Zoho Invoice

Help Docs

Charging the Customer

After recording the time spent on tasks, you can convert those projects into invoices to get paid for the work done.

Scenario: Peter has logged time for the work done. But he’s unsure of the amount of money he should charge. So he first raises an estimate and sends it to the customer. Once the customer accepts it, he will convert it to an invoice. He also wants to record and reimburse expenses incurred while working on the project . So he records all the expenses and adds them to the invoice as well. 

Similarly, if the need be, you can also convert your projects into estimates or invoices and record expenses for the same.

Send an Estimate

Send Estimates of your projects to your customers.

Estimate from Projects

estimate project


Send an Invoice

Charge your customers for the time you have spent on projects.

Options Description
Single line for the project This will show the entire project information in a single line on the invoice.
Show all timesheet entries individually All the unbilled timesheet work item will be individual entries on the invoice.
Group by tasks Every task worked on will be a separate line item.
Group by users Every task worked by an user will be in a single line item.
Group by tasks and users Individual users and their tasks will be shown in a single line item.

Note: * For projects with billing method Fixed Cost for Projects, only Single line for the project option will be shown.
* For projects with billing method Based on Task Hours, the option Group by users will not be shown.
* For projects with billing method Based on Staff Hours, the option Group by tasks will not be shown. * For projects with billing method Based on Project Hours, all the options will be shown.

You would also be able to customize the invoice you send your customers. Click here to learn more.

Recurring Invoices

If would you be working on the same project for the same amount of hours again and again, then you can make this recurring so that invoice would be generated automatically in the fixed time interval without you having to manually raise it every time.


Record an Expense

Projects do have expenses. It can be anything from buying a simple coffee for your user to purchasing tools for a task. Record these expenses for your projects.

To learn more about expenses, click here.

Recurring expense


Collect Advance payments

At times your might have to take an advance payment to buy tools or arrange resources for the project you are going to work on. Create a retainer invoice for the project and accept advance payments. You can later adjust them with the invoice you create from the project.
Learn more about Retainer Invoices.


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