Role Overview

We are looking for a Zoho Billing & Invoicing Specialist to manage, automate, and optimize our end-to-end invoicing and accounts receivable (AR) processes across Zoho Books and Zoho Billing. You will be responsible for creating, tracking, and reconciling invoices, managing recurring subscriptions, setting up payment gateway integrations, and automating payment collection workflows.

Key ResponsibilitiesInvoicing & Subscription Management

- Generate, issue, and track standard, recurring, retainer, and credit-note invoices in Zoho Books / Zoho Billing.
- Setup and manage subscription billing models, plan tiers, usage-based billing, and automatic dunning management.
- Design and customize professional, brand-aligned invoice layouts, email templates, and client portal settings.

Receivables & Payment Automation

- Configure and manage payment gateway integrations (Stripe, Razorpay, PayPal, Bank Transfers) for seamless collections.
- Build automated payment reminders, late-fee triggers, and payment link delivery via Email/WhatsApp.
- Monitor accounts receivable aging reports and liaise with account managers to resolve overdue invoices.

Integration & Workflow Automation

- Automate the conversion of Zoho CRM Deals/Sales Orders into invoices using native sync and Deluge scripts.
- Ensure real-time data sync between Zoho Billing, Zoho Books, Zoho CRM,



and payment portals.
- Configure custom fields, webhooks, and custom functions to handle discounts, taxes, and custom line-item logic.

Tax Compliance & Reporting

- Apply correct tax rates (GST / VAT / Sales Tax) and ensure compliant e-invoicing generation where applicable.
- Maintain transparent audit trails for invoice edits, cancellations, refunds, and write-offs.
- Generate monthly revenue, AR aging, churn rate, and cash collection reports for management.

Key Qualifications & Skills

- Experience: 2–4 years of hands-on experience handling invoicing, AR, or subscription billing in Zoho Books or Zoho Billing (Invoice).
- Core Competencies:
- Solid understanding of Accounts Receivable (AR), credit notes, revenue recognition, and tax invoicing.
- Practical knowledge of setting up online payment gateways and payment workflows.
- Basic-to-intermediate Deluge scripting for custom invoicing logic and CRM automation.
- Attention to Detail: High accuracy in numerical data entry, reconciliation, and customer account details.

Preferred Qualifications

- Bachelor’s degree in Finance, Accounting, Commerce, or Business Administration.
- Certified Zoho Books / Zoho Billing Specialist.

Pay: ₹9,088.76 - ₹25,000.00 per month

Work Location: In person

📌 Zoho Invoicing Specialist / Billing Administrator (Bhubaneswar)
🏢 Elevate First Business
📍 Bhubaneswar