How to see Zoho Books invoices in a Zendesk ticket
By Jake Marsh · Updated
To see Zoho Books invoices in a Zendesk ticket, connect Larkwell with a refresh token that includes the Zoho Books read scopes, then open the ticket. The Zoho Books section shows the customer's balance due, unpaid invoices first with their due dates, recent invoices and recent payments. Click an invoice number to open it in Zoho Books. Zoho Billing subscriptions and Zoho Inventory orders show the same way.
How Larkwell finds the customer
| Product | Matched by |
|---|---|
| Zoho Books | The customer linked to the CRM contact or account (set by Zoho's own CRM integration), else the customer with the requester's email |
| Zoho Billing | The customer linked to the CRM contact or account, else by email |
| Zoho Inventory | The customer with the requester's email |
Larkwell uses every email address on the requester's Zendesk profile. The section header says whether the customer was found through the CRM link or by email. You don't need Zoho CRM at all to see Books, Billing or Inventory: without a contact, those still show by email.
Steps
- Include the scopes. When you make the refresh token (see the Self Client guide), keep the Books, Billing or Inventory read scopes in the scope string from the setup check.
- Set the organization if you have several. Leave Organization IDs empty to use each product's default organization. Fill them in only if you have more than one organization in Books, Billing or Inventory.
- Check Show Zoho CRM, Books, Billing, Inventory. Each product is on when the token reaches it. Turn one off here to hide it.
- Open a ticket. The sections appear under the CRM contact, in the order Books, Billing, Inventory.
What each section shows
| Section | What agents see |
|---|---|
| Zoho Books | Balance due, the count of unpaid invoices, unpaid invoices first with due dates and the amount left, then recent invoices, then Recent payments. Open customer opens the customer in Zoho Books. |
| Zoho Billing | Subscriptions with plan, amount, interval, status and the next renewal or end date |
| Zoho Inventory orders | Recent sales orders with status and total. The three newest show shipments with carrier, tracking number and status. |
The same panel shows on a user's profile, read-only.
Questions agents answer from the panel
| Customer asks | Where to look |
|---|---|
| "Did my payment go through?" | Recent payments, and whether the invoice still shows as unpaid |
| "How much do I owe?" | Balance due at the top of Zoho Books |
| "When does my plan renew?" | The subscription's next renewal date in Zoho Billing |
| "Where is my order?" | The sales order's shipment, carrier and tracking number |
When a section doesn't show
The panel footer says why: the token has no scopes for that product, your Zoho account has no organization in it, or the organization ID setting isn't reachable. Fix the scopes by making a new refresh token with the setup check's scope string.
API use
Each panel load makes a few reads per product. Larkwell never polls: it reads when the panel opens or the agent clicks Refresh. Zoho Billing allows 1,000 calls a day on its Standard plan, so watch that limit on busy accounts.
What it costs
Larkwell is $100 a month per Zendesk account for up to 6 agents and admins (Team), or $15 per agent per month for 7 or more (Scale). Every Zoho product and feature is on both, after a 14-day trial with a card, billed monthly by Zendesk. See the Larkwell documentation for the full reference.
Larkwell
Zoho CRM, Books, Billing and Inventory next to each ticket: deals, invoices, subscriptions, orders. From $100 a month per Zendesk account.
Questions
Can agents edit invoices from Zendesk?
No. The Books, Billing and Inventory sections are read-only. Invoice numbers open the invoice in Zoho Books, where people with access can change it.
Do I need Zoho CRM to see Zoho Books in Zendesk?
No. Books, Billing and Inventory match by the requester's email when there's no CRM contact or link.
Which currency is shown?
Each amount shows in the currency Zoho Books or Zoho Billing returns for it.
Is invoice data stored in Zendesk?
No. It's read from Zoho while the panel is open and gone when it closes. Notes go on the ticket only when an agent takes a CRM action.