Commerce
Zoho Invoice
2min
The Zoho Invoice modules allow you to create, update, list, and/or delete items, price lists, contacts, estimates, invoices, payments, credit notes, expenses, projects, time entries in your Zoho Invoice account.
Prerequisites
- A Zoho Invoice account
In order to use Zoho Invoice with Make, it is necessary to have a Zoho Invoice account. If you do not have one, you can create a Zoho Invoice account at www.zoho.com/invoice/signup.
To connect your Zoho Invoice account to Make, you need to obtain your organization ID and region.
- Log into your Zoho Invoice Account.
- Open your profile menu in the top-right corner.
- Click on the Manage button next to the My Organizations section.
- Copy the Organization ID to the clipboard.
- Go to Make and open the Zoho Invoice module's Create a connection dialog.
- Enter the Organization ID you have copied in step 4 to the respective field.
- Select the region of your Zoho Invoice account. If the URL of your account is e.g. https://invoice.zoho.eu, then select the EU option.
- Click the Continue button.
Confirm the dialog by clicking the Accept button.
The connection has been established.