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

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

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

# Integrate Zoho Billing with Zoho Mail

In business, it is common to send and receive mails from customers and vendors. Zoho Billing now integrates with Zoho Mail to make sure that all conversations between a contact in Zoho Billing and you are available within your Zoho Billing organization. So, when you use the Zoho Mail integration, you can be assured that mails from your contacts doesn’t go unnoticed. 

## Benefits of the Integration 

*   All emails between your contact and you are available within Zoho Billing itself. 
*   Attach documents from emails to your documents tab and transactions (invoices/quotes). 
*   View all the previous mail activity pertaining to an invoice/quote in the comments.   
    
    **Prerequisite:** An email account in Zoho Mail. 
    

### Integrating with Zoho Mail

To integrate your Zoho Billing organization with your Zoho Mail account:

*   Go to **Settings > Integrations > Zoho Apps**. 
*   Scroll down and you will be able to find **Zoho Mail** listed under it. 
*   Click the **Connect** button. 

![Connect Zoho Mail](/billing/images/help/images/integrations/mail/zmail-enable.png)

*   Confirm this by clicking **Enable Integration** in the pop-up. 

Alternatively, you can also:

*   Navigate to the **Contacts** module in Zoho Billing. 
*   Select a contact whose mails you want to fetch from Zoho Mail.
*   Go to the **Mails** tab and click **Connect your mail account**. 

![Connect Zoho Mail](/billing/images/help/images/integrations/mail/zmail-alternate.png)

*   Click **Enable Integration** from the pop-up.

### Viewing the Mail Activity

Once you have integrated with Zoho Mail, you can view the mails between your contact and you. To view the mails:

*   Go to the **Contacts** module in the left sidebar. 
*   Select a particular contact and click the **Mails** tab in the contact details page.
*   Click **System Mails** and select your Zoho Mail. 

![Mail Activity](/billing/images/help/images/integrations/mail/zmail-mail-activity.png)

The mail activity between your contact and you will now be visible. 

### Adding Mails as Comments

The comments section in a transaction displays any updates made to a particular transaction for internal reference. When you have enabled the Zoho Mail integration, you will be able to associate an email to an invoice/quote and view them in the comments section. To do this:

*   Go to the **Contacts** section and select a contact. 
*   Navigate to the **Mails** tab and select a particular mail. 
*   Click the **Add mail to** dropdown and select either **Quote** or **Invoice** to which you’d like to add it as a comment.

![Add to Invoice](/billing/images/help/images/integrations/mail/zmail-comments.png)

*   Click **Contact Activity** to add it as a **Comment** in the contact’s **Overview** tab. 

### Managing Attachments from Mails

The attachments that you receive from your mails can be added to your documents or can be attached to a quote or invoice for the contact’s reference. To do this:

*   Select a particular **contact** and navigate to the **mails** tab. 
*   Click the **Add mail to** dropdown to add the attachments to your **quotes** or **invoices**. 

![Manage Attachments](/billing/images/help/images/integrations/mail/zmail-documents.png)

You will now be able to create new invoices along with the attachments from the mail.

![Attachments](/billing/images/help/images/integrations/mail/zmail-attachments.png)

*   Clik the **paperclip** icon and select **Add mail attachments to contact** to add it to the contact’s documents.

![Add to Documents](/billing/images/help/images/integrations/mail/zmail-attach.png)

### Disabling the Integration

When you no longer want to fetch the mails, you can choose to disable the integration. To disable:

*   Go to **Settings > Integrations > Zoho Apps**. 
*   Scroll down and you will be able to find **Zoho Mail** listed under it. 
*   Click the **Disable** button. 

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