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 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