Zoho Books

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• Zoho Books Create Bill

  Create a new bill in Zoho Books. Requires vendor_id (must be a vendor-type contact), bill_number, and at least one line item with an expense account_id+amount or a purchase-type item_id.

• Zoho Books Create Contact

  Create a new contact (customer or vendor) in Zoho Books. Provide at minimum a contact_name. Optionally set type, email, addresses, and payment terms.

• Zoho Books Create Creditnote

  Create a new credit note in Zoho Books. Requires customer_id and at least one line item.

• Zoho Books Create Customer Payment

  Record a customer payment in Zoho Books. Requires customer_id, amount, account_id (the bank account to deposit into), and invoices array allocating the payment to specific invoices.

• Zoho Books Create Estimate

  Create a new estimate in Zoho Books. Requires a customer_id and at least one line item.

• Zoho Books Create Expense

  Create a new expense in Zoho Books. Requires account_id (must be an expense-category account, not a sales or income account) and amount.

• Zoho Books Create Invoice

  Create a new invoice in Zoho Books. Requires a customer_id and at least one line_item. Each line item needs either an item_id or a name+rate pair. Set is_discount_before_tax=true to avoid discount/tax conflicts on regional orgs.

• Zoho Books Create Item

  Create a new item (product or service) in Zoho Books. Requires a name and rate. Items are sales-only by default. To use an item in purchase orders or bills, also set purchase_rate and purchase_account_id.

• Zoho Books Create Journal

  Create a journal entry in Zoho Books. Requires journal_date and line_items with balanced debits and credits.

• Zoho Books Create Purchase Order

  Create a new purchase order in Zoho Books. Requires vendor_id, date (yyyy-mm-dd), and line_items. Line items must reference purchase-type items (items with purchase_rate set) or use account_id+amount.

• Zoho Books Create Sales Order

  Create a new sales order in Zoho Books. Requires customer_id, date (yyyy-mm-dd), and line_items.

• Zoho Books Delete Bill

  Delete a bill from Zoho Books by bill_id.

• Zoho Books Delete Contact

  Delete a contact from Zoho Books by contact_id. This cannot be undone.

• Zoho Books Delete Creditnote

  Delete a credit note from Zoho Books by creditnote_id.

• Zoho Books Delete Customer Payment

  Delete a customer payment from Zoho Books by payment_id.

• Zoho Books Delete Estimate

  Delete an estimate from Zoho Books by estimate_id.

• Zoho Books Delete Expense

  Delete an expense from Zoho Books by expense_id.

• Zoho Books Delete Invoice

  Delete an invoice from Zoho Books by invoice_id. Only draft invoices can be deleted.

• Zoho Books Delete Item

  Delete an item from Zoho Books by item_id.

• Zoho Books Delete Journal

  Delete a journal entry from Zoho Books by journal_id.

• Zoho Books Delete Purchase Order

  Delete a purchase order from Zoho Books by purchaseorder_id.

• Zoho Books Delete Sales Order

  Delete a sales order from Zoho Books by salesorder_id.

• Zoho Books Get Bank Account

  Get full details of a specific bank account by ID.

• Zoho Books Get Bill

  Get full details of a specific bill by ID, including line items, taxes, and payment history.

• Zoho Books Get Contact

  Get full details of a specific contact by ID, including addresses, contact persons, payment terms, and custom fields.