## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Track Payment Dues With Microsoft Outlook Calendar

Microsoft Outlook Calendar is a time management and scheduling tool that helps you create, manage, and share events, appointments, and meetings. The Track Payment Dues With Microsoft Outlook Calendar extension brings your Zoho Billing invoice status into Outlook Calendar, so you can monitor your payments and take prompt action, all without switching between applications.

**Note:** Only invoices in Zoho Billing that are in the Sent, Overdue, or Paid status will be synced with Microsoft Outlook Calendar.

## How the Extension Works

When you install the extension and connect your Microsoft Outlook Calendar to Zoho Billing, invoices in the Sent, Overdue, and Paid status are automatically synced to your chosen Microsoft Outlook calendar. Two events are created on each due date based on your invoice data; one for unpaid invoices and one for paid invoices. This gives you an at-a-glance view of what is outstanding and what has been collected. [Learn how to track payment dues in your calendar](/en-fr/billing/help/marketplace-extensions/trackdues-microsoft.html#track-payment-dues-in-microsoft-outlook-calendar).

## Key Benefits

*   Sync all invoices with the Sent or Overdue status from Zoho Billing to your Microsoft Outlook Calendar automatically.
    
*   Track payment dues based on specified dates directly from your Microsoft Outlook Calendar, ensuring you never miss a payment deadline.
    
*   Track unpaid and overdue invoice amounts on each due date directly from your Microsoft Outlook Calendar.
    
*   View the payments that were due and the amounts received on a date after the due date has passed.
    

## Install the Extension

To install the Track Payment Dues With Microsoft Outlook Calendar extension:

*   Go to **Settings** in the top right corner of the page.
*   Click **Marketplace** under _Integrations & Marketplace_.
*   Click the search bar on the right side of the _All Extensions_ tab and search for **Track Payment Dues With Microsoft Outlook Calendar for Zoho Billing**.
*   Click the extension listed in the dropdown.
*   Click **Install** in the top right corner of the page.
*   Read and agree to the terms and conditions of Zoho Marketplace and the vendor.
*   Click **Install**.
*   On the following page, agree to the terms and conditions of the integration and click **Next**.
*   Authorise the Zoho Billing - Microsoft Outlook Calendar and Microsoft Outlook Calendar - Zoho Billing connections.
    *   To authorise the Zoho Billing - Microsoft Outlook Calendar connection:
        *   Click **Connect** next to the connection.
        *   Click **Connect** again on the page that appears.
        *   Review the data access required by the extension and click **Accept**. The connection will be authorised.
    *   To authorise the Microsoft Outlook Calendar - Zoho Billing connection:
        *   Click **Connect** next to the connection.
        *   Click **Connect** again on the page that appears.
        *   Review the data access required by the extension and click **Accept**. The connection will be authorised.
*   After authorising both connections, click **Next** at the bottom of the page.
*   Select the calendar in which you want to track the overdue payments from the **Calendar Name** dropdown.
*   Click **Install Extension** at the bottom of the page.

The Track Payment Dues With Microsoft Outlook Calendar extension will be installed in your Zoho Billing organisation.

**Insight:** Once you install the extension, Zoho Billing will automatically sync with Microsoft Outlook Calendar. During this sync, invoices created in the month in which you installed the extension and that have due dates falling between the installation date and the end of the year will be added to Microsoft Outlook Calendar.

## Understanding the Sync Behaviour

Here’s how and when invoices are synced:

*   **Initial sync:** During the first sync, Zoho Billing adds invoices that were created in the month you installed the extension and whose due dates fall between the installation date and the end of that calendar year.
    
*   **Ongoing sync:** New invoices created after installation are synced automatically as long as they are in the Sent, Paid, or Overdue status.
    
*   **Status filter:** Only invoices in the Sent, Overdue, or Paid status are synced. Draft, Void, and other statuses are excluded.
    

## Track Payment Dues in Microsoft Outlook Calendar

**Note:** You can only track invoices in the Sent, Overdue, and Paid status in Microsoft Outlook Calendar.

Once the extension is installed, you can track the payment due on a particular due date. Here’s how:

*   Go to [Microsoft Outlook Calendar](https://outlook.office.com/calendar).
    
*   Select the calendar you chose to track the payment dues when installing the extension.
    
*   Two events will be added to each due date based on the invoice’s status. You can track your payment dues using these events:
    
    *   **Unpaid:** This event provides an overview of the total amount due on the due date for invoices that are in either the Sent or Overdue status.
        
    *   **Paid:** This event provides an overview of the total amount paid by your customers on the due date for invoices that are marked as Paid.
        

## View Invoice Details From Calendar Events

In each calendar event, you can view the details of individual invoices directly from Outlook.

*   Click an event on the due date in Microsoft Outlook Calendar.
*   The event details panel will show:
    *   The invoice numbers associated with that event.
    *   The customer name for each invoice.
    *   The amount due or amount paid for each invoice.

This allows you to identify specific customers to follow up with and prioritise collections accordingly.

## Uninstall the Extension

To uninstall the Track Payment Dues With Microsoft Outlook Calendar extension:

*   Go to **Settings** in the top right corner of the page.
*   Select **Marketplace** under _Integrations & Marketplace_.
*   Click the **Installed Extensions** tab.
*   Click **View Details** next to **Track Payment Dues With Microsoft Outlook Calendar**.
*   Click **Uninstall** in the top right corner of the page.
*   Click **Yes** in the pop-up that appears.

The extension will be uninstalled from your Zoho Billing organisation. Events will not be added to Microsoft Outlook Calendar for new invoices you create after uninstalling. However, you will still be able to track the payment dues for invoices that were already synced with Microsoft Outlook Calendar.