Why am I unable to see the e-invoice banner on the transaction’s Details page?

The e-invoice banner contains the Push to IRP, Cancel e-Invoice, and Mark as Cancelled buttons that let you push a transaction to the IRP or cancel it.

Transaction’s Details page with the e-invoice banner:

If you’re unable to see the e-invoice banner on the Details page of an e-invoice, credit note, or debit note, it could be due to the following reasons:

• Your customer’s GST treatment: If your customer’s GST treatment is Consumer or Unregistered, you will not be able to view the e-invoice banner as e-Invoicing is not supported in these cases.
• Your role’s permission: If your role does not have the e-invoicing permission, you’ll not be able to view the e-invoice banner. Reach out to your Zoho Books organisation’s admin to enable this permission for your role.
• e-Invoice Generation Start Date: The e-invoice banner will not be visible for the transactions created before the e-Invoice Generation Start Date. To view the e-Invoice Generation Start Date for your organisation:
  • Go to Settings at the top right corner of the page and select Preferences.
  • Select e-Invoicing on the Preferences pane.
  • The e-Invoice Generation Start Date for your organisation will be displayed at the top right corner of the e-Invoicing page.

If you don’t have access to settings, reach out to your Zoho Books organisation’s admin to get access to settings.