AI agents for Zoho Invoice

Find customers

Lists customers in name order, optionally only those whose name or notes contain a word, whose company name contains some text, with an email address, or in one status.

List invoices

Lists invoices by creation time, optionally for one customer, in one status.

Get an invoice

Reads one invoice by ID: customer, status, dates, line items, taxes, totals, payments made, balance due, notes and the link the customer sees.

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.

Email an invoice

Emails an invoice to the given addresses with the invoice PDF attached, with an optional subject and message (Zoho's invoice email template is used when they are left out).

Record a customer paymentDeletes data

Records money received from a customer and applies it to one of their invoices: the amount, the date, how it was paid (cash, check, bank transfer …), a reference and any bank charges.