Zoho Invoice

Connect Zoho Invoice so your agents can work in your Zoho Invoice account. You choose an access level for each account, and Squad refuses any agent action outside that level.

Access levels

Each Zoho Invoice account has an access level: Read-only, Read + write, and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.

Level	The connect window describes this level as	Actions agents can use
Read-only	”Read invoices and contacts.”	55 of 137
Read + write (recommended)	“Read, create, and edit invoices.”	115 of 137
Full access	”Full invoice management including delete.”	137 of 137

Read + write is the recommended level. The connect window selects it for you, and you can choose another level. The Zoho Invoice sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.

What agents can do at each level

Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

Find an action. Open a level and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my Zoho Invoice account?” The agent can search the Zoho Invoice actions for you.

Each action shows its name, a one-line description where the Zoho Invoice action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

Read-only

Agents can use 55 of the 137 Zoho Invoice actions at this level:

View invoices
View comments
View content
View refunds
View users
View contacts
View credit notes
View estimates
View expenses
View items
View lists
View payments

All 55 actions at this level:

Addresses (1)

Action	What it does	Slug
Get contact addresses	Retrieve all addresses for a contact.	`ZOHO_INVOICE_GET_CONTACT_ADDRESSES`

Attachments (1)

Action	What it does	Slug
Get invoice attachment	Get invoice attachment details.	`ZOHO_INVOICE_GET_INVOICE_ATTACHMENT`

Comments (4)

Action	What it does	Slug
List contact comments	List all comments on a contact.	`ZOHO_INVOICE_LIST_CONTACT_COMMENTS`
List expense comments	List expense history and comments.	`ZOHO_INVOICE_LIST_EXPENSE_COMMENTS`
List invoice comments	List all comments and history for an invoice.	`ZOHO_INVOICE_LIST_INVOICE_COMMENTS`
List project comments	List all comments for a project.	`ZOHO_INVOICE_LIST_PROJECT_COMMENTS`

Contacts (2)

Action	What it does	Slug
Get contact	Retrieve a specific contact by ID.	`ZOHO_INVOICE_GET_CONTACT`
List contacts		`ZOHO_INVOICE_LIST_CONTACTS`

Content (3)

Action	What it does	Slug
Get invoice email content	Retrieve the email content for a specific invoice.	`ZOHO_INVOICE_GET_INVOICE_EMAIL_CONTENT`
Get payment reminder mail content	Retrieve payment reminder mail content for a specific invoice.	`ZOHO_INVOICE_GET_PAYMENT_REMINDER_MAIL_CONTENT`
Get statement mail content	Retrieve statement mail content for a specific contact.	`ZOHO_INVOICE_GET_STATEMENT_MAIL_CONTENT`

Credit notes (2)

Action	What it does	Slug
Get credit note	Retrieve the details of a specific credit note by creditnote_id.	`ZOHO_INVOICE_GET_CREDIT_NOTE`
List credit notes		`ZOHO_INVOICE_LIST_CREDIT_NOTES`

Currencies (1)

Action	What it does	Slug
List currencies	List all currencies configured for the organization.	`ZOHO_INVOICE_LIST_CURRENCIES`

Employees (1)

Action	What it does	Slug
List employees	List all employees in the organization.	`ZOHO_INVOICE_LIST_EMPLOYEES`

Estimates (2)

Action	What it does	Slug
List estimates	List all estimates.	`ZOHO_INVOICE_LIST_ESTIMATES`
Print estimates	Bulk print multiple estimates as PDF.	`ZOHO_INVOICE_PRINT_ESTIMATES`

Expense categories (1)

Action	What it does	Slug
List expense categories	List all expense categories with optional filtering, sorting, and pagination.	`ZOHO_INVOICE_LIST_EXPENSE_CATEGORIES`

Expenses (3)

Action	What it does	Slug
Get expense	Retrieve a specific expense by ID.	`ZOHO_INVOICE_GET_EXPENSE`
List child expenses created	List child expenses created from a recurring expense.	`ZOHO_INVOICE_LIST_CHILD_EXPENSES_CREATED`
List expenses	List all expenses with optional filtering, sorting, and pagination.	`ZOHO_INVOICE_LIST_EXPENSES`

Groups (1)

Action	What it does	Slug
Get tax group	Retrieve a specific tax group by ID.	`ZOHO_INVOICE_GET_TAX_GROUP`

