How Do I Set Up E-Invoicing in Zoho Books?

You can set up e-invoicing from the Taxes & Compliance settings in Zoho Books. During setup, you’ll update your organisation details, accept the B2Brouter authorisation, and choose whether Zoho Books should send sales transactions, fetch purchase transactions, or both.

To set up e-invoicing:

Go to Settings.
Under Taxes & Compliance, select E-Invoicing.
On the Set up e-Invoicing page, verify and update your organisation details.
Enter the required details such as Registered Name, SIREN, SIRET, VAT Registration Number, Enterprise Size, and NAF Code.
Verify your organisation address details, including address, city, state, postal code, and mobile number.
Choose whether the updated organisation address should be applied only to new transactions or to both existing and new transactions.
Enter the Tax Reporting Start Date.
Accept the terms and conditions authorising Zoho Books to submit invoices on behalf of your business through B2Brouter’s e-invoicing service.
Click Save & Continue.
After setup is completed, use the e-invoicing preferences to enable or disable Push sales transactions and Fetch purchase transactions.

Use Push sales transactions to push invoices and credit notes to customers registered in the e-invoicing network. Use Fetch purchase transactions to fetch bills from vendors registered in the e-invoicing network.

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