Can I limit what agents can do in Zoho Invoice?

Yes, twice over. The connection itself has an access level (Read-only, Read + write, Full access), and on top of that you can allow, scope, or deny each individual agent from the Integrations page.

Can I connect more than one Zoho Invoice account?

Yes. Connect additional accounts from the same card and mark one as primary; agents use the primary unless a mission names a specific account.

How do I disconnect Zoho Invoice?

Open Integrations, choose the account under Zoho Invoice, and revoke it. Agents lose access immediately; nothing keeps working in the background.

Finance & Time

🧾 Zoho Invoice integration

Access levels: Read-only · Read + write · Full access · Verified July 15, 2026

Connect Zoho Invoice once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in Zoho Invoice

Look things up, get all tasks; get client review; get contact, and more.
Do real work, add creditnote to invoices; add invoice comment; create additional address; create contact, and more.
Run it on a schedule: any of the 137 available tools below can be part of a scheduled task or a mission.

How to connect

In your dashboard, open Integrations and find Zoho Invoice.
Click Connect and pick an access level (we recommend Read + write): this is the ceiling for every agent.
Sign in to Zoho Invoice in the window that opens and approve. You land back on the Integrations page with the account live.

You can change an account's access level any time under Manage. It applies instantly, no re-authorization. If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

The level you pick at connect time is enforced on our side for every agent call: an agent can never do more than the level allows, no matter what it's asked.

Level	What it allows
Read-only	Read invoices and contacts.
Read + write	Read, create, and edit invoices.	Recommended
Full access	Full invoice management including delete.

On top of the connection's level, every agent can be individually allowed, scoped down, or denied for this app from the Integrations page. Deny an agent and it doesn't even see the connection.

Every tool, in plain terms

The 137 tools agents use in Zoho Invoice through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

