Zoho Invoice + Microsoft Outlook Integrations

Zoho Invoice is a web-based invoice and billing service which allows you to easily send professional invoices and get paid online. It helps you create and send invoices, track and manage your accounts and customers and get paid online. You can also send statements, reminders and recurring invoices. Zoho Invoice lets you send your invoice digitally in PDF format via email or an attached file.

Zoho Invoice has native support for Microsoft Outlook, which enables you to add invoices from Microsoft Outlook using the Outlook add-in. With Zoho Invoice for Outlook, you can:

View and manage your Zoho Invoice contacts and accounts directly within Microsoft Outlook

Sync your contacts and accounts with Microsoft Outlook

Send invoices and statements directly from Microsoft Outlook

Microsoft Outlook is a personal information manager from Microsoft, available as a part of the Microsoft Office suite. It includes an email client, calendar, task manager, contact manager, note taking application, journal, and web browsing interface. In addition to web access, the software allows users to set up an automatic download of e-mail over a corporate network. Microsoft Outlook uses the MAPI protocp for email communication.

The integration of Zoho Invoice and Microsoft Outlook invpves a Zoho Invoice add-in for Microsoft Outlook. It allows you to view all your accounts in one place from Microsoft Outlook. It also offers features such as quick shipment tracking from the invoice to Microsoft Outlook, ability to add new transactions from the invoice, sync charges from the invoice to Microsoft Outlook and more. You can add the add-in in just a few minutes using the link below. https://www.zoho.com/invoicing/outlook/add-on/

Zoho Invoice & Microsoft Outlook Integration Features:

• View Invoices in Outlook

Zoho Invoice add-in for Outlook allows you to view all your invoices in one place within Microsoft Outlook. It shows all your invoices on the Outlook Calendar. You can filter invoices based on status, customer name, date of creation or any other attribute. You can also view invoice details directly from the calendar, by right clicking on it. The integration also allows you to view the Next Payment Due Date of each invoice. You can pay your invoices directly from the calendar with just one click. If you are paying at the end of the day, you can schedule it for payment on that day itself. You can also apply discount, rate or any other pricing rule directly from the calendar without opening the invoice. This saves time as well as reduces errors while applying discounts automatically to the invoices.

• Track Shipments with One Click

With Zoho Invoice for Outlook, you can track your shipments right from your e-mails or invoices. You can track inventory items even if there is no tracking number on them (such as belonging to FBA. All you need to do it select the tracking number on an incoming mail or invoice and click on ‘Track Shipment’ on the Zoho Invoice for Outlook ribbon tab. You can also track shipments by right clicking on any tracked message or shipment under ‘Tracked Messages’ on the Zoho Invoice for Outlook ribbon tab. You can track multiple shipments at once, by selecting multiple messages under ‘Tracked Messages’ on the Zoho Invoice for Outlook ribbon tab. Coming soon – See Shipment Details with One Click – If there are no tracking numbers on your inventory items, you can still track shipments! Zoho Invoice will soon let you track shipments without entering tracking numbers! As soon as this feature goes live, you will be able to see all details about your shipment by just selecting one shipment under ‘Tracked Messages’ on the ribbon tab in Zoho Invoice for Outlook! This will reduce the time taken by you to track shipments by almost 40%! Also coming soon – Track Inventory Items – With multiple ways to track shipments already available with Zoho Invoice for Outlook, we are adding another way to track shipments through inventory items! This feature will allow you to find out whether an item has been shipped or not by just selecting that item under ‘Inventory Items’ on the ribbon tab in Zoho Invoice for Outlook! This will again reduce the time taken by you to track shipments by almost 40%!

• Apply Pricing Rules Automatically

You don’t have to open an invoice every time you want to apply a discount, rate or any other pricing rule to it! With this integration, you can apply pricing rules directly from the calendar using just one click! You can also update rate and discount at anytime without opening the invoice using just one click! If there is an invoice which has multiple pricing rules applied to it (such as rate changes), you can update all pricing rules at once by just selecting multiple invoices under ‘Invoices’ on the ribbon tab in Zoho Invoice for Outlook! This will save your time as well as reduce errors during invoicing. Also coming soon – Apply Discounts Automatically – This integration will let you apply discounts automatically! Once we rpl out this feature, all you need to do is enter a discount amount (either percentage or fixed. and click ‘Apply Discount’ on the ribbon tab in Zoho Invoice for Outlook! This will update all related invoices which have not been paid but have been charged with this discount amount! This will save your time as well as reduce errors as you will not have to manually apply discounts (which might be done incorrectly. every time there is a discount change! The system will apply discounts automatically based on their values entered in ‘Discount Amount’ under ‘Settings’ in Zoho Invoice for Outlook!

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