Zoho Invoice
for LuumenAI
Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices
Operate Zoho Invoice from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Zoho Invoice toolbox
137 tools: 55 read, 82 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadBulk Export InvoicesBulk export multiple invoices as a single PDF file.
- ReadGet All TasksList all tasks in a Zoho Invoice project.
- ReadGet Client ReviewRetrieve details of a particular client review by comment ID.
- ReadGet ContactRetrieve a specific contact by ID.
- ReadGet Contact AddressesRetrieve all addresses for a contact.
- ReadGet Contact PersonRetrieve details of a specific contact person.
- ReadGet Credit NoteRetrieve the details of a specific credit note by creditnote_id.
- ReadGet Credit Note Email HistoryRetrieve email history for a credit note.
- ReadGet Credit Note RefundRetrieve details of a specific credit note refund.
- ReadGet ExpenseRetrieve a specific expense by ID.
- ReadGet InvoiceRetrieve the details of a specific invoice by invoice_id.
- ReadGet Invoice AttachmentGet invoice attachment details.
- ReadGet Invoice Email ContentRetrieve the email content for a specific invoice.
- ReadGet Zoho Invoice ItemRetrieve the details of a specific item by item_id.
- ReadGet Payment Reminder Mail ContentRetrieve payment reminder mail content for a specific invoice.
- ReadGet Price ListRetrieve the details of a specific price list by pricebook_id.
- ReadGet ProjectRetrieve details of a specific project by project ID.
- ReadGet Project UserRetrieve a specific user from a project.
- ReadGet Recurring InvoiceRetrieve the details of a specific recurring invoice by recurring_invoice_id.
- ReadGet Statement Mail ContentRetrieve statement mail content for a specific contact.
- ReadGet TaskRetrieve a specific task from a Zoho Invoice project.
- ReadGet TaxRetrieve details of a specific tax by tax_id.
- ReadGet Tax GroupRetrieve a specific tax group by ID.
- ReadGet Time EntryRetrieve a specific time entry from Zoho Invoice.
- ReadList Child Expenses CreatedList child expenses created from a recurring expense.
- ReadList Client ReviewsRetrieve all client reviews for contacts.
- ReadList Contact CommentsList all comments on a contact.
- ReadList Contact RefundsList refunds associated with a contact.
- ReadList ContactsList contacts.
- ReadList Credit NotesList credit notes.
- ReadList CurrenciesList all currencies configured for the organization.
- ReadList Customer Payment RefundsList refunds of a customer payment.
- ReadList EmployeesList all employees in the organization.
- ReadList EstimatesList all estimates.
- ReadList Expense CategoriesList all expense categories with optional filtering, sorting, and pagination.
- ReadList Expense CommentsList expense history and comments.
- ReadList ExpensesList all expenses with optional filtering, sorting, and pagination.
- ReadList Invoice CommentsList all comments and history for an invoice.
- ReadList Invoice PaymentsList payments for a specific invoice.
- ReadList InvoicesList invoices.
- ReadList Invoices CreditedList invoices to which a specific credit note has been applied.
- ReadList ItemsList all items.
- ReadList OrganizationsList all organizations.
- ReadList PaymentsList payments.
- ReadList Price ListsList all price lists.
- ReadList Project CommentsList all comments for a project.
- ReadList Project InvoicesList all invoices for a specific project.
- ReadList ProjectsList all projects.
- ReadList Project UsersList all users assigned to a specific project.
- ReadList Recurring InvoicesList recurring invoices.
- ReadList Retainer InvoicesList retainer invoices.
- ReadList Retainer Invoice TemplatesList retainer invoice templates.
- ReadList UsersList users in a Zoho Invoice organization.
- ReadBulk Print EstimatesBulk print multiple estimates as PDF.
- ReadBulk Print InvoicesBulk print invoices as PDF.
- WriteAdd Credit Note to InvoicesApply a credit note to one or more invoices. Approval by default
- WriteAdd Invoice CommentAdd a comment to an invoice. Approval by default
- WriteApply Credits to InvoiceApply credit notes to an invoice in Zoho Invoice. Approval by default
- WriteCancel Write Off InvoiceCancel a write-off on an invoice. Approval by default
- WriteClone Zoho Invoice ProjectClone an existing project. Approval by default
- WriteCreate Additional AddressAdd an additional address to a contact. Approval by default
- WriteCreate ContactCreate a contact in Zoho Invoice. Approval by default
- WriteCreate Contact PersonCreate a contact person for an existing contact. Approval by default
- WriteCreate Credit NoteCreate a credit note to refund or give credit to a customer. Approval by default
- WriteCreate Credit Note CommentAdd a comment to a credit note. Approval by default
- WriteCreate CurrencyCreate a new currency in Zoho Invoice. Approval by default
- WriteCreate Customer PaymentCreate a customer payment in Zoho Invoice. Approval by default
- WriteCreate EmployeeCreate an employee in Zoho Invoice. Approval by default
- WriteCreate EstimateCreate a new estimate (quote) for a customer. Approval by default
- WriteCreate Estimate CommentAdd a comment to an estimate. Approval by default
- WriteCreate Exchange RateCreate an exchange rate for a specified currency. Approval by default
- WriteCreate Expense CategoryCreate a new expense category in Zoho Invoice. Approval by default
- WriteCreate InvoiceCreate a new invoice for a customer in Zoho Invoice. Approval by default
- WriteCreate ItemCreate a new item in Zoho Invoice. Approval by default
- WriteCreate Project CommentPost a comment to a project. Approval by default
- WriteCreate Recurring InvoiceCreate a recurring invoice profile that automatically generates invoices at specified intervals. Approval by default
- WriteCreate Refund Credit Note RefundsCreate a refund for a credit note. Approval by default
