Connect your Zoho Invoice account to Goodweek to manage invoices, estimates, expenses, projects, contacts, and payments directly from your AI workspace.
ℹ️ Governance note
Goodweek will never exceed the access levels granted to the user within Zoho Invoice, guaranteeing alignment with your organization's governance policies. Outcomes and available features may vary depending on each user's specific permissions and authenticated access.
📋 Prerequisites
Before any user can see and connect the Zoho Invoice integration, your organization admin must first enable it from the Goodweek Admin Panel under the Integrations tab.
Admin Setup
The Zoho Invoice integration uses OAuth 2.0 and does not require any admin-level approval within Zoho before users can connect.
⚠️ Regional data centers
Zoho operates data centers in multiple regions (US, EU, AU, IN, JP). During the OAuth connection flow, make sure to sign in with the account associated with your correct regional data center.
User Connection
In Goodweek, go to Integrations.
Find Zoho Invoice and click Connect.
You will be redirected to Zoho, where you will be asked to sign in and authorize access.
Click Accept to grant access and return to Goodweek.
Important Notes
Each user must connect their own account individually.
Goodweek can only access the Zoho Invoice data that your individual user profile has permission to see.
You can revoke Goodweek's access at any time from Zoho Invoice → Settings → Connected Apps → Composio → Revoke.
Available Tools
Tool | Description | Type |
List Invoices | Lists invoices with optional filtering and pagination. | Read |
Get Invoice | Retrieves full details for a specific invoice by its ID. | Read |
Create Invoice | Creates a new invoice for a customer with line items and pricing. | Write |
Create Recurring Invoice | Sets up a recurring invoice profile that generates invoices automatically at defined intervals. | Write |
Email Invoice | Emails an invoice to one or more recipients. | Read |
Bulk Print Invoices | Exports up to 25 invoices as a single PDF for printing or archiving. | Read |
Bulk Export Invoices | Exports multiple invoices as a single PDF file for download. | Read |
Mark Invoice as Sent | Updates an invoice's status to sent without emailing it. | Read |
Mark Invoice as Void | Voids an existing invoice without deleting it. | Read |
Write Off Invoice | Marks an invoice amount as uncollectable or bad debt. | Read |
Apply Credits to Invoice | Reduces an invoice balance by applying one or more credit notes. | Read |
Add Invoice Comment | Adds a comment or note to an existing invoice. | Write |
Send Bulk Invoice Reminder | Sends payment reminders for multiple invoices in a single action. | Write |
List Estimates | Lists all estimates with optional filtering and pagination. | Read |
Create Estimate | Creates a new estimate (quote) for a customer. | Write |
Email Estimate | Emails an estimate to a customer. | Read |
Email Multiple Estimates | Sends multiple estimates by email to their recipients in bulk. | Read |
Bulk Print Estimates | Generates printable PDFs of multiple estimates at once. | Read |
Mark Estimate as Declined | Changes an estimate's status to declined. | Read |
List Contacts | Lists contacts with optional filters and pagination. | Read |
Get Contact | Retrieves detailed information about a specific customer or vendor contact. | Read |
Create Contact | Creates a new customer or vendor contact in Zoho Invoice. | Write |
Update Contact | Updates an existing contact's information. | Write |
Email Contact Statement | Emails a contact statement showing transaction history for a period. | Read |
List Expenses | Lists all expenses with optional filters and pagination. | Read |
Get Expense | Retrieves detailed information about a specific expense. | Read |
Create Expense | Records a new business expense in Zoho Invoice. | Write |
List Payments | Lists all customer payments with optional filters. | Read |
Create Customer Payment | Records a payment received from a customer and applies it to an invoice. | Write |
Refund Customer Payment | Processes a refund for a customer payment with excess balance. | Read |
Create Credit Note | Issues a credit note to refund or credit a customer. | Write |
List Credit Notes | Lists all credit notes with optional filters. | Read |
List Projects | Lists all projects with optional status and customer filters. | Read |
Get Project | Retrieves full details for a specific project. | Read |
Create Task | Creates a new task within a Zoho Invoice project. | Write |
Get All Tasks | Lists all tasks in a specified project. | Read |
Create Time Entry | Logs billable or non-billable hours against a project task. | Write |
Start Timer | Starts a timer on an existing time entry to track live work time. | Write |
List Items | Lists all items in the product and service catalog. | Read |
Create Item | Adds a new product or service to the item catalog. | Write |
List Organizations | Lists all Zoho Invoice organizations accessible to the user. | Read |
Delete Invoice | Permanently deletes an invoice. Invoices with payments cannot be deleted. | ⚠️ Destructive |
Delete Contact | Permanently deletes a contact from Zoho Invoice. | ⚠️ Destructive |
Delete Expense | Permanently deletes an expense from Zoho Invoice. | ⚠️ Destructive |
Delete Estimates | Permanently deletes one or more estimates. | ⚠️ Destructive |
Stop Recurring Invoice | Stops a recurring invoice from generating future invoices. | ⚠️ Destructive |
Delete Project | Permanently deletes a project from Zoho Invoice. | ⚠️ Destructive |
Delete Item | Permanently deletes an item from the catalog. | ⚠️ Destructive |
Use Cases
Create and send invoices and estimates from conversations. Draft new invoices or quotes for customers directly from Goodweek, email them, and track their status without opening Zoho Invoice.
Track expenses and log time against projects. Record expenses, create project tasks, and log billable hours from Goodweek to keep project billing accurate and up to date.
Follow up on outstanding payments. Review unpaid invoices, send bulk payment reminders, and record customer payments from Goodweek to manage accounts receivable efficiently.
Manage contacts and issue credit notes. Look up or create customer contacts, issue credit notes for returns or overpayments, and apply credits to open invoices — all from a single Goodweek conversation.
Troubleshooting
Connected but data from the wrong organization appears
Make sure you signed in with the Zoho account associated with your correct regional data center during the connection flow. Disconnect and reconnect if needed.
Integration not visible in Goodweek
Make sure your organization admin has enabled the Zoho Invoice integration from the Goodweek Admin Panel under the Integrations tab.