Zoho Invoice
FinanceOAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0
Manage customers, invoices, estimates and customer payments in Zoho Invoice, and email invoices and payment reminders.
15 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| zoho_invoice_list_organizationsLists the organizations the user belongs to, with their ids, currencies and which one is the default | read | General | ZohoInvoice.settings.READ |
| zoho_invoice_list_contactsLists customers, searched by name, email or text, filtered by status, sorted and paged | read | Personal data | ZohoInvoice.contacts.READ |
| zoho_invoice_get_contactReturns one customer with addresses, contact persons, payment terms and outstanding balance | read | Personal data | ZohoInvoice.contacts.READ |
| zoho_invoice_create_contactCreates a customer, optionally with a company name, primary contact person, payment terms and notes | write | Personal data | ZohoInvoice.contacts.CREATE |
| zoho_invoice_list_invoicesLists invoices, filtered by status, customer, number, reference or search text, sorted and paged | read | Personal data | ZohoInvoice.invoices.READ |
| zoho_invoice_get_invoiceReturns one invoice with its line items, totals, balance, status and payments | read | Personal data | ZohoInvoice.invoices.READ |
| zoho_invoice_create_invoiceCreates an invoice for a customer from items, dated and optionally with a due date, reference and payment terms; send true emails it to the customer's contacts | write | Personal data | ZohoInvoice.invoices.CREATE |
| zoho_invoice_mark_invoice_sentMarks a draft invoice as sent without emailing it | write | General | ZohoInvoice.invoices.CREATE |
| zoho_invoice_email_invoiceEmails an invoice to the given addresses, with an optional subject and body | write | Personal data | ZohoInvoice.invoices.CREATE |
| zoho_invoice_remind_customerEmails a payment reminder for an open or overdue invoice, to the given addresses or the customer by default | write | Personal data | ZohoInvoice.invoices.CREATE |
| zoho_invoice_list_estimatesLists estimates (quotes), paged | read | Personal data | ZohoInvoice.estimates.READ |
| zoho_invoice_create_estimateCreates an estimate (quote) for a customer from items, with optional dates, reference and notes; send true emails it to the customer's contacts | write | Personal data | ZohoInvoice.estimates.CREATE |
| zoho_invoice_list_customer_paymentsLists payments received from customers, matching a customer name, reference or search text, paged | read | Personal data | ZohoInvoice.customerpayments.READ |
| zoho_invoice_record_customer_paymentRecords a payment received from a customer and applies it to one or more of their invoices | write | Personal data | ZohoInvoice.customerpayments.CREATE |
| zoho_invoice_list_itemsLists the products and services that can go on invoices, searched by name or text, paged | read | General | ZohoInvoice.settings.READ |