Only return contacts that meet this status criteria.

Search contacts by contact name or notes.

Search invoices by invoice number or purchase order or customer name.

Filter invoices by any status or payment expected date.

Filter invoices by any status or payment expected date. Expected Values Status.All,Status.Sent,Status.Draft,Status.OverDue,Status.Paid,Status.Void,Status.Unpaid,Status.PartiallyPaid,Status.Viewed,Date.PaymentExpectedDate.

Search for projects by a specific customer.

Email for this person at the contact. For example, a company may have contact@example.com as an email address while james@example.com is a "Contact Person Email".

Phone number of a person at this contact.

Select Yes if you want this contact to be the primary contact person.

Mandatory only for UK Edition(If International Trade is enabled).

Reason for creating a credit note(applicable only for Indian Edition).

If tax is enabled, enter the Type of invoice. Only applicable to IN edition.

Item to appear as single line item on invoice.

You will either need to select a specific customer or enter a customer name. If a customer name we'll search and use the first result returned.

Send the invoice to the contact person(s) associated with the invoice.

Mandatory if auto number generation is disabled.

The date the invoice is created. Today's date is used if blank.

Payment terms in days e.g. 15, 30, 60. Invoice due date will be calculated based on this.

Used to override the default payment terms label. Default value for 15 days is "Net 15 Days".

Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190.

Used to specify how the discount has to applied. Either before or after the calculation of tax.

How the discount is specified. Allowed values are entity_level or item_level.

Discount applied to the line item. It can be either in % or in amount. e.g. 12.5% or 190.

ID of the tax or tax group applied to the line item.

Online payment gateways through which payment can be made. Allowed Values: paypal, authorize_net, payflow_pro, stripe, 2checkout and braintree.

Customize the adjustment description. E.g. Rounding off.

Paypal payment method. Only select if you specified paypal as a payment option.

Name of the conact's company. Maximum length [200]

Language of a contact. Allowed values de,en,es,fr,it,ja,nl,pt,sv,zh

Billing address of the contact. Maximum length allowed [500]

Shipping address of the contact. Maximum length allowed [500]

Salutation for the contact.Multiple contact persons are separated by comma.

Only one Contact Person can be Primary. Allowed values : true or false

GST Identification Number or Unique Identification Number (applicable only for Indian Edition).

Applicable only for Indian Edition.

Allowed values - AN,AD,AR,AS,BR,CH,CG,DN,DD,DL,GA,GJ,HR,HP,JK,JH,KA,KL,LD,MP,MH,ML,MN,MZ,NL,OD,PY,PB,RJ,SK,TN,TS,TR,UP,UK,WB.

Enter the Tax Exempt code if the customer is not applicable for tax.

Select line items you wish to include. Multiple line items are separated by comma.

Rate for the line items chosen above is mentioned here.

Quantity for the line items chosen above is mentioned here.

Full line item discount separated by comma.It can be either in % or in amount. e.g. 12.5% or 190. This will be applicable only if the Discount is at Line item level.

Discount applied to the estimate if the discount is to be applied on Entity Level. It can be either in % or in amount. e.g. 12.5% or 190.

Choose 'True' to send Invoices only for Primary Contact and 'False' to send Invoices to all the Contact Persons.

If Entered Customer Name is not present in the Zoho Invoice, we will create it as a new Customer

The Reference or Order number of the invoice

Discount applied to the line item. It can be either in % or in amount. e.g. 12.5% or 190. This will be applicable only if the Discount is at Line item level.

Used to specify how the discount has to applied. Either before or after the calculation of tax. .

Shipping charges applied to the invoice. .

Online payment gateways through which payment can be made, separated by commas. Allowed Values: paypal, authorize_net, payflow_pro, stripe, 2checkout and braintree.

Paypal payment method. Only select if you specified PayPal as a payment option.

Enter the Tax Exemption Code if tax is not set for this item.

Uses the auto number generation, if retainer invoice number is not given.

if tax is enabled, enter the Item's SAC or HSN code.

Requests can only be made to domains associated by this application. View [documentation](https://help.zapier.com/hc/en-us/articles/12899607716493) for more details.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

Zoho Invoice

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Xero

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

QuickBooks Online

Bidsketch helps you create professional proposals in minutes.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

Zoho Invoice Integrations

Zoho Invoice Help & Support

How to get started with Zoho Invoice on Zapier

Zoho Invoice Tutorials

Save time with Zoho Invoice and do the work you love

About Zoho Invoice

Related categories

Similar apps

Xero

QuickBooks Online

Bidsketch