Zoho Books

Online accounting. Create contacts, items, invoices and estimates, email invoices, record customer payments and expenses, and read your chart of accounts.

Actions

Action	What it does
Create a contact	Create a customer or vendor.
Create an estimate	Create an estimate (quote) for a customer, as a draft or emailed at once.
Create an invoice	Create an invoice for a customer, as a draft or emailed at once.
Create an item	Create a product or service to sell on invoices and estimates.
Email an invoice	Email an invoice to the addresses you give, from Zoho Books.
Get a contact	Get a contact's details, addresses, contact persons and outstanding balance.
Get an invoice	Get an invoice with its lines, totals, balance and status.
List chart of accounts	List the organization's accounts, with their ids, types and optionally balances.
List contacts	List customers and vendors, optionally filtered and searched.
List customer payments	List payments received from customers.
List estimates	List estimates (quotes) by status or customer.
List expenses	List recorded expenses by status, customer or date.
List invoices	List invoices by status, customer or date.
List items	List the products and services you sell.
Mark an estimate as accepted	Record that the customer accepted an estimate.
Mark an invoice as sent	Mark a draft invoice as sent without emailing it, so it counts as owed and can take payments.
Record a customer payment	Record a payment from a customer and apply it to one of their invoices.
Record an expense	Record money spent, against an expense account.
Update a contact	Change a contact's name, company, website, billing address or notes.
Void an invoice	Void an invoice, cancelling it while keeping it on record.

Create a contact

Create a customer or vendor. The email, name and phone become its primary contact person.

Inputs

Display namecontact_nametextRequired: The contact's display name. Must be unique.
Typecontact_typetext: Optional. Customer or vendor. Defaults to customer.One of: customer, vendor. Default: customer.
Business or individualcustomer_sub_typetext: Optional.One of: business, individual.
Company namecompany_nametext: Optional.
First namefirst_nametext: Optional. The primary contact person's first name.
Last namelast_nametext: Optional. The primary contact person's last name.
Emailemailtext: Optional. The primary contact person's email; invoices and estimates are emailed here.
Phonephonetext: Optional. The primary contact person's phone.
Websitewebsitetext: Optional.
Billing streetaddresstext: Optional. Street address for billing.
Billing citycitytext: Optional.
Billing state or regionstatetext: Optional.
Billing postal codezip_codetext: Optional.
Billing countrycountrytext: Optional.
Notesnotestext: Optional. Internal notes about the contact.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

A Zoho Books contact.

billing_addressobject: A postal address.
company_nametext: The company name.
contact_idtext: The contact's id.
contact_nametext: The display name.
contact_personslist: The contact's people.
contact_typetext: customer or vendor.
created_timetext: When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext: The contact's currency, e.g. USD.
customer_sub_typetext: business or individual.
emailtext: The primary contact person's email.
last_modified_timetext: When it was last changed.
notestext: Internal notes.
outstanding_receivable_amountnumber: How much the customer owes.
payment_termsnumber: Payment terms in days.
payment_terms_labeltext: The payment terms' name.
phonetext: The primary contact person's phone.
shipping_addressobject: A postal address.
statustext: active or inactive.
unused_credits_receivable_amountnumber: Unused credits.
websitetext: The website.

Example output

{
  "company_name": "Bowman & Co",
  "contact_id": "460000000026049",
  "contact_name": "Bowman & Co",
  "contact_type": "customer",
  "created_time": "2026-09-01T10:15:00-0700",
  "currency_code": "USD",
  "email": "billing@bowman.example",
  "last_modified_time": "2026-09-01T10:15:00-0700",
  "outstanding_receivable_amount": 250,
  "status": "active"
}

Create an estimate

Create an estimate (quote) for a customer, as a draft or emailed at once.

