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Zoho Invoice

App · Accounting & Finance · 20 actions

Free invoicing. Create quotes and invoices, email them, send payment reminders, record payments and expenses, and manage customers.

Actions

ActionWhat it does
Create a contactCreate a customer, with a primary contact person to email invoices to.
Create a quoteCreate a draft quote (estimate) for a customer.
Create an invoiceCreate a draft invoice for a customer.
Create an itemCreate a product or service to bill for.
Email an invoiceEmail an invoice to the customer from Zoho Invoice, using your invoice email template unless you write your own.
Get a contactGet a customer's details, addresses, contact persons and what they owe.
Get an invoiceGet an invoice with its lines, totals, balance owed and the customer's payment link.
List contactsList customers, optionally searched, filtered and sorted.
List customer paymentsList payments received, optionally by method or date.
List invoicesList invoices, optionally by status (such as overdue or unpaid), customer, date or due date.
List itemsList the products and services you bill for.
List quotesList quotes (estimates), optionally for one customer or in one status.
Mark a quote as acceptedRecord that the customer accepted a sent quote.
Mark a quote as sentMark a draft quote as sent, without emailing it.
Mark an invoice as sentMark a draft invoice as sent, without emailing it, so it counts as owed.
Record a customer paymentRecord a payment received and apply it to an invoice.
Record an expenseRecord an expense, optionally billable to a customer so it can be added to their next invoice.
Send a payment reminderEmail the customer a reminder to pay a sent, unpaid invoice.
Update a contactChange a customer's name, company, website, billing address, payment terms or notes.
Void an invoiceCancel an invoice by marking it void.

Create a contact

Create a customer, with a primary contact person to email invoices to.

Inputs

Display namecontact_nametextRequired
The customer's name as shown on invoices.
Company namecompany_nametext
Optional.
First namefirst_nametext
Optional. The contact person's first name.
Last namelast_nametext
Optional. The contact person's last name.
Emailemailtext
Optional. The contact person's email, where invoices are sent.
Phonephonetext
Optional. The contact person's phone.
Websitewebsitetext
Optional.
Street addressaddresstext
Optional. The billing street address.
Citycitytext
Optional.
State/regionstatetext
Optional.
Postal codezip_codetext
Optional.
Countrycountrytext
Optional.
Payment terms (days)payment_termsnumber
Optional. How many days the customer has to pay, such as 15.At least 0.
Languagelanguage_codetext
Optional. The language of the emails and documents the customer receives.One of: en (English), de (German), es (Spanish), fr (French), it (Italian), ja (Japanese), nl (Dutch), pt (Portuguese), sv (Swedish), zh (Chinese).
Notesnotestext
Optional. Internal notes about the customer.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A Zoho Invoice contact.

billing_addressobject
A postal address.
company_nametext
The company name.
contact_idtext
The contact's id.
contact_nametext
The contact's display name.
contact_personslist
The contact persons.
contact_typetext
customer.
created_timetext
When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext
The currency, e.g. USD.
currency_idtext
The currency's id.
currency_symboltext
The currency symbol.
custom_fieldslist
Custom field values.
emailtext
The primary contact person's email.
facebooktext
Facebook profile.
first_nametext
The primary contact person's first name.
has_transactiontrue/false
Whether the contact has any transactions.
is_taxabletrue/false
Whether the contact is taxable.
last_modified_timetext
When it was last changed.
last_nametext
The primary contact person's last name.
mobiletext
The primary contact person's mobile.
notestext
Notes.
outstanding_receivable_amountnumber
What the contact owes.
payment_reminder_enabledtrue/false
Whether payment reminders are on.
payment_termsnumber
Payment terms in days.
payment_terms_labeltext
The payment terms' label, e.g. Net 15.
phonetext
The primary contact person's phone.
primary_contact_idtext
The primary contact person's id.
shipping_addressobject
A postal address.
statustext
active or inactive.
tax_idtext
The tax's id.
tax_nametext
The tax's name.
tax_percentagenumber
The tax rate.
twittertext
Twitter handle.
unused_credits_receivable_amountnumber
Unused credits.
websitetext
The website.
Example output
{
  "company_name": "Bowman & Co",
  "contact_id": "2000000002001",
  "contact_name": "Bowman & Co",
  "contact_type": "customer",
  "created_time": "2026-09-01T10:15:00-0700",
  "currency_code": "USD",
  "email": "ann@bowman.example",
  "first_name": "Ann",
  "last_modified_time": "2026-09-01T10:15:00-0700",
  "last_name": "Bowman",
  "outstanding_receivable_amount": 0,
  "payment_terms": 15,
  "payment_terms_label": "Net 15",
  "status": "active"
}

Create a quote

Create a draft quote (estimate) for a customer. Mark it sent, then accepted, as the customer responds.

Inputs

Customer IDcustomer_idtextRequired
The customer's contact id, from 'List contacts' or 'Create a contact'.
Item IDitem_idtext
The item billed on the line, from 'List items' or 'Create an item'. Leave blank when giving several lines below.
Quantityquantitynumber
Optional. How many. Defaults to 1.
Unit priceratenumber
The price of one. Required with the item above; leave blank when giving several lines below.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": "2000000007037", "quantity": 2, "rate": 150}]. Each line takes item_id, name, description, quantity, rate, tax_id, discount; item_id and rate are required. When given it replaces the single-line fields above.
Datedatedate
Optional. The quote date. Defaults to today.
Expiry dateexpiry_datedate
Optional. When the quote expires.
Reference numberreference_numbertext
Optional. Your own reference, such as a purchase order number.
Discountdiscounttext
Optional. A discount on the whole document: an amount such as 5, or a percentage such as 10%.
Notesnotestext
Optional. Notes shown to the customer on the document.
Terms & conditionstermstext
Optional. Terms shown on the document.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A Zoho Invoice quote (estimate).

billing_addressobject
A postal address.
created_timetext
When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext
The currency, e.g. USD.
currency_idtext
The currency's id.
custom_fieldslist
Custom field values.
customer_idtext
The customer's id.
customer_nametext
The customer's name.
datetext
The quote date, YYYY-MM-DD.
discountnumber
The discount.
discount_typetext
entity_level or item_level.
estimate_idtext
The quote's id.
estimate_numbertext
The quote number, e.g. QT-000007.
exchange_ratenumber
The exchange rate.
expiry_datetext
When the quote expires.
is_inclusive_taxtrue/false
Whether rates include tax.
last_modified_timetext
When it was last changed.
line_itemslist
The quote's lines.
notestext
Notes.
reference_numbertext
Your reference.
salesperson_idtext
The salesperson's id.
salesperson_nametext
The salesperson's name.
shipping_addressobject
A postal address.
statustext
draft, sent, accepted, declined, invoiced or expired.
sub_totalnumber
The total before tax.
tax_totalnumber
The tax.
taxeslist
The taxes.
termstext
Terms.
totalnumber
The quote total.
Example output
{
  "currency_code": "USD",
  "customer_id": "2000000002001",
  "customer_name": "Bowman & Co",
  "date": "2026-09-30",
  "estimate_id": "2000000007101",
  "estimate_number": "QT-000007",
  "expiry_date": "2026-10-30",
  "status": "draft",
  "total": 240
}

Create an invoice

Create a draft invoice for a customer. Email it or mark it sent afterwards.

Inputs

Customer IDcustomer_idtextRequired
The customer's contact id, from 'List contacts' or 'Create a contact'.
Item IDitem_idtext
The item billed on the line, from 'List items' or 'Create an item'. Leave blank when giving several lines below.
Quantityquantitynumber
Optional. How many. Defaults to 1.
Unit priceratenumber
The price of one. Required with the item above; leave blank when giving several lines below.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": "2000000007037", "quantity": 2, "rate": 150}]. Each line takes item_id, name, description, quantity, rate, tax_id, discount; item_id and rate are required. When given it replaces the single-line fields above.
Invoice datedatedate
Optional. Defaults to today.
Due datedue_datedate
Optional. When payment is due. Leave blank to use the payment terms.
Payment terms (days)payment_termsnumber
Optional. How many days the customer has to pay, such as 15.At least 0.
Reference numberreference_numbertext
Optional. Your own reference, such as a purchase order number.
Discountdiscounttext
Optional. A discount on the whole document: an amount such as 5, or a percentage such as 10%.
Notesnotestext
Optional. Notes shown to the customer on the document.
Terms & conditionstermstext
Optional. Terms shown on the document.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A Zoho Invoice invoice.

