Why am I unable to view the e-Invoice banner on the transaction’s details page?

If you’re unable to view the e-Invoice banner on the details page of an invoice, credit note, or debit note, it could be due to the following reasons:

SEZ Trading: You cannot configure e-invoincing for SEZ Trading. If your organization has multiple branches and the branch you are using is involved in SEZ trading, the banner will not be visible for that particular branch. Please switch to a different branch.

Non-taxable Items: You cannot view the e-Invoice banner if you have non-taxable items in the invoice.

Customer’s GST Treatment: If your customer’s GST treatment is Consumer or Unregistered Business, you will not be able to create e-Invoices for them.

Role Permissions: If your role does not have e-Invoicing permissions, you cannot view the e-Invoice banner. To enable this permission, you should reach out to the admin of your organisation.

Bill of Supply Transactions: You cannot create an e-Invoice for a bill of supply, as it is used for transactions where GST is not applicable.

e-Invoice Generation Start Date: The e-Invoice banner will not be displayed for transactions created before the e-Invoice Generation Start Date. To view the e-Invoice Generation Start Date of your organisation:

• Go to Settings at the top right corner and click e-Invoicing in the Taxes & Compliance section.
• The e-Invoice Generation Start Date of your organisation will be displayed at the top right corner of the page.

If you don’t have access to the Settings page, contact the admin of your Zoho Books organisation.