Connect Claude & ChatGPT to Zoho Invoice

30 tools for Zoho Invoice

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• create_customerChanges dataCreate a customer with contact_name (required), company_name, billing_address, shipping_address, contact_persons (name, email, phone), currency_id and payment_terms. Search first to avoid duplicates.
• create_estimateChanges dataCreate an estimate for customer_id with line_items (item_id or name, rate, quantity), plus optional date, expiry_date, notes and terms. Set `send` to true to email it to the customer.
• create_expenseChanges dataRecord an expense with amount and reference_number (both required), plus date, account_id, description, customer_id and is_billable to re-bill it to a customer.
• create_invoiceChanges dataCreate an invoice in `body` with customer_id, line_items (item_id or name, rate, quantity), date and due_date. It is created as a draft unless `send` is true, which emails it to the customer.
• create_itemChanges dataCreate a product or service with name and rate (both required), plus optional description, sku and tax_id.
• delete_invoiceDeletesPermanently delete an invoice by invoice_id. Irreversible; only draft or void invoices should be deleted.
• email_customer_statementVisible to othersEmail a customer's account statement by contact_id with to_mail_ids, subject, body and optional start_date/end_date. This sends a real email.
• email_estimateVisible to othersEmail an estimate to the customer by estimate_id with to_mail_ids and optional subject and body. This sends a real email.
• email_invoiceVisible to othersEmail an invoice to the customer by invoice_id, with to_mail_ids and optional subject, body and cc_mail_ids. This sends a real email.
• get_customerGet one customer by contact_id, including contact persons, addresses, payment terms and outstanding balance.
• get_estimateGet one estimate by quote_id (the estimate ID), with customer, line items, totals and status.
• get_invoiceGet one invoice by invoice_id, including customer, line items, totals, balance due and status.
• get_itemGet one product or service by product_id (the item ID), with name, rate, tax and description.
• get_paymentGet one customer payment by payment_id, including amount, date, mode and the invoices it was applied to.
• list_customersList or search customers (contacts) by contact_name, company_name, email, phone or search_text. Use to find a customer_id.
• list_estimatesList estimates (quotes), paged with page and limit.
• list_expensesList or search expenses, filtered by date, status, customer_name, account_name, amount, reference_number or search_text.
• list_invoice_paymentsList the payments recorded against one invoice by invoice_id.
• list_invoicesList or search invoices, filtered by customer_name or customer_id, status (sent, draft, overdue, paid, void, unpaid, partially_paid), invoice_number, date, due_date or search_text. Use to find an invoice ID.
• list_itemsList or search products and services (items) by name, description, rate or search_text. Use to find an item_id for invoice lines.
• list_organizationsList the Zoho Invoice organizations this login can access, with their names, IDs and currencies.
• list_paymentsList or search customer payments, filtered by customer_name, date, amount, payment_mode, reference_number or search_text.
• list_recurring_invoicesList recurring invoice profiles, optionally filtered with search_text or filter_by.
• mark_estimate_acceptedChanges dataMark an estimate as accepted by the customer by estimate_id.
• mark_invoice_sentChanges dataMark a draft invoice as sent by invoice_id without emailing it.
• record_paymentChanges dataRecord a payment already received from a customer: customer_id, amount, date, payment_mode (e.g. cash, bank transfer) and invoices (invoice_id and amount_applied). This does not charge the customer; it marks invoices as paid.
• update_customerChanges dataUpdate a customer by contact_id; contact_name is required, other fields (email, addresses, contact_persons, payment_terms, notes) change only if passed.
• update_invoiceChanges dataUpdate an invoice by invoice_id; pass the changed fields (line_items, dates, notes, terms) in `body`.
• update_itemChanges dataUpdate a product or service by product_id; name and rate are required, other fields change only if passed.
• void_invoiceDeletesVoid an invoice by invoice_id so it no longer counts as owed. Use instead of deleting a sent invoice.

Questions