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Catalogue metadata onlyproposal & invoice managementv20260903_00

ZOHO_INVOICE

Zoho Invoice

Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

137

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
OAUTH2 · managed upstream

OAUTH2

oauth2

Upstream managed

Developer setup

  • Client idclient_id · stringRequired
  • Client secretclient_secret · stringRequired
  • Redirect URIoauth_redirect_uri · stringOptional
  • Scopesscopes · stringOptional

User connection

  • Domain Extensionsuffix.one · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.
Actions (137)Triggers (0)

Showing 1–30 of 137 actions

Add Credit Note to Invoices

ZOHO_INVOICE_ADD_CREDITNOTE_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.

Untrusted display-only summary

Add Invoice Comment

ZOHO_INVOICE_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.

Untrusted display-only summary

Apply Credits to Invoice

ZOHO_INVOICE_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.

Untrusted display-only summary

Cancel Write Off Invoice

ZOHO_INVOICE_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.

Untrusted display-only summary

Clone Zoho Invoice Project

ZOHO_INVOICE_CLONE_PROJECT

Tool to clone an existing project. Use when you need to duplicate a project with a new name and description.

Untrusted display-only summary

Create Additional Address

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Contact

ZOHO_INVOICE_CREATE_CONTACT

Tool to create a contact in Zoho Invoice. Use when you need to add a new customer or vendor to the system.

Untrusted display-only summary

Create Contact Person

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Credit Note

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Credit Note Comment

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Currency

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Customer Payment

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Employee

ZOHO_INVOICE_CREATE_EMPLOYEE

Tool to create an employee in Zoho Invoice. Use when you need to add a new employee to the organization.

Untrusted display-only summary

Create Estimate

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Estimate Comment

ZOHO_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.

Untrusted display-only summary

Create Exchange Rate

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Expense Category

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Invoice

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Item

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Project Comment

ZOHO_INVOICE_CREATE_PROJECT_COMMENT

Tool to post a comment to a project. Use when you need to add comments or notes to a specific project.

Untrusted display-only summary

Create Recurring Invoice

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Refund Credit Note Refunds

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Task

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Tax

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Tax Group

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Time Entry

ZOHO_INVOICE_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.

Untrusted display-only summary

Create Zoho Invoice User

ZOHO_INVOICE_CREATE_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.

Untrusted display-only summary

Delete Additional Address

ZOHO_INVOICE_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.

Untrusted display-only summary

Delete Contact

ZOHO_INVOICE_DELETE_CONTACT

Tool to delete a contact from Zoho Invoice. Use when you need to permanently remove a contact from the system.

Untrusted display-only summary

Delete Contact Person

ZOHO_INVOICE_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.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.