History (1)

Action	What it does	Slug
Get credit note email history	Retrieve email history for a credit note.	`ZOHO_INVOICE_GET_CREDIT_NOTE_EMAIL_HISTORY`

Invoices (7)

Action	What it does	Slug
Export invoices bulk	Bulk export multiple invoices as a single PDF file.	`ZOHO_INVOICE_EXPORT_INVOICES_BULK`
Get invoice	Retrieve the details of a specific invoice by invoice_id.	`ZOHO_INVOICE_GET_INVOICE`
List invoices		`ZOHO_INVOICE_LIST_INVOICES`
List invoices credited	List invoices to which a specific credit note has been applied.	`ZOHO_INVOICE_LIST_INVOICES_CREDITED`
List project invoices	List all invoices for a specific project.	`ZOHO_INVOICE_LIST_PROJECT_INVOICES`
List retainer invoices		`ZOHO_INVOICE_LIST_RETAINER_INVOICES`
Print invoices	Bulk print invoices as PDF.	`ZOHO_INVOICE_PRINT_INVOICES`

Items (2)

Action	What it does	Slug
Get item	Retrieve the details of a specific item by item_id.	`ZOHO_INVOICE_GET_ITEM`
List items	List all items.	`ZOHO_INVOICE_LIST_ITEMS`

Lists (2)

Action	What it does	Slug
Get price list	Retrieve the details of a specific price list by pricebook_id.	`ZOHO_INVOICE_GET_PRICE_LIST`
List price lists	List all price lists.	`ZOHO_INVOICE_LIST_PRICE_LISTS`

Organizations (1)

Action	What it does	Slug
List organizations	List all organizations.	`ZOHO_INVOICE_LIST_ORGANIZATIONS`

Payments (2)

Action	What it does	Slug
List invoice payments	List payments for a specific invoice.	`ZOHO_INVOICE_LIST_INVOICE_PAYMENTS`
List payments		`ZOHO_INVOICE_LIST_PAYMENTS`

People (1)

Action	What it does	Slug
Get contact person	Retrieve details of a specific contact person.	`ZOHO_INVOICE_GET_CONTACT_PERSON`

Projects (2)

Action	What it does	Slug
Get project	Retrieve details of a specific project by project ID.	`ZOHO_INVOICE_GET_PROJECT`
List projects	List all projects.	`ZOHO_INVOICE_LIST_PROJECTS`

Recurring invoices (2)

Action	What it does	Slug
Get recurring invoice	Retrieve the details of a specific recurring invoice by recurring_invoice_id.	`ZOHO_INVOICE_GET_RECURRING_INVOICE`
List recurring invoices		`ZOHO_INVOICE_LIST_RECURRING_INVOICES`

Refunds (3)

Action	What it does	Slug
Get credit note refund	Retrieve details of a specific credit note refund.	`ZOHO_INVOICE_GET_CREDIT_NOTE_REFUND`
List contact refunds	List refunds associated with a contact.	`ZOHO_INVOICE_LIST_CONTACT_REFUNDS`
List customer payment refunds	List refunds of a customer payment.	`ZOHO_INVOICE_LIST_CUSTOMER_PAYMENT_REFUNDS`

Reviews (2)

Action	What it does	Slug
Get client review	Retrieve details of a particular client review by comment ID.	`ZOHO_INVOICE_GET_CLIENT_REVIEW`
List client reviews	Retrieve all client reviews for contacts.	`ZOHO_INVOICE_LIST_CLIENT_REVIEWS`

Tasks (2)

Action	What it does	Slug
Get all tasks	List all tasks in a Zoho Invoice project.	`ZOHO_INVOICE_GET_ALL_TASKS`
Get task	Retrieve a specific task from a Zoho Invoice project.	`ZOHO_INVOICE_GET_TASK`

Taxes (1)

Action	What it does	Slug
Get tax	Retrieve details of a specific tax by tax_id.	`ZOHO_INVOICE_GET_TAX`

Templates (1)

Action	What it does	Slug
List retainer invoice templates		`ZOHO_INVOICE_LIST_RETAINER_INVOICE_TEMPLATES`

Time entries (1)

Action	What it does	Slug
Get time entry	Retrieve a specific time entry from Zoho Invoice.	`ZOHO_INVOICE_GET_TIME_ENTRY`

