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.

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 and search for the Snail Mail extension.
Click Install in the extension page.
In the popup, select the Portal Name which is the organization that you’ll be installing the extension for.
Read and agree to all the terms of service and the privacy policy, and click Install.

On the Developer Extension page, authorize Snail Mail to access your organization data, and click Next.

On the next page, hover the cursor over the Zoho Finance - Snail Mail card, and click Connect.

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

On the next page, enter your Postal Methods account’s Secret Key to authorize your Zoho Books organization 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.

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

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.

On the next page, click Configure.

Make the required changes and click Save.

You can continue using the snail mail extension.

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 organization 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.