Integrate Zoho invoice projects with Zoho project management software
Either adding project management functions, scheduling/planning process of a "project" within Zoho Invoice. AND/OR integrate with Zoho project.
Anonymous
shared this idea
Dear customers,
The Zoho Invoice – Zoho Projects integration has seen a lot of major updates over the years. With the current level of integration, you can:
1. Create and send various transactions (like estimates, invoices and expenses) in Zoho Invoice for your projects in Zoho Projects.
2. Fetch Timesheets and Contacts from Zoho Projects to Zoho Invoice.
3. Fetch Tasks, Users and Bugs that are associated with your projects.
You can refer this help guide to know how to set up/upgrade to the new integration.
https://www.zoho.com/invoice/help/integrations/projects-integration.html
Regards,
Reshma
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Lynn
commented
So everything Zoho Should talk - If it talks to Zoho Invoice to create the invoice- then when it gets to Zoho Invoice the project name should be part of it- A two way sync would be nice also- what about project estimates or Retiainer invoices- sure you can create in Zoho Invoice, but it doesn't show back at the project level- so what good is that for a manager