First you will need to create a new role by cloning the existing TimesheetStaff role, and provide permission to record expenses for associated project(s). To create this role, Click the Gear icon and select Users & Roles. Go to Roles tab under Users & Roles....
To create an invoice with multiple projects, Start creating a new invoice. As soon as you select the customer name, under the Items section you will find a notification to include the unbilled expenses and projects to the invoice. Click on the unbilled...
Project duplication can be done by cloning a project in Zoho Invoice, and this will create a new project retaining the same tasks,users, billing method and customer details from an existing project. The new project can be edited after creation to change some of the...
Yes, Zoho Invoice supports barcode scanning in the web app, as well as the Android mobile app. Here is how it works in the web app: Prerequisite: You have to key in the bar code of the item as the SKU of said item in Zoho Invoice. Open any transaction (that involves...
Yes, Zoho CRM-Zoho Invoice integration supports two way product sync. Navigate to Gear icon > Integrations > Zoho Apps. From the Zoho CRM app listing, select Show Details. Under Enable modules to be synced, you will find the Contacts and Item configuration....
