Actions17
Overview
This node integrates with the Zoho Books API to create invoices within a specified organization. It allows users to define detailed invoice data including customer association, line items, dates, discounts, and additional metadata. This node is beneficial for automating billing workflows, generating invoices programmatically from other systems, or integrating Zoho Books invoicing into larger automation pipelines.
Practical examples include:
- Automatically creating an invoice when a new order is placed in an e-commerce platform.
- Generating invoices based on time tracking or project management data.
- Syncing invoice creation from CRM or ERP systems into Zoho Books.
Properties
| Name | Meaning |
|---|---|
| Customer ID | The customer ID associated with the invoice (required). |
| Invoice Date | The date of the invoice in YYYY-MM-DD format. |
| Line Items | Collection of line items for the invoice. Each item can specify Item ID or Item Name, Quantity, and Rate. |
| Additional Invoice Data (JSON) | Additional JSON data to merge with other invoice fields for creation or update. Must be valid JSON. |
| Invoice Number | Custom invoice number. |
| Reference Number | Reference number for the invoice. |
| Due Date | Due date for the invoice in YYYY-MM-DD format. |
| Terms | Terms and conditions text for the invoice. |
| Notes | Internal notes for the invoice. |
| Customer Notes | Notes visible to the customer on the invoice. |
| Discount | Discount amount applied to the invoice. |
| Shipping Charge | Shipping charge amount for the invoice. |
| Adjustment | Adjustment amount for the invoice total. |
| Adjustment Description | Description explaining the adjustment. |
| Template ID | Template ID to use for the invoice layout. |
| Salesperson Name | Name of the salesperson associated with the invoice. |
Output
The node outputs an array of JSON objects representing the created invoice(s). The structure corresponds to the Zoho Books API response for invoices, typically including fields such as invoice ID, customer details, line items, totals, status, and timestamps.
If the operation is successful, the output JSON contains the invoice data returned by Zoho Books. In case of errors, the output may contain an error object describing the issue.
No binary data output is produced by this node.
Dependencies
- Requires a configured OAuth2 API credential for Zoho Books with access to the target organization.
- The credential must include the Organization ID, which is mandatory for API calls.
- Network access to Zoho Books API endpoints (
https://www.zohoapis.{domain}/books/v3) is required. - The node uses the n8n helper method for authenticated HTTP requests.
Troubleshooting
- Missing Organization ID: If the Organization ID is not set in credentials, the node will throw an error indicating it is required.
- Invalid JSON in Additional Invoice Data: If the "Additional Invoice Data" property contains invalid JSON, the node throws an error specifying that the JSON must be valid.
- Required Fields Missing: For example, if "Customer ID" is missing when creating an invoice, the node will fail because it is a required field.
- API Errors: Errors returned by Zoho Books API are parsed and presented with their code and message. Common issues include authentication failures, invalid parameters, or resource not found.
- Invoice Number Conflicts: When providing a custom invoice number, the node sets a query parameter to ignore automatic number generation; conflicts or duplicates might cause API errors.
- Network Issues: Connectivity problems to Zoho Books API endpoints will result in request failures.
To resolve errors:
- Ensure all required properties are provided.
- Validate JSON inputs carefully.
- Confirm OAuth2 credentials and organization ID are correctly configured.
- Check network connectivity and API permissions.