Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Zapier to create Customer Statement in Zoho Invoice

 

Hi everyone, 

Context: My team currently allows for partial payments of invoices as they are paying for high ticket items over a long period of time. Instead of receipts, we want to give customers a record of all the payments they’ve made along with their balance. So a statement of their accounts would be the best thing to give. 

 

Request: I tried to look at the actions available for Zoho Invoice but there was no option for customer statements. So I was wondering if there was a way to add this to the wishlist for Zoho Invoice?

 

Thank you. 

Hi @AliyahRizqDFarm 

You’d likely have to explore using the Zoho Invoice API: https://www.zoho.com/invoice/api/v3/introduction/#overview

Zap action: Zoho Invoice - API Request

 

Hi @AliyahRizqDFarm 👋

I did some checking and couldn’t see any existing feature requests for the ability to generate an customer account statement so I’d suggest contacting our Support team to submit a new feature request for that to be added. You can do that here: https://zapier.com/app/get-help. This will get it added to the wishlist and allow us to start tracking interest in having that functionality added to the Zoho Invoice app.

In the meantime, how did you get on with the API Request action that Troy suggested? 

Happy to lend a hand if you’re stuck on setting that up, just let us know! 🙂

Terms & Conditions