Add Invoicing Add-In to Outlook

The Visa Invoicing Add-In enables you to manage invoices directly from your Microsoft Outlook desktop application. From Outlook you can:

Create new simplified or itemized invoices.

Send invoices quickly and securely to your customers.

Track your customers' outstanding, overdue, and paid invoices.

Remind your customers to pay any outstanding or overdue invoices.

When you enter a customer's email address as the recipient of an email, the add-in uses the saved customer's information from your Cybersource account to auto-generate messages with a secure payment link.

To use the Visa invoicing services from the add-in, you can log in to your existing Cybersource account from the add-in, or register to create a test Cybersource account.

Set Up Add-In

Follow one of these methods to set up the Visa Invoicing Add-in in Microsoft Outlook:

Set Up Add-In with an Existing Cybersource Account: Install the Visa Invoicing Add-In from the Microsoft App store.
Log in to your Cybersource account.

For more information, see Set up add-in with an existing account.
Set Up Add-In with a New Cybersource Account: Install the Visa Invoicing Add-In from the Microsoft App store.
Register a Cybersource test account.
Go live by sending a MID configuration request.

For more information, see Set up add-in with a new account.

Services

These services are available in Outlook with the Visa Invoicing Add-In:

Create a Simple Invoice

Create an Itemized Invoice

Manage Invoices

Revoke and Reconnect Outlook Permissions

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