Associating normally created Invoices to projects
This feature will allow you to associate the Invoices that are normally created with projects. Please vote if you wish to see this feature in Zoho Books.
AdminReshma
(Community Manager, Zoho Corporation)
shared this idea
We now have the option to create invoices and associate the unbilled projects to these invoices.
While creating an invoice and selecting the customer, if the customer has unbilled projects you will find the option to select it in the item creation section of the invoice.
Please write to us if you have further questions.
Good day!
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Anonymous
commented
Currently is the implementation odd.
I can associate an estimate with a project, but when I create a Sales Order and convert it to an Invoice, it is not associated anymore...
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Anonymous
commented
Would be great
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Philip
commented
This would make Books a lot easier to use, more flexible, and prevent having to retrospectively recreate invoices in order to have them associated with projects. Feels incomplete without being able to do this.