{"id":7150,"date":"2022-03-16T12:35:38","date_gmt":"2022-03-16T12:35:38","guid":{"rendered":"https:\/\/qrmodul.ch\/?page_id=7150"},"modified":"2023-05-24T21:01:43","modified_gmt":"2023-05-24T21:01:43","slug":"qr-bill-for-zoho-books","status":"publish","type":"page","link":"https:\/\/qrmodul.ch\/en\/qr-bill-for-zoho-books\/","title":{"rendered":"QR-bill for Zoho Books"},"content":{"rendered":"<div id='layer_slider_1'  class='avia-layerslider main_color avia-shadow  avia-builder-el-0  el_before_av_one_full  avia-builder-el-first  container_wrap fullsize' style='  height: 251px;' ><\/div><div id='after_layer_slider_1'  class='main_color av_default_container_wrap container_wrap fullsize' style=' '  ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-7150'><div class='entry-content-wrapper clearfix'>\n<div class=\"flex_column av_one_full  flex_column_div av-zero-column-padding first  avia-builder-el-1  el_after_av_layerslider  el_before_av_one_half  avia-builder-el-first  \" style='border-radius:0px; '><p><div  style='padding-bottom:10px; ' class='av-special-heading av-special-heading-h2  blockquote modern-quote  avia-builder-el-2  el_before_av_textblock  avia-builder-el-first  '><h2 class='av-special-heading-tag '  itemprop=\"headline\"  >QR Rechnung Applikation f\u00fcr Zoho Books<\/h2><div class='special-heading-border'><div class='special-heading-inner-border' ><\/div><\/div><\/div><br \/>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><p class=\"p1\">You use Zoho Books to manage your order data and want to create invoices with QR payment part? You have come to the right place. With the Swiss QR Invoice application you can generate QR payment parts or QR invoices.<\/p>\n<h3 class=\"p1\">QR Module offers you these advantages:<\/h3>\n<ul>\n<li class=\"li1\">Generate <strong>100% correct<\/strong> QR payment parts or complete QR invoices.<\/li>\n<li class=\"li1\">Choose one of <strong>5 languages<\/strong>: German, French, Italian, English and &#8211; exclusive to us: Romansh.<\/li>\n<li class=\"li1\">Use your profile at QR Modul to generate professional QR invoices for orders that have not been entered in the online shop.<\/li>\n<li class=\"li1\">Design your invoice template in your own layout and with your own text elements.<\/li>\n<li class=\"li1\">Benefit from Swiss Hosting with exclusive data storage on secure servers in Switzerland.<\/li>\n<li class=\"li1\">All sent invoices can be found in the archive or in your Zoho Books at any time.<\/li>\n<\/ul>\n<\/div><\/section><\/p><\/div>\n<div class=\"flex_column av_one_half  flex_column_div av-zero-column-padding first  avia-builder-el-4  el_after_av_one_full  el_before_av_one_half  column-top-margin\" style='border-radius:0px; '><section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><h3>Short instruction for generating a QR bill in Zoho Books<\/h3>\n<\/div><\/section><br \/>\n<div  style='height:20px' class='hr hr-invisible   avia-builder-el-6  el_after_av_textblock  el_before_av_textblock '><span class='hr-inner ' ><span class='hr-inner-style'><\/span><\/span><\/div><br \/>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><div class='avia-iframe-wrap'><iframe loading=\"lazy\" title=\"QR Rechnung f\u00fcr Zoho Books mit QR Modul - QR-bills for Zoho Books with QR Module\" width=\"1500\" height=\"844\" src=\"https:\/\/www.youtube.com\/embed\/Jt8iY-sby0E?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<\/div><\/section><\/p><\/div><div class=\"flex_column av_one_half  flex_column_div av-zero-column-padding   avia-builder-el-8  el_after_av_one_half  el_before_av_one_full  column-top-margin\" style='border-radius:0px; '><section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><h3>Detailed instructions for generating a QR bill in Zoho Books<\/h3>\n<\/div><\/section><br \/>\n<div  style='height:20px' class='hr hr-invisible   avia-builder-el-10  el_after_av_textblock  el_before_av_textblock '><span class='hr-inner ' ><span class='hr-inner-style'><\/span><\/span><\/div><br \/>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><div class='avia-iframe-wrap'><iframe loading=\"lazy\" title=\"QR Rechnung f\u00fcr Zoho Books mit QR Modul - QR-bills for Zoho Books with QR