The due date of an invoice can be set during the invoice creation by choosing the payment terms, labeled ‘Terms’ on the invoice creation page. The options available for selection are, Net 15 – Due 15 days from the invoice date. Net 30 – Due 30 days from...
Advance payments can be recorded either as an invoice payment or a credit note and both are displayed as unused credits on the contact details page. Both can be applied to invoices and credit notes can be refunded. To refund the excess invoice payment, You will need...
With the enhanced Zoho Invoice – Zoho Projects integration, only projects that are associated with a Primary Client will be able to fetch timesheets from Zoho Projects. To make existing clients as primary clients in Zoho Projects: Go to the Users module from the...
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...
