eInvoicing

What is eInvoicing?

Note:This feature is available only in early access. To enable this feature, contact our support team at support.au@zohobooks.com.

In February 2019, the Government of Australia introduced eInvoicing, a method by which businesses can send and receive transactions in a digital format. eInvoicing increases efficiency, reduces cost, and enables you to get paid faster.

eInvoicing in Australia is based on the PEPPOL( Pan-European Public Procurement On-Line) network. PEPPOL is a set of specifications followed for electronic procurement that can be used across different jurisdictions.

Why eInvoicing can be necessary for your business?

Starting July 2023, all businesses dealing with large enterprises can request invoices in the PEPPOL format.

How does eInvoicing work in Zoho Books?

Zoho Books uses Storecove as the access point to send and receive transactions. After you enable the eInvoicing, based on your plan, you can either:

Your customers can choose to accept or reject the transaction, the same applies when a vendor sends a transaction to you.

Now let’s see how you can enable eInvoicing in your Zoho Books organisation.

Enable eInvoicing

Click 'Enable eInvoicing' to enable the feature Enter your mobile number and click 'Send OTP' Enter the OTP sent to your mobile number

Prerequisite: If your organisation uses another e-invoicing software, you’ll not be able to enable eInvoicing in your Zoho Books organisation. You’ll have to cancel the licence with the current e-invoicing software and then try enabling eInvoicing in Zoho Books.

Pro Tip: Ensure that your organisation’s name in Zoho Books is the same as the organisation name registered in the Australia Business Number (ABN).

Note: You can receive transactions from your vendors only if you’re in the Professional and above plans of Zoho Books.

Configure eInvoicing preference and click 'Enable eInvoicing'

With this, you’ve enabled eInvoicing for your organisation and you can send and receive transactions or only send transactions based on your choice.

Send Transactions to Your Customers

You can send invoices and credit notes to your customers.

In this section, we’ve mentioned the steps to send invoices to your customers. You can follow the same steps for credit notes.

Click 'Send to Customer'

The transaction will be sent to your customers, and they can either accept or reject it. You will receive a notification after they perform any action.

Receive Transactions From Your Vendors

Prerequisite: You can receive transactions from your vendors only if you’re in the Professional and above plans of Zoho Books.

To receive transactions from your vendors, you have to enable the option in the eInvoicing Preferences. Here’s how you can do this if you haven’t enabled it already:

Click 'Configure Now' next to 'Receive transactions...' Click 'Enable'

You can now receive transactions from your vendors.

The transactions sent by your vendors will be added to your organisation after processing them. Once processed, it will be in the Draft status.
You can currently receive bills and vendor credits in Zoho Books.

The following are the ways by which you can check if you’ve received transactions from your vendors:

Click the notification to view the received transaction Use the pending approval icon to identify transactions received from vendors Click the 'e-Invoiced' view to view only transactions received from vendors

To accept or reject a transaction sent by your vendor:

Click 'Accept' or 'Reject' Accepted icon next to a received transaction that was accepted Rejected icon next to a received transaction that was rejected

In both cases, a notification will be sent to your vendor notifying your action.


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