InvoiceQuickly + Microsoft 365: Invoicing Inside Outlook and Excel
Your team uses Outlook, Teams, and Excel every day. InvoiceQuickly fits right in — create invoices from Outlook emails, sync contacts, export to Excel, and share invoice links in Teams. No workflow disruption, just better invoicing.
How It Works
Connect Microsoft 365
Sign in with your Microsoft account and authorize InvoiceQuickly to access Outlook, Contacts, and OneDrive.
Invoice from Outlook
Use the InvoiceQuickly Outlook add-in to generate invoices from email conversations.
Sync and export
Contacts sync automatically. Invoice data exports to Excel. PDFs save to OneDrive.
Share via Teams
Share invoice links and payment statuses directly in Microsoft Teams channels.
Key Benefits
- Outlook add-in for creating invoices from email conversations
- Microsoft 365 Contacts sync for always-current client details
- Excel export for pivot tables, custom reports, and analysis
- OneDrive automatic PDF backup for compliance and record-keeping
- Teams integration for invoice notifications and collaboration
Best For
- Professional services firms running on Microsoft 365
- Finance teams needing invoice data in Excel for analysis
- Organizations using Teams for internal communication about billing
See How Much You Could Save
Use our ROI calculator to see exactly how much invoice automation could save your business each year.
Calculate Your SavingsFrequently Asked Questions
Does the Outlook add-in work with Outlook desktop and web?
Yes. The add-in is compatible with Outlook for Windows, Mac, and Outlook on the web.
Can I use Excel formulas on exported invoice data?
Absolutely. Data exports as a structured Excel table, ready for formulas, pivot tables, charts, and custom analysis.
Other Integrations
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