Users (3)

Action	What it does	Slug
Get project user	Retrieve a specific user from a project.	`ZOHO_INVOICE_GET_PROJECT_USER`
List project users	List all users assigned to a specific project.	`ZOHO_INVOICE_LIST_PROJECT_USERS`
List users	List users in a Zoho Invoice organization.	`ZOHO_INVOICE_LIST_USERS`

Read + write (recommended)

Agents can use 115 of the 137 Zoho Invoice actions at this level: everything in Read-only, plus:

Create, update, cancel, and manage invoices
Update and send reminders
Create comments
Create and update addresses
View and send emails
Create and update people
Create, start, and stop recurring invoices
Create and update contacts
Create and update credit notes
Create and update estimates
Create and update items
Create and update payments

The 60 actions that this level adds to Read-only:

Addresses (3)

Action	What it does	Slug
Create additional address	Add an additional address to a contact.	`ZOHO_INVOICE_CREATE_ADDITIONAL_ADDRESS`
Update additional address	Update an additional address for a contact.	`ZOHO_INVOICE_UPDATE_ADDITIONAL_ADDRESS`
Update estimate shipping address	Update the shipping address for an estimate.	`ZOHO_INVOICE_UPDATE_ESTIMATE_SHIPPING_ADDRESS`

Comments (4)

Action	What it does	Slug
Add invoice comment	Add a comment to an invoice.	`ZOHO_INVOICE_ADD_INVOICE_COMMENT`
Create credit note comment	Add a comment to a credit note.	`ZOHO_INVOICE_CREATE_CREDIT_NOTE_COMMENT`
Create estimate comment	Add a comment to an estimate.	`ZOHO_INVOICE_CREATE_ESTIMATE_COMMENT`
Create project comment	Post a comment to a project.	`ZOHO_INVOICE_CREATE_PROJECT_COMMENT`

Contacts (5)

Action	What it does	Slug
Create contact	Create a contact in Zoho Invoice.	`ZOHO_INVOICE_CREATE_CONTACT`
Email contact statement	Email a statement to a contact in Zoho Invoice.	`ZOHO_INVOICE_EMAIL_CONTACT_STATEMENT`
Mark contact active	Mark an inactive contact as active.	`ZOHO_INVOICE_MARK_CONTACT_ACTIVE`
Mark contact inactive	Mark a contact as inactive in Zoho Invoice.	`ZOHO_INVOICE_MARK_CONTACT_INACTIVE`
Update contact	Update an existing contact in Zoho Invoice.	`ZOHO_INVOICE_UPDATE_CONTACT`

Credit notes (3)

Action	What it does	Slug
Add creditnote to invoices	Apply a credit note to one or more invoices.	`ZOHO_INVOICE_ADD_CREDITNOTE_TO_INVOICES`
Create credit note	Create a credit note to refund or give credit to a customer.	`ZOHO_INVOICE_CREATE_CREDIT_NOTE`
Update credit note	Update an existing credit note in Zoho Invoice.	`ZOHO_INVOICE_UPDATE_CREDIT_NOTE`

Credits (1)

Action	What it does	Slug
Apply credits to invoice	Apply credit notes to an invoice in Zoho Invoice.	`ZOHO_INVOICE_APPLY_CREDITS_TO_INVOICE`

Currencies (1)

Action	What it does	Slug
Create currency	Create a new currency in Zoho Invoice.	`ZOHO_INVOICE_CREATE_CURRENCY`

Emails (3)

Action	What it does	Slug
Email estimate	Email an estimate to a customer.	`ZOHO_INVOICE_EMAIL_ESTIMATE`
Email multiple estimates	Send estimates via email to customers in bulk.	`ZOHO_INVOICE_EMAIL_MULTIPLE_ESTIMATES`
Send contact email	Send an email to a contact in Zoho Invoice.	`ZOHO_INVOICE_SEND_CONTACT_EMAIL`

Employees (1)

Action	What it does	Slug
Create employee	Create an employee in Zoho Invoice.	`ZOHO_INVOICE_CREATE_EMPLOYEE`

Estimates (2)

Action	What it does	Slug
Create estimate	Create a new estimate (quote) for a customer.	`ZOHO_INVOICE_CREATE_ESTIMATE`
Mark estimate as declined	Mark an estimate as declined.	`ZOHO_INVOICE_MARK_ESTIMATE_AS_DECLINED`

