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How to Sync Legalxgen Invoices on Zoho?

Alternatively, you can follow these steps:

Certainly! Here’s a rephrased version:

  1. Sign in to your Legalxgen account.
  2. Navigate to Accounts >> Invoices.
  3. Locate the invoice you want to synchronize with Zoho.
  4. On the far right of the invoice, you’ll find three horizontal lines (Actions). Click on them to reveal the options, then select ‘Zoho Sync’.
  5. If your client is not yet synced, meaning they don’t exist in Zoho, you’ll need to sync the client first from the Zoho Sync Window.
  6. Once the client is synced, you can proceed to sync your invoice by clicking the ‘Sync’ button.
  7. That’s it! Your invoice is now synchronized with Zoho Books.

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