Zoho Invoice integration

Add Credit Note to Invoices

Tool to apply a credit note to one or more invoices. Use when you need to apply credits from a credit note to specific invoices. The invoice and credit note must belong to the same customer, and the invoice must not be in closed or paid status.

Add Invoice Comment

Tool to add a comment to an invoice. Use when you need to add notes or comments to a specific invoice for internal tracking or client communication.

Apply Credits to Invoice

Tool to apply credit notes to an invoice in Zoho Invoice. Use when you need to reduce an invoice balance by applying one or more existing credit notes.

Cancel Write Off Invoice

Tool to cancel a write-off on an invoice. Use when you need to reverse a previously written-off invoice amount.

Clone Zoho Invoice Project

Tool to clone an existing project. Use when you need to duplicate a project with a new name and description.

Create Additional Address

Tool to add an additional address to a contact. Use when you need to create a secondary shipping or billing address for an existing contact.

Create Contact

Tool to create a contact in Zoho Invoice. Use when you need to add a new customer or vendor to the system.

Create Contact Person

Tool to create a contact person for an existing contact. Use when you need to add a new contact person to a contact record.

Create Credit Note

Tool to create a credit note to refund or give credit to a customer. Use when you need to issue a credit for returned items or adjustments.

Create Credit Note Comment

Tool to add a comment to a credit note. Use when you need to add notes or comments to an existing credit note.

Create Currency

Tool to create a new currency in Zoho Invoice. Use when you need to add a currency with specific code, symbol, and formatting options.

Create Customer Payment

Tool to create a customer payment in Zoho Invoice. Use when you need to record a payment made by a customer and apply it to one or more invoices.