--- title: Zoho Invoice slug: zoho-invoice image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_zoho-invoice.png docTags: createdAt: 2025-02-03T13:28:22.759Z --- ::::VerticalSplit{layout="left"} :::VerticalSplitItem ::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/n1FTaippBdrbl_vBCCzqe-20260211-133155.png" size="60" width="800" height="800" position="center" darkWidth="800" darkHeight="800" showCaption="false"} ::: :::VerticalSplitItem 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 Make, you must have a [Zoho Invoice account](https://www.zoho.com/invoice/signup). # Connect Zoho Invoice and Make To get started, you must first create a connection between Zoho Invoice and Make, allowing the two services to communicate. To create the connection, you need to: ::::WorkflowBlock :::WorkflowBlockItem [Obtain your Organization ID in your Zoho Invoice account.](docId\:YYzByFNmVvWpRsvBs9yKF) ::: :::WorkflowBlockItem [Create the connection in Make.](docId\:YYzByFNmVvWpRsvBs9yKF) ::: :::: ## Obtain your Organization ID in Zoho Invoice Before you create the connection in Make, you should first obtain the Organization ID in your Zoho Invoice account. To obtain your Organization ID: ::::WorkflowBlock :::WorkflowBlockItem Log in to your Zoho Invoice account. ::: :::WorkflowBlockItem Open your profile menu in the top-right corner. ::: :::WorkflowBlockItem Click on the **Manage** button next to the **My Organizations** section. ::: :::WorkflowBlockItem Copy the **Organization ID** value and store it in a safe place. ::: :::: You'll use this value in the **Organization ID** connection field in Make. ## Create the connection in Make Once you have your Zoho Invoice organization ID, you're ready to create the connection in Make. To create the connection: ::::WorkflowBlock :::WorkflowBlockItem Log in to your Make account, add a Zoho Invoice module to your scenario, and click **Create a connection**. ::: :::WorkflowBlockItem Optional: In the ​​**Connection name​​** field, enter a name for the connection. ::: :::WorkflowBlockItem In the **Organization ID** field, enter the ID you copied from your Zoho Invoice account. ::: :::WorkflowBlockItem Optional: Switch on **Advanced settings**​ and enter your Zoho Invoice client credentials. For more information on how to obtain your credentials, refer to the [Zoho Invoice OAuth documentation](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` ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, authenticate your account and confirm access. ::: :::: You've successfully created the connection and can now use the Zoho Invoice app in your scenarios. If you want to make changes to your connection in the future, follow the steps [here](https://help.make.com/connect-an-application#tN2pJ). # Templates You can look for Zoho Invoice templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Zoho Invoice resources - [Zoho Invoice API documentation](https://www.zoho.com/invoice/api/v3/introduction/#overview) - [Zoho Invoice Help Center](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 scenarios. :::ExpandableHeading ### Create a Contact Creates a new contact using the specified details you provide. ::: :::ExpandableHeading ### Create a Contact Person Creates a new contact person and links them to an existing contact. ::: :::ExpandableHeading ### Create a Credit Note Generates a new credit note document to record a refund or adjustment for a customer. ::: :::ExpandableHeading ### Create a Expense Category Creates a new expense category in your account for organizing and tracking expenses. ::: :::ExpandableHeading ### Create a Payment Creates a new payment transaction in your connected account. ::: :::ExpandableHeading ### Create a Price List Creates a new price list record with specified details. ::: :::ExpandableHeading ### Create a Project Creates a new project in your selected application. ::: :::ExpandableHeading ### Create a Recurring Expense Creates a new expense entry that repeats automatically at specified intervals. ::: :::ExpandableHeading ### Create a Recurring Invoice Generates a new invoice that will be automatically issued on a recurring schedule. ::: :::ExpandableHeading ### Create an Estimate Generates a new cost estimate document for a selected customer. ::: :::ExpandableHeading ### Create an Expense Creates a new expense entry, allowing you to specify whether it is billable or non-billable. ::: :::ExpandableHeading ### Create an Invoice Generates a new invoice document for a specified customer. ::: :::ExpandableHeading ### Create an Item