Accounting on the Go Series-25: Simplify E-Invoicing Compliance with Zoho Books Mobile App

Accounting on the Go Series-25: Simplify E-Invoicing Compliance with Zoho Books Mobile App

Hi Zoho Books Users!

Welcome to another edition of "Accounting on the Go." Today, let's explore how Zoho Books revolutionizes your e-invoicing experience right from your mobile device.

E-invoicing has become a vital aspect of modern business operations, facilitating seamless transactions and ensuring compliance with tax regulations in your region. Essentially, e-invoicing refers to the electronic generation, transmission, and receipt of invoices between businesses and their clients. It replaces traditional paper-based invoicing methods, offering numerous benefits such as reduced errors, faster processing times, and enhanced transparency. To comply with regulations, e-invoices must be raised in an electronically readable format and transmitted to dedicated government portals like IRP in India, ZATCA in KSA, PAC in Mexico, and TIMS in Kenya. These e-invoices are stamped with a digital signature or unique identifier which signifies their authenticity and compliance with tax laws. Subsequently, these validated invoices are ready to be sent to customers.

While this process may sound tedious and complicated, it's incredibly easy to use in the Zoho Books mobile app. You can effortlessly create and push e-invoices to government portals directly from your mobile device, eliminating the need for desktop access and streamlining your invoicing workflow.

This feature is particularly available right now for users in countries like India, KSA, Mexico, and Kenya, where e-invoicing compliance is mandatory.

Prerequisite: Ensure that your organization is enabled for e-Invoicing and integrated with the relevant government portal.

How it works in the Zoho Books iOS app

➤ Open the Zoho Books iOS app.
➤ Go to the "Invoices" module.
➤ Tap on the "+" button located at the top right corner to create a new invoice.
➤ Enter all the necessary details, such as customer name, item details, and other mandatory information, then save the invoice as draft.
➤ In the list of invoices, you'll see indicative icons next to each invoice, helping you track their status at a glance.
➤ Orange icons denote yet to Push Invoices. Tap on the three-dot icon next to the invoice and select the "Push" button.
➤ Green icons denote Invoices which are Pushed Successfully.
➤ Red icon denote Invoices which failed to Push: You'll need to investigate the issue. Tap on the  “View Reasons” option to review the reason behind the failure and make any necessary adjustments before attempting to push it again.
➤ A system prompt will appear confirming that the transaction has been successfully pushed.
➤ In case of failure, a system prompt will appear listing the reason behind the failure.
➤ You can make the necessary changes and push the invoice again to the portal
➤ Once the e-Invoic is validated, click on the “Email Invoice” button to send it to the customer.

Below are some screenshots provided for your reference,

India 





Kenya





Saudi Arabia





Mexico






How it works in the Zoho Books Android app

➤ Open the Zoho Books Android app.
➤ Navigate to the left side panel and go to Sales >> Invoices module
➤ Tap on the "+" button located at the bottom right corner to create a new invoice.
➤ Enter all the necessary details, such as the customer name, item details, and other mandatory information, then save the invoice as draft.
➤ In the list of invoices, you'll see indicative icons next to each invoice, helping you track their status at a glance.
➤ Orange icons denote yet to Push Invoices. Tap on the three-dot icon next to the invoice and select the "Push" button.
➤ Green icons denote Invoices which are Pushed Successfully.
➤ Red icon denote Invoices which failed to Push: You'll need to investigate the issue. Tap on the  “View Reasons” option to review the reason behind the failure and make any necessary adjustments before attempting to push it again.
➤ A system prompt will appear confirming that the transaction has been successfully pushed.
➤ In case of failure, a system prompt will appear listing the reason behind the failure.
➤ You can make the necessary changes and push the invoice again to the portal
➤ Once the e-Invoice is validated, click on the “Email Invoice” button to send it to the customer.

Below are some screenshots provided for your reference,

India 





Kenya





Mexico





You can read more about e-Invoicing in different editions of Zoho Books from the below provided help links.

E-Invoicing in Zoho Books Kenya


Download the mobile app from this link or simply scan the QR code below to access this simplified e-Invoicing process. If you have any questions or need assistance, don't hesitate to reach out.



Regards,
Tanisha Choudhury
Zoho Books



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