Zoho Projects allows you to bill your customers based on a fixed cost and this option is available only for portals integrated with Zoho Invoice. If you wish track a budget with a varied amount use the budget tracking method.
If your organization deals with different tasks/activities like mobile app development, animation, UI/UX enhancements, AI interfacing, icon designing etc. you can opt for a task based billing method for your project since every task is independent and billing is based on the service provided to their clients. Let's see how this is done in detail.
A sample invoice is shown here for your reference:
All the invoices created are saved in the Finance tab.
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.
All the invoices created are saved in the Finance tab.
View the profitability summary of your project in the project dashboard.
With the new integration, your Zoho Projects data will be synced to the time tracking module in Zoho Invoice/ Books. You can perform all finance related transactions via Finance tab in Zoho Projects. You can also configure the contact preferences (either overwrite or clone contacts for a primary client) in Zoho Invoice/ Books.
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