Start free

Let your phone agent check invoices, log expenses and send payment reminders with Zoho Invoice.

Connect Zoho Invoice to AgentCalls and your agent can answer billing questions during a call. It looks up open invoices, checks whether a payment has arrived, finds a customer's contact details and records expenses. Your agent works from the same account your team already uses, so callers get accurate answers without waiting for someone to check. Connect it once from the AgentCalls dashboard by signing in to Zoho Invoice.

Start freeSee pricing

What your agent can do with Zoho Invoice

  • Look up an invoice by number or customer and read its status, balance and due date
  • Check recent payments and confirm whether a customer has paid
  • Find contact details for a customer or vendor during the call
  • List items in your catalog and quote prices for a caller
  • Record an expense the caller reports, such as a supplier receipt or mileage claim

Zoho Invoice exposes 137 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks if an invoice was paid

  1. Caller

    Hi, this is Dana Whitfield from Whitfield Interiors. I want to check if invoice 1047 was paid.

  2. Agent

    Hello Dana. Invoice 1047 for 3,240 dollars shows as paid on March 4. The payment came through by bank transfer. Do you need a copy for your records?

  3. Caller

    Yes, please email it to dana@whitfieldinteriors.com.

  4. Agent

    Done. I have sent the receipt to that address. Anything else I can help with today?

Caller asks about an overdue balance

  1. Caller

    I think we still owe something on our account. The company name is Brightside Dental.

  2. Agent

    I found Brightside Dental. You have one open invoice, number 1061, for 860 pounds, due on May 2. It is 6 days overdue.

  3. Caller

    Oh, I thought we paid that. Can you send the payment link again?

  4. Agent

    Of course. I have sent a fresh payment link to your billing contact. If the payment is already on its way, you can reply to that email and our team will match it.

Vendor reports a mileage expense

  1. Caller

    Hi, it is Tom from the field team. I drove 146 miles to the Leeds site on Tuesday and need to log it.

  2. Agent

    Thanks Tom. I can record that. Which expense category should I use, travel or mileage?

  3. Caller

    Mileage, please.

  4. Agent

    Logged. 146 miles under mileage, dated Tuesday, submitted under your name for approval.

How to connect Zoho Invoice

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Zoho Invoice

    From Integrations in the dashboard, choose Zoho Invoice and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Zoho Invoice actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

NetsuiteE-commerce & paymentsNetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for…ApaleoCalendars & bookingApaleo is a cloud-based property management platform handling reservations, billing, and daily operations for…Zoho BooksFinance & invoicingZoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations…Zoho InventoryE-commerce & paymentsZoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels…BlackbaudCRM & salesBlackbaud offers cloud-based software for nonprofits, schools, and healthcare institutions, supporting fundraising…FreshBooksFinance & invoicingFreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering…

All Finance & invoicing integrations

Questions, answered.

Does the agent work during the call or only after it?

Both. During a call your agent can look up invoices, payments and contacts in Zoho Invoice as the conversation happens. It can also record items such as expenses while the caller is still on the line.

What do I need to connect Zoho Invoice?

You need an active Zoho Invoice account. Sign in to Zoho Invoice from the AgentCalls dashboard with one click, then choose the organization the agent should use.

Which AgentCalls plan includes this integration?

Zoho Invoice is included from the Growth plan. Smaller plans can use AgentCalls for calls without tool connections.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Zoho Invoice.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing