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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 organization from Zoho Invoice to Zoho Billing:

Upgrade From Your Zoho Invoice Organization

Here’s how to upgrade your Zoho Invoice Organization 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 organization in Zoho Billing.

Note: Once upgraded, the changes you make to the transactions in your Zoho Invoice organization 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 organization directly by logging in to Zoho Billing. Here’s how:

You will be directed to Zoho Billing’s signup page. After signing up, your organization will be upgraded to Zoho Billing.

Note:

  • The username and password for Zoho Billing will be the same as Zoho Invoice.
  • Your Zoho Billing organization will initially be in the Trial mode. If you wish to upgrade to a paid plan, click Subscribe next to the organization name.
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