Zoho Invoice Integration | Online Help | Zoho BugTracker

Zoho Invoice Integration

You can invoice time logs and record expenses for all your projects by integrating Zoho BugTracker with Invoice and Books. You can save an invoice as a draft to be edited later. If the invoice crosses its due date, the status changes to Overdue automatically. It is important to record all the expenses to know the actual cost. You can also generate estimates and send the quote to the customers. Estimate can be marked as Accepted if the customer agrees with the quote otherwise it can be marked as Declined. Fetch timesheets, contacts, users and bugs that are associated with Zoho BugTracker to Zoho Books. Keep a track of all the invoices and expenses by integrating Zoho BugTracker with Books and Invoice.
Feature Availability: Premium plan

Integrate Zoho Books or Zoho Invoice

  1. Click  in the upper-right corner.
  2. Choose Zoho Apps in Integration. Now, select Activate Invoice or Activate Books in Zoho Invoice/Books.  
  3. Click How to Generate ZSC Key? to get the ZSC key.
  4. If you do not have a user account in Zoho Books or Zoho Invoice, you will be asked to create a new organization.
  5. After you have created and set up your organization, you will be directed to Zoho Invoice or Zoho Books.
  6. In Zoho Invoice or Zoho Books, in the Dashboard, click the Settings icon in the upper-right corner, and then click Integrations.
  7. Click Zoho Invoice ZSC Key or Zoho Books ZSC Key and then click Generate Now to get the new ZSC key.
  8. Copy the Email ID and ZSC key.
  9. In Zoho BugTracker, enter the copied Email ID and ZSC key.
  10. Select the Organization, Finance Permission.
  11. Select a date from when the time logs are to be invoiced. Time logs prior to this date will be marked as invoiced.
  12. Click Save.
  • Users must be given permission to view all timesheets before they can be given the permission to access Invoice.
  • Navigate to  > Integration > Zoho Apps > Zoho Invoice/Zoho Books tile. Click in the Accessible to section. Profiles with view all timesheets permission will be listed here. Selecting a profile will give users access to the Finance tab in Zoho BugTracker.

 Create an Invoice

  1. Navigate to your project and select Finance.
  2. Click Create Invoice to create the invoice for your team.
  3. Choose the sorting criteria for the invoice.
  4. Select the fields to be shown as item name and description.
  5. Click Save to proceed.

  1. Fill the details and enter the recipients in the Email To field.
  2. Click Save to send the invoice to customers.

  • The Bill up to field is mandatory in order to generate the invoice. So, select a date if you haven't selected yet.
  • You can create invoice only for billable timesheet logs based on the selected date range. Only approved time logs will be invoiced, if the "Submit with Approval" option in your Portal Settings is selected. (To enable this: Click  and select Company Profile in Portal Settings. Enable Submit with Approval in Timesheet Approval Process found in the Module Configuration section).
  • If you have not selected the approval option, all the time logs will be invoiced.
  • Select the option Include all the unbilled expense of the selected customer option to invoice all the expenses.

 Edit/ Delete an Invoice

All the invoices created are saved in the Finance tab. Select the required invoice to edit or delete. Click  to edit the invoice details and then click Save to update the changes. 

  • You can email or print an invoice as well as export the invoice as a .pdf file.
  • You can filter invoices based on different criteria like void, draft, paid, and sent invoices.

 Create an Estimate

An Estimate is a proposal that you send to your customers with detailed quotation. After the customer accepts the estimate, it can be converted to a sales order or an invoice.

  1. Navigate to your project and select Finance
  2. Choose the Estimates tab and click Create Estimate.
  3. Fill the details and enter the recipients in the Email To field.
  4. Click Save to send the estimate to customers.

 Record an Expense

  1. Click the Expenses tab in Invoice and Expenses, and then click Create Expense in the upper-right corner to create a new expense record.
  2. Specify the expense details and then click Save to save the expense record.

 Edit/ Delete an Expense Record

All the expenses recorded are saved in the Finance tab. Click on the required expense to edit or delete. Click  to edit the expense details and then click Save to update the changes or hover over the required expense and click  to delete the expense. Plus, you can click on the attached expense receipt to download.

  • You can attach, change, and delete an expense receipt.
  • The invoice details are displayed in Timesheet and Bugs.
  • Invoice created in Zoho BugTracker will be listed in Zoho Invoice or Zoho Books.
  • If something goes wrong during integration you can view the error summary in Zoho Books or Invoice under Settings > Integrations > Zoho BugTracker > View Error Summary, which contains a module-wise list of errors that occurred.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series

                                      • Digest

                                      • Functions

                                      • Meetups

                                      • Kbase

                                      • Resources

                                      • Glossary

                                      • Desk Marketplace

                                      • MVP Corner

                                      • Word of the Day

                                        Zoho Marketing Automation

                                          Zoho Sheet Resources


                                              Zoho Forms Resources

                                                Secure your business
                                                communication with Zoho Mail

                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times

                                                  Carry your calendar with you
                                                  Anytime, anywhere

                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now

                                                                  Zoho TeamInbox Resources

                                                                          Zoho DataPrep Resources

                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW

                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now

                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.

                                                                                                  • Related Articles

                                                                                                  • Zoho Desk Integration

                                                                                                    Zoho Desk integration with Zoho BugTracker allows you to submit tickets as bugs from Zoho Desk. Prerequisite: Subscribe to the Premium plan of Zoho BugTracker and a paid plan of Zoho Desk. Activate Zoho BugTracker integration under Setup > ...
                                                                                                  • Zoho People Integration

                                                                                                    Planning work can be tricky when people take vacation time. It is important to know if resources are available to work on bugs. Our Zoho People integration does just that. Benefits: Find out if users are available to take up work when submitting ...
                                                                                                  • Zoho Expense Integration

                                                                                                    Zoho Expense integration lets you track and manage project related day-to-day expenses of your employees. Benefits: Track expenses using Expense reports. View expense along with the actual cost and compare it with the project budget. Expenses need to ...
                                                                                                  • Zoho Analytics Integration

                                                                                                    The Zoho BugTracker Advanced Analytics powered by Zoho Analytics, our online reporting & business intelligence service, allows you to slice and dice your projects data. Packed with 50+ ready made reports and dashboards that assist you in tracking and ...
                                                                                                  • Bitbucket Integration

                                                                                                    Having multiple lines of code and changing versions can be difficult to track. Commit codes in Bitbucket and view the changesets inside Zoho Projects. You can integrate Zoho BugTracker with Bitbucket using an API. ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace



                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.

                                                                                                        Zoho Show Resources