Zoho Invoice

List the Zoho Invoice organizations this connection can act on. Every other tool takes an organization_id from here.

Fetch one organization's profile (name, currency, time zone, address).

List customers, filterable by name, company, email or phone.

Fetch one customer in full (addresses, contact persons, payment terms, outstanding balance).

Create a customer.

Update a customer. Only the fields you pass change; contact_persons and addresses are replaced wholesale when supplied.

List the items (products and services) invoices and estimates draw their line items from.

Fetch one item (rate, description, unit, tax mapping).

List invoices, filterable by customer, status, number or date.

Fetch one invoice in full (line items, taxes, totals, payments applied, balance).

Create an invoice for a customer. Created as a draft unless send is true.

Update an invoice. Passing line_items replaces the whole set, so send the complete list.

Delete an invoice. Zoho refuses this once payments have been applied — void_invoice is the reversal for an issued invoice.

Email an invoice to the customer. Omit the recipients to use the customer's own contact emails.

Move a draft invoice to sent without emailing it (for invoices delivered elsewhere).

Void an invoice, cancelling it while keeping the record and its number.

Email the customer a payment reminder for an invoice.

List recurring invoice profiles. This endpoint documents only the generic view controls — narrow with filter_by or search_text.

Fetch one recurring invoice profile (schedule, line items, next invoice date).

List estimates (quotes). Zoho Invoice's estimate list takes pagination only — fetch one with get_estimate to see its status and totals.

Fetch one estimate in full (line items, taxes, totals).

Create an estimate (quote) for a customer.

Email an estimate to the customer. Omit the recipients to use the customer's own contact emails.

Move a draft estimate to sent without emailing it (for estimates delivered elsewhere).

List payments received from customers, filterable by customer name, mode, amount, reference or date.

Fetch one customer payment, including which invoices it was applied to.

Record a payment received from a customer, optionally applying it across specific invoices.

List recorded expenses, filterable by customer name, expense account, status, amount, reference or date.

Fetch one expense (account, amount, tax, billable flag).

Record an expense against an expense account. Mark it billable with a customer_id to on-bill it later.

List credit notes, filterable by customer, status or number.

Fetch one credit note in full (line items, totals, invoices it has been applied to).