Seamless Zoho Books Integration
Work directly with sales orders and their packages in your existing Zoho Books workflow.
Octfis Techno LLP · Zoho Books Extension
Sales Order Packages.
Turned into Invoices.
Generate invoices directly from sales order packages in Zoho Books. Create one combined invoice or separate package-wise invoices and maintain clear traceability from order to billing.
Packages to Invoice
Zoho BooksPackage Invoice Preview Illustrative
Sales OrderSales Order with Packages
PackagesMultiple Packages
Invoice ModeCombined or Separate
ResultInvoices Generated
Illustrative package-to-invoice workflow, not a live Zoho Books screen
✓ Flexible package-wise invoicing
Flexible InvoicingCombined or separate invoices
Less Manual WorkSimplified package billing
Full TraceabilitySales order → package → invoice
Extension Overview
Turn Packages into Invoices with Just a Click.
Simplify package-based invoicing in Zoho Books. Generate a single invoice for all packages or create individual invoices for each package according to your configuration.
See how the extension connects sales orders, packages, and invoices for an easier order-to-cash workflow.
Talk to Our Team ↗Core Capabilities
Flexible Features for Package-Based Invoicing.
Convert sales order packages into invoices with less manual effort and greater billing flexibility.
Combined or Separate Invoices
Create one invoice for all packages or generate multiple package-wise invoices.
Customizable Invoice Options
Choose the invoicing approach that fits your fulfillment and billing process.
Complete Order Traceability
Follow the connection between each sales order, its packages, and the resulting invoices.
How It Works
From Sales Order Packages to Accurate Invoices.
A straightforward package-to-invoice process that supports flexible billing.
01
Create Sales Order Packages
Prepare packages under a sales order in Zoho Books as items are ready for fulfillment.
02
Select Invoice Preference
Choose a combined invoice for all packages or separate invoices for individual packages.
03
Generate & Track Invoices
Create invoices from packages and retain visibility across the sales order, packages, and invoices.
Business Benefits
Streamlined Billing.
Better Order Visibility.
Reduce repetitive invoice preparation, improve tracking, and adapt billing to orders with multiple packages.
✓ Generate invoices from packages
✓ Choose combined or package-wise billing
✓ Track sales orders through invoicing
✓ Reduce manual invoicing effort
Frequently Asked Questions
Everything You Need to Know.
What does the Sales Order Packages to Invoice extension do?
It lets you generate invoices directly from packages created under a sales order in Zoho Books.
Can I create one invoice for multiple packages?
Yes. You can create one combined invoice for all packages, depending on your selected configuration.
Can I create a separate invoice for each package?
Yes. The extension supports package-wise multiple invoices.
How can I track packages and invoices?
The extension maintains links between sales orders, packages, and invoices to support traceability.
How do I get started?
Install the extension in Zoho Books, configure your invoicing preference, and create invoices from sales order packages.
