Creating an invoice from Zoho Projects

You can create invoices for hours logged in Zoho Projects. To do this

  • Go to the 'Invoices' tab.
  • Click on 'New Invoice for project' on the side bar shown in the image below.
  • new invoice project

  • A window pops up where you need to select the information of the project that you want to invoice. See image below.
  • new invoice for project

    Enter values for the following fields

    Project Click on the drop-down icon to select the project for which you want to bill your client.
    Rate Enter the rate per hour that you charge your client for this project.
    Date Range Select the date range for the time billed.
    Invoice Type If you and your client are fine with just displaying the cost of the entire project on the invoice, select the 'Projects' option. If you need to provide a break-up of the various tasks and their cost select the 'Task' option.

    Click on the 'Create Invoice' button. This opens the 'New Invoice' page with task details populated in the item grid section.

    The 'description' field will be populated with the task details. The 'item' name is left blank as the tasks are not maintained in Zoho Invoice.

    Click on 'Save' to complete the process.

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