All integrations
Zoho Invoice
Accounting & FinanceZoho
Free invoicing. Create quotes and invoices, email them, send payment reminders, record payments and expenses, and manage customers.
20 actions
Actions
Steps your workflow can run in Zoho Invoice.
List contactsList customers, optionally searched, filtered and sorted.
Get a contactGet a customer's details, addresses, contact persons and what they owe.
Create a contactCreate a customer, with a primary contact person to email invoices to.
Update a contactChange a customer's name, company, website, billing address, payment terms or notes. Blank fields keep their value.
List itemsList the products and services you bill for.
Create an itemCreate a product or service to bill for.
List quotesList quotes (estimates), optionally for one customer or in one status. The filters apply to the page returned.
Create a quoteCreate a draft quote (estimate) for a customer. Mark it sent, then accepted, as the customer responds.
Mark a quote as sentMark a draft quote as sent, without emailing it.
Mark a quote as acceptedRecord that the customer accepted a sent quote. A draft quote must be marked sent first.
List invoicesList invoices, optionally by status (such as overdue or unpaid), customer, date or due date.
Get an invoiceGet an invoice with its lines, totals, balance owed and the customer's payment link.
Create an invoiceCreate a draft invoice for a customer. Email it or mark it sent afterwards.
Mark an invoice as sentMark a draft invoice as sent, without emailing it, so it counts as owed.
Void an invoiceCancel an invoice by marking it void. It stays on record but no longer counts as owed.
Email an invoiceEmail an invoice to the customer from Zoho Invoice, using your invoice email template unless you write your own.
Send a payment reminderEmail the customer a reminder to pay a sent, unpaid invoice.
List customer paymentsList payments received, optionally by method or date.
Record a customer paymentRecord a payment received and apply it to an invoice.
Record an expenseRecord an expense, optionally billable to a customer so it can be added to their next invoice.
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