Zoho Books
Read and write a connected Zoho Books organization: customers and vendors, invoices and their send/void lifecycle, estimates, expenses, customer payments, items, bills, and sales and purchase orders.
Tools29
zoho-books__list_organizationsFreeList the Zoho Books organizations this connection can act on. Every other tool takes an organization_id from here.List the Zoho Books organizations this connection can act on. Every other tool takes an organization_id from here.
zoho-books__get_organizationFreeFetch one organization's profile (name, currency, fiscal year, time zone, address).Fetch one organization's profile (name, currency, fiscal year, time zone, address).
zoho-books__list_contactsFreeList customers and vendors, filterable by name, company, email or phone.List customers and vendors, filterable by name, company, email or phone.
zoho-books__get_contactFreeFetch one contact in full (addresses, contact persons, payment terms, outstanding balance).Fetch one contact in full (addresses, contact persons, payment terms, outstanding balance).
zoho-books__create_contactFreeCreate a customer or vendor.Create a customer or vendor.
zoho-books__update_contactFreeUpdate a contact. Only the fields you pass change; contact_persons and addresses are replaced wholesale when supplied.Update a contact. Only the fields you pass change; contact_persons and addresses are replaced wholesale when supplied.
zoho-books__delete_contactFreeDelete a contact. Books refuses this while the contact still has transactions.Delete a contact. Books refuses this while the contact still has transactions.
zoho-books__list_itemsFreeList the items (products and services) invoices and estimates draw their line items from.List the items (products and services) invoices and estimates draw their line items from.
zoho-books__get_itemFreeFetch one item (rate, description, SKU, unit, tax and account mapping).Fetch one item (rate, description, SKU, unit, tax and account mapping).
zoho-books__list_invoicesFreeList invoices, filterable by customer, status, number or date.List invoices, filterable by customer, status, number or date.
zoho-books__get_invoiceFreeFetch one invoice in full (line items, taxes, totals, payments applied, balance).Fetch one invoice in full (line items, taxes, totals, payments applied, balance).
zoho-books__create_invoiceFreeCreate an invoice for a customer. Created as a draft — use mark_invoice_sent or email_invoice to issue it.Create an invoice for a customer. Created as a draft — use mark_invoice_sent or email_invoice to issue it.
zoho-books__update_invoiceFreeUpdate an invoice. Passing line_items replaces the whole set, so send the complete list.Update an invoice. Passing line_items replaces the whole set, so send the complete list.
zoho-books__delete_invoiceFreeDelete an invoice. Books refuses this once payments have been applied — void_invoice is the reversal for an issued invoice.Delete an invoice. Books refuses this once payments have been applied — void_invoice is the reversal for an issued invoice.
zoho-books__email_invoiceFreeEmail an invoice to the customer. Omit the recipients to use the customer's own contact emails.Email an invoice to the customer. Omit the recipients to use the customer's own contact emails.
zoho-books__mark_invoice_sentFreeMove a draft invoice to sent without emailing it (for invoices delivered outside Books).Move a draft invoice to sent without emailing it (for invoices delivered outside Books).
zoho-books__void_invoiceFreeVoid an invoice, cancelling it while keeping the record and its number.Void an invoice, cancelling it while keeping the record and its number.
zoho-books__list_estimatesFreeList estimates (quotes), filterable by customer, status, number or date.List estimates (quotes), filterable by customer, status, number or date.
zoho-books__get_estimateFreeFetch one estimate in full (line items, taxes, totals).Fetch one estimate in full (line items, taxes, totals).
zoho-books__create_estimateFreeCreate an estimate (quote) for a customer.Create an estimate (quote) for a customer.
zoho-books__list_expensesFreeList recorded expenses, filterable by vendor, customer, status or date.List recorded expenses, filterable by vendor, customer, status or date.
zoho-books__get_expenseFreeFetch one expense (account, amount, tax, billable flag, attachments summary).Fetch one expense (account, amount, tax, billable flag, attachments summary).
zoho-books__create_expenseFreeRecord an expense against an expense account. Mark it billable with a customer_id to on-bill it later.Record an expense against an expense account. Mark it billable with a customer_id to on-bill it later.
zoho-books__list_customer_paymentsFreeList payments received from customers, filterable by customer, mode or date.List payments received from customers, filterable by customer, mode or date.
zoho-books__get_customer_paymentFreeFetch one customer payment, including which invoices it was applied to.Fetch one customer payment, including which invoices it was applied to.
zoho-books__create_customer_paymentFreeRecord a payment received from a customer, optionally applying it across specific invoices.Record a payment received from a customer, optionally applying it across specific invoices.
zoho-books__list_billsFreeList bills received from vendors, filterable by vendor, status or number.List bills received from vendors, filterable by vendor, status or number.
zoho-books__list_sales_ordersFreeList sales orders, filterable by customer, status or number.List sales orders, filterable by customer, status or number.
zoho-books__list_purchase_ordersFreeList purchase orders, filterable by vendor, status or number.List purchase orders, filterable by vendor, status or number.
