All integrations
Zoho Books
Accounting & Finance
Manage a Zoho Books organization's contacts, items, invoices, estimates and customer payments, record expenses, and read its chart of accounts.
20 actions
Actions
Steps your workflow can run in Zoho Books.
List contactsList customers and vendors, optionally filtered and searched.
Get a contactGet a contact's details, addresses, contact persons and outstanding balance.
Create a contactCreate a customer or vendor. The email, name and phone become its primary contact person.
Update a contactChange a contact's name, company, website, billing address or notes. Blank fields keep their current value.
List itemsList the products and services you sell.
Create an itemCreate a product or service to sell on invoices and estimates.
List invoicesList invoices by status, customer or date.
Get an invoiceGet an invoice with its lines, totals, balance and status.
Create an invoiceCreate an invoice for a customer, as a draft or emailed at once. Every line needs an item.
Mark an invoice as sentMark a draft invoice as sent without emailing it, so it counts as owed and can take payments.
Void an invoiceVoid an invoice, cancelling it while keeping it on record. Zoho refuses while payments are applied to it.
Email an invoiceEmail an invoice to the addresses you give, from Zoho Books. A draft is marked sent.
List estimatesList estimates (quotes) by status or customer.
Create an estimateCreate an estimate (quote) for a customer, as a draft or emailed at once.
Mark an estimate as acceptedRecord that the customer accepted an estimate. A draft is marked sent first.
List customer paymentsList payments received from customers.
Record a customer paymentRecord a payment from a customer and apply it to one of their invoices. The invoice must not be a draft.
List expensesList recorded expenses by status, customer or date.
Record an expenseRecord money spent, against an expense account.
List chart of accountsList the organization's accounts, with their ids, types and optionally balances.
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