adjustmentnumber
The adjustment.
adjustment_descriptiontext
What the adjustment is for.
allow_partial_paymentstrue/false
Whether partial payments are allowed.
balancenumber
What is still owed.
billing_addressobject
A postal address.
created_timetext
When it was created, e.g. 2026-09-01T10:15:00-0700.
credits_appliednumber
Credits applied.
currency_codetext
The currency, e.g. USD.
currency_idtext
The currency's id.
custom_fieldslist
Custom field values.
customer_idtext
The customer's id.
customer_nametext
The customer's name.
datetext
The invoice date, YYYY-MM-DD.
discountnumber
The discount.
discount_typetext
entity_level or item_level.
due_datetext
The due date, YYYY-MM-DD.
exchange_ratenumber
The exchange rate.
invoice_idtext
The invoice's id.
invoice_numbertext
The invoice number, e.g. INV-000042.
invoice_urltext
The customer's link to view and pay the invoice.
is_discount_before_taxtrue/false
Whether the discount applies before tax.
is_emailedtrue/false
Whether it has been emailed.
is_inclusive_taxtrue/false
Whether rates include tax.
is_viewed_by_clienttrue/false
Whether the customer has viewed it.
last_modified_timetext
When it was last changed.
last_payment_datetext
When the last payment was made.
last_reminder_sent_datetext
When the last reminder was sent.
line_itemslist
The invoice's lines.
notestext
Notes.
payment_expected_datetext
When payment is expected.
payment_madenumber
How much has been paid.
payment_reminder_enabledtrue/false
Whether payment reminders are on.
payment_termsnumber
Payment terms in days.
payment_terms_labeltext
The payment terms' label.
recurring_invoice_idtext
The recurring invoice it came from.
reference_numbertext
Your reference.
reminders_sentnumber
How many payment reminders were sent.
salesperson_idtext
The salesperson's id.
salesperson_nametext
The salesperson's name.
shipping_addressobject
A postal address.
shipping_chargenumber
The shipping charge.
statustext
draft, sent, viewed, overdue, partially_paid, paid or void.
sub_totalnumber
The total before tax.
tax_totalnumber
The tax.
taxeslist
The taxes.
template_idtext
The PDF template's id.
template_nametext
The PDF template's name.
termstext
Terms.
totalnumber
The invoice total.
write_off_amountnumber
The amount written off.
Example output
{
  "balance": 240,
  "currency_code": "USD",
  "customer_id": "2000000002001",
  "customer_name": "Bowman & Co",
  "date": "2026-09-30",
  "due_date": "2026-10-15",
  "invoice_id": "2000000007037",
  "invoice_number": "INV-000042",
  "invoice_url": "https://zohosecurepay.com/invoice/bowman/secure?CInvoiceID=1",
  "status": "draft",
  "total": 240
}

Create an item

Create a product or service to bill for.

Inputs

NamenametextRequired
The item's name.
PriceratenumberRequired
The price of one.At least 0.
Descriptiondescriptiontext
Optional. Shown on quotes and invoices.
SKUskutext
Optional. Your product code; must be unique.
Goods or serviceproduct_typetext
Optional.One of: goods, service.
Taxtax_idtext
Optional. The tax to apply.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A Zoho Invoice item.

custom_fieldslist
Custom field values.
descriptiontext
The description.
item_idtext
The item's id.
nametext
The item's name.
product_typetext
goods or service.
ratenumber
The price of one.
skutext
The stock keeping unit.
statustext
active or inactive.
tax_idtext
The tax's id.
tax_nametext
The tax's name.
tax_percentagenumber
The tax rate.
tax_typetext
The tax type.
unittext
The unit, e.g. hrs.
Example output
{
  "description": "One hour of design work",
  "item_id": "2000000002011",
  "name": "Design hour",
  "product_type": "service",
  "rate": 120,
  "sku": "DES-HR",
  "status": "active",
  "unit": "hrs"
}

Email an invoice

Email an invoice to the customer from Zoho Invoice, using your invoice email template unless you write your own.