Tool	What it does	Access level
Add creditnote to invoices `ZOHO_INVOICE_ADD_CREDITNOTE_TO_INVOICES`	Apply a credit note to one or more invoices.	Read + write, Full access
Add invoice comment `ZOHO_INVOICE_ADD_INVOICE_COMMENT`	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.	Read + write, Full access
Apply credits to invoice `ZOHO_INVOICE_APPLY_CREDITS_TO_INVOICE`	Apply credit notes to an invoice in Zoho Invoice.	Read + write, Full access
Cancel write off invoice `ZOHO_INVOICE_CANCEL_WRITE_OFF_INVOICE`	Cancel a write-off on an invoice. Use when you need to reverse a previously written-off invoice amount.	Full access
Clone project `ZOHO_INVOICE_CLONE_PROJECT`	Clone an existing project. Use when you need to duplicate a project with a new name and description.	Read + write, Full access
Create additional address `ZOHO_INVOICE_CREATE_ADDITIONAL_ADDRESS`	Add an additional address to a contact. Use when you need to create a secondary shipping or billing address for an existing contact.	Read + write, Full access
Create contact `ZOHO_INVOICE_CREATE_CONTACT`	Create a contact in Zoho Invoice. Use when you need to add a new customer or vendor to the system.	Read + write, Full access
Create contact person `ZOHO_INVOICE_CREATE_CONTACT_PERSON`	Create a contact person for an existing contact.	Read + write, Full access
Create credit note `ZOHO_INVOICE_CREATE_CREDIT_NOTE`	Create a credit note to refund or give credit to a customer.	Read + write, Full access
Create credit note comment `ZOHO_INVOICE_CREATE_CREDIT_NOTE_COMMENT`	Add a comment to a credit note. Use when you need to add notes or comments to an existing credit note.	Read + write, Full access
Create currency `ZOHO_INVOICE_CREATE_CURRENCY`	Create a new currency in Zoho Invoice. Use when you need to add a currency with specific code, symbol, and formatting options.	Read + write, Full access
Create customer payment `ZOHO_INVOICE_CREATE_CUSTOMER_PAYMENT`	Create a customer payment in Zoho Invoice.	Read + write, Full access
Create employee `ZOHO_INVOICE_CREATE_EMPLOYEE`	Create an employee in Zoho Invoice. Use when you need to add a new employee to the organization.	Read + write, Full access
Create estimate `ZOHO_INVOICE_CREATE_ESTIMATE`	Create a new estimate (quote) for a customer.	Read + write, Full access
Create estimate comment `ZOHO_INVOICE_CREATE_ESTIMATE_COMMENT`	Add a comment to an estimate. Use when you need to add notes or comments to an existing estimate.	Read + write, Full access
Create exchange rate `ZOHO_INVOICE_CREATE_EXCHANGE_RATE`	Create an exchange rate for a specified currency.	Read + write, Full access
Create expense category `ZOHO_INVOICE_CREATE_EXPENSE_CATEGORY`	Create a new expense category in Zoho Invoice.	Read + write, Full access
Create invoice `ZOHO_INVOICE_CREATE_INVOICE`	Create a new invoice for a customer in Zoho Invoice.	Read + write, Full access
Create item `ZOHO_INVOICE_CREATE_ITEM`	Create a new item in Zoho Invoice. Use when you need to add a product or service to your item catalog.	Read + write, Full access
Create project comment `ZOHO_INVOICE_CREATE_PROJECT_COMMENT`	Post a comment to a project. Use when you need to add comments or notes to a specific project.	Read + write, Full access
Create recurring invoice `ZOHO_INVOICE_CREATE_RECURRING_INVOICE`	Create a recurring invoice profile that automatically generates invoices at specified intervals.	Read + write, Full access
Create refund credit note refunds `ZOHO_INVOICE_CREATE_REFUND_CREDIT_NOTE_REFUNDS`	Create a refund for a credit note. Use when you need to refund credit note amount to a customer.	Read + write, Full access
Create task `ZOHO_INVOICE_CREATE_TASK`	Create a new task in a Zoho Invoice project.	Read + write, Full access
Create tax `ZOHO_INVOICE_CREATE_TAX`	Create a new tax in Zoho Invoice. Use when you need to add a tax rate that can be applied to items and invoices.	Read + write, Full access
Create tax group `ZOHO_INVOICE_CREATE_TAX_GROUP`	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.	Read + write, Full access
Create time entry `ZOHO_INVOICE_CREATE_TIME_ENTRY`	Log time entries for projects in Zoho Invoice.	Read + write, Full access
Create user `ZOHO_INVOICE_CREATE_USER`	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.	Read + write, Full access
Delete additional address `ZOHO_INVOICE_DELETE_ADDITIONAL_ADDRESS`	Delete an additional address from a contact.	Full access
Delete contact `ZOHO_INVOICE_DELETE_CONTACT`	Delete a contact from Zoho Invoice. Use when you need to permanently remove a contact from the system.	Full access
