zoho-invoice

name	zoho-invoice
description	Zoho Invoice API integration with managed OAuth. Create invoices and estimates, manage contacts, items, projects, expenses, credit notes, payments, recurring invoices, time tracking, and tax settings. Use this skill when users want to generate invoices, send estimates, track project billing, record expenses, manage customer payments, or configure tax rates.

Zoho Invoice

Invoicing and billing from chat -- create invoices and estimates, manage contacts and items, track projects and time, record expenses, and handle payments.

Powered by ClawLink, an integration hub for OpenClaw that handles hosted OAuth flows and credentials so you don't need to configure Zoho Invoice API access yourself.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Zoho Invoice
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Zoho Invoice

How It Works

┌─────────────────┐     ┌──────────────┐     ┌────────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│ Zoho Invoice API   │
│   (User Chat)   │     │   (OAuth)    │     │                    │
└─────────────────┘     └──────────────┘     └────────────────────┘

Install

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Quick Start

1. List organizations: zoho_invoice_list_organizations -- get your org ID.
2. List invoices: zoho_invoice_list_invoices -- view existing invoices.
3. Create an invoice: zoho_invoice_create_invoice -- bill a customer.

Authentication

Zoho Invoice uses managed OAuth via ClawLink. No API keys needed. Connect at claw-link.dev/dashboard?add=zoho-invoice.

Connection Management

List connections: clawlink_list_integrations -- confirm Zoho Invoice is connected.

Verify: Call zoho_invoice_list_organizations to test access.

Reconnect: If you see auth errors, reconnect at claw-link.dev/dashboard?add=zoho-invoice.

Security & Permissions

Read operations run safely. Write operations require confirmation. Delete operations are high-impact and irreversible.

Tool Reference

Invoice Operations

Tool	Description	Mode
zoho_invoice_list_invoices	List invoices with filters and pagination	Read
zoho_invoice_get_invoice	Get details of a specific invoice	Read
zoho_invoice_create_invoice	Create a new invoice for a customer	Write
zoho_invoice_update_contact	Update an existing contact	Write
zoho_invoice_delete_invoice	Permanently delete an invoice	Write
zoho_invoice_email_invoice	Email an invoice to customers	Write
zoho_invoice_export_invoices_bulk	Bulk export invoices as PDF	Read
zoho_invoice_print_invoices	Print up to 25 invoices as consolidated PDF	Read
zoho_invoice_mark_invoice_as_sent	Mark invoice as sent without emailing	Write
zoho_invoice_mark_invoice_as_void	Void an invoice without deleting	Write
zoho_invoice_write_off_invoice	Write off an uncollectable invoice	Write
zoho_invoice_cancel_write_off_invoice	Reverse a previous write-off	Write
zoho_invoice_get_invoice_email_content	Get email content for an invoice	Read
zoho_invoice_list_invoice_comments	List comments and history for an invoice	Read
zoho_invoice_add_invoice_comment	Add a comment to an invoice	Write
zoho_invoice_delete_invoice_comment	Delete a comment from an invoice	Write
zoho_invoice_get_invoice_attachment	Get invoice attachment details	Read
zoho_invoice_delete_invoice_attachment

Recurring Invoice Operations

Tool	Description	Mode
zoho_invoice_list_recurring_invoices	List recurring invoices with filters	Read
zoho_invoice_get_recurring_invoice	Get details of a recurring invoice	Read
zoho_invoice_create_recurring_invoice	Create an auto-generating invoice profile	Write
zoho_invoice_stop_recurring_invoice	Stop future auto-generation	Write
zoho_invoice_resume_recurring_invoice	Resume a stopped recurring invoice	Write

Retainer Invoice Operations

Tool	Description	Mode
zoho_invoice_list_retainer_invoices	List retainer invoices	Read
zoho_invoice_list_retainer_invoice_templates	List retainer invoice templates	Read
zoho_invoice_mark_retainer_invoice_as_sent	Mark retainer invoice as sent	Write

Estimate (Quote) Operations

Tool	Description	Mode
zoho_invoice_list_estimates	List estimates with filters	Read
zoho_invoice_create_estimate	Create a new estimate (quote)	Write
zoho_invoice_mark_estimate_as_declined	Mark an estimate as declined	Write
zoho_invoice_email_estimate	Email an estimate to a customer	Write
zoho_invoice_email_multiple_estimates	Bulk email estimates	Write
zoho_invoice_print_estimates	Print up to 10 estimates as PDF	Read
zoho_invoice_delete_estimates	Bulk delete estimates	Write
zoho_invoice_create_estimate_comment	Add a comment to an estimate	Write
zoho_invoice_delete_estimate_comment	Delete a comment from an estimate	Write
zoho_invoice_update_estimate_shipping_address	Update shipping address for an estimate	Write

