1. Overview

Note: This integration does not auto-create invoices. All invoices must be manually created in Zoho Books based on the appointments from Zoho Bookings.

2. Use case

3. Steps to integrate Zoho Books with Zoho Bookings

1. Click the Admin Center icon at the top right corner, and then click Accounting and Invoices under Integrations.
   
   
   
   
2. Click Install, and this will redirect you to the Zoho Books setup.
   
   

Note: If your Zoho Books account is already linked to a payment organization, please reach out to support@zohobookings.com to connect Zoho Bookings with the same organization. If no payment organization is set up in Zoho Bookings, you can enable the integration directly. However, Bookings can only be integrated with the payment organization already associated with your Zoho Books account.

4. Steps to create invoices in Zoho Books

1. Log in to your Zoho Books account.
2. In the left menu, click Invoices under the Sales section.
   
   
   
   
3. Select Add from Bookings under the Item Table. 
   
   
   
   This will list the Unpaid Appointments and Paid Services from Bookings.
   
   
   
   
4. For Unpaid Appointments:
   
1. Use the filter option to organize and view appointments as needed.
   
   
   
   
2. Select the relevant appointment and click Add to Invoice.
   
3. Once the customer pays the invoice, the link will be generated here in the appointment summary section in Zoho Bookings.
   
   
   
   
5. For Paid Services:
   
1. Select the required service and click Add to Invoice.
   
   
   
   
2. The invoice will be linked to the corresponding appointment.
   
3. The payment step will be skipped on the booking page for that appointment, as payment is tracked through Zoho Books.
   

5. What to expect after integration

• Invoice creation: You can generate invoices in Zoho Books for your appointments from Bookings. These are not auto-generated; you will need to create them for each appointment manually.
  
• Payment collection: Customers will receive the invoice generated from Zoho Books. Once payment is made, the appointment in Zoho Bookings will be automatically marked as paid.
  
• Appointment summary view: A link to the Zoho Books invoice will be shown in the appointment summary section in Zoho Bookings to view the payment statuses directly.
  
  
  
  
• Skip payment in Bookings: If the appointment is linked with an invoice, the payment step will be skipped on the Bookings page as the payment is expected to be handled externally through Zoho Books, and the integration keeps the payment status in sync automatically.
  
• Mark as Paid restriction: Once payment is recorded via Zoho Books, the "Mark as Paid" option in Zoho Bookings is disabled for that appointment.
  
• Sync & reconciliation: Payments made via Zoho Books reflect in Bookings automatically, keeping both platforms in sync.
  

6. Points to note

• This integration does not automatically create invoices or records in Zoho Books. All invoice generation must be done manually in Zoho Books.
• Payment statuses synced from Zoho Books cannot be edited manually in Zoho Bookings.
• Invoice visibility is provided through a field in the appointment summary for admin reference.
• Payments can only be linked to the same org connected with Zoho Books unless none is linked, in which case admins can choose a payment org.
• Reach out to support@zohobookings.com if your Books account is already linked to a payment organization to complete the setup.

7. Related links

• Zoho Bookings for Bigin
• Zoho Bookings Browser Extension

• Zoho Bookings Extension for Zoho CRM