# Ray and Zoho Invoice

> Invoices, expenses, and which client project they belong to.

Source: https://heyray.io/integrations/zoho-invoice

Ray is an AI teammate that works in your team chat, on Slack today. Connect Zoho Invoice and it can do the Zoho Invoice part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written. 30 reads run without asking. 18 actions wait for a human approval.

## What Ray reads in Zoho Invoice

Reading changes nothing, so Ray never stops to ask whether it may look something up.

- Invoices, estimates, credit notes, payments, and refunds
- Expenses, projects, and the contacts behind them

## What waits for your approval

Every one of these posts an approval card in the thread showing exactly what is about to happen. Nothing runs until someone clicks approve, and no setting turns that off.

- Create an invoice, an estimate, or a credit note
- Record a customer payment against invoices
- Add or update a contact and their people
- Email an invoice or an estimate, to an address you name
- Comment on invoices, estimates, and projects

## Things Ray is never handed

These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.

- Read the employee roster
- Refund a payment or write off an invoice

## Ask it like this

- "@Ray which invoices for the Acme project are still unpaid?"

## Connecting Zoho Invoice

Every person on the team connects their own Zoho Invoice account on Zoho Invoice's own login screen, so Ray can only reach what that person can already reach, and the history in Zoho Invoice shows who actually asked. Passwords never pass through Ray. Disconnecting Zoho Invoice or uninstalling Ray revokes the connection.

## More

- This page for people: https://heyray.io/integrations/zoho-invoice
- Every integration: https://heyray.io/integrations.md
- Install Ray: https://heyray.io/install.md
- Pricing: https://heyray.io/pricing.md