zoho invoice setting up portal already setup

#ZOHO INVOICE SETTING UP PORTAL ALREADY SETUP REGISTRATION#
#ZOHO INVOICE SETTING UP PORTAL ALREADY SETUP PASSWORD#

Mark the Push and Cancel Transactions option.

Scroll down to the e-Invoicing section.

Create a new role or edit an existing one.

Select the Roles tab on top of the page.

In that case, you can provide this access only to the sales team.

Credit Cards Integrate your organization with Stripe and charge your customer’s credit card to receive payments. From here, you can set up Stripe and receive payments from your customers using two different methods: 1.

Scroll down to Stripe and click Set up Now. For example, you might want only the Sales team to be able to push invoices to the portal and also cancel them if needed. To set up the Stripe integration: Go to Settings > Online Payments. Now that you’ve connected Zoho Books with the e-Invoicing portal, you can configure which of your organisation users should have e-Invoicing permissions.

#ZOHO INVOICE SETTING UP PORTAL ALREADY SETUP PASSWORD#

Enter the Username and Password that you used while registering Zoho Corporation as your GST Suvidha Provider(GSP) in the IRP.You can then proceed to connect IRP with Zoho Books. Once completed, Zoho Corporation will be listed under the View tab in the IRP. Select Zoho Corporation in the GSP dropdown.Select the Create API User option under User Credentials.

#ZOHO INVOICE SETTING UP PORTAL ALREADY SETUP REGISTRATION#

Log in to the Invoice Registration Portal (IRP).If you’ve not connected Zoho Books 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. Connecting to the IRP if you do not generate e-Way Bills through Zoho Books Zoho Books will automatically use your e-Way Bill portal credentials to connect you with the IRP. The same credentials can be used to log in to the IRP as well.

If you create e-Way Bills directly from Zoho Books, you would have connected your organisation with the e-Way Bill portal. Connecting to the IRP if you generate e-Way Bills through Zoho Books The steps involved in connecting to the IRP will vary based on whether you generate e-Way Bills through Zoho Books or not. To start e-Invoicing, you need to connect Zoho Books with the e-Invoicing Portal, Invoice Registration Portal (IRP), after which you can push invoices to the portal easily. Now e-Invoicing will be enabled for your organisation and you can proceed to connect with the e-Invoicing portal.

Enable the e-Invoicing in Zoho Books option.

Here’s how you can enable e-Invoicing in Zoho Books: Prerequisite: e-Invoicing can be set up only if you’ve configured GST in your Zoho Books organisation.

Record Transactions For Customers/Vendors.

Zoho invoice setting up portal already setup