Zoho Sign integration for Zoho Billing

Zoho Sign integration for Zoho Billing

Availability: All paid plans

Zoho Sign's integration with Zoho Billing provides a secure and legally compliant signing experience, enhancing the overall invoicing process and streamlining your business workflow. Through this integration, users from your organization can digitally sign invoices and credit notes before sending them to customers directly from the Zoho Billing platform, eliminating the need for manual paperwork and signing process. 
Available in US, EU, AU, and JP data centres

Prerequisites

  1. Valid Zoho Sign subscription (Set up your profile with your signature in Zoho Sign.)
  2. Valid Zoho Billing subscription
    (or)
  3. Valid Zoho One subscription

Steps to enable Zoho Sign integration in Zoho Billing

  1. Click Settings at the top- right corner of your Zoho Billing dashboard.
  2. Under Integrations, select Zoho Apps.
  3. Click Connect next to Zoho Sign. 
  4. Click Connect Now. Check the signature options based on your needs and click Integrate.
  5. You can also edit the integration preferences by clicking the Edit button, or remove the integration by clicking Delete Integration. 
  6. You can set up your e-signature by following these steps.

     

Editing templates in Zoho Billing

  1. From your Zoho Billing dashboard, click Settings from the top navigation pane and select PDF Templates under Customisation. 
  2. Select a template and click Edit. 
  3. Click Other Details from the left navigation pane and enable the Signature option. 
  4. Click Save. 


Steps to digitally sign an invoice using Zoho Billing

  1. You can create a new invoice in four ways:
    1. Click the + button on the top navigation pane and select Invoices.
    2. Under Sales, select the + button near Invoices.
    3. Select Invoices under Sales and click New.
    4. Click the + button next to New and select New Invoice.
  2. Fill in all the necessary details and select Save and Sign from the action menu at the bottom of your screen.
  3. Alternatively, when you have an invoice saved as a draft, open the Invoice module the left navigation panel under Sales and click Sign Invoice before sending it. 
  4. Preview your e-signature in the popup and click Sign Invoice.
  5. Verify that the invoice has been digitally signed and click Send Invoice to email a copy of the signed invoice to the customer. 


Steps to digitally sign a credit note using Zoho Billing

  1. You can create a new credit note in three ways:
    1. Click the + button on the top navigation pane and select Credit Notes.
    2. Under Sales, select the + button near Credit Notes.
    3. Select Credit Notes under Sales and click New. 
  2. Fill in all the necessary details and select Save and Sign from the action menu at the bottom of your screen.
  3. Alternatively, when you have a credit note in draft, open the Credit Notes module from the left navigation panel under Sales and click Sign Credit Note from the more actions list.
  4. Preview your e-signature in the pop-up and click Sign Credit Note.
  5. Verify that the credit note has been digitally signed and click Send Credit Note to email the signed credit note to your customer.