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Zoho Books
GST-ready accounting, bank feeds and a clean month-end close.
Zoho Books for an agency that bills the world
Excelohunt runs email marketing for e-commerce brands overseas. Digiwah set up Zoho Books so every invoice goes out in the client's currency, carries its export compliance, and gets paid and reconciled without a spreadsheet.
Invoicing overseas clients from Excel
Excelohunt is an email marketing agency for e-commerce brands, handling strategy, design, copy, flows and campaigns for stores outside India. Almost every invoice it raises goes to a foreign client, in a foreign currency, as an export of services.
Before Zoho Books, those invoices were built by hand in spreadsheets. Each one needed the right currency, a typed-in exchange rate, the LUT declaration and a GST treatment that matched the return, and then someone had to check the bank to see whether it was paid.
Multi-currency invoices with LUT export compliance built in
Each client is set up once, with its currency and tax treatment. After that, Zoho Books picks the right currency, rate, tax and declaration on its own. Pick a client below and watch the invoice change.
- Invoice in the client's currency
- Exchange rate applied, INR value kept for the books
- LUT declaration printed, IGST at zero
- Reported under exports in GSTR-1
Illustrative figures and rates.
| Item | Amount |
|---|---|
| Email marketing retainerStrategy, design, flows and campaigns | $2,500.00 |
| IGST (export under LUT) | $0.00 |
| Total | $2,500.00 |
From retainer to reconciled, without a spreadsheet
Recurring invoices, a payment gateway and bank feeds are connected, so a monthly retainer moves from raised to reconciled with the team only stepping in to review.
A recurring profile raises the retainer
Each retainer client has a recurring invoice profile. On the billing date Zoho Books creates the invoice in the client's currency, with the export treatment already applied.
It goes out by email with a pay link
The invoice is emailed to the client automatically with an online payment link. Payment reminders follow on a schedule for anything still open.
The client pays in their own currency
The client pays through the connected payment gateway. The payment is recorded against that exact invoice, so nobody has to work out which client paid what.
The bank feed brings in the settlement
Bank feeds pull transactions into Zoho Books. When the money settles in the account, the transaction is already waiting in Banking, with no statement download or manual entry.
Zoho Books suggests the match
The bank transaction is matched to the recorded payment. Reconciliation becomes a one-click review instead of a ledger hunt at month end.
Exchange difference posts itself
The rate on payment day rarely equals the rate on invoice day. Zoho Books posts the difference as a realised exchange gain or loss, so the INR books stay right without manual journals.
International billing that runs itself
With Zoho Books set up this way, Excelohunt invoices overseas clients in their own currency, stays export-compliant on every bill, and closes the month from one system instead of a spreadsheet, a bank statement and a gateway dashboard.
Right currency, every time
Each client is billed in their own currency, with the INR value kept for the books.
Compliance on every invoice
Export treatment and the LUT declaration are applied automatically, ready for GSTR-1.
Retainers raise themselves
Monthly invoices go out on schedule, with reminders for anything unpaid.
Payments reconcile
Gateway payments and bank feeds match to invoices, and exchange differences post on their own.
Zoho Books for international invoicing: FAQ
Can Zoho Books invoice foreign clients in their own currency?
Yes. Zoho Books supports multi-currency invoicing. Each overseas customer is set up in their own currency, the invoice is raised in that currency, and Zoho Books keeps the INR value for your books using the exchange rate on the invoice date.
Does Zoho Books handle export of services under LUT?
Yes. In the India edition, an invoice to an overseas customer can be marked as an export without payment of IGST under a Letter of Undertaking. The invoice carries the LUT declaration, shows zero tax, and is reported in the export section of GSTR-1.
How are exchange rate gains and losses recorded?
When a foreign-currency invoice is paid at a different rate than it was raised at, Zoho Books posts the difference as a realised exchange gain or loss automatically, so the INR books stay accurate without manual journals.
Can Zoho Books raise monthly retainer invoices automatically?
Yes. Recurring invoice profiles raise and email retainer invoices on a schedule, with payment reminders for anything left unpaid.
Can payments from overseas clients reconcile automatically?
Zoho Books connects to payment gateways and bank feeds. Online payments are recorded against the invoice they were made for, and bank transactions are matched to those payments, which turns reconciliation into a review instead of a data entry job.
Billing clients abroad from a spreadsheet?
We'll set up Zoho Books for your currencies, your GST position and your payment flow, and stay till your team runs it without us.