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)
   

• Related Articles

• Can users create invoices manually in Zoho CRM?

  Yes. Users can: Create invoices directly from the Invoice Module, or Generate invoices from a Sales Order Both methods will sync the invoice to Xero automatically.

• What happens if an invoice is updated in Zoho CRM?

  When an invoice is updated in Zoho CRM: The changes are pushed to Xero (depending on workflow rules) Invoice values such as amount, tax, and line items are updated in Xero

• ZOX - Zoho CRM and Xero Integration

  The ZOX is primarily used for: Creating Invoices Updating Invoices Managing Sales Orders How Zoho and Xero Work Together Sales Orders and Invoices Sales orders created in Zoho CRM are automatically pushed to Xero as invoices via workflow automation. ...

• How to Connect Xero to Zoho CRM

  Navigate to the Zoho CRM Marketplace. Click on "All Extensions" and find ZOX Connector. Click on "Create Account" and install the ZOX Connector. Go to Modules → Click on Xero Login. In the Xero Connector Window, click Connect Xero. Authenticate with ...

• What is the primary purpose of this application?

  The application is designed to: Create invoices in Zoho CRM Update existing invoices Manage sales orders Sync invoice and payment data between Zoho CRM and Xero