AI agents for Zoho Billing

List customers

Lists customers, active ones by default, or all, inactive, without a subscription, or with the customer portal on.

Get a customer

Reads one customer by ID: name, email, company, phone, billing and shipping addresses, currency, payment terms, outstanding balance, unused credits, contact persons and custom fields.

List plans

Lists the organization's plans, active ones by default, optionally for one product.

List subscriptions

Lists subscriptions, optionally for one customer, in one state (live, trial, past due, unpaid, non-renewing, cancelled, expired …) or whose reference contains some text.

Get a subscription

Reads one subscription by ID: its customer, plan and add-ons, status, amount, current term, next billing date, coupon, card and custom fields.

List invoices

Lists invoices, optionally for one customer or subscription, in one status (sent, draft, overdue, paid, void, unpaid, partially paid) or dated this or last month.

Create a customer

Adds a customer with a display name and email, and optional first and last name, company, phone, website, billing address, currency and notes.

Start a subscription

Subscribes an existing customer (by customer_id) to a plan.

Cancel a subscriptionDeletes data

Cancels a subscription, by default at the end of its current term (it becomes non_renewing and stops renewing), or at once (it becomes cancelled).