How to Create an Invoice in Zoho CRM

How to Create an Invoice in Zoho CRM

1. Go to the Invoice Module and click "Create Invoice".
2. Fill in the required fields: 
• Invoice Subject (Mandatory)
• Account Name (Mandatory)
3. Xero Invoice Number and Invoice ID are generated automatically via workflow.
4. To disable automatic invoice creation, navigate to: 
• Settings → Automation → Workflow Rules
• Disable the Sales Order and Invoice Workflow Rule.
  

1. In Xero, the invoice is automatically created and assigned a Xero Invoice ID and Invoice Number (Draft Invoice)