Set up e-Invoicing in Zoho Billing

Setting up e-Invoicing in Zoho Billing 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 Billing.

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

Enable e-Invoicing

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

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

Connect with the IRP

To start e-Invoicing, you need to connect Zoho Billing with the e-Invoicing Portal, Invoice Registration Portal (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 Billing or not.

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

If you create e-Way Bills directly from Zoho Billing, 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 Billing 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 Billing

If you’ve not connected Zoho Billing 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:

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

Configure User Permissions

Now that you’ve connected Zoho Billing 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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