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Create Contact

Quickly add a new customer or vendor to your billing system so you can start tracking invoices and payments with them.

Create Additional Address

Add a secondary shipping or billing address to an existing contact in Zoho Invoice, enabling you to manage multiple locations for the same customer without creating duplicate records.

Create Contact Person

Add a new contact person (like a manager or department head) to an existing customer or vendor record in Zoho Invoice. This allows you to maintain multiple points of contact for the same organization.

Delete Additional Address

Removes a secondary or alternate address associated with a contact, keeping your address records clean and up-to-date. Use this when a customer moves, closes a location, or you need to maintain only current delivery addresses.

Delete Contact

Permanently remove a contact from your Zoho Invoice system when you no longer need to work with them or want to clean up your contact database.

Delete Contact Person

Remove a specific contact person from your Zoho Invoice system when they're no longer needed for business interactions. This helps keep your contact database clean and current.

Disable Contact Payment Reminders

Stop automatic payment reminder notifications for a specific contact across all their invoices. This is useful when you want to manage communication preferences or handle payment reminders through other channels.

Create Credit Note

Issues a credit note to refund or provide credit to customers for returned items, overpayments, or service adjustments. This helps you maintain accurate records and customer relationships when correcting billing mistakes or processing returns.

Create Credit Note Comment

Add notes or comments to a credit note to provide context, explanations, or internal reminders about the credit adjustment. This helps you maintain clear communication and documentation for accounting purposes.

Create Currency

Add a new currency to your Zoho Invoice account with custom formatting options, enabling you to invoice clients and track expenses in multiple currencies without manual conversion.

Create Exchange Rate

Set custom exchange rates for currencies in your invoicing system, allowing you to lock in specific rates for a particular date to ensure consistent pricing across international transactions.

Delete Currency

Remove a currency from your Zoho Invoice settings when you no longer need to invoice in that currency. This action permanently deletes the currency configuration from your system.

Create Employee

Add a new team member to your Zoho Invoice account so they can access payroll, expense tracking, and other employee-related features within your invoicing system.

Delete Employee

Remove an employee record from your Zoho Invoice system when they leave your business or their profile is no longer needed.

Create Estimate

Generate a price quotation for potential customers before committing to an invoice, allowing you to present pricing options and lock in terms before work begins.

Create Estimate Comment

Add internal notes or client-facing comments to an estimate to provide clarification, terms, or additional context without modifying the estimate itself.

Delete Estimate Comment

Remove unwanted or outdated comments from your estimates to keep client communications clean and organized.

Delete Estimates

Permanently remove one or more estimates from your invoice system. Use this when you need to clean up outdated quotes or remove estimates that are no longer relevant to your business.

Create Expense Category

Organize your business expenses by creating custom categories in Zoho Invoice to track and categorize different types of spending for better financial management.

Delete Expense

Permanently removes an expense record from your Zoho Invoice account when it's no longer needed or was entered incorrectly.

Delete Expense Category

Permanently remove an expense category from your Zoho Invoice account when it's no longer needed for tracking business expenses. This helps keep your expense classification system clean and organized.

Delete Invoice Expense Receipt

Remove a receipt file that's attached to an expense in Zoho Invoice, allowing you to update or correct documentation without deleting the entire expense record.

Create Invoice

Generate a professional invoice for a customer with itemized products or services and pricing information. This helps you document sales, track revenue, and send payment requests to clients.

Add Credit Note to Invoices

Apply credit note amounts to one or more invoices to reduce what a customer owes, helping you manage refunds and account adjustments efficiently.

Add Invoice Comment

Add notes or comments directly to your invoices for internal tracking, client communication, or documentation purposes. This helps you keep all invoice-related information and conversations in one place without cluttering your email inbox.

Apply Credits to Invoice

Reduce an invoice's outstanding balance by applying existing credit notes, helping you settle payments without requiring additional cash transactions. This streamlines your accounting when you have credits available from previous refunds or overpayments.

Cancel Write Off Invoice

Reverses a previously written-off invoice amount, restoring the balance to your accounts receivable so it can be collected or adjusted.

Create Recurring Invoice

Automatically generate invoices at regular intervals for your recurring clients without manual intervention each billing cycle. This eliminates repetitive invoicing work while ensuring consistent, timely billing for subscription or retainer-based services.

Delete Credit Notes Applied to Invoice

Removes the connection between a credit note and an invoice, allowing you to reverse a credit that was previously applied and reprocess the payment if needed.

Delete Invoice

Permanently remove an invoice from Zoho Invoice when it's no longer needed or was created in error. Note that invoices with existing payments or credit notes cannot be deleted.

