Zoho Invoice

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Back to Timesheet Overview

Creating a New Project

On selecting,

Fixed Cost for Projects

The option Fixed cost can be chosen if you would be having a fixed amount to which you will be sticking till the completion of the project.

Fields Description
Total Project Cost Enter the project cost for which you will be billing your customer.
Users Select a user to work on the project. You can also add an extra user by clicking on Add User.
Tasks Enter the Tasks that need to be done to complete the project. You can add more tasks by clicking on Add Task.
Tasks can also be created later for the project.

Based on Project Hours

You can choose this option if you would be billing your customer based on the hours you worked on that project.

User and Task fields are the same as for the above section.

Rate per hour: Enter the rate that will be changed for an hour of work that goes into this project. At the completion of the project, you can charge your customer based on the number of hours logged for the project.

Based on Task Hours

If you would be billing your customer based on the hours you worked on each task, go for this option.

User field is same as for the above sections.

Tasks: enter the tasks and the rate that will be charged to finish that particular task. At completion of the project, you can charge your customer based on the tasks completed.

Based on Staff Hours

If you would be billing your customer based on the time your staffs worked, choose this option.

Task field is same as for sections (i) & (ii)

Users: Enter the rate that will be charged by the user for an hour of work. At the completion of the project, you can charge your customer based on the number of hours logged by users for the project.

Budget Type

If you have any budgetary constraints and would like to have a report based on the allocated cost or hour and the cost or hour actually spent,

Fields Description
Total Project Cost This cannot be applied to projects with Billing Method as Fixed Project Cost.
This will notify in the Project Summary report when the overall project cost is higher than the budgeted project cost.
Total Project Hours, Hours Per Task & Hours Per Staff
Total Project Hours

Hours Per Task

Hours Per Staff
This will notify in the Project Summary report when the logged hours are higher than the budgeted hours.

Adding a Task to the Project


Adding a User to the Project

Imagine you have started working on a project and you have added more staffs but they do not have access to the project to log their time. In this case, you can add them as users to the project. To go about doing it, please follow the steps mentioned below:

If the user is already a part of the organization but not a part of the project,


Import and Export Projects,Tasks and Timesheet

Projects, tasks and timesheet entries can be transported from an external source to Zoho Invoice with the help of the importing option. Tasks belonging to other projects within Zoho Invoice can also be imported.

To import from an external source,

Likewise, if you would like to export the data from the timesheets module, you can do so by clicking the same gear icon on the top right corner.


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