Inputs

Customer IDcustomer_idtextRequired: The customer's contact id, from 'List contacts' or 'Create a contact'.
Item IDitem_idtext: Optional. The item to quote, from 'List items'. Give this or a Line name.
Line nameitem_nametext: Optional. The line's name when it is not an item.
Quantityquantitynumber: Optional. How many. Defaults to 1.
Unit priceratenumber: Optional. The price of one. Defaults to the item's own rate.At least 0.
Line descriptiondescriptiontext: Optional. Text shown on the line.
Taxtax_idtext: Optional. The tax to apply.
Line items (advanced)line_itemslist: Optional. A list of lines for a document with several, e.g. [{"item_id": "460000000017088", "quantity": 2, "rate": 150}]. Each line takes item_id, name, description, quantity, rate, discount and tax_id. When given it replaces the single-line fields above.
Estimate datedatedate: Optional. Defaults to today.
Expiry dateexpiry_datedate: Optional. The last day the estimate is valid.
Reference numberreference_numbertext: Optional. Your own reference, such as a PO number.
Notesnotestext: Optional. Notes shown to the customer on the document.
Terms & conditionstermstext: Optional. Terms shown on the document.
Email it to the customer nowsendtrue/false: Optional. Email the document to the customer's contact persons as it is created. Off leaves it a draft.Default: false.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

A Zoho Books estimate.

created_timetext: When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext: The currency, e.g. USD.
customer_idtext: The customer's contact id.
customer_nametext: The customer's name.
datetext: The estimate date (YYYY-MM-DD).
estimate_idtext: The estimate's id.
estimate_numbertext: The estimate number, e.g. EST-000017.
expiry_datetext: The last day it is valid (YYYY-MM-DD).
last_modified_timetext: When it was last changed.
line_itemslist: The estimate's lines.
notestext: Notes shown to the customer.
reference_numbertext: Your reference.
statustext: draft, sent, invoiced, accepted, declined or expired.
sub_totalnumber: The total before tax.
tax_totalnumber: The tax.
termstext: Terms and conditions.
totalnumber: The estimate total.

Example output

{
  "customer_id": "460000000026049",
  "customer_name": "Bowman & Co",
  "date": "2026-09-30",
  "estimate_id": "460000000030041",
  "estimate_number": "EST-000017",
  "expiry_date": "2026-10-30",
  "status": "draft",
  "total": 360
}

Create an invoice

Create an invoice for a customer, as a draft or emailed at once. Every line needs an item.

Inputs

Customer IDcustomer_idtextRequired: The customer's contact id, from 'List contacts' or 'Create a contact'.
Item IDitem_idtext: The item to bill, from 'List items' or 'Create an item'. Required unless you give Line items.
Quantityquantitynumber: Optional. How many. Defaults to 1.
Unit priceratenumber: Optional. The price of one. Defaults to the item's own rate.At least 0.
Line descriptiondescriptiontext: Optional. Text shown on the line.
Taxtax_idtext: Optional. The tax to apply.
Line items (advanced)line_itemslist: Optional. A list of lines for a document with several, e.g. [{"item_id": "460000000017088", "quantity": 2, "rate": 150}]. Each line takes item_id, name, description, quantity, rate, discount and tax_id. When given it replaces the single-line fields above.
Invoice datedatedate: Optional. Defaults to today.
Due datedue_datedate: Optional. Defaults to the customer's payment terms.
Reference numberreference_numbertext: Optional. Your own reference, such as a PO number.
Notesnotestext: Optional. Notes shown to the customer on the document.
Terms & conditionstermstext: Optional. Terms shown on the document.
Email it to the customer nowsendtrue/false: Optional. Email the document to the customer's contact persons as it is created. Off leaves it a draft.Default: false.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

A Zoho Books invoice.

balancenumber: The amount still owed.
created_timetext: When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext: The currency, e.g. USD.
customer_idtext: The customer's contact id.
customer_nametext: The customer's name.
datetext: The invoice date (YYYY-MM-DD).
due_datetext: The due date (YYYY-MM-DD).
invoice_idtext: The invoice's id.
invoice_numbertext: The invoice number, e.g. INV-000042.
invoice_urltext: The customer's link to view the invoice.
last_modified_timetext: When it was last changed.
line_itemslist: The invoice's lines.
notestext: Notes shown to the customer.
payment_madenumber: Payments applied so far.
reference_numbertext: Your reference.
statustext: draft, sent, viewed, overdue, partially_paid, paid or void.
sub_totalnumber: The total before tax.
tax_totalnumber: The tax.
termstext: Terms and conditions.
totalnumber: The invoice total.

