> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Zoho Invoice
> What agents can do in Zoho Invoice at each access level, and how to connect, limit, and disconnect 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.
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:
| Action | What it does | Slug |
| --------------------- | ------------------------------------- | ------------------------------------ |
| Get contact addresses | Retrieve all addresses for a contact. | `ZOHO_INVOICE_GET_CONTACT_ADDRESSES` |
| Action | What it does | Slug |
| ---------------------- | ------------------------------- | ------------------------------------- |
| Get invoice attachment | Get invoice attachment details. | `ZOHO_INVOICE_GET_INVOICE_ATTACHMENT` |
| 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` |
| Action | What it does | Slug |
| ------------- | ---------------------------------- | ---------------------------- |
| Get contact | Retrieve a specific contact by ID. | `ZOHO_INVOICE_GET_CONTACT` |
| List contacts | | `ZOHO_INVOICE_LIST_CONTACTS` |
| 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` |
| 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` |
| Action | What it does | Slug |
| --------------- | ---------------------------------------------------- | ------------------------------ |
| List currencies | List all currencies configured for the organization. | `ZOHO_INVOICE_LIST_CURRENCIES` |
| Action | What it does | Slug |
| -------------- | --------------------------------------- | ----------------------------- |
| List employees | List all employees in the organization. | `ZOHO_INVOICE_LIST_EMPLOYEES` |
| 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` |
| Action | What it does | Slug |
| ----------------------- | ----------------------------------------------------------------------------- | -------------------------------------- |
| List expense categories | List all expense categories with optional filtering, sorting, and pagination. | `ZOHO_INVOICE_LIST_EXPENSE_CATEGORIES` |
| 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` |
| Action | What it does | Slug |
| ------------- | ------------------------------------ | ---------------------------- |
| Get tax group | Retrieve a specific tax group by ID. | `ZOHO_INVOICE_GET_TAX_GROUP` |
| Action | What it does | Slug |
| ----------------------------- | ----------------------------------------- | -------------------------------------------- |
| Get credit note email history | Retrieve email history for a credit note. | `ZOHO_INVOICE_GET_CREDIT_NOTE_EMAIL_HISTORY` |
| 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` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ------------------ | ----------------------- | --------------------------------- |
| List organizations | List all organizations. | `ZOHO_INVOICE_LIST_ORGANIZATIONS` |
| 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` |
| Action | What it does | Slug |
| ------------------ | ---------------------------------------------- | --------------------------------- |
| Get contact person | Retrieve details of a specific contact person. | `ZOHO_INVOICE_GET_CONTACT_PERSON` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ------- | ---------------------------------------------- | ---------------------- |
| Get tax | Retrieve details of a specific tax by tax\_id. | `ZOHO_INVOICE_GET_TAX` |
| Action | What it does | Slug |
| ------------------------------- | ------------ | ---------------------------------------------- |
| List retainer invoice templates | | `ZOHO_INVOICE_LIST_RETAINER_INVOICE_TEMPLATES` |
| Action | What it does | Slug |
| -------------- | ------------------------------------------------- | ----------------------------- |
| Get time entry | Retrieve a specific time entry from Zoho Invoice. | `ZOHO_INVOICE_GET_TIME_ENTRY` |
| 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` |
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**:
| 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` |
| 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` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ------------------------ | ------------------------------------------------- | --------------------------------------- |
| Apply credits to invoice | Apply credit notes to an invoice in Zoho Invoice. | `ZOHO_INVOICE_APPLY_CREDITS_TO_INVOICE` |
| Action | What it does | Slug |
| --------------- | -------------------------------------- | ------------------------------ |
| Create currency | Create a new currency in Zoho Invoice. | `ZOHO_INVOICE_CREATE_CURRENCY` |
| 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` |
| Action | What it does | Slug |
| --------------- | ----------------------------------- | ------------------------------ |
| Create employee | Create an employee in Zoho Invoice. | `ZOHO_INVOICE_CREATE_EMPLOYEE` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ---------------- | --------------------------------------- | ------------------------------- |
| Create tax group | Create a new tax group in Zoho Invoice. | `ZOHO_INVOICE_CREATE_TAX_GROUP` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| 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` |
| Action | What it does | Slug |
| ----------- | -------------------------------------------- | -------------------------- |
| Create task | Create a new task in a Zoho Invoice project. | `ZOHO_INVOICE_CREATE_TASK` |
| Action | What it does | Slug |
| ---------- | --------------------------------- | ------------------------- |
| Create tax | Create a new tax in Zoho Invoice. | `ZOHO_INVOICE_CREATE_TAX` |
| Action | What it does | Slug |
| --------------------------- | -------------------------------------------------- | ------------------------------------------ |
| Update credit note template | Update the template associated with a credit note. | `ZOHO_INVOICE_UPDATE_CREDIT_NOTE_TEMPLATE` |
| 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` |
| Action | What it does | Slug |
| ----------- | ---------------------------------- | -------------------------- |
| Create user | Create a new user in Zoho Invoice. | `ZOHO_INVOICE_CREATE_USER` |
| 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` |
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 **Settings** > **Integrations**.
On the **Connected apps** tab, click **+ Add integration**.
Find **Zoho Invoice** in the catalog and click it. You can type the name in **Search the catalog…**.
Under **Default scope**, choose an access level. This level applies to every agent.
Click **Connect Zoho Invoice**. The Zoho Invoice sign-in page opens in a new tab.
Sign in to Zoho Invoice and approve the request.
Check that it works: Zoho Invoice shows under **YOUR CONNECTIONS**, with a row for the account and its access level.
## Change the access level
1. Under **YOUR CONNECTIONS**, find the Zoho Invoice account.
2. Open the account menu (⋯) and click **Manage scope**.
3. Under **Default scope**, choose the new level.
4. 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.
1. Under **YOUR CONNECTIONS**, open the account menu (⋯) on the Zoho Invoice account.
2. Click **Manage scope**.
3. Under **Per-agent access**, find the agent.
4. Choose the **Default** option to follow the account's level, choose a lower level, or choose **No access**.
5. 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:
1. Open the account menu (⋯) and click **Reconnect**.
2. Click **Reauthorize on Zoho Invoice**.
3. 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](/docs/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](/docs/billing).
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
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**.
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.
Open the account menu (⋯) on the Zoho Invoice account and click **Disconnect**. Agents lose access to that account at once.
## Related pages
Use this when an action you need is not in this app.