Contact Operations

Tool	Description	Mode
zoho_invoice_list_contacts	List contacts with filters and pagination	Read
zoho_invoice_get_contact	Get a specific contact by ID	Read
zoho_invoice_create_contact	Create a new customer or vendor	Write
zoho_invoice_update_contact	Update existing contact details	Write
zoho_invoice_delete_contact	Permanently delete a contact	Write
zoho_invoice_mark_contact_active	Reactivate a deactivated contact	Write
zoho_invoice_mark_contact_inactive	Deactivate a contact without deleting	Write
zoho_invoice_get_contact_person	Get details of a contact person	Read
zoho_invoice_create_contact_person	Create a contact person for an existing contact	Write
zoho_invoice_update_contact_person	Update a contact person's details	Write
zoho_invoice_delete_contact_person	Delete a contact person	Write
zoho_invoice_mark_contact_person_as_primary	Set a contact person as primary	Write
zoho_invoice_get_contact_addresses	Get all addresses for a contact	Read
zoho_invoice_create_additional_address	Add a shipping/billing address to a contact	Write
zoho_invoice_update_additional_address	Update an additional address	Write
zoho_invoice_delete_additional_address	Delete an additional address	Write
zoho_invoice_enable_portal_access	Grant customer portal access to contact persons	Write

Credit Note Operations

Tool	Description	Mode
zoho_invoice_list_credit_notes	List credit notes with filters	Read
zoho_invoice_get_credit_note	Get a specific credit note by ID	Read
zoho_invoice_create_credit_note	Issue a credit note for returns or adjustments	Write
zoho_invoice_update_credit_note	Update credit note details	Write
zoho_invoice_update_credit_note_template	Change the PDF template for a credit note	Write
zoho_invoice_create_credit_note_comment	Add a comment to a credit note	Write
zoho_invoice_add_creditnote_to_invoices	Apply credit note to specific invoices	Write
zoho_invoice_apply_credits_to_invoice	Apply credit notes to reduce an invoice balance	Write
zoho_invoice_delete_credit_notes_applied_to_invoice	Remove credited invoices from a credit note	Write
zoho_invoice_list_invoices_credited	List invoices credited by a credit note	Read
zoho_invoice_get_credit_note_email_history	Get email history for a credit note	Read
zoho_invoice_create_refund_credit_note_refunds	Create a refund for a credit note	Write
zoho_invoice_get_credit_note_refund	Get details of a credit note refund	Read

Payment Operations

Tool	Description	Mode
zoho_invoice_list_payments	List payments with optional filters	Read
zoho_invoice_list_invoice_payments	List payments for a specific invoice	Read
zoho_invoice_create_customer_payment	Record a payment and apply to invoices	Write
zoho_invoice_delete_customer_payment	Delete a customer payment	Write
zoho_invoice_refund_customer_payment	Refund an excess customer payment	Write
zoho_invoice_update_customer_payment_refund	Update a payment refund	Write
zoho_invoice_list_customer_payment_refunds	List refunds for a customer payment	Read
zoho_invoice_disable_invoice_payment_reminder	Disable reminders for an invoice	Write
zoho_invoice_enable_invoice_payment_reminder	Enable reminders for an invoice	Write
zoho_invoice_send_bulk_invoice_reminder	Bulk send payment reminders	Write
zoho_invoice_get_payment_reminder_mail_content	Get reminder email content	Write

Item Operations

Tool	Description	Mode
zoho_invoice_list_items	List all items in the catalog	Read
zoho_invoice_get_item	Get a specific item by ID	Read
zoho_invoice_create_item	Create a new product or service	Write
zoho_invoice_mark_item_as_inactive	Deactivate an item	Write
zoho_invoice_delete_item	Permanently delete an item	Write

Project Operations

Tool	Description	Mode
zoho_invoice_list_projects	List projects with filters	Read
zoho_invoice_get_project	Get project details by ID	Read
zoho_invoice_clone_project	Duplicate a project	Write
zoho_invoice_inactivate_project	Deactivate a project	Write
zoho_invoice_delete_project	Permanently delete a project	Write
zoho_invoice_list_project_users	List users assigned to a project	Read
zoho_invoice_get_project_user	Get a specific project user	Read
zoho_invoice_list_project_invoices	List invoices for a project	Read
zoho_invoice_list_project_comments	List comments on a project	Read
zoho_invoice_create_project_comment	Add a comment to a project	Write
zoho_invoice_delete_project_comment	Delete a project comment	Write

Task and Time Tracking Operations

Tool	Description	Mode
zoho_invoice_get_all_tasks	List all tasks in a project	Read
zoho_invoice_get_task	Get a specific task by ID	Read
zoho_invoice_create_task	Create a task in a project	Write
zoho_invoice_delete_task	Delete a task from a project	Write
zoho_invoice_get_time_entry	Get a specific time entry	Read
zoho_invoice_create_time_entry	Log billable or non-billable hours	Write
zoho_invoice_delete_time_entry	Delete a time entry	Write
zoho_invoice_start_timer	Start a timer on a time entry	Write