Inputs

Invoice IDinvoice_idtextRequired
The invoice's id, from 'List invoices' or 'Create an invoice', or its address in Zoho Invoice.
Toto_mail_idstextRequired
Who to email: one or more addresses, separated by commas.
CCcc_mail_idstext
Optional. Addresses to copy, separated by commas.
Subjectsubjecttext
Optional. Leave blank for Zoho's template subject.
Bodybodytext
Optional. The message. Leave blank for Zoho's template message.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

An email sent about an invoice.

cc_mail_idslist
Who was copied.
invoice_idtext
The invoice's id.
messagetext
Zoho's confirmation message.
subjecttext
The subject sent.
to_mail_idslist
Who it was sent to.
Example output
{
  "cc_mail_ids": [],
  "invoice_id": "2000000007037",
  "message": "Your invoice has been sent.",
  "subject": "Invoice - INV-000042 from Bowman & Co",
  "to_mail_ids": [
    "ann@bowman.example"
  ]
}

Get a contact

Get a customer's details, addresses, contact persons and what they owe.

Inputs

Contact IDcontact_idtextRequired
The contact's id, from 'List contacts' or 'Create a contact', or the contact's address in Zoho Invoice.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A Zoho Invoice contact.

billing_addressobject
A postal address.
company_nametext
The company name.
contact_idtext
The contact's id.
contact_nametext
The contact's display name.
contact_personslist
The contact persons.
contact_typetext
customer.
created_timetext
When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext
The currency, e.g. USD.
currency_idtext
The currency's id.
currency_symboltext
The currency symbol.
custom_fieldslist
Custom field values.
emailtext
The primary contact person's email.
facebooktext
Facebook profile.
first_nametext
The primary contact person's first name.
has_transactiontrue/false
Whether the contact has any transactions.
is_taxabletrue/false
Whether the contact is taxable.
last_modified_timetext
When it was last changed.
last_nametext
The primary contact person's last name.
mobiletext
The primary contact person's mobile.
notestext
Notes.
outstanding_receivable_amountnumber
What the contact owes.
payment_reminder_enabledtrue/false
Whether payment reminders are on.
payment_termsnumber
Payment terms in days.
payment_terms_labeltext
The payment terms' label, e.g. Net 15.
phonetext
The primary contact person's phone.
primary_contact_idtext
The primary contact person's id.
shipping_addressobject
A postal address.
statustext
active or inactive.
tax_idtext
The tax's id.
tax_nametext
The tax's name.
tax_percentagenumber
The tax rate.
twittertext
Twitter handle.
unused_credits_receivable_amountnumber
Unused credits.
websitetext
The website.
Example output
{
  "company_name": "Bowman & Co",
  "contact_id": "2000000002001",
  "contact_name": "Bowman & Co",
  "contact_type": "customer",
  "created_time": "2026-09-01T10:15:00-0700",
  "currency_code": "USD",
  "email": "ann@bowman.example",
  "first_name": "Ann",
  "last_modified_time": "2026-09-01T10:15:00-0700",
  "last_name": "Bowman",
  "outstanding_receivable_amount": 0,
  "payment_terms": 15,
  "payment_terms_label": "Net 15",
  "status": "active"
}

Get an invoice

Get an invoice with its lines, totals, balance owed and the customer's payment link.

Inputs

Invoice IDinvoice_idtextRequired
The invoice's id, from 'List invoices' or 'Create an invoice', or its address in Zoho Invoice.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A Zoho Invoice invoice.

