An Invoice is a document issued to your clients, detailing out the client name, job details, working hours of temps and much more. It lists the individual temp workers, their duration for a job, and the amount payable for each of them.
Getting started with setting up your books integration with your account has three initial criteria to be considered.
a. New user to Zoho.
b. Existing user of Zoho Invoice and new to Zoho Books.
c. Existing user of Zoho Books and Zoho Invoice.
Case 1: If you're a new user to both Zoho books and Zoho Invoice, the system will start creating your account for you as soon as you sign up for Zoho Workerly. Go to Setup > Extensions & APIs > Zoho and click Manage in the Zoho Books integration widget.
Case 2: If you have an account in Zoho Books or Zoho Invoice, you need to go to the Setup page and configure the integration. Click setup now and your account portal name and the permissions for all the users/agents added in your account.
Case 3: If you are an existing Invoice user, but do not have a Zoho Books account, you'll have an option to convert to Zoho Books.
To create an account from Zoho Invoice:
1. Navigate to Setup > Extensions & APIs > Zoho. You'll be prompted to create an account in Zoho Books.
2. Click Ok, and you'll be taken to the Zoho Invoice page where you can upgrade your account by moving all your organization data.
Setting up portal name and permissions
Once you select manage button, you'll see options to setup your portal and give permissions to agents in your account.
You can edit the portal name however you want it to be and click save. Going forward, clicking on the Permissions tab will allow you to give access to agents in your account.
Zoho Workerly allows you to generate Invoices for all Timesheets that have been approved by your clients. Once approved, you can generate Invoices from one of the three modules--Jobs, Clients, Invoices.
Following are the steps to generate an invoice from the Jobs module:
Actions to be done from the Invoices module:
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