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Zoho Invoice - Zoho Notebook Integration

Zoho Notebook is a general-purpose note-taking tool for all your needs. Be it an idea on your mind, your daily to-do list, or your office documents, Zoho Notebook helps you note down and organize everything in a single place.

Using the Zoho Notebook extension, you can take contextual notes, create checklists, upload images, and add documents from any screen within Zoho Invoice.

Install the Zoho Notebook Extension

The Zoho Invoice web app will refresh. Zoho Notebook will be installed as an extension in Zoho Invoice. You can access it from the widgets pane on the right side.

Zoho Notebook Extension

Insight:

  • The notes and checklists that you create and the images and documents you add to Zoho Notebook are collectively called cards.
  • If you’ve already created cards in the Zoho Notebook app before integrating Zoho Notebook with Zoho Invoice, you’ll be able to access those cards in the Zoho Notebook extension.

Create Notes

The note will be added as a card. You can access it from the Zoho Notebook extension.


Create Checklists

The checklist will be added as a card. You can access it from the Zoho Notebook extension.


Upload Images

The image will be added as a card. You can access it from the Zoho Notebook extension.

View the image added

Note: You can upload only one image at a time.


Attach Documents

The document will be added as a card. You can access it from the Zoho Notebook extension.

View the document attached

Note: You can upload only one document at a time.


Delete Cards

Insight: The notes and checklists that you create and the images and documents you add to Zoho Notebook are collectively called cards.

Note: If you delete a card in the Zoho Notebook extension, it will also be deleted in the Zoho Notebook app and vice-versa.


Open a Card in Zoho Notebook

You can open an existing card in Zoho Notebook to perform additional actions like marking a card as a favorite, locking a card, adding tags to a card, and more. Here’s how:

The Zoho Notebook web app will open in a new tab in your browser.

Click More to view additional actions
Note: Any action that you perform on a card in the Zoho Notebook app will also reflect in the Zoho Notebook extension.

Uninstall the Zoho Notebook Extension

The Zoho Invoice app will refresh, and the Zoho Notebook extension will be uninstalled after the refresh. However, the cards created using the Zoho Notebook extension will still be available in the Zoho Notebook app.


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