Set Up E-invoicing

Setting up e-invoicing in Zoho Subscriptions is a one-time process and once completed, you can start generating e-invoices.

Enable E-invoicing

To enable e-invoicing:

• Go to Zoho Subscriptions > Settings > Preferences.
• Navigate to the E-invoicing section.
• Enable the E-invoicing in Zoho Subscriptions toggle.

Now e-invoicing has been enabled for your organisation, and you can proceed to connect it 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 sumbitted invoice.

To start e-invoicing, you need to connect Zoho Subscriptions with the IRP, after which, you can push invoices to the portal. To connect to the IRP, you need to generate a username and password by registering Zoho Corporation as your GST Suvidha Provider in the IRP. To do this:

• Log in to the Invoice Registration Portal (IRP).
• Click API Registration from the menu.
• Select the Create API User option under User Credentials.
• Choose the Through GSP option.
• Select Zoho Corporation in the GSP dropdown.
• Enter a Username and Password.
• Re-enter the Password.
• Click Submit.
  

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

• Go to Zoho Subscriptions > Settings > Preferences.
• Navigate to the E-invoicing section.
• Click Connect Now.

• Enter the Username and Password that you used while registering Zoho Corporation as your GST Suvidha Provider (GSP) in the IRP.

  

• Click Save & Validate.

Configure User Permissions

Now that you’ve connected Zoho Subscriptions with the e-invoicing portal, you can configure which of your organisation’s 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:

• Go to Settings > Users & Roles.
• Select the Roles tab at top of the page.
• Create a new role, or edit an existing one.
• Scroll down to the e-invoicing section.
• Check the Push and Cancel Transactions option.
• Click Save.

You can then assign this role to users as required.

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