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.

Connecting Zoho Invoice to Make

To connect your Zoho Invoice account to Make, you need to obtain your organization ID and region.

  1. Log into your Zoho Invoice Account.
  2. Open your profile menu in the top-right corner.
  3. Click on the Manage button next to the My Organizations section.
  4. Copy the Organization ID to the clipboard.
  5. Go to Make and open the Zoho Invoice module's Create a connection dialog.
  6. Enter the Organization ID you have copied in step 4 to the respective field.
  7. 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.
  8. Click the Continue button.

Confirm the dialog by clicking the Accept button.

The connection has been established.