Zoho Books Integrations
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
You will either need to select a specific customer or enter a customer name. If the customer name doesn’t exist, we’ll create a contact record for the same.
Estimate Number
Mandatory if auto-generate option is disabled.
Date
The date on which the invoice was created. Today’s date will be used if the field is left blank. .
Expiry Date
NameRequired
Select line items you wish to include. Multiple line items are separated by comma. .
Rate
Rate for the line items chosen above is mentioned here.
QuantityRequired
Quantity of each line item chosen above is shown here (quantities are separated by commas).
Discount
Full line item discount separated by comma.
Description
Exchange Rate
Exchange rate if dealing with various currencies.
Estimate Notes
Send
Select whether you wish to email the invoice to your customer.
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
Triggers based on the Invoice status.
OrganizationRequired
Try ItOrganizationRequired
PAN Number
Applicable only for Indian Edition.
GSTIN or UIN
GST Identification Number or Unique Identification Number (applicable only for Indian Edition).
GST Treatment
Applicable only for Indian Edition.
Allowed values - business_gst, business_registered_composition, business_none, consumer, overseas, business_sez.
Place of Contact
Applicable only for Indian Edition.
Allowed values - AN,AD,AR,AS,BR,CH,CG,DN,DD,DL,GA,GJ,HR,HP,JK,JH,KA,KL,LD,MP,MH,ML,MN,MZ,NL,OD,PY,PB,RJ,SK,TN,TS,TR,UP,UK,WB.
Contact NameRequired
Display name of the contact.
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Any conditions or terms to be followed during payment.
Notes
Vat Treatment
Mandatory only for UK Edition(If International Trade is enabled).
Tax Treatment
Applicable only for UAE/KSA Edition.
TRN Number
Applicable only for UAE/KSA Edition.
Place of Supply
Place of supply(Only for KSA & UAE Edition).
OrganizationRequired
Customer NameRequired
If the customer name doesn’t exist a new contact record will be created. .
Invoice Number
Mandatory if auto-generate option is disabled.
Invoice Date
Defaults to creation date if not specified.
Due Date
Payment Terms
Payment terms (days). Invoice due date will be calculated based on this if specified.
Discount
Discount applied to the invoice in %. .
Exchange Rate
Item NameRequired
.
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Select which payment options you want to show on your invoices.
Shipping Charge
Shipping charges applied to the invoice.
​.
Adjustment
Adjustments made to the invoice.
Allow Partial Payment
Used to specify whether payment can be collected in parts. Advance payment and so on.
Notes
Send
Select whether you wish to email the invoice to your customer. .
VAT Treatment
Only for UK Edition.
Tax Treatment
Applicable only for UAE/KSA Edition.
About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.
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