adjustmentnumber
The adjustment.
adjustment_descriptiontext
What the adjustment is for.
allow_partial_paymentstrue/false
Whether partial payments are allowed.
balancenumber
What is still owed.
billing_addressobject
A postal address.
created_timetext
When it was created, e.g. 2026-09-01T10:15:00-0700.
credits_appliednumber
Credits applied.
currency_codetext
The currency, e.g. USD.
currency_idtext
The currency's id.
custom_fieldslist
Custom field values.
customer_idtext
The customer's id.
customer_nametext
The customer's name.
datetext
The invoice date, YYYY-MM-DD.
discountnumber
The discount.
discount_typetext
entity_level or item_level.
due_datetext
The due date, YYYY-MM-DD.
exchange_ratenumber
The exchange rate.
invoice_idtext
The invoice's id.
invoice_numbertext
The invoice number, e.g. INV-000042.
invoice_urltext
The customer's link to view and pay the invoice.
is_discount_before_taxtrue/false
Whether the discount applies before tax.
is_emailedtrue/false
Whether it has been emailed.
is_inclusive_taxtrue/false
Whether rates include tax.
is_viewed_by_clienttrue/false
Whether the customer has viewed it.
last_modified_timetext
When it was last changed.
last_payment_datetext
When the last payment was made.
last_reminder_sent_datetext
When the last reminder was sent.
line_itemslist
The invoice's lines.
notestext
Notes.
payment_expected_datetext
When payment is expected.
payment_madenumber
How much has been paid.
payment_reminder_enabledtrue/false
Whether payment reminders are on.
payment_termsnumber
Payment terms in days.
payment_terms_labeltext
The payment terms' label.
recurring_invoice_idtext
The recurring invoice it came from.
reference_numbertext
Your reference.
reminders_sentnumber
How many payment reminders were sent.
salesperson_idtext
The salesperson's id.
salesperson_nametext
The salesperson's name.
shipping_addressobject
A postal address.
shipping_chargenumber
The shipping charge.
statustext
draft, sent, viewed, overdue, partially_paid, paid or void.
sub_totalnumber
The total before tax.
tax_totalnumber
The tax.
taxeslist
The taxes.
template_idtext
The PDF template's id.
template_nametext
The PDF template's name.
termstext
Terms.
totalnumber
The invoice total.
write_off_amountnumber
The amount written off.
Example output
{
  "balance": 240,
  "currency_code": "USD",
  "customer_id": "2000000002001",
  "customer_name": "Bowman & Co",
  "date": "2026-09-30",
  "due_date": "2026-10-15",
  "invoice_id": "2000000007037",
  "invoice_number": "INV-000042",
  "invoice_url": "https://zohosecurepay.com/invoice/bowman/secure?CInvoiceID=1",
  "status": "draft",
  "total": 240
}

List contacts

List customers, optionally searched, filtered and sorted.

Inputs

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).
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 Invoice 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": "2000000002001",
      "contact_name": "Bowman & Co",
      "contact_type": "customer",
      "created_time": "2026-09-01T10:15:00-0700",
      "currency_code": "USD",
      "email": "ann@bowman.example",
      "first_name": "Ann",
      "last_modified_time": "2026-09-01T10:15:00-0700",
      "last_name": "Bowman",
      "outstanding_receivable_amount": 0,
      "payment_terms": 15,
      "payment_terms_label": "Net 15",
      "status": "active"
    }
  ],
  "count": 1,
  "has_more_page": false,
  "page": 1,
  "per_page": 200
}

List customer payments

List payments received, optionally by method or date.

Inputs

Searchsearch_texttext
Optional. Only records matching this text.
Payment methodfilter_bytext
Optional. Only payments made this way.One of: PaymentMode.All (All), PaymentMode.Check (Check), PaymentMode.Cash (Cash), PaymentMode.BankTransfer (Bank transfer), PaymentMode.Paypal (PayPal), PaymentMode.CreditCard (Credit card), PaymentMode.GoogleCheckout (Google Checkout), PaymentMode.Credit (Credit), PaymentMode.Authorizenet (Authorize.Net), PaymentMode.BankRemittance (Bank remittance), and 5 more.
Payment datedatedate
Optional. Only payments made this day.
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 Invoice organization to use. Leave blank for your default organization.

Outputs

countnumber
How many customer payments are on this page.
customerpaymentslist
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,
  "customerpayments": [
    {
      "amount": 240,
      "bcy_amount": 240,
      "date": "2026-10-02",
      "invoice_number": "INV-000042",
      "payment_id": "2000000007201",
      "payment_mode": "banktransfer",
      "payment_number": "2"
    }
  ],
  "has_more_page": false,
  "page": 1,
  "per_page": 200
}

List invoices

List invoices, optionally by status (such as overdue or unpaid), customer, date or due date.