Expense Operations

Tool	Description	Mode
zoho_invoice_list_expenses	List expenses with filters (status, date, customer)	Read
zoho_invoice_get_expense	Get a specific expense by ID	Read
zoho_invoice_delete_expense	Permanently delete an expense	Write
zoho_invoice_list_expense_categories	List expense categories	Read
zoho_invoice_create_expense_category	Create an expense category	Write
zoho_invoice_delete_expense_category	Delete an expense category	Write
zoho_invoice_mark_expense_category_active	Reactivate an expense category	Write
zoho_invoice_list_expense_comments	List comments and history for an expense	Read
zoho_invoice_delete_invoice_expense_receipt	Delete a receipt from an expense	Write
zoho_invoice_list_child_expenses_created	List expenses from a recurring pattern	Read

Employee and User Operations

Tool	Description	Mode
zoho_invoice_list_employees	List all employees	Read
zoho_invoice_create_employee	Add a new employee	Write
zoho_invoice_delete_employee	Delete an employee	Write
zoho_invoice_list_users	List users in the organization	Read
zoho_invoice_create_user	Invite a new user	Write
zoho_invoice_delete_user	Remove a user	Write

Settings / Tax / Currency Operations

Tool	Description	Mode
zoho_invoice_list_organizations	List all organizations	Read
zoho_invoice_list_currencies	List configured currencies	Read
zoho_invoice_create_currency	Add a new currency	Write
zoho_invoice_delete_currency	Delete a currency	Write
zoho_invoice_create_exchange_rate	Set an exchange rate for a currency	Write
zoho_invoice_get_tax	Get details of a specific tax	Read
zoho_invoice_create_tax	Create a new tax rate	Write
zoho_invoice_delete_setting_taxes	Delete a tax	Write
zoho_invoice_get_tax_group	Get a tax group by ID	Read
zoho_invoice_create_tax_group	Create a combined tax group	Write
zoho_invoice_list_price_lists	List all price lists	Read
zoho_invoice_get_price_list	Get a specific price list	Read

Review Operations

Tool	Description	Mode
zoho_invoice_list_client_reviews	List all client reviews	Read
zoho_invoice_get_client_review	Get a specific client review	Read

Code Examples

Create and email an invoice

{
  "tool": "zoho_invoice_create_invoice",
  "args": {
    "organization_id": "123456",
    "customer_id": "789",
    "line_items": [{ "name": "Consulting", "rate": 150, "quantity": 8 }]
  }
}

Create an estimate

{
  "tool": "zoho_invoice_create_estimate",
  "args": {
    "organization_id": "123456",
    "customer_id": "789",
    "line_items": [{ "name": "Website Design", "rate": 5000, "quantity": 1 }]
  }
}

Record a customer payment

{
  "tool": "zoho_invoice_create_customer_payment",
  "args": {
    "organization_id": "123456",
    "customer_id": "789",
    "amount": 1200,
    "invoice_ids": ["inv001"]
  }
}

Discovery Workflow

1. Call clawlink_list_integrations to confirm zoho-invoice is connected.
2. Call clawlink_list_tools --integration zoho-invoice to see the live catalog.
3. Call zoho_invoice_list_organizations to get your org ID.
4. Use the org ID for all subsequent operations.

Execution Workflow

Read Flow:  User asks for invoices  → clawlink resolves connection → Zoho Invoice API → results displayed
Write Flow: User wants to create inv → confirmation prompt → clawlink resolves connection → Zoho Invoice API → invoice created

Notes

• Most operations require an organization_id. Start with list_organizations.
• Items that are part of a transaction cannot be deleted.
• Bulk print supports up to 25 invoices; bulk print estimates up to 10.
• Credit notes and invoices must belong to the same customer to apply credits.

Related Skills

• Zoho CRM (zoho) -- Full Zoho CRM suite
• Zoho Bigin (zoho-bigin) -- Small business CRM
• Zoho Desk (zoho-desk) -- Customer support
• Zoho Inventory (zoho-inventory) -- Stock and order management
• Zoho Mail (zoho-mail) -- Business email

Error Handling

Status / Error	Meaning
401 Unauthorized	Token expired; reconnect at the dashboard
404 Not Found	Invalid invoice, contact, or item ID
400 Bad Request	Missing organization_id or required fields

Troubleshooting

Tools Not Visible

Run openclaw gateway restart after installing the plugin. Start a fresh chat session.

Missing Organization ID

Call zoho_invoice_list_organizations first. The org ID is required for most operations.

Resources

• Zoho Invoice API Docs: https://www.zoho.com/invoice/developer-help/api/
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=zoho-invoice
• ClawLink Docs: https://docs.claw-link.dev/openclaw

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