Creates a new item in the selected app or service. ::: :::ExpandableHeading ### Delete a Contact Permanently removes a selected contact from your account. ::: :::ExpandableHeading ### Delete a Contact Person Permanently remove a specified contact person from your account. ::: :::ExpandableHeading ### Delete a Credit Note Permanently removes a specified credit note from your records. ::: :::ExpandableHeading ### Delete a Payment Removes a specified payment record from your account. ::: :::ExpandableHeading ### Delete a Price List Permanently removes a specified price list from your account. ::: :::ExpandableHeading ### Delete a Project Permanently removes a specified project from your account. ::: :::ExpandableHeading ### Delete a Recurring Expense Removes a specified recurring expense from your account. ::: :::ExpandableHeading ### Delete a Recurring Invoice Permanently removes a specified recurring invoice from your account. ::: :::ExpandableHeading ### Delete a Task Permanently removes a specific task from a selected project. ::: :::ExpandableHeading ### Delete a Time Entry Deletes a specific time entry that has been previously logged. ::: :::ExpandableHeading ### Delete an Estimate Permanently removes a selected estimate from your account. ::: :::ExpandableHeading ### Delete an Expense Removes a specified expense record from your account. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Delete an Item Permanently removes a selected item from your data, except for items that are included in a transaction, which cannot be deleted. ::: :::ExpandableHeading ### Email a Credit Note Send a credit note to a specified recipient via email. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Get a Contact Retrieve comprehensive information about a specific contact. ::: :::ExpandableHeading ### Get a Contact Person Retrieve comprehensive information about a specific contact person, including their personal and contact details. ::: :::ExpandableHeading ### Get a Credit Note Retrieves comprehensive information about a specific credit note that already exists in your account. ::: :::ExpandableHeading ### Get a Payment Retrieves comprehensive information about a specific payment that has already been made. ::: :::ExpandableHeading ### Get a Price List Retrieves detailed information about a specific price list that already exists in your account. ::: :::ExpandableHeading ### Get a Project Retrieves comprehensive information about a specific project, including its attributes and settings. ::: :::ExpandableHeading ### Get a Recurring Expense Retrieves detailed information about a specific recurring expense. ::: :::ExpandableHeading ### Get a Recurring Invoice Retrieves comprehensive information about a specific recurring invoice. ::: :::ExpandableHeading ### Get a Time Entry Retrieves detailed information about a specific time entry. ::: :::ExpandableHeading ### Get an Estimate Retrieve comprehensive information about a specific estimate, including its line items, amounts, and status. ::: :::ExpandableHeading ### Get an Expense Retrieves detailed information about a specific expense. ::: :::ExpandableHeading ### Get an Invoice Retrieves comprehensive information about a specific invoice, including its status, amount, and related details. ::: :::ExpandableHeading ### Get an Item Retrieves detailed information about a specific item that already exists in your account. ::: :::ExpandableHeading ### List Contact Persons Retrieves a paginated list of all contact persons from your account. ::: :::ExpandableHeading ### List Contacts Retrieves a list of all contacts, allowing you to browse through them page by page. ::: :::ExpandableHeading ### List Credit Notes Retrieves a complete list of all credit notes in your account. ::: :::ExpandableHeading ### List Estimates Retrieves a list of all estimates, allowing you to browse through them page by page. ::: :::ExpandableHeading ### List Expense Categories Retrieve a list of all expense categories, including support for pagination to navigate through multiple pages of results. ::: :::ExpandableHeading ### List Expenses Retrieve a paginated list of all recorded expenses. ::: :::ExpandableHeading ### List Invoices Retrieves a list of all invoices, allowing you to browse through them page by page. ::: :::ExpandableHeading ### List Items Retrieves a paginated list of all currently active items from your account. ::: :::ExpandableHeading ### List Payment Refunds Retrieves a list of all refunds associated with a specific customer payment. ::: :::ExpandableHeading ### List Payments Retrieves a detailed list of all payments that your customer has completed. ::: :::ExpandableHeading ### List Price Lists Retrieves a paginated list of all available price lists from your account. ::: :::ExpandableHeading ### List Projects Retrieves a list of all projects, allowing you to browse through them page by page. ::: :::ExpandableHeading ### List Recurring Expenses Retrieves a list of all recorded expenses, displaying them in pages for easier browsing. ::: :::ExpandableHeading ### List Recurring Invoices Retrieves and displays detailed information for every recurring invoice in your account. ::: :::ExpandableHeading ### List Time Entries Retrieves a list of all time entries, allowing you to browse through them page by page. ::: :::ExpandableHeading ### Log Time Entries Creates and records new time entry logs. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to a specified endpoint using your authorized credentials. ::: :::ExpandableHeading ### Mark a Contact Active/Inactive Change the status of a contact to either active or inactive. ::: :::ExpandableHeading ### Mark a Contact Person Primary Sets a specific contact person as the primary contact for a particular contact record. ::: :::ExpandableHeading ### Mark a Project Active/Inactive Sets the status of a project to either active or inactive. ::: :::ExpandableHeading ### Mark a Recurring Invoice Stop/Resume Pauses or restarts an ongoing recurring invoice in your account. ::: :::ExpandableHeading ### Mark an Estimate Sent/Accepted/Declined Updates the status of a draft estimate by marking it as sent, accepted, or declined. ::: :::ExpandableHeading ### Mark an Invoice Sent/Void/Draft Updates the status of a specific invoice to sent, void, or draft. ::: :::ExpandableHeading ### Mark an Item Active/Inactive Sets the status of a specified item to either active or inactive. ::: :::ExpandableHeading ### Refund a Credit Note Processes a refund for the specified credit note amount. ::: :::ExpandableHeading ### Refund a Payment Issue a refund to the customer for any amount they have overpaid. ::: :::ExpandableHeading ### Update a Contact Update the details of an existing contact person. To remove a contact person entirely, delete them from the contact persons list. ::: :::ExpandableHeading ### Update a Contact Person Update the information of an existing contact person, such as their name, email address, or phone number. ::: :::ExpandableHeading ### Update a Credit Note Update the information or fields of a specific credit note that already exists in your system. ::: :::ExpandableHeading ### Update a Payment Updates the details of an existing payment record. ::: :::ExpandableHeading ### Update a Price List Updates the details of a specified Price List that already exists in your system. ::: :::ExpandableHeading ### Update a Project Updates the specified information or fields of an existing project. ::: :::ExpandableHeading ### Update a Recurring Expense Updates the details of an existing recurring expense entry. ::: :::ExpandableHeading ### Update a Recurring Invoice Modifies the details of an existing recurring invoice. ::: :::ExpandableHeading ### Update a Task Modifies the information or properties of a task that already exists. ::: :::ExpandableHeading ### Update a Time Entry Updates the details of an existing logged time entry. ::: :::ExpandableHeading ### Update an Estimate Updates the details of an existing estimate, including modifying or removing line items by editing the line items list. ::: :::ExpandableHeading ### Update an Expense Modify the details of a previously recorded expense. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Update an Item Updates the information or properties of a specified item that already exists in your system. ::: :::ExpandableHeading ### Watch Contacts Triggers when a new contact is added or when details of an existing contact are modified. ::: :::ExpandableHeading ### Watch Estimates Triggers when a new estimate is created or when an existing estimate is modified in your account. ::: :::ExpandableHeading ### Watch Expenses Triggers when a new expense is added or when an existing expense record is modified. ::: :::ExpandableHeading ### Watch Invoices Triggers when a new invoice is created or when an existing invoice is updated in your account. ::: :::ExpandableHeading ### Watch Items Triggers when a new item is added or an existing item is modified in your selected service. ::: :::ExpandableHeading ### Watch Projects Triggers when a new project is added to your account. :::