How to create invoice and expenses?
You can create invoice and expenses using the following steps specified in our guide.
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Zoho Invoice integration
You can create a project budget, invoice time logs, and record expenses for all your projects by integrating Zoho Projects with Zoho Invoice or Zoho Books. Project managers can create budget to view the planned versus actual cost in real time. The ...
Create projects
Projects can be created newly or created from existing project templates. You can also create groups to classify the projects and manage the privileges of the other project users by making the projects private or public. Click to learn more about ...
Can I create invoice across projects?
No, you can create invoice only within the project and not across the projects in your portal.
Can I invoice the project from Zoho Invoice?
If you are the Portal Owner, you will be able to create invoice for the billable timesheet entries from Zoho Invoice.
Sync leads from Zoho Invoice
Zoho MarketingHub integrates with Zoho Invoice to help you build your mailing lists. The integration lets you import contacts from Zoho Invoice as leads in Zoho MarketingHub. You can map custom fields in Zoho Invoice to Zoho MarketingHub to maintain ...