Zoho Invoice

Help Docs

Project Preferences

There are a host of preferences that you can configure for the Projects module in Zoho Invoice. To navigate to the Project Preferences page:

Project Preferences

Rounding Time

Let’s say you log time for projects that you’ve created in Zoho Invoice. When these projects are going to be invoiced, or should appear in your reports, you can choose to round off the time logged for the project(s).

Choose any one option from the Round Off Time drop-down.

Maximum Logging Time

If you do not want your employees to log beyond a particular timing, you can set that time in the Set maximum hours/day for logging time field. Enter the maximum hours per day that can be logged for projects. By default, it is 24:00 hours.

Timesheet Approvals

If you want your timesheet entries to be approved before it’s invoiced, you can enable the below options:

Field Customization

Custom Fields are fields that you can manually add to the estimate creation page to store additional information relating to the project.

To create a Custom Field:

change order

Custom Buttons

(Available only in the Professional Plan)

Custom Buttons allow you to create your own customized button which you can include in the estimate creation page to perform any action as you configure. This allows you to perform specific actions in a click. Learn more about Custom Buttons.

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