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Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.Microsoft Excel Integrations
It's easy to connect Zoho Invoice + Microsoft Excel without coding knowledge. Start creating your own business flow.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Adds a new row to the end of a specific table.
Zoho Invoice and Microsoft Excel can be integrated with each other to help you save time and money. You can export your invoices from Zoho Invoice into Microsoft Excel and use it further for reporting purposes. You can also include data from Excel in your invoice. This way you can avoid duplicate work and save time and money while working on multiple projects. For instance, you can create a database in Excel and add your clients and vendors details in it. Then you can populate your invoices directly from the database, instead of entering the same information again and again.
Benefits of integration of Zoho Invoice and Microsoft Excel include:
· The ability to edit invoices paid online in the dashboard.
· The ability to send invoices to clients or staff directly from an email account. You can also add attachments (.pdf, .docx, .xls, etc.. in an email.
· The ability to attach documents in an email when sending an invoice to a client or staff member.
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