Exporting to Zoho Books
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      Exporting an Invoice and Credit Note via Zoho Books

      Video Guide 

      Looking for how to connect to Zoho? Check out this article instead.

       

      Document Types:

      1. Exporting an Invoice

      Add ability to create invoice entity. Invoice in Zoho books. 

      Export rule with ‘Invoice’ publish type. 

       

      2. Exporting Credit Note

      Add ability to create credit note entity.

      Credit Note in Zoho books. 

      Looking for how to export bills? Check out this article!

      Export Rule Fields 

      1. Customer
      CustomerId is required param during Zoho invoice creation. Invoice currency depends on customer currency. In export rule customer could be selected from zoho customers or created during export and then applied to the invoice.
      • Select existing Zoho customer. 
      • Create customer.
        If customer with this name is already created in Zoho, no customer will be created during export (also no error), existing customer with this name will be applied to invoice, so in this case currency will be taken from this existing Zoho customer not from rule.

      • Customer in Zoho invoice (here currency and address from customer)

       

      2. Invoice Number

      • Same as for bill but invoice number is not required here.
      • Could be entered in export rule (not required). Also could be template.
      If you want to export invoice with manually entered Invoice Number or with Invoice Number from document, such settings should be selected in Zoho organization. 

      Otherwise this error will be triggered.

       
       

      3. Order Number

      • Order Number - document.otherFields.poNumber
      • Order Number in Zoho bill

      4. Bill Date

      • Bill Date - document.invoiceDateEpoch or document.otherFields.fromDate or document.otherFields.dateFrom or export date
      • Bill Date in Zoho bill

      5. Due Date

      • Bill Date + entered due date (in days)
      • Could be taken from the indicated Due Date in the document 
      • Due Date in Zoho bill


      6. Subject
      • Subject in export rule. Could be template.
      • Subject in Zoho bill

      7. Tax Type

      • Tax Type in export rule
      • Tax Type in Zoho bill
      8. Salesperson
      • Salesperson in export rule
      • Salesperson in Zoho invoice

       

      9. Shipping Charge

      • Shipping Charge in export rule

      • Shipping Charge in Zoho invoice

       

      10. Discount Type

      • Discount Type in export rule
      • Discount Type in Zoho bill
       

      11.  Discount Account

      • Discount Account in export rule
      • Discount Account in Zoho bill

      12. Type of Export

      • Single 
      • Multiple

      Single (Header values)

       
      Multiple (Line items)
      Same for multiple export type, but some values could be taken from item options if line item and item option will be matched (same as for Xero, Quickbooks, etc.) Export rule item options. 

      Looking for how to export bills? Check out this article!