Module\" width=\"1500\" height=\"844\" src=\"https:\/\/www.youtube.com\/embed\/999VOFsocRQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<\/div><\/section><\/p><\/div><div class=\"flex_column av_one_full  flex_column_div av-zero-column-padding first  avia-builder-el-12  el_after_av_one_half  el_before_av_hr  column-top-margin\" style='border-radius:0px; '><section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><p class=\"p1\">With the Zoho Marketplace Extension from QR Modul, you can create QR payment parts (= substitute receipt for the payment slip) as well as complete QR invoices in your design. These are attached as a pdf to the order confirmation that Zoho Books sends to your customers by email. In addition, we offer you the option to have QR invoices sent by post through our partner printer.<\/p>\n<p class=\"p1\">To connect your Zoho profile with QR Module, use our REST API interface. To do this, you simply create a REST API key in your profile at QR Modul after you have registered for the <a href=\"https:\/\/qrmodul.ch\/angebot-preise\/\"><b>QR Plus or QR Profi<\/b><\/a> product. Detailed instructions on how to install\/uninstall and set up the plugin can be found below.<\/p>\n<\/div><\/section><br \/>\n<div  style='height:20px' class='hr hr-invisible   avia-builder-el-14  el_after_av_textblock  el_before_av_button '><span class='hr-inner ' ><span class='hr-inner-style'><\/span><\/span><\/div><br \/>\n<div  class='avia-button-wrap avia-button-center  avia-builder-el-15  el_after_av_hr  avia-builder-el-last ' ><a href='https:\/\/marketplace.zoho.com\/app\/crm\/swissqrinvoice-for-zoho-crm' class='avia-button   avia-icon_select-yes-left-icon avia-color-theme-color avia-size-large avia-position-center ' target=\"_blank\" rel=\"noopener\"><span class='avia_button_icon avia_button_icon_left ' aria-hidden='true' data-av_icon='\ue835' data-av_iconfont='entypo-fontello'><\/span><span class='avia_iconbox_title' >Continue to Zoho Marketplace<\/span><\/a><\/div><\/p><\/div><\/p>\n<div   class='hr hr-full hr-no-shadow   avia-builder-el-16  el_after_av_one_full  el_before_av_one_full '><span class='hr-inner ' ><span class='hr-inner-style'><\/span><\/span><\/div>\n<div class=\"flex_column av_one_full  flex_column_div av-zero-column-padding first  avia-builder-el-17  el_after_av_hr  el_before_av_button  \" style='border-radius:0px; '><p><div  style='padding-bottom:10px; color:#134074;' class='av-special-heading av-special-heading-h1 custom-color-heading blockquote modern-quote  avia-builder-el-18  el_before_av_textblock  avia-builder-el-first  '><h1 class='av-special-heading-tag '  itemprop=\"headline\"  >INSTALLATION INSTRUCTIONS QR INVOICE PLUGIN FOR ZOHO BOOKS<\/h1><div class='special-heading-border'><div class='special-heading-inner-border' style='border-color:#134074'><\/div><\/div><\/div><br \/>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><p class=\"p1\">You can install the extension either through Zoho Marketplace or Zoho Books.<\/p>\n<p class=\"p1\">To install the extension:<\/p>\n<ol>\n<li class=\"p1\">Navigate to Setup &gt; Marketplace &gt; All.<\/li>\n<li class=\"p1\">Click All extensions, then search for QR Invoice and click on it.<\/li>\n<li class=\"p1\">Click Install Now.<\/li>\n<li class=\"p1\">Agree to the Terms of Use and check the box &#8220;I authorise Swiss QR Invoice to access and process my data as required. &#8220;Click on Next.<\/li>\n<li class=\"p1\">Select one of the following options under &#8220;Select users\/profiles&#8221;:<\/li>\n<li class=\"p1\">Installation for administrators only<\/li>\n<li class=\"p1\">Installation for all users<\/li>\n<li class=\"p1\">Select profiles<\/li>\n<li class=\"p1\">If you select the option Select profiles, select all profiles for which you want to install the extension and click on Confirm.<\/li>\n<li class=\"p1\">The extension is installed for the selected users.<\/li>\n<li class=\"p1\">A pop-up window will appear with the new Zoho Books variables that will be installed by the extension. Simply click Skip.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li class=\"p1\">In the extension settings, enter the client ID and the secret client key from your QRModul.ch account.<\/li>\n<li class=\"p1\">Don&#8217;t forget to enter the name of the invoice template you want to use. You can define the name yourself in your profile at QR Modul.<\/li>\n<li class=\"p1\">If an incorrect template name is entered, the QR invoice cannot be created.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li class=\"p1\">If no name is entered, the extension uses the invoice template that is marked as the default in your QR Module profile.<\/li>\n<li class=\"p1\">Click Save.<\/li>\n<\/ol>\n<p>((Print Screen))<\/p>\n<p class=\"p1\">Notes:<\/p>\n<ol>\n<li class=\"p1\">To use the QR Module application, you need an active account with QR Module. You can register here.<\/li>\n<li class=\"p1\">To get the client ID and secret client key, log in to your QR Modul profile or click &gt; My Profile &gt; Settings &gt; Generate API Key.<\/li>\n<\/ol>\n<h3 class=\"p1\">Set up settings<b><\/b><\/h3>\n<p class=\"p1\">With QR Module you can choose to generate receipts (QR payment parts) or complete invoices. For the second case, we provide the option to create invoice templates in your own design. In addition, our partner printer, Schneider Druck AG in Zurich, will be happy to take care of printing and dispatch by post for you. To use these services, set up your preferences accordingly.<\/p>\n<h3 class=\"p1\">Selection of invoice template<\/h3>\n<ol>\n<li>\n<p class=\"p1\"><em>Template name: Enter the name of the invoice template you created in your QR Module profile under &#8220;My Profile &gt; Invoice Templates&#8221;. You can also set up different invoice templates for different purposes or for customers with different native languages.<\/em><\/p>\n<\/li>\n<\/ol>\n<h3 class=\"p1\">Selection of master data profile<\/h3>\n<ol>\n<li>\n<p class=\"p1\"><em>Profile ID: Define which master data profile you want to use (your address &amp; IBAN). You can also create and use several different master data profiles &#8211; e.g. to cover different language options.<\/em><\/p>\n<\/li>\n<\/ol>\n<h3 class=\"p1\">Settings for sending letters by post<\/h3>\n<ol>\n<li>\n<p class=\"p1\">Priority: Here you determine how quickly your order will be processed if you want to use our letter delivery service. The possible values are: &#8216;Standard&#8217; or &#8216;Express&#8217;. We send the print job to the printer on Mondays and Thursdays. With the &#8216;Express&#8217; setting, the subsequent order processing by the printer takes place within 24 hours (on weekdays); with &#8216;Standard&#8217; within 4 working days.<\/p>\n<\/li>\n<li>\n<p class=\"p1\">Climate: With this option you can offset the CO2 emissions for the physical dispatch of letters with MyClimate.<\/p>\n<\/li>\n<li>\n<p class=\"p1\">Colour: This option determines whether the invoice is to be printed in colour or black and white. The allowed values are: &#8216;colour&#8217; or &#8216;black and white&#8217;.<\/p>\n<\/li>\n<li>\n<p class=\"p1\">Franking envelopes: Concerns the franking of the letter (A or B post or no franking at all if the QR invoices\/QR payment parts are to be sent by parcel post to a collective address). The following values are permissible for complete QR bills: &#8216;A&#8217;, &#8216;B&#8217; or &#8216;none&#8217;. If the file created is only the QR payment part, &#8216;none&#8217; is the only valid option. Specify whether an invoice is to be sent by A or B mail.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<\/li>\n<li>\n<p class=\"p1\">Common address: Collective address to which the QR invoices\/QR payment parts are to be sent if you do not want to have them sent directly to the payers. In this case, you ensure the further use of the QR invoices\/QR payment parts yourself. The address must not contain more than 4 lines with a maximum of 35 characters per line.<\/p>\n<\/li>\n<li>\n<p class=\"p1\">Remarks to the printer: This field offers the possibility to formulate a free comment to the printer, e.g. &#8220;Use envelope template&#8221; if you want to use individual envelopes with your logo, which the printer can keep in stock for you on request. Or &#8220;Do not seal envelopes&#8221; if you are sending them as a package to a collective address to add more content. The comment can be no more than 2 lines with a maximum of 45 characters per line.