Zoho Invoice

Zoho Invoice

Zoho Invoice is cloud-based invoicing for creating, sending, and managing invoices, estimates, credit notes, and payments. Automate recurring billing and payment reminders.

Multi-Organization Support

Zoho accounts can contain multiple organizations. Every tool accepts an optional organization_id parameter. For multi-org accounts, first list organizations and then pass the target org ID to subsequent calls.

Data Model

• Contacts: Customers you bill — each has addresses, payment terms, and outstanding balances.
• Items: Products and services with names, rates, SKUs, and tax settings. Referenced in invoice/estimate line items.
• Invoices: Bills sent to customers with line items, taxes, discounts, and payment tracking. Statuses: draft → sent → partially_paid → paid → overdue → void.
• Estimates: Quotes sent to customers before invoicing. Can be converted to invoices once accepted.
• Credit Notes: Adjustments issued against customer accounts with line items. Applied to invoices as credits.
• Customer Payments: Payment records linked to customers and optionally to specific invoices.
• Expenses: Business expenses tracked by account, amount, and date. Can be marked billable to customers.
• Recurring Invoices: Automated billing profiles that generate invoices on a schedule (daily/weekly/monthly/yearly).
• Taxes: Tax configurations applied to line items (read-only via settings).
• Users: Account users with roles and permissions (read-only).

Key Relationships

• Invoices and estimates require a customer_id (from contacts) and line_items (referencing items by item_id or inline name+rate).
• Credit notes require a customer_id and line_items.
• Customer payments require a customer_id and can optionally reference an invoice_id.
• Expenses reference an account_id and can be linked to a customer_id when billable.
• Recurring invoices require a customer_id, line_items, recurrence_name, and recurrence_frequency.

Workflow Patterns

1. Invoice a customer: List contacts → get customer_id → list items → create invoice with line_items → send.
2. Record payment: List invoices → find unpaid invoice → create customer payment with invoice_id.
3. Issue credit: Create credit note with customer_id and line_items → apply to outstanding invoice.
4. Set up recurring billing: Create recurring invoice profile with schedule → invoices auto-generate.
5. Track expenses: Create expense with account_id and amount → optionally mark billable to a customer.

Constraints

• Only draft invoices can be deleted; sent/paid invoices must be voided instead.
• Line items in create/update calls replace existing line items entirely (not merged).
• Dates use yyyy-mm-dd format.
• Pagination: page (1-based) and per_page (max 200) on all list endpoints.