Expense categories (2)

Action	What it does	Slug
Create expense category	Create a new expense category in Zoho Invoice.	`ZOHO_INVOICE_CREATE_EXPENSE_CATEGORY`
Mark expense category active	Mark an inactive expense category as active.	`ZOHO_INVOICE_MARK_EXPENSE_CATEGORY_ACTIVE`

Groups (1)

Action	What it does	Slug
Create tax group	Create a new tax group in Zoho Invoice.	`ZOHO_INVOICE_CREATE_TAX_GROUP`

Invoices (7)

Action	What it does	Slug
Cancel write off invoice	Cancel a write-off on an invoice.	`ZOHO_INVOICE_CANCEL_WRITE_OFF_INVOICE`
Create invoice	Create a new invoice for a customer in Zoho Invoice.	`ZOHO_INVOICE_CREATE_INVOICE`
Email invoice	Email an invoice to customers.	`ZOHO_INVOICE_EMAIL_INVOICE`
Mark invoice as sent	Mark an invoice as sent.	`ZOHO_INVOICE_MARK_INVOICE_AS_SENT`
Mark invoice as void	Mark an invoice as void.	`ZOHO_INVOICE_MARK_INVOICE_AS_VOID`
Mark retainer invoice as sent	Mark a retainer invoice as sent.	`ZOHO_INVOICE_MARK_RETAINER_INVOICE_AS_SENT`
Write off invoice	Write off an invoice.	`ZOHO_INVOICE_WRITE_OFF_INVOICE`

Items (2)

Action	What it does	Slug
Create item	Create a new item in Zoho Invoice.	`ZOHO_INVOICE_CREATE_ITEM`
Mark item as inactive	Mark an active item as inactive.	`ZOHO_INVOICE_MARK_ITEM_AS_INACTIVE`

Payments (2)

Action	What it does	Slug
Create customer payment	Create a customer payment in Zoho Invoice.	`ZOHO_INVOICE_CREATE_CUSTOMER_PAYMENT`
Refund customer payment	Refund an excess customer payment.	`ZOHO_INVOICE_REFUND_CUSTOMER_PAYMENT`

People (3)

Action	What it does	Slug
Create contact person	Create a contact person for an existing contact.	`ZOHO_INVOICE_CREATE_CONTACT_PERSON`
Mark contact person as primary	Mark a contact person as primary in Zoho Invoice.	`ZOHO_INVOICE_MARK_CONTACT_PERSON_AS_PRIMARY`
Update contact person	Update a contact person in Zoho Invoice.	`ZOHO_INVOICE_UPDATE_CONTACT_PERSON`

Projects (2)

Action	What it does	Slug
Clone project	Clone an existing project.	`ZOHO_INVOICE_CLONE_PROJECT`
Inactivate project	Deactivate a project in Zoho Invoice.	`ZOHO_INVOICE_INACTIVATE_PROJECT`

Recurring invoices (3)

Action	What it does	Slug
Create recurring invoice	Create a recurring invoice profile that automatically generates invoices at specified intervals.	`ZOHO_INVOICE_CREATE_RECURRING_INVOICE`
Resume recurring invoice	Resume a recurring invoice in Zoho Invoice.	`ZOHO_INVOICE_RESUME_RECURRING_INVOICE`
Stop recurring invoice	Stop a recurring invoice in Zoho Invoice.	`ZOHO_INVOICE_STOP_RECURRING_INVOICE`

Refunds (2)

Action	What it does	Slug
Create refund credit note refunds	Create a refund for a credit note.	`ZOHO_INVOICE_CREATE_REFUND_CREDIT_NOTE_REFUNDS`
Update customer payment refund	Update an existing customer payment refund.	`ZOHO_INVOICE_UPDATE_CUSTOMER_PAYMENT_REFUND`

Reminders (5)

Action	What it does	Slug
Disable contact payment reminders	Disable payment reminders for a contact.	`ZOHO_INVOICE_DISABLE_CONTACT_PAYMENT_REMINDERS`
Disable invoice payment reminder	Disable payment reminders for an invoice.	`ZOHO_INVOICE_DISABLE_INVOICE_PAYMENT_REMINDER`
Enable invoice payment reminder	Enable payment reminders for an invoice.	`ZOHO_INVOICE_ENABLE_INVOICE_PAYMENT_REMINDER`
Enable payment reminders	Enable payment reminders for a contact.	`ZOHO_INVOICE_ENABLE_PAYMENT_REMINDERS`
Send bulk invoice reminder	Send payment reminders for multiple invoices in bulk.	`ZOHO_INVOICE_SEND_BULK_INVOICE_REMINDER`