Example output

{
  "balance": 240,
  "currency_code": "USD",
  "customer_id": "460000000026049",
  "customer_name": "Bowman & Co",
  "date": "2026-09-30",
  "due_date": "2026-10-15",
  "invoice_id": "460000000028192",
  "invoice_number": "INV-000042",
  "line_items": [
    {
      "item_id": "460000000017088",
      "name": "Consulting hour",
      "quantity": 2,
      "rate": 120
    }
  ],
  "status": "draft",
  "total": 240
}

Create an item

Create a product or service to sell on invoices and estimates.

Inputs

NamenametextRequired: The item's name. Must be unique.
Selling priceratenumberRequired: The price of one.At least 0.
Descriptiondescriptiontext: Optional. Shown on invoice lines.
SKUskutext: Optional. Your stock-keeping code. Must be unique.
Taxtax_idtext: Optional. The tax to apply.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

A Zoho Books item.

descriptiontext: The sales description.
item_idtext: The item's id.
nametext: The item's name.
ratenumber: The selling price.
skutext: The SKU.
statustext: active or inactive.
tax_idtext: The default tax's id.
tax_nametext: The default tax's name.
tax_percentagenumber: The default tax's rate.
unittext: The unit, e.g. hrs.

Example output

{
  "description": "One hour of consulting",
  "item_id": "460000000017088",
  "name": "Consulting hour",
  "rate": 120,
  "sku": "CONS-1H",
  "status": "active"
}

Email an invoice

Email an invoice to the addresses you give, from Zoho Books. A draft is marked sent.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's id, from 'List invoices', or its address in Zoho Books (books.zoho.com/app/.../invoices/<id>).
Toto_mail_idslistRequired: One or more email addresses, separated by commas.
Cccc_mail_idslist: Optional. Email addresses to copy, separated by commas.
Subjectsubjecttext: Optional. Defaults to your Zoho Books email template.
Bodybodytext: Optional. Defaults to your Zoho Books email template.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

The emailed invoice.

emailed_tolist: The addresses it was sent to.
invoice_idtext: The invoice's id.
messagetext: Zoho's confirmation.

Example output

{
  "emailed_to": [
    "billing@bowman.example"
  ],
  "invoice_id": "460000000028192",
  "message": "Your invoice has been sent."
}

Get a contact

Get a contact's details, addresses, contact persons and outstanding balance.

Inputs

Contact IDcontact_idtextRequired: The contact's id, from 'List contacts', or its address in Zoho Books (books.zoho.com/app/.../contacts/<id>).
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

A Zoho Books contact.

billing_addressobject: A postal address.
company_nametext: The company name.
contact_idtext: The contact's id.
contact_nametext: The display name.
contact_personslist: The contact's people.
contact_typetext: customer or vendor.
created_timetext: When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext: The contact's currency, e.g. USD.
customer_sub_typetext: business or individual.
emailtext: The primary contact person's email.
last_modified_timetext: When it was last changed.
notestext: Internal notes.
outstanding_receivable_amountnumber: How much the customer owes.
payment_termsnumber: Payment terms in days.
payment_terms_labeltext: The payment terms' name.
phonetext: The primary contact person's phone.
shipping_addressobject: A postal address.
statustext: active or inactive.
unused_credits_receivable_amountnumber: Unused credits.
websitetext: The website.

