Zoho Ateam Invoice

Inputs

Dylan drops exports in ~/Downloads/:

• Timesheet CSV — from A.Team platform → Mission → Time Tracking → Export
• Invoice PDF — from A.Team platform → Mission → Invoices → Download

Data Discrepancy Rule

If timesheet CSV hours × $90 ≠ invoice PDF amount: use invoice PDF amount. The invoice = what was actually paid.

Workflow

1. Parse CSV for billing period (date range), hours, total
2. Parse PDF invoice for statement number, amount (override CSV if different)
3. POST to Zoho Books /invoices with backdated date and ignore_auto_number_generation=true
4. POST /invoices/{id}/status/sent — marks sent WITHOUT emailing the customer
5. POST /customerpayments — records payment against Bluevine account

Key API Details

• Auth header: Authorization: Zoho-oauthtoken {access_token} (NOT Bearer)
• Token refresh: POST accounts.zoho.com/oauth/v2/token with grant_type=refresh_token
• Custom invoice numbers: append &ignore_auto_number_generation=true to POST /invoices
• Mark sent (safe, no email): POST /invoices/{id}/status/sent
• Payment: POST /customerpayments with account_id = Bluevine bank account ID

Agenix Scopes Required

ZohoBooks.invoices.CREATE,READ,UPDATE + contacts.CREATE,READ + settings.READ + customerpayments.CREATE,READ,UPDATE + banking.READ

Invoices Created (reference)

Later periods (Jan 16+, Feb, Mar 2026) still to be processed.

Usage

# PDF only (CSV not required — skips discrepancy check)
zoho-ateam-invoice invoice.pdf

# PDF + CSV (enables hours/total cross-check, warns on mismatch)
zoho-ateam-invoice --csv timesheet.csv invoice.pdf

# Dry run — parse and show what would happen, no API calls
zoho-ateam-invoice invoice.pdf --dry-run
zoho-ateam-invoice --csv timesheet.csv invoice.pdf --dry-run

# List existing ATEAM-* invoices in Zoho Books
zoho-ateam-invoice --list

Recommended flow: always --dry-run first, then run for real.