Set up e-Invoicing in Zoho Books

Setting up e-Invoicing in Zoho Books is a one-time step and once completed, you can start generating e-Invoices. Let’s see how you can start with e-Invoicing in Zoho Books.

Prerequisite: e-Invoicing can be set up only if you’ve configured GST in your Zoho Books organisation.

Enable e-Invoicing

Here’s how you can enable e-Invoicing in Zoho Books:

How e-Invoicing works in Zoho Books

Now e-Invoicing will be enabled for your organisation and you can proceed to connect with the e-Invoicing portal.

Connect with the IRP

The Invoice Registration Portal (IRP) is the e-Invoicing portal to which you need to send your invoice details. The IRP will then issue a unique Invoice Registration Number (IRN) for each invoice submitted.

To start e-Invoicing, you need to connect Zoho Books with the IRP, after which,you can push invoices to the portal easily. The steps involved in connecting to the IRP will vary based on whether you generate e-Way Bills through Zoho Books or not.

Connecting to the IRP if you generate e-Way Bills through Zoho Books

If you create e-Way Bills directly from Zoho Books, you would have connected your organisation with the e-Way Bill portal. The same credentials can be used to log in to the IRP as well. Zoho Books will automatically use your e-Way Bill portal credentials to connect you with the IRP.

Connecting to the IRP if you do not generate e-Way Bills through Zoho Books

If you’ve not connected Zoho Books with the e-Way Bill portal, then you need to generate a username and password by registering Zoho Corporation as your GST Suvidha Provider in the IRP. To do this:

How e-Invoicing works in Zoho Books

Once completed, Zoho Corporation will be listed under the View tab in the IRP. You can then proceed to connect IRP with Zoho Books. To do this:

How e-Invoicing works in Zoho Books

Configure User Permissions

Now that you’ve connected Zoho Books with the e-Invoicing portal, you can configure which of your organisation users should have e-Invoicing permissions. For example, you might want only the Sales team to be able to push invoices to the portal and also cancel them if needed. In that case, you can provide this access only to the sales team.

To do this:

Insight: This option will be enabled for all Admin users by default.

You can then assign this role as necessary to users.

Next

Functions in e-Invoicing

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