Zoho Invoice

Tool to apply a credit note to one or more invoices. Use when you need to apply credits from a credit note to specific invoices. The invoice and credit note must belong to the same customer, and the invoice must not be in closed or paid status.

Tool to add a comment to an invoice. Use when you need to add notes or comments to a specific invoice for internal tracking or client communication.

Tool to apply credit notes to an invoice in Zoho Invoice. Use when you need to reduce an invoice balance by applying one or more existing credit notes.

Tool to cancel a write-off on an invoice. Use when you need to reverse a previously written-off invoice amount.

Tool to clone an existing project. Use when you need to duplicate a project with a new name and description.

Tool to add an additional address to a contact. Use when you need to create a secondary shipping or billing address for an existing contact.

Tool to create a contact in Zoho Invoice. Use when you need to add a new customer or vendor to the system.

Tool to create a contact person for an existing contact. Use when you need to add a new contact person to a contact record.

Tool to create a credit note to refund or give credit to a customer. Use when you need to issue a credit for returned items or adjustments.

Tool to add a comment to a credit note. Use when you need to add notes or comments to an existing credit note.

Tool to create a new currency in Zoho Invoice. Use when you need to add a currency with specific code, symbol, and formatting options.

Tool to create a customer payment in Zoho Invoice. Use when you need to record a payment made by a customer and apply it to one or more invoices.

Tool to create an employee in Zoho Invoice. Use when you need to add a new employee to the organization.

Tool to create a new estimate (quote) for a customer. Use when you need to generate a price quotation before creating an invoice.

Tool to add a comment to an estimate. Use when you need to add notes or comments to an existing estimate.

Tool to create an exchange rate for a specified currency. Use when you need to set or update the exchange rate for a currency with respect to the base currency, effective from a specific date.

Tool to create a new expense category in Zoho Invoice. Use when you need to add a new expense category for tracking business expenses.

Tool to create a new invoice for a customer in Zoho Invoice. Use when you need to bill a customer with line items and pricing details.

Tool to create a new item in Zoho Invoice. Use when you need to add a product or service to your item catalog.

Tool to post a comment to a project. Use when you need to add comments or notes to a specific project.

Tool to create a recurring invoice profile that automatically generates invoices at specified intervals. Use when you need to set up automatic invoice generation for subscriptions or regular billing.

Tool to create a refund for a credit note. Use when you need to refund credit note amount to a customer.

Tool to create a new task in a Zoho Invoice project. Use when you need to add a task to an existing project with task name and optional details like description, hourly rate, and budget hours.

Tool to create a new tax in Zoho Invoice. Use when you need to add a tax rate that can be applied to items and invoices.

Tool to create a new tax group in Zoho Invoice. Use when you need to combine multiple taxes into a single group for easier application to invoices and items.

Tool to log time entries for projects in Zoho Invoice. Use when you need to track billable or non-billable hours against a project or task.

Tool to create a new user in Zoho Invoice. Use when you need to add a user to an organization. The user will receive an invitation email.

Tool to delete an additional address from a contact. Use when you need to remove a specific address from a contact's address list.

Tool to delete a contact from Zoho Invoice. Use when you need to permanently remove a contact from the system.

Tool to delete a contact person from Zoho Invoice. Use when you need to remove a specific contact person from the system.

Tool to delete invoices credited from a credit note. Use when you need to remove an invoice that was previously credited by a credit note.

Tool to delete a currency from Zoho Invoice settings. Use when you need to permanently remove a currency from the system.

Tool to delete an existing payment from Zoho Invoice. Use when you need to remove a specific customer payment from the system.

Tool to delete an employee from Zoho Invoice. Use when you need to permanently remove an employee from the system.

Tool to delete a comment from an estimate. Use when you need to remove a specific comment from an existing estimate.

Tool to delete one or more estimates (quotes). Use when you need to permanently remove estimates from the system. This is a bulk delete operation that can delete multiple estimates at once.

Tool to delete an expense from Zoho Invoice. Use when you need to permanently remove an expense from the system.

Tool to delete an expense category from Zoho Invoice. Use when you need to permanently remove an expense category. Note: Categories associated with expenses cannot be deleted.

Tool to delete an existing invoice from Zoho Invoice. Use when you need to permanently remove an invoice. Invoices with payments or credit notes applied cannot be deleted.

Tool to delete an attachment from an invoice. Use when you need to remove a document or file from a Zoho Invoice.

Tool to delete a comment from an invoice. Use when you need to remove a specific comment from an existing invoice.

Tool to delete the receipt attached to an expense in Zoho Invoice. Use when you need to remove the receipt file from an expense while keeping the expense itself.

Tool to delete an existing item from Zoho Invoice. Items that are part of a transaction cannot be deleted and will return an error.

Tool to delete a project from Zoho Invoice. Use when you need to permanently remove a project from the system.

Tool to delete a comment from a project. Use when you need to remove a specific comment from an existing project.

Tool to delete a simple or compound tax from Zoho Invoice settings. Use when you need to permanently remove a tax from the system.

Tool to delete a task from a Zoho Invoice project. Use when you need to permanently remove a task from a project.

Tool to delete a time entry from Zoho Invoice. Use when you need to permanently remove a time entry from a project.

Tool to delete a user from Zoho Invoice. Use when you need to permanently remove a user from an organization.

Tool to disable payment reminders for a contact. Use when you need to stop automatic payment reminder notifications for all invoices associated with a specific contact.

Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder notifications for a specific invoice.

Tool to email a statement to a contact in Zoho Invoice. Use when you need to send account statements showing transaction history for a specific period to a customer or vendor.

Tool to email an estimate to a customer. Use when you need to send an estimate via email to one or more recipients.

Tool to email an invoice to customers. Use when you need to send an invoice via email to one or more recipients with optional CC recipients and custom email content.

Tool to send estimates via email to customers in bulk. Use when you need to email multiple estimates at once to their respective customers.

Tool to enable payment reminders for an invoice. Use when you need to activate automatic payment reminder notifications for a specific invoice.

Tool to enable payment reminders for a contact. Use when you need to activate automatic payment reminder notifications for a specific contact.

Tool to enable portal access for contact persons in Zoho Invoice. Use when you need to grant customer portal access to specific contact persons.

Tool to bulk export multiple invoices as a single PDF file. Use when you need to download invoices in PDF format for multiple invoice IDs at once.

Tool to list all tasks in a Zoho Invoice project. Use when you need to retrieve tasks for a specific project with optional pagination.