Delete Invoice Attachment

Remove unwanted files or documents that were previously attached to an invoice in Zoho Invoice. This helps keep your invoice records clean and organized when attachments are no longer needed or were uploaded by mistake.

Delete Invoice Comment

Remove a comment from an invoice to clean up outdated notes or correct information that's no longer relevant to the transaction record.

Create Item

Add a new product or service to your Zoho Invoice catalog that you can use when creating invoices and quotes. This helps you maintain a centralized list of items you regularly sell or offer to clients.

Delete Item

Remove items from your Zoho Invoice catalog when they're no longer needed or sold, helping keep your product list clean and organized.

Create Customer Payment

Record and track customer payments directly in Zoho Invoice, automatically applying them to outstanding invoices to keep your financial records up-to-date.

Delete Customer Payment

Removes a recorded payment from your Zoho Invoice account, allowing you to correct payment records or undo mistaken entries. This is useful when you need to adjust your payment history or fix data entry errors.

Clone Zoho Invoice Project

Duplicate an existing project with customizable name and description, saving time when you need to reuse similar project configurations for new clients or engagements.

Create Project Comment

Add comments or notes to a specific project to keep team members and clients informed of progress, decisions, or important updates without cluttering email inboxes.

Delete Project

Permanently removes a project from your Zoho Invoice account when it's no longer needed or was created by mistake. This helps keep your project list clean and organized.

Delete Project Comment

Removes a comment from a project to clean up outdated feedback or correct mistaken entries. Helps keep project discussions focused and relevant.

Create Refund Credit Note Refunds

Generate a refund for a credit note by converting the credit balance back to the customer, useful when you need to return unused credits or reverse previous credits issued.

Create Task

Create a new task within a Zoho Invoice project to organize and track work items, assign responsibilities, and monitor project progress with optional details like hourly rates and budget hours.

Delete Task

Remove a task from your Zoho Invoice project when it's no longer needed or was created in error. This permanently deletes the task and cleans up your project workflow.

Create Tax

Set up a new tax rate in Zoho Invoice that you can apply to invoices and line items, enabling accurate tax calculations for your sales transactions.

Create Tax Group

Combine multiple taxes into a single group that can be quickly applied to invoices and line items, simplifying your tax management workflow.

Delete Tax

Permanently remove a tax from your Zoho Invoice settings when you no longer need to apply it to invoices. This helps keep your tax configuration clean and prevents accidental application of outdated tax rates.

Create Time Entry

Logs time spent on projects or tasks in Zoho Invoice to track billable and non-billable work hours for accurate invoicing and project profitability analysis.

Delete Time Entry

Permanently remove a time entry from your Zoho Invoice projects when you need to correct mistakes or remove duplicate records. This helps keep your project time tracking accurate and your billing records clean.

Create Zoho Invoice User

Add a new team member to your Zoho Invoice account so they can help manage invoices, payments, and client records. The new user will automatically receive an invitation email to join your organization.

Delete User

Permanently remove a user from your Zoho Invoice account when they no longer need access to billing and invoicing functions. Use this to maintain security and keep your team roster current.

Bulk Export Invoices

Tool to bulk export multiple invoices as a single PDF file.

Bulk Print Estimates

Tool to bulk print multiple estimates as PDF.

Bulk Print Invoices

Tool to bulk print invoices as PDF.

Disable Invoice Payment Reminder

Tool to disable payment reminders for an invoice.

Email Contact Statement

Tool to email a statement to a contact in Zoho Invoice.

Email Estimate

Tool to email an estimate to a customer.

Email Invoice

Tool to email an invoice to customers.

Email Multiple Estimates

Tool to send estimates via email to customers in bulk.

Enable Invoice Payment Reminder

Tool to enable payment reminders for an invoice.

Enable Payment Reminders

Tool to enable payment reminders for a contact.

Enable Portal Access

Tool to enable portal access for contact persons in Zoho Invoice.

Get All Tasks

Tool to list all tasks in a Zoho Invoice project.

Get Client Review

Tool to retrieve details of a particular client review by comment ID.

Get Contact

Tool to retrieve a specific contact by ID.

Get Contact Addresses

Tool to retrieve all addresses for a contact.

Get Contact Person

Tool to retrieve details of a specific contact person.

Get Credit Note

Tool to retrieve the details of a specific credit note by creditnoteid.

Get Credit Note Email History

Tool to retrieve email history for a credit note.

Get Credit Note Refund

Tool to retrieve details of a specific credit note refund.