Delete contact person `ZOHO_INVOICE_DELETE_CONTACT_PERSON`	Delete a contact person from Zoho Invoice.	Full access
Delete credit notes applied to invoice `ZOHO_INVOICE_DELETE_CREDIT_NOTES_APPLIED_TO_INVOICE`	Delete invoices credited from a credit note.	Full access
Delete currency `ZOHO_INVOICE_DELETE_CURRENCY`	Delete a currency from Zoho Invoice settings.	Full access
Delete customer payment `ZOHO_INVOICE_DELETE_CUSTOMER_PAYMENT`	Delete an existing payment from Zoho Invoice.	Full access
Delete employee `ZOHO_INVOICE_DELETE_EMPLOYEE`	Delete an employee from Zoho Invoice. Use when you need to permanently remove an employee from the system.	Full access
Delete estimates `ZOHO_INVOICE_DELETE_ESTIMATES`	Delete one or more estimates (quotes). Use when you need to permanently remove estimates from the system. This is a bulk delete operation that can delete multiple estimates at once.	Full access
Delete estimate comment `ZOHO_INVOICE_DELETE_ESTIMATE_COMMENT`	Delete a comment from an estimate. Use when you need to remove a specific comment from an existing estimate.	Full access
Delete expense `ZOHO_INVOICE_DELETE_EXPENSE`	Delete an expense from Zoho Invoice. Use when you need to permanently remove an expense from the system.	Full access
Delete expense category `ZOHO_INVOICE_DELETE_EXPENSE_CATEGORY`	Delete an expense category from Zoho Invoice.	Full access
Delete invoice `ZOHO_INVOICE_DELETE_INVOICE`	Delete an existing invoice from Zoho Invoice.	Full access
Delete invoice attachment `ZOHO_INVOICE_DELETE_INVOICE_ATTACHMENT`	Delete an attachment from an invoice. Use when you need to remove a document or file from a Zoho Invoice.	Full access
Delete invoice comment `ZOHO_INVOICE_DELETE_INVOICE_COMMENT`	Delete a comment from an invoice. Use when you need to remove a specific comment from an existing invoice.	Full access
Delete invoice expense receipt `ZOHO_INVOICE_DELETE_INVOICE_EXPENSE_RECEIPT`	Delete the receipt attached to an expense in Zoho Invoice.	Full access
Delete item `ZOHO_INVOICE_DELETE_ITEM`	Delete an existing item from Zoho Invoice.	Full access
Delete project `ZOHO_INVOICE_DELETE_PROJECT`	Delete a project from Zoho Invoice. Use when you need to permanently remove a project from the system.	Full access
Delete project comment `ZOHO_INVOICE_DELETE_PROJECT_COMMENT`	Delete a comment from a project. Use when you need to remove a specific comment from an existing project.	Full access
Delete setting taxes `ZOHO_INVOICE_DELETE_SETTING_TAXES`	Delete a simple or compound tax from Zoho Invoice settings.	Full access
Delete task `ZOHO_INVOICE_DELETE_TASK`	Delete a task from a Zoho Invoice project.	Full access
Delete time entry `ZOHO_INVOICE_DELETE_TIME_ENTRY`	Delete a time entry from Zoho Invoice. Use when you need to permanently remove a time entry from a project.	Full access
Delete user `ZOHO_INVOICE_DELETE_USER`	Delete a user from Zoho Invoice. Use when you need to permanently remove a user from an organization.	Full access
Disable contact payment reminders `ZOHO_INVOICE_DISABLE_CONTACT_PAYMENT_REMINDERS`	Disable payment reminders for a contact. Use when you need to stop automatic payment reminder notifications for all invoices associated with a specific contact.	Read + write, Full access
Disable invoice payment reminder `ZOHO_INVOICE_DISABLE_INVOICE_PAYMENT_REMINDER`	Disable payment reminders for an invoice. Use when you need to stop automatic payment reminder notifications for a specific invoice.	Read + write, Full access
Email contact statement `ZOHO_INVOICE_EMAIL_CONTACT_STATEMENT`	Email a statement to a contact in Zoho Invoice.	Read + write, Full access
Email estimate `ZOHO_INVOICE_EMAIL_ESTIMATE`	Email an estimate to a customer. Use when you need to send an estimate via email to one or more recipients.	Read + write, Full access
Email invoice `ZOHO_INVOICE_EMAIL_INVOICE`	Email an invoice to customers. Use when you need to send an invoice via email to one or more recipients with optional CC recipients and custom email content.	Read + write, Full access
Email multiple estimates `ZOHO_INVOICE_EMAIL_MULTIPLE_ESTIMATES`	Send estimates via email to customers in bulk.	Read + write, Full access
Enable invoice payment reminder `ZOHO_INVOICE_ENABLE_INVOICE_PAYMENT_REMINDER`	Enable payment reminders for an invoice. Use when you need to activate automatic payment reminder notifications for a specific invoice.	Read + write, Full access
Enable payment reminders `ZOHO_INVOICE_ENABLE_PAYMENT_REMINDERS`	Enable payment reminders for a contact. Use when you need to activate automatic payment reminder notifications for a specific contact.	Read + write, Full access