Example output

{
  "company_name": "Bowman & Co",
  "contact_id": "460000000026049",
  "contact_name": "Bowman & Co",
  "contact_type": "customer",
  "created_time": "2026-09-01T10:15:00-0700",
  "currency_code": "USD",
  "email": "billing@bowman.example",
  "last_modified_time": "2026-09-01T10:15:00-0700",
  "outstanding_receivable_amount": 250,
  "status": "active"
}

Get an invoice

Get an invoice with its lines, totals, balance and status.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's id, from 'List invoices', or its address in Zoho Books (books.zoho.com/app/.../invoices/<id>).
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

A Zoho Books invoice.

balancenumber: The amount still owed.
created_timetext: When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext: The currency, e.g. USD.
customer_idtext: The customer's contact id.
customer_nametext: The customer's name.
datetext: The invoice date (YYYY-MM-DD).
due_datetext: The due date (YYYY-MM-DD).
invoice_idtext: The invoice's id.
invoice_numbertext: The invoice number, e.g. INV-000042.
invoice_urltext: The customer's link to view the invoice.
last_modified_timetext: When it was last changed.
line_itemslist: The invoice's lines.
notestext: Notes shown to the customer.
payment_madenumber: Payments applied so far.
reference_numbertext: Your reference.
statustext: draft, sent, viewed, overdue, partially_paid, paid or void.
sub_totalnumber: The total before tax.
tax_totalnumber: The tax.
termstext: Terms and conditions.
totalnumber: The invoice total.

Example output

{
  "balance": 240,
  "currency_code": "USD",
  "customer_id": "460000000026049",
  "customer_name": "Bowman & Co",
  "date": "2026-09-30",
  "due_date": "2026-10-15",
  "invoice_id": "460000000028192",
  "invoice_number": "INV-000042",
  "line_items": [
    {
      "item_id": "460000000017088",
      "name": "Consulting hour",
      "quantity": 2,
      "rate": 120
    }
  ],
  "status": "draft",
  "total": 240
}

List chart of accounts

List the organization's accounts, with their ids, types and optionally balances.

Inputs

Showfilter_bytext: Optional. A group of accounts.One of: AccountType.All (All), AccountType.Active (Active), AccountType.Inactive (Inactive), AccountType.Asset (Asset), AccountType.Liability (Liability), AccountType.Equity (Equity), AccountType.Income (Income), AccountType.Expense (Expense).
Account typesaccount_typeslist: Optional. Only these exact types of account.One or more of: cash, bank, credit_card (Credit card), accounts_receivable (Accounts receivable), other_current_asset (Other current asset), fixed_asset (Fixed asset), other_asset (Other asset), accounts_payable (Accounts payable), other_current_liability (Other current liability), long_term_liability (Long term liability), and 6 more.
Searchsearch_texttext: Optional. Only records matching this text.
Sort bysort_columntext: Optional. The field to sort by.One of: account_name (Account), account_type (Account type), account_code (Account code).
Include balancesshow_balancetrue/false: Optional. Also return each account's current balance.Default: false.
Pagepagenumber: Optional. Which page of results to return, starting at 1.At least 1.
Page sizeper_pagenumber: Optional. How many to return per page, 1 to 200. Zoho's default is 200.From 1 to 200.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

chartofaccountslist: The accounts.
countnumber: How many accounts are on this page.
has_more_pagetrue/false: Whether another page is available.
pagenumber: This page's number.
per_pagenumber: The page size.

Example output

{
  "chartofaccounts": [
    {
      "account_code": "",
      "account_id": "460000000000403",
      "account_name": "Office Supplies",
      "account_type": "expense",
      "is_active": true
    }
  ],
  "count": 1,
  "has_more_page": false,
  "page": 1,
  "per_page": 200
}

List contacts

List customers and vendors, optionally filtered and searched.

Inputs

Typecontact_typetext: Optional. Only customers, or only vendors.One of: customer, vendor.
Searchsearch_texttext: Optional. Only records matching this text.
Showfilter_bytext: Optional. Which contacts to include.One of: Status.All (All), Status.Active (Active), Status.Inactive (Inactive), Invoice.OverDue (With overdue invoices), Invoice.Unpaid (With unpaid invoices).
Sort bysort_columntext: Optional. The field to sort by.One of: contact_name (Name), first_name (First name), last_name (Last name), email, outstanding_receivable_amount (Amount owed), created_time (Created), last_modified_time (Last modified).
Pagepagenumber: Optional. Which page of results to return, starting at 1.At least 1.
Page sizeper_pagenumber: Optional. How many to return per page, 1 to 200. Zoho's default is 200.From 1 to 200.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

contactslist: The contacts.
countnumber: How many contacts are on this page.
has_more_pagetrue/false: Whether another page is available.
pagenumber: This page's number.
per_pagenumber: The page size.