Inputs

Statusstatustext
Optional. Only invoices in this status.One of: draft, sent, viewed, overdue, unpaid, partially_paid (Partially paid), paid, void.
Customer IDcustomer_idtext
Optional. Only this customer's invoices.
Searchsearch_texttext
Optional. Only records matching this text.
Invoice datedatedate
Optional. Only invoices dated this day.
Due datedue_datedate
Optional. Only invoices due 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 Invoice 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": "2000000002001",
      "customer_name": "Bowman & Co",
      "date": "2026-09-30",
      "due_date": "2026-10-15",
      "invoice_id": "2000000007037",
      "invoice_number": "INV-000042",
      "invoice_url": "https://zohosecurepay.com/invoice/bowman/secure?CInvoiceID=1",
      "status": "draft",
      "total": 240
    }
  ],
  "page": 1,
  "per_page": 200
}

List items

List the products and services you bill for.

Inputs

Searchsearch_texttext
Optional. Only records matching this text.
Showfilter_bytext
Optional. Which items to include.One of: Status.All (All), Status.Active (Active), Status.Inactive (Inactive).
Sort bysort_columntext
Optional. The field to sort by.One of: name, rate (Price), 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 Invoice 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 design work",
      "item_id": "2000000002011",
      "name": "Design hour",
      "product_type": "service",
      "rate": 120,
      "sku": "DES-HR",
      "status": "active",
      "unit": "hrs"
    }
  ],
  "page": 1,
  "per_page": 200
}

List quotes

List quotes (estimates), optionally for one customer or in one status. The filters apply to the page returned.

Inputs

Customer IDcustomer_idtext
Optional. Only this customer's quotes.
Statusstatustext
Optional. Only quotes in this status.One of: draft, sent, accepted, declined, invoiced, expired.
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 Invoice organization to use. Leave blank for your default organization.

Outputs

countnumber
How many quotes are on this page.
estimateslist
The quotes.
has_more_pagetrue/false
Whether another page is available.
pagenumber
This page's number.
per_pagenumber
The page size.
Example output
{
  "count": 1,
  "estimates": [
    {
      "currency_code": "USD",
      "customer_id": "2000000002001",
      "customer_name": "Bowman & Co",
      "date": "2026-09-30",
      "estimate_id": "2000000007101",
      "estimate_number": "QT-000007",
      "expiry_date": "2026-10-30",
      "status": "draft",
      "total": 240
    }
  ],
  "has_more_page": false,
  "page": 1,
  "per_page": 200
}

Mark a quote as accepted

Record that the customer accepted a sent quote. A draft quote must be marked sent first.

Inputs

Quote IDestimate_idtextRequired
The quote's id, from 'List quotes' or 'Create a quote', or its address in Zoho Invoice.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A quote's status change.

estimate_idtext
The quote's id.
messagetext
Zoho's confirmation message.
statustext
The new status.
Example output
{
  "estimate_id": "2000000007101",
  "message": "Estimate status has been changed to Accepted.",
  "status": "accepted"
}

Mark a quote as sent

Mark a draft quote as sent, without emailing it.

Inputs

Quote IDestimate_idtextRequired
The quote's id, from 'List quotes' or 'Create a quote', or its address in Zoho Invoice.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A quote's status change.

estimate_idtext
The quote's id.
messagetext
Zoho's confirmation message.
statustext
The new status.
Example output
{
  "estimate_id": "2000000007101",
  "message": "Estimate status has been changed to Sent",
  "status": "sent"
}

Mark an invoice as sent

Mark a draft invoice as sent, without emailing it, so it counts as owed.

Inputs

Invoice IDinvoice_idtextRequired
The invoice's id, from 'List invoices' or 'Create an invoice', or its address in Zoho Invoice.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

An invoice's status change.

invoice_idtext
The invoice's id.
messagetext
Zoho's confirmation message.
statustext
The new status.
Example output
{
  "invoice_id": "2000000007037",
  "message": "Invoice status has been changed to Sent.",
  "status": "sent"
}

Record a customer payment

Record a payment received and apply it to an invoice.

