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Yoco for Zoho Books: User Guide
Yoco for Zoho Books: User Guide
Updated over a week ago

⚠️ Please note: The Yoco and Zoho Books integration will no longer be supported from 1 October 2023. Please read more details below.

Why is the Yoco and Zoho integration being removed?

It is with a heavy heart that we announce the difficult decision to end our integration with Zoho Books from 1 October 2023, in line with broader strategic business priorities to ultimately enhance our core service offering. We don’t take this lightly, and hope to help find a way to keep getting you paid with Yoco, smoothly.

What are my options? What do I do now?

There are several different options you can use, after 1 October 2023 when the Yoco and Zoho integration stops working. Here’s a summary of our recommendations:

  1. If you rely heavily on Zoho Books for accounting features, and send less than 50 invoices per month, try using Yoco Link with your Zoho Invoices (see steps below).

  2. If you send more than 50 Invoices per month, and don’t need an integrated accounting solution, try using Yoco Invoices instead (see steps below).

  3. If you need an integrated solution, consider using other payment providers like PayGate or PayStack, both of which have Zoho Books integrations (more details below).

Can I still process refunds for sales made on my invoices while Yoco was integrated with Zoho Books (after 1 October)?

Refunds on all payments made using Yoco, can be processed via the Yoco App or Business Portal. This will always remain an option, even after Yoco no longer integrates with Zoho Books. Get the detailed steps here.

How can I keep taking payments on my Zoho Invoices with Yoco?

Yoco Link is a fast, safe, and simple way to keep taking payments online. You can still generate unique payment links from the Yoco App or Business Portal, and attach them to your Zoho Invoices. Here’s how:

  1. Create a Yoco link from the Yoco App or Portal - get the steps here.

  2. Create a Zoho Invoice (as you normally would) and hit ‘Save and send’ - get the steps here.

  3. Once you’re in the email view of your Zoho Invoice, scroll down until you can click on the green ‘Pay now’ button.

  4. A text box will appear (in the editing toolbox space above the email view), where you’ll paste the Yoco Link you created in step 1.

  5. Click ‘Save’ and hit ‘Send’ when you’re ready.

To find out more about getting paid with Yoco Link, check out these FAQs.

How will I keep track of my paid invoices if I use Yoco Link with Zoho?

Keeping track of your payments can be always be done on the Yoco App or Business Portal here. You can track all your sales and payouts, as well as see which links have been paid and when. You’ll also get an email every time you receive an online payment with Yoco, as always.

Once you’ve received payment via your Yoco Link, you’ll need to record it in Zoho Books and update the invoice payment status to ‘Paid’.

  1. Go to Zoho Books → Sales → Invoices, and locate the invoice that was paid via Yoco Link.

  2. Click on the ‘Record Payment’ button.

  3. Edit the payment amount and payment date, and add any other important details.

  4. Hit ‘Record Payment’.

Would you recommend I try Yoco Invoices instead of Zoho?

If you’re sending a lot of individual invoices every month, and don’t find it practical to add your Yoco Link onto your Zoho Invoices, you also have the option to switch to using Yoco Invoices instead. They’re quick and easy to set up, can be pre-populated with details, and are free to send. The same Yoco transaction fees apply when you get paid from your professional Yoco Invoices, as always. You’ll also keep track of all your sent, paid and overdue Yoco Invoices, from the Yoco App.

How would I go about migrating from Zoho to Yoco Invoices?

Step 1: Add your Products List into the Yoco Business Portal

Adding your products to your Yoco Portal will mean you can add them to your Yoco Invoices quickly and easily. Check out this guide on adding your products.

Step 2: View your Customer List on Zoho

  1. Go to Zoho Books, and click on ‘Sales’, then ‘Customers’.

  2. Click on the ‘All Customers’ view tab.

💡You can either copy and paste information from this view on Zoho Books, or export your customer list into a separate file to work from, if you prefer. To export:

  1. Click on the 3 dots menu, and select ‘Export Customers’ from the drop-down.

  2. Choose your Excel format, and click ‘Export’ to save to a file on your device.

Step 3: Add your customers’ details into the Yoco Business Portal

  1. Log in to the Yoco Business Portal, and click on ‘Invoices’ from the menu on the left.

  2. Hit ‘New Invoice’ followed by ‘Customer information’.

  3. Select ‘+ Add a customer’ and enter your customer’s details: their name; company (optional); email; phone number; address (optional); VAT details (optional).

  4. Hit ‘Add a Customer’ to save.

Repeat these steps for each of your customers.

Step 4: Create your first Yoco Invoice Check out this guide on how to create and send Yoco Invoices, using your saved customer and products lists.

Tip - Keep your Invoices in draft mode to revisit later, by simply closing the window.

What if I need an integrated solution like I used to have with Yoco and Zoho Books?

We totally understand the need for an integrated setup, and can appreciate the urgency in finding another solution with similar capabilities. Our recommendations would be to consider using PayGate or PayStack, both of which have Zoho Books integrations.

Yoco for Zoho Books allows (especially international) businesses to accept online payments (from their South African customers) with the Yoco Payment Gateway, when sending their Zoho Invoices.

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