books_create_invoice
Create a new invoice in Zoho Books to bill customers. Provide customer ID and line items to generate an accurate bill.
Instructions
Create a new invoice in Books for billing customers. KEY FINANCIAL OPERATION in the Books workflow.\n\nPrerequisites:\n→ Use books_get_customers first to find target customer\n→ Use books_get_items to discover available products/services for line items\n→ Have valid customer_id from customer discovery\n\nNext Steps:\n→ Use books_create_payment to record payment against the invoice\n→ Use books_get_invoice to verify invoice creation\n→ Use invoice_id for payment tracking and reporting\n\nComplete Billing Workflow: books_get_customers → books_get_items → books_create_invoice → books_create_payment\n\nError Recovery: If creation fails, verify customer_id exists and line_items are properly formatted
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | ||
| terms | No | ||
| discount | No | ||
| due_date | No | ||
| adjustment | No | ||
| line_items | Yes | ||
| customer_id | Yes | ||
| template_id | No | ||
| invoice_date | No | ||
| currency_code | No | ||
| discount_type | No | ||
| payment_terms | No | ||
| invoice_number | No | ||
| salesperson_id | No | ||
| shipping_charge | No | ||
| is_inclusive_tax | No | ||
| reference_number | No | ||
| payment_terms_label | No | ||
| adjustment_description | No | ||
| is_discount_before_tax | No |