- WriteCreate TaskCreate a new task in a Zoho Invoice project. Approval by default
- WriteCreate TaxCreate a new tax in Zoho Invoice. Approval by default
- WriteCreate Tax GroupCreate a new tax group in Zoho Invoice. Approval by default
- WriteCreate Time EntryLog time entries for projects in Zoho Invoice. Approval by default
- WriteCreate Zoho Invoice UserCreate a new user in Zoho Invoice. Approval by default
- WriteDelete Additional AddressDelete an additional address from a contact. Approval by default
- WriteDelete ContactDelete a contact from Zoho Invoice. Approval by default
- WriteDelete Contact PersonDelete a contact person from Zoho Invoice. Approval by default
- WriteDelete Credit Notes Applied to InvoiceDelete invoices credited from a credit note. Approval by default
- WriteDelete CurrencyDelete a currency from Zoho Invoice settings. Approval by default
- WriteDelete Customer PaymentDelete an existing payment from Zoho Invoice. Approval by default
- WriteDelete EmployeeDelete an employee from Zoho Invoice. Approval by default
- WriteDelete Estimate CommentDelete a comment from an estimate. Approval by default
- WriteDelete EstimatesDelete one or more estimates (quotes). Approval by default
- WriteDelete ExpenseDelete an expense from Zoho Invoice. Approval by default
- WriteDelete Expense CategoryDelete an expense category from Zoho Invoice. Approval by default
- WriteDelete InvoiceDelete an existing invoice from Zoho Invoice. Approval by default
- WriteDelete Invoice AttachmentDelete an attachment from an invoice. Approval by default
- WriteDelete Invoice CommentDelete a comment from an invoice. Approval by default
- WriteDelete Invoice Expense ReceiptDelete the receipt attached to an expense in Zoho Invoice. Approval by default
- WriteDelete ItemDelete an existing item from Zoho Invoice. Approval by default
- WriteDelete ProjectDelete a project from Zoho Invoice. Approval by default
- WriteDelete Project CommentDelete a comment from a project. Approval by default
- WriteDelete TaxDelete a simple or compound tax from Zoho Invoice settings. Approval by default
- WriteDelete TaskDelete a task from a Zoho Invoice project. Approval by default
- WriteDelete Time EntryDelete a time entry from Zoho Invoice. Approval by default
- WriteDelete UserDelete a user from Zoho Invoice. Approval by default
- WriteDisable Contact Payment RemindersDisable payment reminders for a contact. Approval by default
- WriteDisable Invoice Payment ReminderDisable payment reminders for an invoice. Approval by default
- WriteEmail Contact StatementEmail a statement to a contact in Zoho Invoice. Approval by default
- WriteEmail EstimateEmail an estimate to a customer. Approval by default
- WriteEmail InvoiceEmail an invoice to customers. Approval by default
- WriteEmail Multiple EstimatesSend estimates via email to customers in bulk. Approval by default
- WriteEnable Invoice Payment ReminderEnable payment reminders for an invoice. Approval by default
- WriteEnable Payment RemindersEnable payment reminders for a contact. Approval by default
- WriteEnable Portal AccessEnable portal access for contact persons in Zoho Invoice. Approval by default
- WriteInactivate ProjectDeactivate a project in Zoho Invoice. Approval by default
- WriteMark Contact as ActiveMark an inactive contact as active. Approval by default
- WriteMark Contact as InactiveMark a contact as inactive in Zoho Invoice. Approval by default
- WriteMark Contact Person as PrimaryMark a contact person as primary in Zoho Invoice. Approval by default
- WriteMark Estimate as DeclinedMark an estimate as declined. Approval by default
- WriteMark Expense Category as ActiveMark an inactive expense category as active. Approval by default
- WriteMark Invoice as SentMark an invoice as sent. Approval by default
- WriteMark Invoice as VoidMark an invoice as void. Approval by default
- WriteMark Item as InactiveMark an active item as inactive. Approval by default
- WriteMark Retainer Invoice as SentMark a retainer invoice as sent. Approval by default
- WriteRefund Customer PaymentRefund an excess customer payment. Approval by default
- WriteResume Recurring InvoiceResume a recurring invoice in Zoho Invoice. Approval by default
- WriteSend Bulk Invoice ReminderSend payment reminders for multiple invoices in bulk. Approval by default
- WriteSend Contact EmailSend an email to a contact in Zoho Invoice. Approval by default
- WriteStart TimerStart a timer on an existing time entry in Zoho Invoice. Approval by default
- WriteStop Recurring InvoiceStop a recurring invoice in Zoho Invoice. Approval by default
- WriteUpdate Additional AddressUpdate an additional address for a contact. Approval by default
- WriteUpdate ContactUpdate an existing contact in Zoho Invoice. Approval by default
- WriteUpdate Contact PersonUpdate a contact person in Zoho Invoice. Approval by default
- WriteUpdate Credit NoteUpdate an existing credit note in Zoho Invoice. Approval by default
- WriteUpdate Credit Note TemplateUpdate the template associated with a credit note. Approval by default
- WriteUpdate Customer Payment RefundUpdate an existing customer payment refund. Approval by default
- WriteUpdate Estimate Shipping AddressUpdate the shipping address for an estimate. Approval by default
- WriteWrite Off InvoiceWrite off an invoice. Approval by default
Questions
How does LuumenAI connect to Zoho Invoice?
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Zoho Invoice on its own?
Read actions answer immediately. Anything that writes — add credit note to invoices, add invoice comment, apply credits to invoice, cancel write off invoice, and more — is shown as a plan and requires approval by default, including the 24 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Zoho Invoice — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
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Connect in minutes. Every action scoped, approved, and audited from day one.