Enable portal access `ZOHO_INVOICE_ENABLE_PORTAL_ACCESS`	Enable portal access for contact persons in Zoho Invoice.	Read + write, Full access
Export invoices bulk `ZOHO_INVOICE_EXPORT_INVOICES_BULK`	Bulk export multiple invoices as a single PDF file.	All levels
Get all tasks `ZOHO_INVOICE_GET_ALL_TASKS`	List all tasks in a Zoho Invoice project. Use when you need to retrieve tasks for a specific project with optional pagination.	All levels
Get client review `ZOHO_INVOICE_GET_CLIENT_REVIEW`	Retrieve details of a particular client review by comment ID.	All levels
Get contact `ZOHO_INVOICE_GET_CONTACT`	Retrieve a specific contact by ID. Use when you need to fetch detailed information about a customer or vendor.	All levels
Get contact addresses `ZOHO_INVOICE_GET_CONTACT_ADDRESSES`	Retrieve all addresses for a contact. Use when you need to fetch shipping or billing addresses associated with a specific contact.	All levels
Get contact person `ZOHO_INVOICE_GET_CONTACT_PERSON`	Retrieve details of a specific contact person.	All levels
Get credit note `ZOHO_INVOICE_GET_CREDIT_NOTE`	Retrieve the details of a specific credit note by creditnote_id.	All levels
Get credit note email history `ZOHO_INVOICE_GET_CREDIT_NOTE_EMAIL_HISTORY`	Retrieve email history for a credit note. Use when you need to see all emails sent for a specific credit note.	All levels
Get credit note refund `ZOHO_INVOICE_GET_CREDIT_NOTE_REFUND`	Retrieve details of a specific credit note refund.	All levels
Get expense `ZOHO_INVOICE_GET_EXPENSE`	Retrieve a specific expense by ID. Use when you need to fetch detailed information about an expense record.	All levels
Get invoice `ZOHO_INVOICE_GET_INVOICE`	Retrieve the details of a specific invoice by invoice_id.	All levels
Get invoice attachment `ZOHO_INVOICE_GET_INVOICE_ATTACHMENT`	Get invoice attachment details. Use when you need to retrieve information about files attached to a Zoho Invoice.	All levels
Get invoice email content `ZOHO_INVOICE_GET_INVOICE_EMAIL_CONTENT`	Retrieve the email content for a specific invoice.	All levels
Get item `ZOHO_INVOICE_GET_ITEM`	Retrieve the details of a specific item by item_id.	All levels
Get payment reminder mail content `ZOHO_INVOICE_GET_PAYMENT_REMINDER_MAIL_CONTENT`	Retrieve payment reminder mail content for a specific invoice.	All levels
Get price list `ZOHO_INVOICE_GET_PRICE_LIST`	Retrieve the details of a specific price list by pricebook_id.	All levels
Get project `ZOHO_INVOICE_GET_PROJECT`	Retrieve details of a specific project by project ID.	All levels
Get project user `ZOHO_INVOICE_GET_PROJECT_USER`	Retrieve a specific user from a project. Use when you need to fetch details about a user assigned to a project.	All levels
Get recurring invoice `ZOHO_INVOICE_GET_RECURRING_INVOICE`	Retrieve the details of a specific recurring invoice by recurring_invoice_id.	All levels
Get statement mail content `ZOHO_INVOICE_GET_STATEMENT_MAIL_CONTENT`	Retrieve statement mail content for a specific contact.	All levels
Get task `ZOHO_INVOICE_GET_TASK`	Retrieve a specific task from a Zoho Invoice project.	All levels
Get tax `ZOHO_INVOICE_GET_TAX`	Retrieve details of a specific tax by tax_id.	All levels
Get tax group `ZOHO_INVOICE_GET_TAX_GROUP`	Retrieve a specific tax group by ID. Use when you need to fetch details about a tax group including its name, total percentage, and individual taxes.	All levels
Get time entry `ZOHO_INVOICE_GET_TIME_ENTRY`	Retrieve a specific time entry from Zoho Invoice.	All levels
Inactivate project `ZOHO_INVOICE_INACTIVATE_PROJECT`	Deactivate a project in Zoho Invoice. Use when you need to change a project's status from active to inactive.	Read + write, Full access
List child expenses created `ZOHO_INVOICE_LIST_CHILD_EXPENSES_CREATED`	List child expenses created from a recurring expense.	All levels
List client reviews `ZOHO_INVOICE_LIST_CLIENT_REVIEWS`	Retrieve all client reviews for contacts. Use when you need to view feedback and reviews from clients in Zoho Invoice.	All levels
List contacts `ZOHO_INVOICE_LIST_CONTACTS`	List contacts. Use after obtaining the organization ID to retrieve contacts with optional filters and pagination.	All levels
List contact comments `ZOHO_INVOICE_LIST_CONTACT_COMMENTS`	List all comments on a contact. Use when you need to retrieve comments or notes added to a specific contact.	All levels
List contact refunds `ZOHO_INVOICE_LIST_CONTACT_REFUNDS`	List refunds associated with a contact. Use when you need to retrieve all refunds for a specific contact with optional pagination.	All levels
