Important note:

1. The administrator who enables the integration must be part of the Zoho Books / Invoice account as well
   
2. Once enabled, you can provide access for users with other profiles by editing them and toggling the Tab Visibility checkbox for Invoices
   

How to enable the Zoho Books/Invoice integration

1. Go to Setup > Marketplace > Zoho.
   
   
2. You will find both Zoho Books and Zoho Invoice listed here. Pick which one you wish to integrate with Zoho Recruit by clicking Setup Now.
   
   
1. Zoho Invoice handles billing and payments, while Zoho Books is a comprehensive solution that manages your complete business accounting.
   
3. Upon enabling the integration, a new module named Invoices will be added in your account.
   
   

Duplicate Check

Link Existing Customer

Create Duplicate Customer

Generating Invoices

1. Go to the Invoices module and click Create Invoice.
   
   
2. In the Create Invoice pop-up, select a job opening. This will auto-populate the contact and revenue per position fields. Enter the number of candidates hired and click Next.
   
   
1. While enabling the integration, if you had selected the Link Existing Customer option under Duplicate Check, you will be able to link customers in Zoho Books with contacts in Zoho Recruit.
   
3. Review and add items to the invoice table and click Save and Send.
   
   
1. You can also save the invoice as a draft if any changes need to be made.
   
4. You can then customize the email and send the invoice to contacts.
   
   

Customizing Invoice Templates