Tasks (1)

Action	What it does	Slug
Create task	Create a new task in a Zoho Invoice project.	`ZOHO_INVOICE_CREATE_TASK`

Taxes (1)

Action	What it does	Slug
Create tax	Create a new tax in Zoho Invoice.	`ZOHO_INVOICE_CREATE_TAX`

Templates (1)

Action	What it does	Slug
Update credit note template	Update the template associated with a credit note.	`ZOHO_INVOICE_UPDATE_CREDIT_NOTE_TEMPLATE`

Time entries (2)

Action	What it does	Slug
Create time entry	Log time entries for projects in Zoho Invoice.	`ZOHO_INVOICE_CREATE_TIME_ENTRY`
Start timer	Start a timer on an existing time entry in Zoho Invoice.	`ZOHO_INVOICE_START_TIMER`

Users (1)

Action	What it does	Slug
Create user	Create a new user in Zoho Invoice.	`ZOHO_INVOICE_CREATE_USER`

Other actions (2)

Action	What it does	Slug
Create exchange rate	Create an exchange rate for a specified currency.	`ZOHO_INVOICE_CREATE_EXCHANGE_RATE`
Enable portal access	Enable portal access for contact persons in Zoho Invoice.	`ZOHO_INVOICE_ENABLE_PORTAL_ACCESS`

Full access

Agents can use 137 of the 137 Zoho Invoice actions at this level: everything in Read + write, plus:

Delete comments
Delete addresses
Delete attachments
Delete contacts
Delete currencies
Delete employees
Delete estimates
Delete expense categories
Delete expenses
Delete invoices
Delete items
Delete payments

The 22 actions that this level adds to Read + write:

Works on	Action	What it does	Slug
Addresses	Delete additional address	Delete an additional address from a contact.	`ZOHO_INVOICE_DELETE_ADDITIONAL_ADDRESS`
Attachments	Delete invoice attachment	Delete an attachment from an invoice.	`ZOHO_INVOICE_DELETE_INVOICE_ATTACHMENT`
Comments	Delete estimate comment	Delete a comment from an estimate.	`ZOHO_INVOICE_DELETE_ESTIMATE_COMMENT`
	Delete invoice comment	Delete a comment from an invoice.	`ZOHO_INVOICE_DELETE_INVOICE_COMMENT`
	Delete project comment	Delete a comment from a project.	`ZOHO_INVOICE_DELETE_PROJECT_COMMENT`
Contacts	Delete contact	Delete a contact from Zoho Invoice.	`ZOHO_INVOICE_DELETE_CONTACT`
Credit notes	Delete credit notes applied to invoice	Delete invoices credited from a credit note.	`ZOHO_INVOICE_DELETE_CREDIT_NOTES_APPLIED_TO_INVOICE`
Currencies	Delete currency	Delete a currency from Zoho Invoice settings.	`ZOHO_INVOICE_DELETE_CURRENCY`
Employees	Delete employee	Delete an employee from Zoho Invoice.	`ZOHO_INVOICE_DELETE_EMPLOYEE`
Estimates	Delete estimates	Delete one or more estimates (quotes).	`ZOHO_INVOICE_DELETE_ESTIMATES`
Expense categories	Delete expense category	Delete an expense category from Zoho Invoice.	`ZOHO_INVOICE_DELETE_EXPENSE_CATEGORY`
Expenses	Delete expense	Delete an expense from Zoho Invoice.	`ZOHO_INVOICE_DELETE_EXPENSE`
Invoices	Delete invoice	Delete an existing invoice from Zoho Invoice.	`ZOHO_INVOICE_DELETE_INVOICE`
Items	Delete item	Delete an existing item from Zoho Invoice.	`ZOHO_INVOICE_DELETE_ITEM`
Payments	Delete customer payment	Delete an existing payment from Zoho Invoice.	`ZOHO_INVOICE_DELETE_CUSTOMER_PAYMENT`
People	Delete contact person	Delete a contact person from Zoho Invoice.	`ZOHO_INVOICE_DELETE_CONTACT_PERSON`
Projects	Delete project	Delete a project from Zoho Invoice.	`ZOHO_INVOICE_DELETE_PROJECT`
Receipts	Delete invoice expense receipt	Delete the receipt attached to an expense in Zoho Invoice.	`ZOHO_INVOICE_DELETE_INVOICE_EXPENSE_RECEIPT`
Tasks	Delete task	Delete a task from a Zoho Invoice project.	`ZOHO_INVOICE_DELETE_TASK`
Taxes	Delete setting taxes	Delete a simple or compound tax from Zoho Invoice settings.	`ZOHO_INVOICE_DELETE_SETTING_TAXES`
Time entries	Delete time entry	Delete a time entry from Zoho Invoice.	`ZOHO_INVOICE_DELETE_TIME_ENTRY`
Users	Delete user	Delete a user from Zoho Invoice.	`ZOHO_INVOICE_DELETE_USER`

