Zoho Forums

@micah_atomapps,

Thanks for posting in our forums.

At the moment, it is not possible to direct Zoho Projects to create invoices in Zoho Books instead of Zoho Invoice. This feature is on our road map and we'll write you when this is made available.

However we suggest the following work-around which would help you to bill your client (create invoices) for the projects created in Zoho Projects:

      1. Sign in to Zoho Projects
      2. Enter your time sheet entries in Zoho Projects
      3. Navigate to Zoho Books(assuming you are already signed in to Zoho Books) and
          click on Money In tab followed by Invoices sub tab
      4. Click on New Invoice for Project link which will open up the New Invoice for Projects pop-up window
      5. Select the project from the Select Project field's drop-down list
      6. Fill in the rest of the fields and click on Create Invoice
      7. This will take you to the New Invoice page
      8. Select the customer and click on Save
      9. The invoice will be created.

Option - 2

You can use "Time Tracking" , the new feature of Zoho Books, and create a new project and invoice this project. To do this

      1.Add a project and choose how you would like to bill it
      2.Add tasks to a project
      3.Log time spent for the project, task or by a staff
      4.Generate invoice for a project and e-mail it to your client​

Please check our blog link, https://blogs.zoho.com/general/march-to-time-tracking for more details.

Thanks for supporting us!

Regards,
Manoharan - Zoho Team.

How close are you on integrating Projects and Books?

@andrew.s,

Thanks for posting your request in our forums.

Since we are working on other prioritized commitments now, proving a seamless integration between Zoho Books and Projects wouldn't be available very soon. But, we're adding your vote for the feature.

Appreciate your understanding and patience.

Regards
Rahul JR - Zoho Books Team

Seamless integration should be amazing if possible in as many aspects as possible and a version literally of Books on Project as well. Financial Capability directly in Project would be a very major value add.

Agreed, the future holds a lot of prospects for a closer integration between Zoho Books and Zoho Projects. Thanks again for requesting and do watch out for this in times ahead.

-Deepa
Zoho Invoice team