Help Document: Creating an Account and Generating API Keys in GreenInvoice

Introduction

This document guides users on how to create an account in GreenInvoice and generate API keys and a secret for use with the Zoho extension developed for this purpose. With these keys, you can create invoices directly through our platform.

Step 1: Creating an Account in GreenInvoice

• Accessing the GreenInvoice Website

  Open your browser and go to the GreenInvoice website.

• Registering for a New Account

  Click on the "Register" button located at the top right corner of the screen.

  Fill in the required details (name, email, password, etc.) and click "Register".

• Email Verification

  After successful registration, you will receive a verification email. Click on the link in the email to verify your account.

Click on the symbol "Not joined yet?"

Step 2: Generating API Keys and Secret

• Logging into Your Account

  Log in to your account on the GreenInvoice website.

• Navigating to API Settings

  After logging in, navigate to "My Account".

  Go to "Developer Tools" in the menu.


• Adding a New API Key

  Under "API Keys", click on "Add Key".

  Give the API key a name and set the required permissions.

  Click "Save" to generate the key.

  

Step 3: Integrating the Zoho Extension with GreenInvoice

• Configuring the Extension in Zoho

  Go to the extension settings in Zoho and enter the API key and secret you generated.

  Click "Save" to complete the process.

• Testing the Connection

  Create a sample invoice through the extension to ensure the connection between Zoho and GreenInvoice is working correctly.

Summary

You are now ready to use the extension developed to create invoices via GreenInvoice directly from Zoho. If you encounter any issues or have questions, feel free to contact technical support.