<\/p>\n<p class=\"p1\">Remark:<\/p>\n<\/li>\n<\/ol>\n<ol>\n<li>\n<p class=\"p1\">Invoice dispatch via Swiss Post is charged at cost. You can find the current prices at www.qrmodul.ch. You will also receive a confirmation for each order detailing the costs, which you can find in your profile at QR Modul.<\/p>\n<\/li>\n<\/ol>\n<h4 class=\"p1\">Sending an invoice by e-mail<b><\/b><\/h4>\n<p class=\"p1\">You can send an invoice by email to your contact if it is connected to a valid email address. Go to the Invoice module in Zoho CRM, create your order and fill in the fields starting with the letter combination &#8220;QR&#8221;.<\/p>\n<p><span class=\"Apple-converted-space\">((Print Screen))<\/span><\/p>\n<ol>\n<li>\n<p class=\"p1\">Click on the Invoices module in Zoho Books<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<\/li>\n<li>\n<p class=\"p1\">Create the invoice as any other Invoice<\/p>\n<\/li>\n<li>\n<p class=\"p1\">Fill in the fields &#8220;QR Status&#8221;, &#8220;QR Reference\u201c data from your bank, &#8220;QR Message&#8221;, \u201eQR eMail Content\u201c for additional comments in the e-Mail and &#8220;QR collective address\u201c if the invoices should be send in bulk to the letter shop.<\/p>\n<\/li>\n<li>\n<p class=\"p1\">Optional: For sending invoices by Swiss Post, select the field &#8220;QR letter dispatch&#8221;.<\/p>\n<\/li>\n<li>\n<p class=\"p1\">Click on Save or Save and Send your invoice.<\/p>\n<\/li>\n<\/ol>\n<h4 class=\"p1\">Remark:<\/h4>\n<p class=\"p1\">If no QR language is selected, the language selected in the settings will be used by default.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p class=\"p1\">The invoice will now be sent to the contact&#8217;s email along with the QR payment part. The PDF invoice is then added to the invoice in the invoice module as an attachment, where it can be viewed or printed at any time. The invoice recipient can scan the Swiss QR code with his mobile banking app or the webcam on his PC and then release the payment. Paying the bill by bank order or at the post office counter is still possible without any problems with the new QR bills.<\/p>\n<p>((Print Screen))<br \/>\n<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<h3 class=\"p1\">Uninstalling<\/h3>\n<p class=\"p1\">To uninstall the QR module from your Zoho Books:<\/p>\n<ol>\n<li class=\"p1\">Go to Setup &gt; Marketplace &gt; All<\/li>\n<li class=\"p1\">Under &#8220;Installed&#8221;, you can view all installed extensions<\/li>\n<li class=\"p1\">Search for Swiss QR Invoice and click on the corresponding uninstall link.<\/li>\n<li class=\"p3\">Click Ok to confirm and uninstall the extension.<\/li>\n<\/ol>\n<\/div><\/section><\/p><\/div>\n<div  class='avia-button-wrap avia-button-center  avia-builder-el-20  el_after_av_one_full  avia-builder-el-last ' ><a href='https:\/\/marketplace.zoho.com\/app\/crm\/swissqrinvoice-for-zoho-crm' class='avia-button   avia-icon_select-yes-left-icon avia-color-theme-color avia-size-large avia-position-center ' target=\"_blank\" rel=\"noopener\"><span class='avia_button_icon avia_button_icon_left ' aria-hidden='true' data-av_icon='\ue835' data-av_iconfont='entypo-fontello'><\/span><span class='avia_iconbox_title' >Continue to Zoho Marketplace<\/span><\/a><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":10467,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"class_list":["post-7150","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/qrmodul.ch\/en\/wp-json\/wp\/v2\/pages\/7150","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/qrmodul.ch\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/qrmodul.ch\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/qrmodul.ch\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/qrmodul.ch\/en\/wp-json\/wp\/v2\/comments?post=7150"}],"version-history":[{"count":4,"href":"https:\/\/qrmodul.ch\/en\/wp-json\/wp\/v2\/pages\/7150\/revisions"}],"predecessor-version":[{"id":9589,"href":"https:\/\/qrmodul.ch\/en\/wp-json\/wp\/v2\/pages\/7150\/revisions\/9589"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/qrmodul.ch\/en\/wp-json\/wp\/v2\/media\/10467"}],"wp:attachment":[{"href":"https:\/\/qrmodul.ch\/en\/wp-json\/wp\/v2\/media?parent=7150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}