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Zoho Invoice integration
Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices
Connect Zoho Invoice to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.
What you can do with Zoho Invoice
Ask in plain language and Xenition calls the right one:
- Add Credit Note to Invoices — Tool to apply a credit note to one or more invoices. Use when you need to apply credits from a credit note to specific invoices. The invoice and credit note must belong to the same customer, and the invoice must not be in closed or paid status.
- Add Invoice Comment — Tool to add a comment to an invoice. Use when you need to add notes or comments to a specific invoice for internal tracking or client communication.
- Apply Credits to Invoice — Tool to apply credit notes to an invoice in Zoho Invoice. Use when you need to reduce an invoice balance by applying one or more existing credit notes.
- Cancel Write Off Invoice — Tool to cancel a write-off on an invoice. Use when you need to reverse a previously written-off invoice amount.
- Clone Zoho Invoice Project — Tool to clone an existing project. Use when you need to duplicate a project with a new name and description.
- Create Additional Address — Tool to add an additional address to a contact. Use when you need to create a secondary shipping or billing address for an existing contact.
- Create Contact — Tool to create a contact in Zoho Invoice. Use when you need to add a new customer or vendor to the system.
- Create Contact Person — Tool to create a contact person for an existing contact. Use when you need to add a new contact person to a contact record.
- Create Credit Note — Tool to create a credit note to refund or give credit to a customer. Use when you need to issue a credit for returned items or adjustments.
- Create Credit Note Comment — Tool to add a comment to a credit note. Use when you need to add notes or comments to an existing credit note.
- Create Currency — Tool to create a new currency in Zoho Invoice. Use when you need to add a currency with specific code, symbol, and formatting options.
- Create Customer Payment — Tool to create a customer payment in Zoho Invoice. Use when you need to record a payment made by a customer and apply it to one or more invoices.
- Create Employee — Tool to create an employee in Zoho Invoice. Use when you need to add a new employee to the organization.
- Create Estimate — Tool to create a new estimate (quote) for a customer. Use when you need to generate a price quotation before creating an invoice.
- Create Estimate Comment — Tool to add a comment to an estimate. Use when you need to add notes or comments to an existing estimate.
- Create Exchange Rate — Tool to create an exchange rate for a specified currency. Use when you need to set or update the exchange rate for a currency with respect to the base currency, effective from a specific date.
- Create Expense Category — Tool to create a new expense category in Zoho Invoice. Use when you need to add a new expense category for tracking business expenses.
- Create Invoice — Tool to create a new invoice for a customer in Zoho Invoice. Use when you need to bill a customer with line items and pricing details.
- Create Item — Tool to create a new item in Zoho Invoice. Use when you need to add a product or service to your item catalog.
- Create Project Comment — Tool to post a comment to a project. Use when you need to add comments or notes to a specific project.
- Create Recurring Invoice — Tool to create a recurring invoice profile that automatically generates invoices at specified intervals. Use when you need to set up automatic invoice generation for subscriptions or regular billing.
- Create Refund Credit Note Refunds — Tool to create a refund for a credit note. Use when you need to refund credit note amount to a customer.
- Create Task — Tool to create a new task in a Zoho Invoice project. Use when you need to add a task to an existing project with task name and optional details like description, hourly rate, and budget hours.
- Create Tax — Tool to create a new tax in Zoho Invoice. Use when you need to add a tax rate that can be applied to items and invoices.
- Create Tax Group — Tool to create a new tax group in Zoho Invoice. Use when you need to combine multiple taxes into a single group for easier application to invoices and items.
- Create Time Entry — Tool to log time entries for projects in Zoho Invoice. Use when you need to track billable or non-billable hours against a project or task.
- Create Zoho Invoice User — Tool to create a new user in Zoho Invoice. Use when you need to add a user to an organization. The user will receive an invitation email.
- Delete Additional Address — Tool to delete an additional address from a contact. Use when you need to remove a specific address from a contact's address list.
- Delete Contact — Tool to delete a contact from Zoho Invoice. Use when you need to permanently remove a contact from the system.
- Delete Contact Person — Tool to delete a contact person from Zoho Invoice. Use when you need to remove a specific contact person from the system.
…and 20 more Zoho Invoice actions available in the workspace.
Give an agent access to Zoho Invoice
An agent you create can use Zoho Invoice on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your Zoho Invoice account without you agreeing to it.
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Frequently asked questions
How do I connect Zoho Invoice to Xenition?
Open the connectors directory in Xenition, find Zoho Invoice, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.
What can Xenition do with Zoho Invoice?
Xenition can run 50 different Zoho Invoice actions, including Add Credit Note to Invoices, Add Invoice Comment, Apply Credits to Invoice. You ask in plain language and the right one is called for you.
Can an agent use Zoho Invoice on my behalf?
Yes. Agents can use Zoho Invoice while you do something else, and every action passes through an approval gate before it runs.
Is there a free plan?
Yes. Xenition starts free with 25,000 credits a month and no credit card, and all connectors are available on every plan.