Zoho Invoice

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Set up e-Invoicing in Zoho Invoice

Setting up e-Invoicing in Zoho Invoice 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 Invoice.

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

Enable e-Invoicing

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

Connect with the IRP

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 Invoice with the IRP, after which, you can push invoices to the portal easily. To do this:

Connect with the IRP

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

Connect with the IRP

Configure User Permissions

Now that you’ve connected Zoho Invoice 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.

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