Zoho Invoice add-on for Gmail

Hello everyone,

You can now bring your Zoho Invoice organization within Gmail, with the all new Zoho Invoice add-on. You can increase your productivity by connecting Zoho Invoice with Gmail. Read on to know how this add-on can help you.

Add senders as customers

With the add-on, you can add customers to Zoho Invoice without leaving your inbox. Whenever you receive an email from a customer or a potential, you can add them as a customer or contact person to your Zoho Invoice organization. Click the Zoho Invoice icon in the right hand side to open the add-on. You can either fill up the details and create a new customer then and there, or add the sender to an existing customer in Zoho Invoice.

View the sender's transactions

When you’re using Gmail, you no longer have to open a new tab to view the customer's details if you have the Zoho Invoice add-on. When you open an email of a customer, you can get an overview of their contact details and transactions, right within Gmail. To view more details about a particular transaction (invoice or estimate) such as the amount due and status, just click that transaction.

Switch between organizations

Have multiple organizations to manage? We've got you covered. Save time and switch between your organizations in a single click with this add-on. This can help you add customers to the right organization easily.

Get the Zoho Invoice add-on for Gmail to bring more context to your business emails. Try out the add-on, and don't forget to share your thoughts in the comments below.

Cheers,
Lavanya
The Zoho Invoice Team

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