Example output

{
  "contacts": [
    {
      "company_name": "Bowman & Co",
      "contact_id": "460000000026049",
      "contact_name": "Bowman & Co",
      "contact_type": "customer",
      "created_time": "2026-09-01T10:15:00-0700",
      "currency_code": "USD",
      "email": "billing@bowman.example",
      "last_modified_time": "2026-09-01T10:15:00-0700",
      "outstanding_receivable_amount": 250,
      "status": "active"
    }
  ],
  "count": 1,
  "has_more_page": false,
  "page": 1,
  "per_page": 200
}

List customer payments

List payments received from customers.

Inputs

Customer IDcustomer_idtext: Optional. Only this customer's records (a contact id).
Payment modepayment_modetext: Optional. Only payments made this way.One of: cash, check, creditcard (Credit card), banktransfer (Bank transfer), bankremittance (Bank remittance), others (Other).
Searchsearch_texttext: Optional. Only records matching this text.
Pagepagenumber: Optional. Which page of results to return, starting at 1.At least 1.
Page sizeper_pagenumber: Optional. How many to return per page, 1 to 200. Zoho's default is 200.From 1 to 200.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

countnumber: How many customer payments are on this page.
customer_paymentslist: The customer payments.
has_more_pagetrue/false: Whether another page is available.
pagenumber: This page's number.
per_pagenumber: The page size.

Example output

{
  "count": 1,
  "customer_payments": [
    {
      "amount": 240,
      "customer_id": "460000000026049",
      "customer_name": "Bowman & Co",
      "date": "2026-09-30",
      "invoices": [
        {
          "amount_applied": 240,
          "invoice_id": "460000000028192"
        }
      ],
      "payment_id": "460000000031001",
      "payment_mode": "banktransfer",
      "payment_number": "7"
    }
  ],
  "has_more_page": false,
  "page": 1,
  "per_page": 200
}

List estimates

List estimates (quotes) by status or customer.

Inputs

Statusstatustext: Optional. Only estimates with this status.One of: draft, sent, invoiced, accepted, declined, expired.
Customer IDcustomer_idtext: Optional. Only this customer's records (a contact id).
Searchsearch_texttext: Optional. Only records matching this text.
Sort bysort_columntext: Optional. The field to sort by.One of: customer_name (Customer), estimate_number (Estimate number), date, total, created_time (Created), last_modified_time (Last modified).
Pagepagenumber: Optional. Which page of results to return, starting at 1.At least 1.
Page sizeper_pagenumber: Optional. How many to return per page, 1 to 200. Zoho's default is 200.From 1 to 200.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

countnumber: How many estimates are on this page.
estimateslist: The estimates.
has_more_pagetrue/false: Whether another page is available.
pagenumber: This page's number.
per_pagenumber: The page size.

Example output

{
  "count": 1,
  "estimates": [
    {
      "customer_id": "460000000026049",
      "customer_name": "Bowman & Co",
      "date": "2026-09-30",
      "estimate_id": "460000000030041",
      "estimate_number": "EST-000017",
      "expiry_date": "2026-10-30",
      "status": "draft",
      "total": 360
    }
  ],
  "has_more_page": false,
  "page": 1,
  "per_page": 200
}

List expenses

List recorded expenses by status, customer or date.

