Business PAN Validation for Zoho Billing - Streamline Tax Compliance

Business PAN Validation for Zoho Billing

Content

  1. Prerequisites
  2. Key Features of "Business PAN Validation"
  3. How to install the "Business PAN Validation for Zoho Billing"
  4. Create OAuth authorization
  5. New fields have been added to the Customers and Vendors module
  6. How to validate the Business PAN in the Customers module with Button
  7. Support

Prerequisites

You must be a Zoho Billing Super Admin.
You need Zoho Billing Professional Edition or higher is required.

Key Features of "Business PAN Validation"

  1. Automated PAN Verification: Instantly verify the authenticity of a business's PAN (Permanent Account Number) during the billing process, ensuring compliance with legal requirements.
  2. Real-Time Validation: Validate PAN details in real-time against the official database, reducing errors and preventing the use of invalid or incorrect PANs.
  3. Seamless Integration: Easily integrate with Zoho Billing, allowing businesses to perform PAN validation directly within their billing workflow without the need for external tools.
  4. Error-Free Data Entry: Reduce manual data entry errors by automatically fetching and verifying PAN information, leading to more accurate billing and record-keeping.
  5. User-Friendly Interface: Enjoy an intuitive and easy-to-use interface for PAN validation, requiring minimal training and effort from the users.

How to install "Business PAN Validation for Zoho Billing"

Steps invloved in installing "Business PAN Validation for Zoho Billing"
  1. Open Zoho Billing Setup and go to Marketplace.
  2. Search for the "Business PAN Validaton for Zoho Billing" keyword and click the install button.
  3. Choose the Organization
  4. Agree with the terms and Click Next.
  5. Authorize your connector before installation.




After the connection is connected successfully, and press the "Install Extension" button to install the extension.



Create OAuth Authorization

  1. Press the connect option to authorize the connector.
  2. By creating this Zoho Billing connection, you acknowledge that any data updated in Zoho Billing.
  3. By clicking connect, you authorize Zoho Flow to access your App data and Click Connect.
  4. By clicking the "Accept" button you allow Zoho Flow to access data in your Zoho Account.
  5. Then the connector will connecting successfully.







New Fields have been added to the Cusomers Modules

Customer Module


Customer Module
Sl NoField TypeField NameComment
1Single LineBusiness PAN NumberThis field shows the Business PAN Number
2Single LineBusiness PAN StatusThis field shows the Status of the Business PAN as "Valid" or "Invalid"
3Single LineBuisness NameThis field shows the Name of the Business
4Multi LineBusiness DetailsThis field shows the details of the Business

Business PAN Number: This field shows the Business PAN Number.
Business PAN Status: This field shows the Status of the Business PAN as "Valid" or "Invalid."
Buisness Name: This field shows the Name of the Business.
Business Details: This field shows the details of the Business.



We have inserted the button to validate the Business PAN manually in the Customers modules.


How to validate the Business PAN in the Customers module with Button

Customer Module

To validate the "Business PAN" in the Customers module, use the button provided. Upon clicking it, a pop-up will appear displaying the verification status and API usage. Once the widget is closed, the "Business Name," "Business Details," and "Business PAN Status" fields will be automatically updated.













Support

Contact Number: +919868329081
Website: www.nexivo.co



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