List credit notes `ZOHO_INVOICE_LIST_CREDIT_NOTES`	List credit notes. Use when you need to retrieve all credit notes with optional filters and pagination.	All levels
List currencies `ZOHO_INVOICE_LIST_CURRENCIES`	List all currencies configured for the organization.	All levels
List customer payment refunds `ZOHO_INVOICE_LIST_CUSTOMER_PAYMENT_REFUNDS`	List refunds of a customer payment. Use when you need to retrieve all refunds for a specific customer payment with optional pagination.	All levels
List employees `ZOHO_INVOICE_LIST_EMPLOYEES`	List all employees in the organization. Use when you need to retrieve the list of employees with pagination support after specifying the organization ID.	All levels
List estimates `ZOHO_INVOICE_LIST_ESTIMATES`	List all estimates. Use when you need to retrieve estimates with optional filtering and pagination.	All levels
List expenses `ZOHO_INVOICE_LIST_EXPENSES`	List all expenses with optional filtering, sorting, and pagination.	All levels
List expense categories `ZOHO_INVOICE_LIST_EXPENSE_CATEGORIES`	List all expense categories with optional filtering, sorting, and pagination.	All levels
List expense comments `ZOHO_INVOICE_LIST_EXPENSE_COMMENTS`	List expense history and comments. Use when you need to retrieve all comments, notes, and history entries for a specific expense.	All levels
List invoices `ZOHO_INVOICE_LIST_INVOICES`	List invoices. Use after obtaining the organization ID to retrieve invoices with optional filters and pagination.	All levels
List invoices credited `ZOHO_INVOICE_LIST_INVOICES_CREDITED`	List invoices to which a specific credit note has been applied.	All levels
List invoice comments `ZOHO_INVOICE_LIST_INVOICE_COMMENTS`	List all comments and history for an invoice.	All levels
List invoice payments `ZOHO_INVOICE_LIST_INVOICE_PAYMENTS`	List payments for a specific invoice. Use when you need to retrieve all payments applied to a particular invoice.	All levels
List items `ZOHO_INVOICE_LIST_ITEMS`	List all items. Use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization ID.	All levels
List organizations `ZOHO_INVOICE_LIST_ORGANIZATIONS`	List all organizations. Use when you need to retrieve all organizations you are part of to obtain organization IDs for other API calls.	All levels
List payments `ZOHO_INVOICE_LIST_PAYMENTS`	List payments. Use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.	All levels
List price lists `ZOHO_INVOICE_LIST_PRICE_LISTS`	List all price lists. Use when you need to retrieve available price lists with optional pagination.	All levels
List projects `ZOHO_INVOICE_LIST_PROJECTS`	List all projects. Use when you need to retrieve projects with optional filters by status or customer, and pagination support.	All levels
List project comments `ZOHO_INVOICE_LIST_PROJECT_COMMENTS`	List all comments for a project. Use when you need to retrieve comments or notes associated with a specific project.	All levels
List project invoices `ZOHO_INVOICE_LIST_PROJECT_INVOICES`	List all invoices for a specific project. Use when you need to retrieve invoices associated with a project, with optional sorting and pagination.	All levels
List project users `ZOHO_INVOICE_LIST_PROJECT_USERS`	List all users assigned to a specific project.	All levels
List recurring invoices `ZOHO_INVOICE_LIST_RECURRING_INVOICES`	List recurring invoices. Use when you need to retrieve all recurring invoices with optional filters for status, search text, and pagination.	All levels
List retainer invoices `ZOHO_INVOICE_LIST_RETAINER_INVOICES`	List retainer invoices. Use when you need to retrieve all retainer invoices with optional filters and pagination.	All levels
List retainer invoice templates `ZOHO_INVOICE_LIST_RETAINER_INVOICE_TEMPLATES`	List retainer invoice templates. Use when you need to retrieve available retainer invoice templates for an organization.	All levels
List users `ZOHO_INVOICE_LIST_USERS`	List users in a Zoho Invoice organization.	All levels
Mark contact active `ZOHO_INVOICE_MARK_CONTACT_ACTIVE`	Mark an inactive contact as active. Use when you need to reactivate a previously deactivated contact.	Read + write, Full access
Mark contact inactive `ZOHO_INVOICE_MARK_CONTACT_INACTIVE`	Mark a contact as inactive in Zoho Invoice.	Read + write, Full access
Mark contact person as primary `ZOHO_INVOICE_MARK_CONTACT_PERSON_AS_PRIMARY`	Mark a contact person as primary in Zoho Invoice.	Read + write, Full access
Mark estimate as declined `ZOHO_INVOICE_MARK_ESTIMATE_AS_DECLINED`	Mark an estimate as declined. Use when you need to change an estimate's status to declined.	Read + write, Full access