Get Expense

Tool to retrieve a specific expense by ID.

Get Invoice

Tool to retrieve the details of a specific invoice by invoiceid.

Get Invoice Attachment

Tool to get invoice attachment details.

Get Invoice Email Content

Tool to retrieve the email content for a specific invoice.

Get Payment Reminder Mail Content

Tool to retrieve payment reminder mail content for a specific invoice.

Get Price List

Tool to retrieve the details of a specific price list by pricebookid.

Get Project

Tool to retrieve details of a specific project by project ID.

Get Project User

Tool to retrieve a specific user from a project.

Get Recurring Invoice

Tool to retrieve the details of a specific recurring invoice by recurringinvoiceid.

Get Statement Mail Content

Tool to retrieve statement mail content for a specific contact.

Get Task

Tool to retrieve a specific task from a Zoho Invoice project.

Get Tax

Tool to retrieve details of a specific tax by taxid.

Get Tax Group

Tool to retrieve a specific tax group by ID.

Get Time Entry

Tool to retrieve a specific time entry from Zoho Invoice.

Get Zoho Invoice Item

Tool to retrieve the details of a specific item by itemid.

Inactivate Project

Tool to deactivate a project in Zoho Invoice.

List Child Expenses Created

Tool to list child expenses created from a recurring expense.

List Client Reviews

Tool to retrieve all client reviews for contacts.

List Contact Comments

Tool to list all comments on a contact.

List Contact Refunds

Tool to list refunds associated with a contact.

List Contacts

Tool to list contacts.

List Credit Notes

Tool to list credit notes.

List Currencies

Tool to list all currencies configured for the organization.

List Customer Payment Refunds

Tool to list refunds of a customer payment.

List Employees

Tool to list all employees in the organization.

List Estimates

Tool to list all estimates.

List Expense Categories

Tool to list all expense categories with optional filtering, sorting, and pagination.

List Expense Comments

Tool to list expense history and comments.

List Expenses

List all expenses with optional filtering, sorting, and pagination.

List Invoice Comments

Tool to list all comments and history for an invoice.

List Invoice Payments

Tool to list payments for a specific invoice.

List Invoices

Tool to list invoices.

List Invoices Credited

Tool to list invoices to which a specific credit note has been applied.

List Items

Tool to list all items.

List Organizations

Tool to list all organizations.

List Payments

Tool to list payments.

List Price Lists

Tool to list all price lists.

List Project Comments

Tool to list all comments for a project.

List Project Invoices

Tool to list all invoices for a specific project.

List Project Users

Tool to list all users assigned to a specific project.

List Projects

Tool to list all projects.

List Recurring Invoices

Tool to list recurring invoices.

List Retainer Invoice Templates

Tool to list retainer invoice templates.

List Retainer Invoices

Tool to list retainer invoices.

List Users

Tool to list users in a Zoho Invoice organization.

Mark Contact as Active

Tool to mark an inactive contact as active.

Mark Contact as Inactive

Tool to mark a contact as inactive in Zoho Invoice.

Mark Contact Person as Primary

Tool to mark a contact person as primary in Zoho Invoice.

Mark Estimate as Declined

Tool to mark an estimate as declined.

Mark Expense Category as Active

Tool to mark an inactive expense category as active.

Mark Invoice as Sent

Tool to mark an invoice as sent.

Mark Invoice as Void

Tool to mark an invoice as void.

Mark Item as Inactive

Tool to mark an active item as inactive.

Mark Retainer Invoice as Sent

Tool to mark a retainer invoice as sent.

Refund Customer Payment

Tool to refund an excess customer payment.

Resume Recurring Invoice

Tool to resume a recurring invoice in Zoho Invoice.

Send Bulk Invoice Reminder

Tool to send payment reminders for multiple invoices in bulk.

Send Contact Email

Tool to send an email to a contact in Zoho Invoice.

Start Timer

Tool to start a timer on an existing time entry in Zoho Invoice.

Stop Recurring Invoice

Tool to stop a recurring invoice in Zoho Invoice.

Update Additional Address

Tool to update an additional address for a contact.

Update Contact

Tool to update an existing contact in Zoho Invoice.

Update Contact Person

Tool to update a contact person in Zoho Invoice.

Update Credit Note

Tool to update an existing credit note in Zoho Invoice.

Update Credit Note Template

Tool to update the template associated with a credit note.

Update Customer Payment Refund

Tool to update an existing customer payment refund.

Update Estimate Shipping Address

Tool to update the shipping address for an estimate.

Write Off Invoice

Tool to write off an invoice.