Upgrade from Zoho Invoice to Zoho Billing
Zoho Billing lets you manage your business effectively from multi-currency billing to advanced customization. While Zoho Invoice is ideal for simple invoicing needs, Zoho Billing supports various billing methods and features like automation and transaction approvals with higher usage limits, making it more useful for managing recurring revenue efficiently.
Upgrading from Zoho Invoice to Zoho Billing is quite simple. There are two ways to upgrade your organisation from Zoho Invoice to Zoho Billing:
Upgrade From Your Zoho Invoice Organization
Here’s how to upgrade your Zoho Invoice Organisation to Zoho Billing:
Log in to your Zoho Invoice organisation.
Go to Settings in the top-right corner and select Integrations.
Select Zoho Apps under Integrations.
<img alt="Upgrade To Billing" src="/invoice/help/images/integrations/upgrade-to-billing/upgrade-to-zb.png" width="900">Click Upgrade to Zoho Billing next to Zoho Billing.
Once the upgrade is initiated, all data such as customers, items, invoices, etc., except users will be synced and you will be automatically redirected to the new organisation in Zoho Billing.
Click Sync Users in the Getting Started page to import your Zoho Invoice organisation’s users to Zoho Billing.
<img alt="Sync Users" src="/invoice/help/images/integrations/upgrade-to-billing/sync-users.png" width="700">
Note: Once upgraded, the changes you make to the transactions in your Zoho Invoice organisation will be reflected in Zoho Billing and vice versa.
Join From Your Existing Zoho Billing Organization
If you are an existing Zoho Billing user, you can upgrade your organisation directly by logging in to Zoho Billing. Here’s how:
Log in to your Zoho Billing organisation.
Click the dropdown next to your organisation name at the top.
<img alt="Manage Organizations" src="/invoice/help/images/integrations/upgrade-to-billing/manage.png" width="500">Select Manage next to My Organisations.
Click Join your existing Organisations in the page that appears.
<img alt="Join Your Organization" src="/invoice/help/images/integrations/upgrade-to-billing/join-org.png" width="900">Click Join next to the organisation that you want to upgrade.
You will be directed to Zoho Billing’s signup page. After signing up, your organisation will be upgraded to Zoho Billing.
Note:
- The username and password for Zoho Billing will be the same as Zoho Invoice.
- Your Zoho Billing organisation will initially be in the Trial mode. If you wish to upgrade to a paid plan, click Subscribe next to the organisation name.
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