Did you know that you can automate Zoho for invoicing purposes?
If you’re still creating invoices manually with spreadsheets, Word files, or even pen and paper, you’re not alone. Many small businesses in Nepal still rely on outdated invoicing methods that are time-consuming, prone to human error, and difficult to scale.
But here’s the thing: as your business grows, so does the hassle of keeping track of payments, sending follow-ups, and maintaining a professional image. That’s where invoice automation can make a real difference.
What Does Invoice Automation Do?
When you automate Zoho invoicing, you’re essentially handing off repetitive tasks to a smart system that:
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Sends invoices automatically to the right clients
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Reminds them about due dates without you lifting a finger
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Tracks payments in real-time
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Projects a polished, trustworthy image for your brand
What You’ll Need to Start Zoho Automation
To begin automating your invoice system, you don’t need to be tech-savvy or have an IT department. All you need is:
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A Zoho Books or Zoho Invoice account
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Your list of client names and emails
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Your product or service catalog
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Bank or digital wallet details (like eSewa, Khalti) to embed into invoices
Bonus: If you already use Zoho CRM, you’re in luck — Zoho’s ecosystem makes it easy to automate Zoho workflows, including auto-generating invoices based on deal status.
Step-by-Step Guide to Invoice Automation with Zoho
1. Set Up a Custom Invoice Template
Make your invoices stand out. Inside Zoho Books:
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Go to Settings > Templates
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Add your branding — logo, terms, colors
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Set default payment details (bank account, wallet links)
This creates a consistent, professional feel every time an invoice is sent.
2. Add or Import Customer Information
You can upload your contacts manually or via a CSV file. Make sure to include:
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Full name and email
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Company (if applicable)
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Payment terms (e.g., Net 15, Net 30)
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Tax IDs (PAN, VAT, etc.)
This ensures your invoices are personalized and compliant with Nepali tax standards.
3. Automate Sending Invoices
Every time you create an invoice, check the option to “Email this invoice to the customer.”
With Zoho automation, you can:
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Choose to send it immediately or on a schedule
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Track whether your client has opened the email
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Automatically update the invoice status
No more attaching PDFs manually. Zoho handles it all.
4. Use Recurring Invoices for Retainers or Subscriptions
If you have repeat clients on monthly contracts or subscriptions, automate those invoices by:
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Going to Sales > Recurring Invoices
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Setting the frequency (monthly, quarterly)
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Defining an auto-email and auto-payment option
This is ideal for agencies, freelancers, consultants, and service providers in Nepal.
5. Enable Automatic Payment Reminders
Don’t chase clients. Set polite, timely nudges with:
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Reminder emails 3 days before the due date
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A prompt on the due date
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Follow-ups at 5, 10, or 15 days overdue
These messages can be fully customized in Settings > Reminders, and they work wonders for reducing late payments.
Taking Zoho Automation to the Next Level
Here’s where things get exciting.
You can connect Zoho Books with other tools to streamline everything even further:
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Connect to eSewa or Khalti for easy payment links in invoices
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Use Zoho Flow to create smart automations like:
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New CRM deal → Auto invoice generated
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Invoice paid → Auto-send thank-you SMS
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Trigger SMS alerts using platforms like Sparrow SMS or Twilio
That’s what Zoho automation is all about — making your entire business smarter, faster, and more efficient.
Real-Life Example: A Digital Agency in Kathmandu
One of our clients, a creative agency managing SEO and web design projects, used to spend 5+ hours per week manually handling invoices. After switching to Zoho invoice automation, they saw:
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90% drop in overdue payments
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4 hours saved weekly
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A stronger, more professional image with clients
They now generate invoices automatically after a deal closes in Zoho CRM, and payments are tracked in real-time.
Final Thoughts: Why You Should Automate Zoho Invoicing Today
You don’t have to be a tech giant to benefit from automation. Whether you’re a freelancer, digital agency, distributor, or small business owner in Nepal, automating your invoice system can:
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Save time and reduce stress
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Ensure faster payments
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Help you scale professionally
In short: Stop chasing clients. Start automating.
Want Help Setting It Up?
At Nest Nepal, we specialize in helping Nepali businesses get started with Zoho automation — from Zoho Books setup to full invoice automation workflows. As a trusted Zoho Partner, we offer step-by-step support tailored to your business.
👉 Book a free consultation with our Zoho experts today.
