Microsoft 365
Office suite
Outlook, Excel, Microsoft Forms and SharePoint. Official site
What Microsoft 365 connects to
Recipes using Microsoft 365
Getting paid
Email a polite chaser when a Xero invoice is 7 days overdue
When an invoice reaches the number of days overdue you choose, a personalised chaser goes out from your own Gmail or Outlook.
New clientsTurn a website enquiry form into a client record automatically
Each new form response creates (or updates) the client record, ready for the first invoice.
Getting paidGet an email the moment a client's Direct Debit fails
A failed GoCardless payment sends you an email straight away so you can contact the client.
Getting paidEmail a client a heads-up when a QuickBooks invoice is due soon
A few days before an invoice is due, a friendly heads-up goes out (or is drafted for you to check).