{"id":4156,"date":"2026-05-29T20:36:03","date_gmt":"2026-05-29T20:36:03","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4156"},"modified":"2026-05-29T20:36:03","modified_gmt":"2026-05-29T20:36:03","slug":"invoice-zoho-books","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/invoice-zoho-books\/","title":{"rendered":"Invoice"},"content":{"rendered":"<style>.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}.gt-section{margin:0 0 36px}.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}.gt-example-box strong{color:#2563EB}.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">An invoice in Zoho Books is a billing document sent to a customer requesting payment for goods or services. It automatically records revenue in the income account, posts GST liabilities, and adds the amount to Accounts Receivable.<\/div>\n<div class=\"gt-section\">\n<h2>Creating a GST Invoice in Zoho Books<\/h2>\n<p>In Zoho Books, go to Sales, then Invoices, and click New Invoice. Select the customer: their GSTIN, GST registration type, and billing address auto-fill from the customer record. Add line items, selecting each item from your Item Master or typing a new description. Assign the correct GST rate (0%, 5%, 12%, 18%, or 28%) to each line. Zoho Books determines whether the transaction is intra-state (CGST + SGST) or inter-state (IGST) based on the comparison of your organisation&#8217;s state and the customer&#8217;s billing state.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Invoice Numbering and Compliance<\/h2>\n<p>Zoho Books auto-generates sequential invoice numbers using your configured prefix and format (for example, INV-2024-001). For GST compliance, every B2B invoice must include the customer&#8217;s GSTIN, your GSTIN, the invoice date, HSN or SAC codes for each line item, the taxable value, the GST amount split by tax type, and the total amount. Zoho Books includes all these fields by default in its invoice template.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>e-Invoice and IRN Generation<\/h2>\n<p>For businesses with annual turnover above the e-invoicing threshold (currently INR 5 crores), Zoho Books generates the Invoice Reference Number (IRN) and QR code by submitting the invoice to the GST portal&#8217;s Invoice Registration Portal (IRP) directly. Once the IRN is generated, the e-invoice is legally valid and must not be modified. Zoho Books stores the IRN and QR code against the invoice record automatically.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>Industry:<\/strong> Pharmaceutical Distribution \u2014 A Pune pharma distributor raises 200 invoices per day in Zoho Books. The system automatically generates IRNs for all invoices, attaches the QR code, and emails PDFs to customers, replacing a manual process that previously took two staff members a full day.<\/div>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/gst-zoho-books\/\" class=\"gt-related-pill sp-content-link\">GST<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/e-invoice-irn-zoho-books\/\" class=\"gt-related-pill sp-content-link\">e-Invoice (IRN)<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/accounts-receivable-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Accounts Receivable<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/payment-received-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Payment Received<\/a><\/div>\n<div class=\"gt-faq-item\"><strong>What is an Invoice in Zoho Books?<\/strong><\/p>\n<p>An invoice in Zoho Books is a billing document raised to a customer requesting payment for goods delivered or services rendered. It records revenue, calculates applicable GST, and updates Accounts Receivable automatically.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How do I create a GST-compliant invoice in Zoho Books?<\/strong><\/p>\n<p>Go to Sales, then Invoices, click New Invoice, select the customer (GSTIN and GST treatment auto-fill), add line items with HSN or SAC codes, and Zoho Books calculates the correct CGST, SGST, or IGST. Save and send via email.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>An invoice in Zoho Books is a billing document sent to a customer requesting payment for goods or services. It automatically records\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Invoice | Zoho Books Glossary","seo_description":"An invoice in Zoho Books is the billing document you send to customers requesting payment. Learn how to create GST-compliant invoices in Zoho Books.","seo_keyword":"invoice zoho books","seo_faqs":"[{\"q\": \"What is an Invoice in Zoho Books?\", \"a\": \"An invoice in Zoho Books is a billing document raised to a customer that requests payment for goods delivered or services rendered. It records revenue, calculates applicable GST (CGST, SGST, or IGST), and updates Accounts Receivable automatically.\"}, {\"q\": \"How do I create a GST-compliant invoice in Zoho Books?\", \"a\": \"Go to Sales, then Invoices, and click New Invoice. Select the customer (their GSTIN and GST treatment auto-fill), add line items with HSN or SAC codes, and Zoho Books calculates the correct CGST, SGST, or IGST based on the supply type. Save and send via email or WhatsApp.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1246],"class_list":["post-4156","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-books"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4156","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4156"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4156"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}