Inputs

Statusstatustext: Optional. Only expenses with this status.One of: unbilled, invoiced, reimbursed, non-billable, billable.
Customer IDcustomer_idtext: Optional. Only this customer's records (a contact id).
Searchsearch_texttext: Optional. Only records matching this text.
From datedate_startdate: Optional. Only records dated on or after this day.
To datedate_enddate: Optional. Only records dated on or before this day.
Sort bysort_columntext: Optional. The field to sort by.One of: date, account_name (Account), total, bcy_total (Total (base currency)), reference_number (Reference), customer_name (Customer), created_time (Created).
Pagepagenumber: Optional. Which page of results to return, starting at 1.At least 1.
Page sizeper_pagenumber: Optional. How many to return per page, 1 to 200. Zoho's default is 200.From 1 to 200.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

countnumber: How many expenses are on this page.
expenseslist: The expenses.
has_more_pagetrue/false: Whether another page is available.
pagenumber: This page's number.
per_pagenumber: The page size.

Example output

{
  "count": 1,
  "expenses": [
    {
      "account_id": "460000000000403",
      "account_name": "Office Supplies",
      "amount": 45.5,
      "date": "2026-09-30",
      "description": "Printer paper",
      "expense_id": "460000000032005",
      "paid_through_account_name": "Petty Cash",
      "status": "nonbillable",
      "total": 45.5
    }
  ],
  "has_more_page": false,
  "page": 1,
  "per_page": 200
}

List invoices

List invoices by status, customer or date.

Inputs

Statusstatustext: Optional. Only invoices with this status.One of: draft, sent, viewed, overdue, unpaid, partially_paid (Partially paid), paid, void.
Customer IDcustomer_idtext: Optional. Only this customer's records (a contact id).
Searchsearch_texttext: Optional. Only records matching this text.
From datedate_startdate: Optional. Only records dated on or after this day.
To datedate_enddate: Optional. Only records dated on or before this day.
Sort bysort_columntext: Optional. The field to sort by.One of: customer_name (Customer), invoice_number (Invoice number), date, due_date (Due date), total, balance, created_time (Created).
Pagepagenumber: Optional. Which page of results to return, starting at 1.At least 1.
Page sizeper_pagenumber: Optional. How many to return per page, 1 to 200. Zoho's default is 200.From 1 to 200.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

countnumber: How many invoices are on this page.
has_more_pagetrue/false: Whether another page is available.
invoiceslist: The invoices.
pagenumber: This page's number.
per_pagenumber: The page size.

Example output

{
  "count": 1,
  "has_more_page": false,
  "invoices": [
    {
      "balance": 240,
      "currency_code": "USD",
      "customer_id": "460000000026049",
      "customer_name": "Bowman & Co",
      "date": "2026-09-30",
      "due_date": "2026-10-15",
      "invoice_id": "460000000028192",
      "invoice_number": "INV-000042",
      "line_items": [
        {
          "item_id": "460000000017088",
          "name": "Consulting hour",
          "quantity": 2,
          "rate": 120
        }
      ],
      "status": "draft",
      "total": 240
    }
  ],
  "page": 1,
  "per_page": 200
}

List items

List the products and services you sell.

Inputs

Searchsearch_texttext: Optional. Only records matching this text.
Showfilter_bytext: Optional. Active, inactive or all items.One of: Status.All (All), Status.Active (Active), Status.Inactive (Inactive).
Sort bysort_columntext: Optional. The field to sort by.One of: name, rate, tax_name (Tax).
Pagepagenumber: Optional. Which page of results to return, starting at 1.At least 1.
Page sizeper_pagenumber: Optional. How many to return per page, 1 to 200. Zoho's default is 200.From 1 to 200.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

countnumber: How many items are on this page.
has_more_pagetrue/false: Whether another page is available.
itemslist: The items.
pagenumber: This page's number.
per_pagenumber: The page size.

Example output

{
  "count": 1,
  "has_more_page": false,
  "items": [
    {
      "description": "One hour of consulting",
      "item_id": "460000000017088",
      "name": "Consulting hour",
      "rate": 120,
      "sku": "CONS-1H",
      "status": "active"
    }
  ],
  "page": 1,
  "per_page": 200
}

Mark an estimate as accepted

Record that the customer accepted an estimate. A draft is marked sent first.

Inputs

Estimate IDestimate_idtextRequired: The estimate's id, from 'List estimates' or 'Create an estimate'.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

The estimate whose status changed.

estimate_idtext: The estimate's id.
messagetext: Zoho's confirmation.
statustext: The new status.

