items between locations within the same warehouse, such as between bins, racks, or zones. **Putaways** Track exactly where received items are stored within a warehouse so stock is easy to locate later. **Picklists** Group items from one or more confirmed sales orders into a single list so warehouse staff can pick them together before packing. **Sales Orders** Confirm customer orders and manage them through packing and shipping before the invoice is raised in Zoho Billing. **Packages** Record how items on a sales order have been physically packed for shipment, including multi-package consignments. **Shipments** Confirm dispatch of a package, capture tracking numbers, and monitor delivery status. **Sales Returns** Record goods returned by customers. Stock levels are updated and the corresponding credit note is issued. **Vendors** Maintain vendor contact details, payment terms, and purchase history. **Replenishment** Identify items that have fallen below their reorder point and raise purchase orders to restock them. **Purchase Orders** Send formal orders to vendors and track expected deliveries. **Purchase Receives** Record the physical arrival of goods against a purchase order to update stock on hand. **Bills** Record bills for goods purchased and track amounts owed. **Vendor Credits** Record credits issued by vendors for returns, overcharges, or damaged goods, and apply them against bills. **Reports** Inventory-specific reports such as **Inventory Summary**, **FIFO Cost Lot Tracking**, **Stock Summary**, **Sales by Item**, and **Purchase by Vendor** For step-by-step instructions on any of these modules, refer to the [Zoho Inventory help documentation](/inventory/help/getting-started/sign-up.html).