This guide shows you how to manually create and synchronize an invoice on Zoho Books starting from a specific order in the system.
1. Prerequisites: Check the Configuration
Before generating an invoice, make sure the Zoho Books plugin is properly configured.
1. Go to the settings of the Zoho Books plugin.
2. Check the Connection Status. If you are not connected, click Connect and follow the authorization procedure.
3. In the Organization ID box, enter your Zoho organization's ID.
If the Organization ID is not configured, you will not be able to proceed with manual generation.
2. Generating the Invoice
The invoice generation happens inside the order detail page.
1. Log into the admin panel and navigate to the sales orders section.
2. Open the specific order for which you want to generate the invoice.
3. In the sidebar, look for and click on the Zoho Books tab.
4. If the invoice has not yet been created, you will see the Actions box. Click on the button:
Generate invoice on Zoho
5. Wait for the system notification. During this operation, the message "Synchronization in progress..." will appear.
6. When finished, you will receive the message "Synchronization completed successfully."
7. The Zoho Books tab will refresh, showing that the invoice has been synchronized correctly (with its corresponding Zoho invoice number).
Next Actions
Once the invoice is generated, the Zoho Books section will offer two new options:
- Update invoice: To resynchronize the order and update the existing invoice on Zoho Books.
- Delete invoice: To delete the document both from the local system and from Zoho Books (if possible).