Example output

{
  "estimate_id": "460000000030041",
  "message": "Estimate status has been changed to Accepted",
  "status": "accepted"
}

Mark an invoice as sent

Mark a draft invoice as sent without emailing it, so it counts as owed and can take payments.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's id, from 'List invoices', or its address in Zoho Books (books.zoho.com/app/.../invoices/<id>).
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

The invoice whose status changed.

invoice_idtext: The invoice's id.
messagetext: Zoho's confirmation.
statustext: The new status.

Example output

{
  "invoice_id": "460000000028192",
  "message": "Invoice status has been changed to Sent.",
  "status": "sent"
}

Record a customer payment

Record a payment from a customer and apply it to one of their invoices. The invoice must not be a draft.

Inputs

Customer IDcustomer_idtextRequired: The customer's contact id, from 'List contacts' or 'Create a contact'.
Invoice IDinvoice_idtextRequired: The invoice the payment pays, from 'List invoices'.
AmountamountnumberRequired: The amount received.At least 0.
Payment modepayment_modetextRequired: How the customer paid.One of: cash, check, creditcard (Credit card), banktransfer (Bank transfer), bankremittance (Bank remittance), others (Other).
Payment datedatedate: Optional. Defaults to today.
Amount applied to the invoiceamount_appliednumber: Optional. Defaults to the whole amount; any rest stays as the customer's credit.At least 0.
Reference numberreference_numbertext: Optional. Your own reference, such as a PO number.
Descriptiondescriptiontext: Optional. A note on the payment.
Deposit toaccount_idtext: Optional. The cash or bank account the money went into. Defaults to Undeposited Funds.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

A Zoho Books customer payment.

amountnumber: The amount received.
customer_idtext: The customer's contact id.
customer_nametext: The customer's name.
datetext: The payment date (YYYY-MM-DD).
descriptiontext: The note on the payment.
invoiceslist: The invoices it was applied to.
payment_idtext: The payment's id.
payment_modetext: How the customer paid.
payment_numbertext: The payment number.
reference_numbertext: Your reference.
unused_amountnumber: The part not applied to invoices.

Example output

{
  "amount": 240,
  "customer_id": "460000000026049",
  "customer_name": "Bowman & Co",
  "date": "2026-09-30",
  "invoices": [
    {
      "amount_applied": 240,
      "invoice_id": "460000000028192"
    }
  ],
  "payment_id": "460000000031001",
  "payment_mode": "banktransfer",
  "payment_number": "7"
}

Record an expense

Record money spent, against an expense account.

Inputs

Expense accountaccount_idtextRequired: What the money was spent on.
Paid throughpaid_through_account_idtextRequired: The cash, bank or card account it was paid from.
AmountamountnumberRequired: The amount spent.At least 0.
Expense datedatedate: Optional. Defaults to today.
Descriptiondescriptiontext: Optional. Up to 100 characters.
Reference numberreference_numbertext: Optional. Your own reference, such as a PO number.
Customer IDcustomer_idtext: Optional. The customer the expense was for.
Billable to the customeris_billabletrue/false: Optional. Needs a customer.Default: false.
Taxtax_idtext: Optional. The tax to apply.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

A Zoho Books expense.

account_idtext: The expense account's id.
account_nametext: The expense account's name.
amountnumber: The amount.
created_timetext: When it was created, e.g. 2026-09-01T10:15:00-0700.
customer_idtext: The customer's contact id.
customer_nametext: The customer's name.
datetext: The expense date (YYYY-MM-DD).
descriptiontext: The description.
expense_idtext: The expense's id.
is_billabletrue/false: Whether it can be billed to the customer.
last_modified_timetext: When it was last changed.
paid_through_account_nametext: The account it was paid from.
reference_numbertext: Your reference.
statustext: unbilled, invoiced, reimbursed, nonbillable or billable.
tax_amountnumber: The tax.
tax_idtext: The tax's id.
totalnumber: The total, with tax.