Inputs

Customer IDcustomer_idtextRequired
The customer's contact id, from 'List contacts' or 'Create a contact'.
Invoice IDinvoice_idtextRequired
The invoice's id, from 'List invoices' or 'Create an invoice', or its address in Zoho Invoice.
AmountamountnumberRequired
The amount received.At least 0.
Payment methodpayment_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. How much of the payment goes to the invoice. Defaults to the whole amount.At least 0.
Reference numberreference_numbertext
Optional. Your own reference, such as a purchase order number.
Descriptiondescriptiontext
Optional. A note about the payment.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A Zoho Invoice customer payment.

amountnumber
The amount received.
amount_refundednumber
How much has been refunded.
bank_chargesnumber
Bank charges.
currency_codetext
The currency, e.g. USD.
currency_symboltext
The currency symbol.
custom_fieldslist
Custom field values.
customer_idtext
The customer's id.
customer_nametext
The customer's name.
datetext
The payment date, YYYY-MM-DD.
descriptiontext
The description.
emailtext
The customer's email.
invoiceslist
The invoices it was applied to.
payment_idtext
The payment's id.
payment_modetext
How it was paid, e.g. cash.
reference_numbertext
Your reference.
statustext
success or failure.
Example output
{
  "amount": 240,
  "currency_code": "USD",
  "customer_id": "2000000002001",
  "customer_name": "Bowman & Co",
  "date": "2026-10-02",
  "invoices": [
    {
      "amount_applied": 240,
      "balance_amount": 0,
      "invoice_id": "2000000007037",
      "invoice_number": "INV-000042"
    }
  ],
  "payment_id": "2000000007201",
  "payment_mode": "banktransfer",
  "status": "success"
}

Record an expense

Record an expense, optionally billable to a customer so it can be added to their next invoice.

Inputs

AmountamountnumberRequired
How much was spent.At least 0.
Categoryaccount_idtext
Optional. The expense category. Leave blank for your first active category.
Datedatedate
Optional. When it was spent. Defaults to today.
Descriptiondescriptiontext
Optional. What it was for, up to 100 characters.
Reference numberreference_numbertext
Optional. Your own reference, such as a purchase order number.
Customer IDcustomer_idtext
Optional. The customer it was spent for. Required when billable.
Billableis_billabletrue/false
Optional. Bill this expense to the customer.Default: false.
Taxtax_idtext
Optional. The tax to apply.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A Zoho Invoice expense.

account_idtext
The expense category's account id.
account_nametext
The expense category.
amountnumber
The amount.
bcy_totalnumber
The total in your base currency.
currency_codetext
The currency, e.g. USD.
currency_idtext
The currency's id.
custom_fieldslist
Custom field values.
customer_idtext
The customer billed.
customer_nametext
That customer's name.
datetext
The expense date, YYYY-MM-DD.
descriptiontext
The description.
exchange_ratenumber
The exchange rate.
expense_idtext
The expense's id.
expense_typetext
The expense type.
invoice_idtext
The invoice it was billed on.
invoice_numbertext
That invoice's number.
is_billabletrue/false
Whether it is billed to a customer.
is_inclusive_taxtrue/false
Whether the amount includes tax.
last_modified_timetext
When it was last changed.
project_idtext
The project's id.
project_nametext
The project's name.
reference_numbertext
Your reference.
statustext
The expense's status, e.g. unbilled.
sub_totalnumber
The amount before tax.
tax_amountnumber
The tax.
tax_idtext
The tax's id.
tax_nametext
The tax's name.
tax_percentagenumber
The tax rate.
totalnumber
The total.
Example output
{
  "account_id": "2000000000391",
  "account_name": "Office Supplies",
  "amount": 35.5,
  "currency_code": "USD",
  "date": "2026-10-02",
  "description": "Printer paper",
  "expense_id": "2000000007301",
  "is_billable": false,
  "status": "nonbillable",
  "total": 35.5
}

Send a payment reminder

Email the customer a reminder to pay a sent, unpaid invoice.

Inputs

Invoice IDinvoice_idtextRequired
The invoice's id, from 'List invoices' or 'Create an invoice', or its address in Zoho Invoice.
Toto_mail_idstextRequired
Who to email: one or more addresses, separated by commas.
CCcc_mail_idstext
Optional. Addresses to copy, separated by commas.
Subjectsubjecttext
Optional. Leave blank for Zoho's template subject.
Bodybodytext
Optional. The message. Leave blank for Zoho's template message.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

An email sent about an invoice.

cc_mail_idslist
Who was copied.
invoice_idtext
The invoice's id.
messagetext
Zoho's confirmation message.
subjecttext
The subject sent.
to_mail_idslist
Who it was sent to.
Example output
{
  "cc_mail_ids": [],
  "invoice_id": "2000000007037",
  "message": "Your payment reminder has been sent.",
  "subject": "Payment reminder - INV-000042",
  "to_mail_ids": [
    "ann@bowman.example"
  ]
}

Update a contact

Change a customer's name, company, website, billing address, payment terms or notes. Blank fields keep their value.

