Payments and financeZoho Invoice

Zoho Invoice with Website: from your invoices to your pricing

The services you invoice for are already in Zoho Invoice. Connect it and the AI builds a clear pricing page from them and tells you in the chat which invoices are still unpaid.

What you can do

  • Pricing from your items

    The AI reads the items and rates in Zoho Invoice and builds a services or pricing page from them.

  • Unpaid invoices at a glance

    Ask which invoices are still open or overdue and the AI answers from Zoho Invoice. This data stays private.

  • Invoices after you confirm

    Ask the AI to create an invoice or a customer. You see every line in a card and nothing is created until you click Confirm.

What you can ask the AI

Examples to type in the chat once the app is connected to your website.

  • Build a Services page from my Zoho Invoice items, with rates.

  • Which Zoho Invoice invoices are overdue, and who are they for?

  • Create a Zoho Invoice invoice for Arta Events for the September translation work, 320 EUR.

How to connect it

  1. 1

    Step 1

    Open Integrations

    In Studio, open Integrations in the website where you want to use Zoho Invoice and find it in the Browse tab.

  2. 2

    Step 2

    Click Connect

    Click Connect, sign in to your Zoho Invoice account in the window that opens and approve access. The connection applies to this website only.

  3. 3

    Step 3

    Ask the AI

    In the chat, say what you need from Zoho Invoice. The AI reads what it needs and asks for your confirmation before any action in the app.

You stay in control

The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.

Frequently asked questions

Zoho keeps accounts in separate data centers (such as .com or .eu), so the connect screen asks which one yours is in. The address you use for Zoho Invoice tells you.

More integrations

Integrations

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