Data Backup
Zoho Invoice allows you to export your complete organizational data as a single compressed file. The compressed file will consist of CSV files that belong to various modules of Zoho Invoice.
To initiate a backup:
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Go to Settings from the top-right corner.
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Select Data Backup.
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Click Backup Your Data to initiate a backup.
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Check the email ID to which the backup data will be sent and mark the box Include Sensitive Personally Identifiable Information (PII) while backing up data.
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Click Continue to proceed further.
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You can see the status of your backup from the Backup History section.
Once the backup is completed, you will receive the download link delivered to your mail box. This might approximately take 30 minutes. You can also download your backed up data from the Backup History section.
Warning: The download link for your backed up data will expire 30 days post the date of your backup. Also, once a backup is initiated, you can’t backup your data for the next 15 days.