Inputs

Contact IDcontact_idtextRequired
The contact's id, from 'List contacts' or 'Create a contact', or the contact's address in Zoho Invoice.
Display namecontact_nametext
Optional. A new display name.
Company namecompany_nametext
Optional.
Websitewebsitetext
Optional.
Street addressaddresstext
Optional. The billing street address.
Citycitytext
Optional.
State/regionstatetext
Optional.
Postal codezip_codetext
Optional.
Countrycountrytext
Optional.
Payment terms (days)payment_termsnumber
Optional. How many days the customer has to pay, such as 15.At least 0.
Notesnotestext
Optional. Internal notes about the customer.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

A Zoho Invoice contact.

billing_addressobject
A postal address.
company_nametext
The company name.
contact_idtext
The contact's id.
contact_nametext
The contact's display name.
contact_personslist
The contact persons.
contact_typetext
customer.
created_timetext
When it was created, e.g. 2026-09-01T10:15:00-0700.
currency_codetext
The currency, e.g. USD.
currency_idtext
The currency's id.
currency_symboltext
The currency symbol.
custom_fieldslist
Custom field values.
emailtext
The primary contact person's email.
facebooktext
Facebook profile.
first_nametext
The primary contact person's first name.
has_transactiontrue/false
Whether the contact has any transactions.
is_taxabletrue/false
Whether the contact is taxable.
last_modified_timetext
When it was last changed.
last_nametext
The primary contact person's last name.
mobiletext
The primary contact person's mobile.
notestext
Notes.
outstanding_receivable_amountnumber
What the contact owes.
payment_reminder_enabledtrue/false
Whether payment reminders are on.
payment_termsnumber
Payment terms in days.
payment_terms_labeltext
The payment terms' label, e.g. Net 15.
phonetext
The primary contact person's phone.
primary_contact_idtext
The primary contact person's id.
shipping_addressobject
A postal address.
statustext
active or inactive.
tax_idtext
The tax's id.
tax_nametext
The tax's name.
tax_percentagenumber
The tax rate.
twittertext
Twitter handle.
unused_credits_receivable_amountnumber
Unused credits.
websitetext
The website.
Example output
{
  "company_name": "Bowman & Co",
  "contact_id": "2000000002001",
  "contact_name": "Bowman & Co",
  "contact_type": "customer",
  "created_time": "2026-09-01T10:15:00-0700",
  "currency_code": "USD",
  "email": "ann@bowman.example",
  "first_name": "Ann",
  "last_modified_time": "2026-09-01T10:15:00-0700",
  "last_name": "Bowman",
  "outstanding_receivable_amount": 0,
  "payment_terms": 15,
  "payment_terms_label": "Net 15",
  "status": "active"
}

Void an invoice

Cancel an invoice by marking it void. It stays on record but no longer counts as owed.

Inputs

Invoice IDinvoice_idtextRequired
The invoice's id, from 'List invoices' or 'Create an invoice', or its address in Zoho Invoice.
Organizationorganization_idtext
Optional. The Zoho Invoice organization to use. Leave blank for your default organization.

Outputs

An invoice's status change.

invoice_idtext
The invoice's id.
messagetext
Zoho's confirmation message.
statustext
The new status.
Example output
{
  "invoice_id": "2000000007037",
  "message": "Invoice status has been changed to Void.",
  "status": "void"
}

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ActionsCreate a contactCreate a quoteCreate an invoiceCreate an itemEmail an invoiceGet a contactGet an invoiceList contactsList customer paymentsList invoicesList itemsList quotesMark a quote as acceptedMark a quote as sentMark an invoice as sentRecord a customer paymentRecord an expenseSend a payment reminderUpdate a contactVoid an invoice