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This Is How Marketers Are Saving Thousands Thanks To Headless CMSs

How to automate your ecommerce invoicing with Zoho Invoice

How to automate your ecommerce invoicing with Zoho Invoice

Invoicing is one of the required things for a business, either it’s online or physical. If you have an online business, if you own an e-commerce, or if you manage online shops, you already know how much invoicing automation is important, and Zoho Invoice is the software that can make this happen.

Connected with the Content Management System that you use to manage your online shop and to collect orders, Zoho Invoice can help you by automatically creating invoices each time you receive a new order in your CMS.

Before dive in through how to automate the invoicing, let’s start to understand why choosing the right Content Management System is important.

E-commerce management process explained

You can own your own e-commerce store, or you can manage many online shops for your clients, however in both cases you need the right e-commerce platform to work with.

E-commerce is based on online transactions, so, you need to collect and manage products, online payments, and orders.

Each time that a new – or existing – customer make an order on your online shop, he’s writing his details and adding his payment method in order to process the order. When he places the order, you, inside your CMS, will receive that new order in addition to all the customer details.

Customer’ details can vary in many different situations, and based on the typology of your online shop, you would need to collect some specific information instead than others. This is why it’s important to choose a CMS that gives you the maximum flexibility while creating your checkout flow.

Orders are based on the checkout flow and on the fields that you collect from your customers when they place a new order, so even the invoicing system – like Zoho Invoice – is based on that checkout flow, since each invoice will get the customer information from the fields contained inside the order.

Well, this is why you need the most flexible e-commerce platform to manage your online store.

Codelia Headless CMS is the e-commerce platform that makes you able to get 100% flexibility while managing your products, content, payment methods and orders of your online shop.

E-commerce management tips

If you’re looking to improve your e-commerce management, before proceeding about how to automate your invoicing with Zoho invoice, I’d like to share with you some e-commerce management tips that will improve your time and efforts while managing your online shop.

Usually, finding the most flexible platform in terms of checkout flow, orders and products management is hard, since the most common e-commerce platforms out there don’t make you able to start from scratch and to personalize everything as you need.

Since products management is one of the most important side in terms of e-commerce management, you need the right platform that makes you able to model your content without limits, and without the need to add extra pieces of code inside your online shop.

Many platforms make you able to use a template where you already have a pre-built design and content structure based on that design, so you need to adapt it to that design. In this way, if you may need to model your content in a more custom way, you will need to go through your development team asking to add pieces of code in order to add more input fields to model your content.

Codelia CMS solves this by giving you all the content modeling tools needed to manage all content and all of your products of your e-commerce without involving the development team.

Just imagine to add input fields to your products without following a pre-built content schema.

In this way you can literally save many working hours, budget and effort.

The advantages of Zoho Invoice

Zoho Invoice makes you able to create and send beautiful branded invoices to your customers.

Create professional invoices by choosing from a gallery of templates, add your company logo and personalize invoices, bill in multiple currencies and languages, and automate recurring invoicing.

Send invoices via SMS, email, and client portal, keep track of customers' invoice status, and follow up with automated payment reminders.

Receive payments on time by enabling multiple localized payment gateways, accept credit cards, bank transfers, cash, and checks, and collect recurring payments automatically.

Zoho Invoice is trusted from freelancers and small business of many industries, and the beautiful this is that it’s free.

An e-commerce platform that connects with Zoho Invoice

The next thing you need in order to automate your invoicing with Zoho Invoice, is a CMS that integrates with it without extra efforts. Codelia CMS is available on Zapier, and you can integrate it with Zoho Invoice through a NO CODE easy integration. It will take only some minutes to be ready, and you won’t need a developer to do so.

Zapier lets you connect Codelia with thousands of the most popular apps, so you can automate your work and have more time for what matters most.

You can easily create a new invoice on Zoho Invoice when you receive a new order on Codelia, and all of this happens automatically.

Connect Codelia to Zoho Invoice

To proceed connecting Codelia to Zoho Invoice for automatic invoice generation you need:

Step 1. Set up your checkout flow on Codelia

You need to structure your checkout flow by adding checkout fields, such as first name, last name, email, and all the details of your customers that you need to collect when they place an order. You can do all of this from Codelia.

Codelia checkout flow setup

Step 2. Generate an API token on Codelia

Open your site Settings & API page to create a new API token – click on the generate button to let Codelia auto generate a token. Save this token, you'll need this to connect Codelia with Zapier. Take note also of the API endpoint that you see under the API token field.

Codelia API token setup

Step 3. Sign up/Sign in on Zapier

Sign up or sign in on your Zapier account. It's time to create a new Zap:

  • Inside the trigger step of new Zap creation select Codelia as app;
  • Select New Order as event in the next dropdown;
  • Connect your Codelia site by adding the site API token inside the next step. Check the API knowledge base to know how the token works (no technical knowledge needed);
  • Setup the site API Endpoint and the element ID inside the trigger step.

New Codelia order on Zapier

Now proceed to the action step:

  • Select Zoho Invoice as App;
  • Select Create contact – or the desired action – as event;
  • Connect your Zoho Invoice account;
  • Setup the required extra options;
  • Publish the Zap.

Zoho invoice on Zapier

Step 4. Add a new order on Codelia

For test purpose you can do it manually, or you can collect orders directly from the Codelia API.

Once a new order will be received, the associated invoice will be automatically added in your Zoho Invoice account.

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