Zoho Invoice

the zoho invoice modules allow you to manage items, price lists, contacts, estimates, invoices, payments, credit notes, expenses, projects, time entries in your zoho invoice account requirements to use the zoho invoice app in {{product name}} , you must have a https //www zoho com/invoice/signup connect zoho invoice and {{product name}} to get started, you must first create a connection between zoho invoice and {{product name}} , allowing the two services to communicate to create the connection, you need to docid\ yyzbyfnmvvwprsvbs9ykf docid\ yyzbyfnmvvwprsvbs9ykf obtain your organization id in zoho invoice before you create the connection in {{product name}} , you should first obtain the organization id in your zoho invoice account to obtain your organization id log in to 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 value and store it in a safe place you'll use this value in the organization id connection field in {{product name}} create the connection in {{product name}} once you have your zoho invoice organization id, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add a zoho invoice module to your {{scenario singular lowercase}} , and click create a connection optional in the ​​ connection name​​ field, enter a name for the connection in the organization id field, enter the id you copied from your zoho invoice account optional switch on a dvanced settings ​ and enter your zoho invoice client credentials for more information on how to obtain your credentials, refer to the https //www zoho com/invoice/api/v3/oauth/#overview if requested, use the following redirect uri when setting up your client credentials https //www integromat com/oauth/cb/zoho invoice click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the zoho invoice app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps https //help make com/connect an application#tn2pj templates you can look for zoho invoice templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} zoho invoice resources https //www zoho com/invoice/api/v3/introduction/#overview https //www zoho com/invoice/support/ zoho invoice modules after connecting to the zoho invoice app, you can use the following types of modules to build your {{scenario plural lowercase}} create a contact creates a new contact using the specified details you provide create a contact person creates a new contact person and links them to an existing contact create a credit note generates a new credit note document to record a refund or adjustment for a customer create a expense category creates a new expense category in your account for organizing and tracking expenses create a payment creates a new payment transaction in your connected account create a price list creates a new price list record with specified details create a project creates a new project in your selected application create a recurring expense creates a new expense entry that repeats automatically at specified intervals create a recurring invoice generates a new invoice that will be automatically issued on a recurring schedule create an estimate generates a new cost estimate document for a selected customer create an expense creates a new expense entry, allowing you to specify whether it is billable or non billable create an invoice generates a new invoice document for a specified customer create an item creates a new item in the selected app or service delete a contact permanently removes a selected contact from your account delete a contact person permanently remove a specified contact person from your account delete a credit note permanently removes a specified credit note from your records delete a payment removes a specified payment record from your account delete a price list permanently removes a specified price list from your account delete a project permanently removes a specified project from your account delete a recurring expense removes a specified recurring expense from your account delete a recurring invoice permanently removes a specified recurring invoice from your account delete a task permanently removes a specific task from a selected project delete a time entry deletes a specific time entry that has been previously logged delete an estimate permanently removes a selected estimate from your account delete an expense removes a specified expense record from your account delete an invoice permanently remove an existing invoice from your records, unless the invoice has payments or credit notes applied, in which case it cannot be deleted delete an item permanently removes a selected item from your data, except for items that are included in a transaction, which cannot be deleted email a credit note send a credit note to a specified recipient via email email an invoice sends an invoice email to the customer if you do not provide an input json string, the email will be sent using the default content get a contact retrieve comprehensive information about a specific contact get a contact person retrieve comprehensive information about a specific contact person, including their personal and contact details get a credit note retrieves comprehensive information about a specific credit note that already exists in your account get a payment retrieves comprehensive information about a specific payment that has already been made get a price list retrieves detailed information about a specific price list that already exists in your account get a project retrieves comprehensive information about a specific project, including its attributes and settings get a recurring expense retrieves detailed information about a specific recurring expense get a recurring invoice retrieves comprehensive information about a specific recurring invoice get a time entry retrieves detailed information about a specific time entry get an estimate retrieve comprehensive information about a specific estimate, including its line items, amounts, and status get an expense retrieves detailed information about a specific expense get an invoice retrieves comprehensive information about a specific invoice, including its status, amount, and related details get an item retrieves detailed information about a specific item that already exists in your account list contact persons retrieves a paginated list of all contact persons from your account list contacts retrieves a list of all contacts, allowing you to browse through them page by page list credit notes retrieves a complete list of all credit notes in your account list estimates retrieves a list of all estimates, allowing you to browse through them page by page list expense categories retrieve a list of all expense categories, including support for pagination to navigate through multiple pages of results list expenses retrieve a paginated list of all recorded expenses list invoices retrieves a list of all invoices, allowing you to browse through them page by page list items retrieves a paginated list of all currently active items from your account list payment refunds retrieves a list of all refunds associated with a specific customer payment list payments retrieves a detailed list of all payments that your customer has completed list price lists retrieves a paginated list of all available price lists from your account list projects retrieves a list of all projects, allowing you to browse through them page by page list recurring expenses retrieves a list of all recorded expenses, displaying them in pages for easier browsing list recurring invoices retrieves and displays detailed information for every recurring invoice in your account list time entries retrieves a list of all time entries, allowing you to browse through them page by page log time entries creates and records new time entry logs make an api call executes a custom api request to a specified endpoint using your authorized credentials mark a contact active/inactive change the status of a contact to either active or inactive mark a contact person primary sets a specific contact person as the primary contact for a particular contact record mark a project active/inactive sets the status of a project to either active or inactive mark a recurring invoice stop/resume pauses or restarts an ongoing recurring invoice in your account mark an estimate sent/accepted/declined updates the status of a draft estimate by marking it as sent, accepted, or declined mark an invoice sent/void/draft updates the status of a specific invoice to sent, void, or draft mark an item active/inactive sets the status of a specified item to either active or inactive refund a credit note processes a refund for the specified credit note amount refund a payment issue a refund to the customer for any amount they have overpaid update a contact update the details of an existing contact person to remove a contact person entirely, delete them from the contact persons list update a contact person update the information of an existing contact person, such as their name, email address, or phone number update a credit note update the information or fields of a specific credit note that already exists in your system update a payment updates the details of an existing payment record update a price list updates the details of a specified price list that already exists in your system update a project updates the specified information or fields of an existing project update a recurring expense updates the details of an existing recurring expense entry update a recurring invoice modifies the details of an existing recurring invoice update a task modifies the information or properties of a task that already exists update a time entry updates the details of an existing logged time entry update an estimate updates the details of an existing estimate, including modifying or removing line items by editing the line items list update an expense modify the details of a previously recorded expense update an invoice updates the details of an existing invoice, allowing you to modify invoice information or remove specific line items by deleting them from the line items list update an item updates the information or properties of a specified item that already exists in your system watch contacts triggers when a new contact is added or when details of an existing contact are modified watch estimates triggers when a new estimate is created or when an existing estimate is modified in your account watch expenses triggers when a new expense is added or when an existing expense record is modified watch invoices triggers when a new invoice is created or when an existing invoice is updated in your account watch items triggers when a new item is added or an existing item is modified in your selected service watch projects triggers when a new project is added to your account