Invoices

Access the Invoice Template Setup

Go to WP Admin Menu> LinkZoho > Settings > Invoice Tab

Configure Invoice Generation Rules

Choose Order Status

Select when invoices should be generated

1. Processing: Generate zoho invoices when orders are marked as "Processing."
2. Completed: Generate zoho invoices only after orders are marked as "Completed."

Choose a Template Configuration

Option A: Use a Single Template for All Countries

Ideal for businesses with uniform invoicing rules.

1. Select Same Invoice Template for all countries.
2. Under Select Invoice Template, choose a template (e.g., "Invoice Template").
3. Click Save Changes.

Option B: Use Country-Specific Templates

Ideal for region-specific tax, language, or compliance requirements.

1. Select Specific Invoice template for specific countries.

2. Assign templates to country groups:

   a. Under Select Invoice Template, choose a template (e.g., "USA Invoice Template").

   b. Click Select Countries and choose valid countries (e.g., United States).

   c. Click Insert Row to add another template-country group (e.g., assign "ROW" to Albania, Belize, etc.).

   d. Repeat until all countries are mapped.

   e. Use Delete to remove incorrect entries.

3. Click Save Changes.

Enable Invoice Emailing (Optional)

1. Check Enable Invoice Emailing to automatically email invoices to customers.
2. Select an Email Template (preconfigured in Zoho Books) for consistency