Example output

{
  "account_id": "460000000000403",
  "account_name": "Office Supplies",
  "amount": 45.5,
  "date": "2026-09-30",
  "description": "Printer paper",
  "expense_id": "460000000032005",
  "paid_through_account_name": "Petty Cash",
  "status": "nonbillable",
  "total": 45.5
}

Update a contact

Change a contact's name, company, website, billing address or notes. Blank fields keep their current value.

Inputs

Contact IDcontact_idtextRequired: The contact's id, from 'List contacts', or its address in Zoho Books (books.zoho.com/app/.../contacts/<id>).
Display namecontact_nametext: Optional. A new display name.
Typecontact_typetext: Optional. Change to customer or vendor.One of: customer, vendor.
Company namecompany_nametext: Optional.
Websitewebsitetext: Optional.
Billing streetaddresstext: Optional. Street address for billing.
Billing citycitytext: Optional.
Billing state or regionstatetext: Optional.
Billing postal codezip_codetext: Optional.
Billing countrycountrytext: Optional.
Notesnotestext: Optional. Replaces the internal notes.
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

A Zoho Books contact.

billing_addressobject: A postal address.
company_nametext: The company name.
contact_idtext: The contact's id.
contact_nametext: The display name.
contact_personslist: The contact's people.
contact_typetext: customer or vendor.
created_timetext: When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext: The contact's currency, e.g. USD.
customer_sub_typetext: business or individual.
emailtext: The primary contact person's email.
last_modified_timetext: When it was last changed.
notestext: Internal notes.
outstanding_receivable_amountnumber: How much the customer owes.
payment_termsnumber: Payment terms in days.
payment_terms_labeltext: The payment terms' name.
phonetext: The primary contact person's phone.
shipping_addressobject: A postal address.
statustext: active or inactive.
unused_credits_receivable_amountnumber: Unused credits.
websitetext: The website.

Example output

{
  "company_name": "Bowman & Co",
  "contact_id": "460000000026049",
  "contact_name": "Bowman & Co",
  "contact_type": "customer",
  "created_time": "2026-09-01T10:15:00-0700",
  "currency_code": "USD",
  "email": "billing@bowman.example",
  "last_modified_time": "2026-09-01T10:15:00-0700",
  "outstanding_receivable_amount": 250,
  "status": "active"
}

Void an invoice

Void an invoice, cancelling it while keeping it on record. Zoho refuses while payments are applied to it.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's id, from 'List invoices', or its address in Zoho Books (books.zoho.com/app/.../invoices/<id>).
Organizationorganization_idtext: Optional. The Zoho Books organization to use. Leave blank for your default organization.

Outputs

The invoice whose status changed.

invoice_idtext: The invoice's id.
messagetext: Zoho's confirmation.
statustext: The new status.

Example output

{
  "invoice_id": "460000000028192",
  "message": "Invoice status has been changed to Void.",
  "status": "void"
}

ActionsCopy Anchor Link

Create a contactCopy Anchor Link

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Create an estimateCopy Anchor Link

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Create an invoiceCopy Anchor Link

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Create an itemCopy Anchor Link

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Email an invoiceCopy Anchor Link

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Get a contactCopy Anchor Link

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Get an invoiceCopy Anchor Link

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List chart of accountsCopy Anchor Link

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List contactsCopy Anchor Link

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List customer paymentsCopy Anchor Link

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List estimatesCopy Anchor Link

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List expensesCopy Anchor Link

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List invoicesCopy Anchor Link

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List itemsCopy Anchor Link

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Mark an estimate as acceptedCopy Anchor Link

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Mark an invoice as sentCopy Anchor Link

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Record a customer paymentCopy Anchor Link

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Record an expenseCopy Anchor Link

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Update a contactCopy Anchor Link

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Void an invoiceCopy Anchor Link

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On this page

Actions

Create a contact

Create an estimate

Create an invoice

Create an item

Email an invoice

Get a contact

Get an invoice

List chart of accounts

List contacts

List customer payments

List estimates

List expenses

List invoices

List items

Mark an estimate as accepted

Mark an invoice as sent

Record a customer payment

Record an expense

Update a contact

Void an invoice