AI agents for Zoho Books

Find customers

Lists customers in name order, optionally only those whose name or notes contain a word, whose company name contains some text, or whose primary contact has an email address.

List invoices

Lists invoices, most recently created first, optionally for one customer, in one status.

Create a customer

Adds a customer with a display name, optional company name, a primary contact person (name, email, phone), billing address, website, payment terms in days and notes.

Create an invoice

Creates an invoice for a customer (by contact_id) with line items: an item from the Items list by its ID, or a name and description, each with a rate and quantity.

Record a customer paymentDeletes data

Records money received from a customer and applies it to one of their invoices.