## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/fr/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Functions in Projects Let us have a look at some of the functions that can be performed in the Projects module. ### Log Time Once you create a task for a project, you can log time for the time spent on each task. * Select the project that you created from the **Projects** page. * Click on the **Log Time** button placed on top of the project dashboard. You can also log time in two other ways: * [Record Manually](/fr/billing/help/time-tracking/projects/functions.html#manual) * [Start Timer](/fr/billing/help/time-tracking/projects/functions.html#start-timer) #### Record Manually You can enter the time you’ve spent on a project manually. Here’s how: * Go to _Time Tracking > Projects_. * Select a **Project**. * Click **Log Time** from the top of the page. ![Log Time](/billing/images/help/images/projects/log-time.png) * Enter the **Date**, select the **Project** and the **Task** you’re associating it with. * Enter the **Time Spent**.   or Choose the start and end time by clicking the **Enter time duration instead** option.  ![Projects Time Spent](/billing/images/help/images/projects/time-spent.png) * Check the **Billable** box off if you do not wish to bill the task and select the **User**. ![New Entry](/billing/images/help/images/projects/new-entry.png) **Insight:** The option to select users will be available only for \*\*Admins\*\*. * Click **Save**. #### Start Timer You can log time for a particular project using the timer. Here’s how: * Click **Start** in the top right of the page or using the keyboard shortcut **Ctrl/cmd + t**. ![start timer for projects](/billing/images/help/images/projects/start.png) * Enter the **Note** and click **Start Timer**. ![Start timer](/billing/images/help/images/projects/start-timer2.png) * The timer will run on the left sidebar and you can choose to **Pause, Stop** or **Discard** the entry. ![disable timer](/billing/images/help/images/projects/disable.png) Once you stop the timer, you can enter the project details in the following popup. ![Associate Projects](/billing/images/help/images/projects/associate-project.png) ### Track Project Cost and Revenue When accounting for a project based company, you might want to track the project’s cost and revenue, and also summarize it accordingly.  In Zoho Billing, this process can be done by associating projects with transactions. Once the projects are associated with transactions, you can view the summary of the project’s profitability from the Reports module. #### Create and Send Project Quotes   Before you begin working on the project, you can send a quote of the project and the prices to your customers. They can either accept, reject, or comment on the quote. After a quote is confirmed, it can be converted into an invoice. To create a quote for a project: * Go to _Time Tracking > Projects_. * Select the project for which you want to create a quote. * Click **New Transaction** from the top right corner of the page. * Select **Create Quote**. ![New Quote](/billing/images/help/images/projects/projects-new-quote.png) * Enter all the necessary details.   * Click **Save**.  You can also create a quote from the Quotes module and associate a project to it. Here’s how: * Go to _Sales > Quotes_. * Click **\+ New** on the top right corner of the page. * Fill in the customer details, item details, and other required fields. * Click the **Project Name** drop down and select the project with which you want to associate the quote. ![Select project to associate with the quote](/billing/images/help/images/projects/select-project.png) The total expense will be created and the projects details will be available in the timesheets module. #### Invoice customers for projects   You can create an Invoice and send it to your customers for partial or full completion of a project.  **Insight:** You can associate multiple project to an invoice.    You can create an invoice for a project from the Project details page. Here’s how: * Go to _Time Tracking > Projects_. * Select the project for which you want to raise an invoice. * Click **New Transaction** from the top right corner of the page. * Click **Create Invoice**. ![New Invoice](/billing/images/help/images/projects/projects-createinvoice.png) ![Invoice Projects](/billing/images/help/images/projects/new-invoice.png) * In the **Bill up to** field, enter the date up to which you wish to bill your customer. * Select the method in which you like the data on invoice to be sorted from **How to sort data on invoice** dropdown. * Click **Add**. * Make the necessary changes to your invoice. * Click **Save and Send**. Billing Method Available Options **Fixed Cost for Projects** Only **Single line for the project** option will be shown. **Based on Task Hours** The option **Group by users** will not be shown. **Based on Staff Hours** The option **Group by users** will not be shown. **Based on Project Hours** All the options will be shown. Similarly you can associate other sales transactions such as Sales Orders and Credit Notes to a project. #### Record Project Expenses Projects have certain expenses. It can be anything from buying a coffee for your user to purchase tools for a task.  To record expenses for a project: * Go to _Time Tracking_ > _Projects_. * Select the project for which you need to record an expense. * Click **New Transaction** from the top right corner of the page. * Click **Create Expense**. * Fill in the required details in the Expense creation page. * Click **Save**. **Insight:** The Customers and Projects fields will be automatically populated.   ![Projects Expense](/billing/images/help/images/projects/expense.png) You can also create an expense for a project from the Expense module. Here’s how: * Go to _Purchases_ > _Expenses_. * Click the **\+ New** button in the top right corner. * Fill the required details. * Select the **Customer Name** from the dropdown. The **Project** dropdown will appear on selecting the customer name. * Mark the **Billable** checkbox if you want to bill this customer for this expense. * Click **Save**.   ![ Projects Expense](/billing/images/help/images/projects/expense2.png) #### Create Retainer Invoices for Projects At times you might have to take an advance payment to arrange the resources for the project you are going to work on. Create a [retainer invoice](/fr/billing/help/retainer-invoice/) for the project and accept advance payments. You can later adjust them with the invoice you create from the project. To record an advance payment for a project: * Go to _Time Tracking > Projects_. * Select the project for which you need to create a retainer invoice. * Click **New Transaction** from the top right corner of the page.  * Click **Create Retainer Invoice**. ![Projects Retainer Invoice](/billing/images/help/images/projects/retainer-invoice.png) * Fill the required details in the following page. * Click **Save** or **Save and Send**. You can also record advance payments from the Retainer Invoices module. Here’s how: * Go to _Sales > Retainer Invoices_. * Create a new transaction or edit an existing one. * Select the project from the **Project Name** dropdown. ![Retainer Invoice Projects](/billing/images/help/images/projects/new-retainerinvoice.png) * Enter the other required details. * Click **Save**. **Insight:** All the sales transaction can be viewed in the Sales tab under the respective module names. Once the Retainers are in the paid status, you can choose to apply them to your invoice. Here’s how: * Go to _Time Tracking > Projects_. * Select the project for which you have created a retainer invoice and recorded payment. * Go to the **New Transaction** drop-down and click **Create Invoice**. * In the Project Invoice Information page, mark the **Would you like to apply the retainers collected to the invoice** checkbox. * Click **Add** and you will be taken to the invoice creation page ![Apply retainers to projects](/billing/images/help/images/projects/apply-retainers-projects.png) * Enter the necessary invoice details and click **Save and Send**. The retainer amount will be deducted from the invoice. You can then view this in the total section. #### Bulk Update Line Items You can bulk associate projects to line items of an invoice. You can select multiple items and associate projects easily in just one click.  To bulk update projects: * Go to _Sales > Invoices_. * Click **+ New** in the top right corner of the page. * Enter the other required details. * Click the **Bulk Update Line Items** option above the **Item Details** table on the right. ![Bulk Update Line Item](/billing/images/help/images/projects/bulk-update-lineitems.png) * Click **Update Projects**. ![Update Projects](/billing/images/help/images/projects/update-project.png) * Select the projects to update from the **Projects** dropdown. * Click **Update**. ![Update Projects](/billing/images/help/images/projects/update-lineitems.png) #### Tracking Transactions The transactions that you’ve recorded for a project can be tracked in the project module. Here’s how: * Go to _Time Tracking > Projects_. * Select the project for which you wish to see the transactions. * You can view all the expenses under the **Expenses** tab and all the sales transactions under the **Sales** tab. ![ Projects Sales](/billing/images/help/images/projects/expenses-sales-view.png) #### Projects Revenue Summary Report Based on the project you’ve worked on for the client, invoices are raised along with the progress of the project. The total revenue raised on each project can be viewed in the form of a report in Zoho Books. Here’s how: * Navigate to _Reports_ module on the left sidebar. * Click **Projects Revenue Summary** under the _Projects and Timesheet_ heading. ![Project Revenue Summary Report](/billing/images/help/images/projects/project-revenue-report.png) The report contains the following fields such as **Project Name**, **Description**, **Customer Name**, **Actual Revenue**, and **Budget Amount**. You can pick different date ranges from the calendar dropdown. To customize the report: * Click the **Customize Report** option at the top bar. * Under the General section, the report can be filtered based on **Project Name**, **Project Status**, **Project Billing Method** and **Customer Name**. ![Customize Project Revenue Summary](/billing/images/help/images/projects/project-revenue-customize.png) * You can also decide the columns that you wish to have in the Report. To do so, click on **Show/Hide Columns** to add or remove the columns from the **Selected Column** box. ![Show or Hide Columns Project Revenue Summary](/billing/images/help/images/projects/project-revenue-showhide.png) Once you run the report, the **Actual Revenue** will be shown. By clicking on a revenue amount of a project, you can view the drilled-down report with the list of sales transactions created for the project. ![Project Revenuew Summary Drilldown](/billing/images/help/images/projects/project-revenue-drilldown.png) Also, you can export the report to Zoho Sheet and in PDF, CSV, XLS, and XLSX formats. * * * **Next >** [Manage Projects](/fr/billing/help/time-tracking/projects/manage-projects.html) **Related** * [Overview - Projects](/fr/billing/help/time-tracking/projects/) * [Basic Functions in Projects](/fr/billing/help/time-tracking/projects/basic-functions.html) * [Other Actions in Projects](/fr/billing/help/time-tracking/projects/other-actions.html) * [Projects Preferences](/fr/billing/help/time-tracking/timesheet/preferences.html)