Connect Zoho Invoice

Before you start:

You need a Zoho Invoice account that you can sign in to.
Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

Open Integrations

Open Settings > Integrations.

Add an integration

On the Connected apps tab, click + Add integration.

Find Zoho Invoice

Find Zoho Invoice in the catalog and click it. You can type the name in Search the catalog….

Choose an access level

Under Default scope, choose an access level. This level applies to every agent.

Click Connect Zoho Invoice

Click Connect Zoho Invoice. The Zoho Invoice sign-in page opens in a new tab.

Check that it works: Zoho Invoice shows under YOUR CONNECTIONS, with a row for the account and its access level.

Change the access level

Under YOUR CONNECTIONS, find the Zoho Invoice account.
Open the account menu (⋯) and click Manage scope.
Under Default scope, choose the new level.
Click Save access.

The change does not need a new sign-in. Agents get the new level from their next call.

Set access for one agent

Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.

Under YOUR CONNECTIONS, open the account menu (⋯) on the Zoho Invoice account.
Click Manage scope.
Under Per-agent access, find the agent.
Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
Click Save access.

An agent never gets more than the account’s level, even if you choose a higher level for it. Changes apply from the agent’s next call. An agent with No access does not see the account.

Use more than one Zoho Invoice account

Click + Account on the Zoho Invoice card to connect another account. Agents use the primary account unless they are asked to use a specific one.

After you click + Account, follow the connect steps above.
Each account has its own access level.
The first account you connect becomes the primary account. It shows ★ PRIMARY.
To change the primary account, open the account menu (⋯) and click Make primary.
To tell accounts apart, open the account menu (⋯) and click Rename.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Zoho Invoice side:

Open the account menu (⋯) and click Reconnect.
Click Reauthorize on Zoho Invoice.
Sign in to Zoho Invoice and approve the request.

Reconnect signs in to the same account again. It does not add a second connection. Open the account menu (⋯) on the Zoho Invoice account and click Disconnect. Agents lose access to that account at once.

Disconnect acts at once, with no confirmation step. If it was the primary account, another connected Zoho Invoice account becomes primary.

Costs

Zoho Invoice actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

An agent reports that an action is not allowed on this account.

Cause: the action is outside the account’s access level, or outside the level you set for that agent.
Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.

An agent says it has no access to Zoho Invoice, or it does not see the account.

Cause: the agent is set to No access under Per-agent access, or the account is not connected.
Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

An agent says the Zoho Invoice connection has expired.

Cause: the sign-in for that account is no longer valid.
Fix: use Reconnect on the account.

Common questions

Can I limit what agents can do in Zoho Invoice?

Can I connect more than one Zoho Invoice account?

Click + Account on the Zoho Invoice card to connect another account. Agents use the primary account unless they are asked to use a specific one.

How do I disconnect Zoho Invoice?

Open the account menu (⋯) on the Zoho Invoice account and click Disconnect. Agents lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

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Access levels

What agents can do at each level

Connect Zoho Invoice

Change the access level

Set access for one agent

Use more than one Zoho Invoice account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What agents can do at each level

​Connect Zoho Invoice

​Change the access level

​Set access for one agent

​Use more than one Zoho Invoice account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What agents can do at each level

Connect Zoho Invoice

Change the access level

Set access for one agent

Use more than one Zoho Invoice account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages