Bitly Invoice Link Extension

In Zoho Books, you can generate a link for invoices and share it with your customers. However, this link is long, making sending it to your customers through SMS difficult as it exceeds the character limit. The Bitly Invoice Link extension reduces the length of the link by generating shortened URLs. You can use the shortened URLs to share these invoices with your customers via SMS.

Prerequisite: This extension is available in the Premium and above plans of Zoho Books and the Enterprise plan of Zoho One.

Note: The number of short links you can generate depends on the Bitly plan you are subscribed to. To generate more links, visit Bitly’s pricing page and select a plan that meets your requirements.


Prerequisite: You need a Bitly account to install the Bitly Invoice Link extension. If you do not have one, you can create your Bitly account from Bitly’s sign up page.

To install the Bitly Invoice Link extension:

Click Install Confirm installation Click Next

The Bitly Invoice Link extension will be installed in your Zoho Books organisation.


Generating a Shortened URL Using the Bitly Invoice Link Extension

Prerequisite: Shortened URLs can only be generated for invoices in the Approved, Sent, Partially Paid, Paid, or Overdue status.

To generate a shortened link using the Bitly Invoice Link extension:

Click Bitly Invoice Link

Note: The latest extension you installed will be displayed in the custom button. In this case, click the dropdown next to the custom button and select Bitly Invoice Link.

Click Generate Link Click Copy

Insight: You can regenerate the link and set a different expiry date by clicking Regenerate Link.


Click View details Click Uninstall

The Bitly Invoice Link extension will be uninstalled from your Zoho Books organisation. You can no longer use it to generate shortened URLs for your invoices.

Note: You cannot view the shortened URLs you generated for the invoices once you uninstall the extension. However, if you have copied the link of a shortened URL, you can still use the shortened URL until its expiration date.


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