Mark expense category active `ZOHO_INVOICE_MARK_EXPENSE_CATEGORY_ACTIVE`	Mark an inactive expense category as active.	Read + write, Full access
Mark invoice as sent `ZOHO_INVOICE_MARK_INVOICE_AS_SENT`	Mark an invoice as sent. Use when you need to update an invoice's status to sent without actually emailing it.	Read + write, Full access
Mark invoice as void `ZOHO_INVOICE_MARK_INVOICE_AS_VOID`	Mark an invoice as void. Use when you need to void an existing invoice without deleting it.	Full access
Mark item as inactive `ZOHO_INVOICE_MARK_ITEM_AS_INACTIVE`	Mark an active item as inactive. Use when you need to deactivate an item without deleting it.	Read + write, Full access
Mark retainer invoice as sent `ZOHO_INVOICE_MARK_RETAINER_INVOICE_AS_SENT`	Mark a retainer invoice as sent. Use when you need to update a retainer invoice's status to sent without actually emailing it.	Read + write, Full access
Print estimates `ZOHO_INVOICE_PRINT_ESTIMATES`	Bulk print multiple estimates as PDF. Use when you need to generate printable versions of multiple estimates at once. Maximum of 10 estimates can be printed at once.	All levels
Print invoices `ZOHO_INVOICE_PRINT_INVOICES`	Bulk print invoices as PDF. Use when you need to export and print multiple invoices. Maximum of 25 invoices can be printed at once.	All levels
Refund customer payment `ZOHO_INVOICE_REFUND_CUSTOMER_PAYMENT`	Refund an excess customer payment. Use when you need to process a refund for a customer payment that has excess funds.	Read + write, Full access
Resume recurring invoice `ZOHO_INVOICE_RESUME_RECURRING_INVOICE`	Resume a recurring invoice in Zoho Invoice.	Read + write, Full access
Send bulk invoice reminder `ZOHO_INVOICE_SEND_BULK_INVOICE_REMINDER`	Send payment reminders for multiple invoices in bulk.	Read + write, Full access
Send contact email `ZOHO_INVOICE_SEND_CONTACT_EMAIL`	Send an email to a contact in Zoho Invoice.	Read + write, Full access
Start timer `ZOHO_INVOICE_START_TIMER`	Start a timer on an existing time entry in Zoho Invoice.	Read + write, Full access
Stop recurring invoice `ZOHO_INVOICE_STOP_RECURRING_INVOICE`	Stop a recurring invoice in Zoho Invoice. Use when you need to prevent future invoices from being automatically generated while keeping the profile and history intact.	Read + write, Full access
Update additional address `ZOHO_INVOICE_UPDATE_ADDITIONAL_ADDRESS`	Update an additional address for a contact.	Read + write, Full access
Update contact `ZOHO_INVOICE_UPDATE_CONTACT`	Update an existing contact in Zoho Invoice.	Read + write, Full access
Update contact person `ZOHO_INVOICE_UPDATE_CONTACT_PERSON`	Update a contact person in Zoho Invoice. Use when you need to modify details of an existing contact person such as name, email, phone, or other attributes.	Read + write, Full access
Update credit note `ZOHO_INVOICE_UPDATE_CREDIT_NOTE`	Update an existing credit note in Zoho Invoice.	Read + write, Full access
Update credit note template `ZOHO_INVOICE_UPDATE_CREDIT_NOTE_TEMPLATE`	Update the template associated with a credit note.	Read + write, Full access
Update customer payment refund `ZOHO_INVOICE_UPDATE_CUSTOMER_PAYMENT_REFUND`	Update an existing customer payment refund.	Read + write, Full access
Update estimate shipping address `ZOHO_INVOICE_UPDATE_ESTIMATE_SHIPPING_ADDRESS`	Update the shipping address for an estimate.	Read + write, Full access
Write off invoice `ZOHO_INVOICE_WRITE_OFF_INVOICE`	Write off an invoice. Use when you need to mark an invoice amount as uncollectable or bad debt.	Read + write, Full access

What agents can't do in Zoho Invoice (yet)

Anything not in the table above. The tools mirror what Zoho Invoice makes available to connected apps. If Zoho Invoice doesn't expose an operation, agents can't perform it either.
If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check Zoho Invoice for …”, “create … in Zoho Invoice”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent says	What's happening	Fix
"Zoho Invoice isn't connected"	No active connection (or this agent is denied)	Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"	Zoho Invoice ended the authorization (they all do periodically)	Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"	The action is above the account's access level, or the agent is scoped down	Raise the level under Manage, or adjust that agent's policy
It did something unexpected	The ask was ambiguous (e.g. matched an existing item)	Be explicit, "create a NEW …", and give agents a working folder where relevant