## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/qa/books/help/llms.txt

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

# Snail Mail Extension

Snail mail refers to the mails sent through the postal service. You can use the **Snail Mail** extension in Zoho Books to send physical copies of your invoices and quotes to your customers.

**Prerequisite:** You should have an active _Postal Methods_ account. If you do not have an account already, [create a new account](https://app.secure.postalmethods.com/auth/login).

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## Install the Snail Mail Extension

To send snail mails to your customers in Zoho Books, you should install the extension. Here’s how:

*   Go to [_Zoho Marketplace_](https://marketplace.zoho.com/home) and search for the [Snail Mail](https://marketplace.zoho.com/app/books/snail-mail-for-zoho-books) extension.
*   Click **Install** in the extension page.
*   In the popup that follows, select the **Portal Name** which is the organisation that you’ll be installing the extension for.
*   Read and agree to all the terms of service and the privacy policy, and click **Install**.

![Click Install](/books/help/images/extension/snail-mail/confirm-installation-pop-up.png)

*   On the _Developer Extension_ page, authorise Snail Mail to access your organisation data, and click **Next**.

![Click Next](/books/help/images/extension/snail-mail/developer-extension-pop-up.png)

*   On the next page, hover the cursor over the _Zoho Finance - Snail Mail_ card, and click **Connect**.

![Click Connect](/books/help/images/extension/snail-mail/authorize-connection.png)

*   Click **Accept** on the next page to allow the extension access your organisation’s data.

![Click Accept](/books/help/images/extension/snail-mail/accept-request.png)

*   On the next page, enter your [Postal Methods](https://app.secure.postalmethods.com/accounts-setting/general) account’s **Secret Key** to authorise your Zoho Books organisation with your Postal Methods account.
    
*   Select the checkboxes to include the payment stub and the primary username in your snail mails.
    
*   Click **Install Extension** at the bottom of the page.
    

![Click Install Extension](/books/help/images/extension/snail-mail/install-extension.png)

The Snail Mail extension will be installed in your Zoho Books organisation.

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## Edit Your Snail Mail Preferences

To change your snail mail preferences in Zoho Books:

*   Go to _Settings_ and select **Marketplace**.
*   Click **Installed Extensions.**
*   Click **View details** in the _Snail Mail_ card.

![Click View details](/books/help/images/extension/snail-mail/view-details.png)

*   On the next page, click **Configure**.

![Click Configure](/books/help/images/extension/snail-mail/configure-preferences.png)

*   Make the required changes and click **Save**.

You can continue using the snail mail extension.

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## Send Snail Mails to Your Customers

**Prerequisite:** You can send snail mails for **Draft** or **Approved** quotes and invoices only.

*   Go to the _Sales_ module and select **Invoices** or **Quotes**.
*   Select the invoice for which you want to send a snail mail.
*   Click **Snail Mail** on the top right corner of the invoice details page.
*   If you haven’t entered your organisation address or customer billing address while creating the invoice, a popup will be displayed. Enter the address in that popup and click **Save & Preview**

**Note:** The latest extension you installed will be displayed in the custom button. In this case, click the dropdown next to the custom button and select **Snail Mail**.

![Click Snail Mail](/books/help/images/extension/snail-mail/snail-mail-button.png)

*   In the PDF popup, click **Send**.

![Click Send](/books/help/images/extension/snail-mail/send-snail-mail.png)

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## Check Snail Mail Status

After sending a snail mail, you can check it’s status in your _Postal Methods_ account. Here’s how:

*   Go to the _Sales_ module and select **Invoices or Quotes**.
*   Select the invoice for which you have sent a snail mail.
*   Select **Related Lists** at the bottom of the invoice details page.
*   Click **Check Status** under _Snail Mail History_.

![Click Check Status](/books/help/images/extension/snail-mail/check-status.png)

You will be redirected to your _Postal Methods_ account where you can view the status of your snail mail.

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## Uninstall Snail Mail Extension

To stop sending snail mails or viewing the snail mail history of your invoices and quotes, you can uninstall the extension. Here’s how:

*   Go to _Settings_ on the top right corner of the page.
*   Select **Marketplace** under _Developer Space_.
*   Go to the _Installed Extensions_ tab.
*   Click **View details** in the _Snail Mail_ extension’s card.

![Click View details](/books/help/images/extension/snail-mail/view-details.png)

*   Click **Uninstall** on the top right corner of the page.

![Click Uninstall](/books/help/images/extension/snail-mail/uninstall-extension.png)

Your snail mail extension will be uninstalled from Zoho Books.

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