Setup and Admin Console - Books
Can I clone a particular timesheet entry?
Yes, you can clone a particular timesheet entry by clicking on the gear-shaped icon, present on the right of the entry, and clicking on Clone.
Can I add bulk time entries?
Yes, in Zoho Books you can add bulk time entries for projects and tasks, Navigate to the Timesheet module and select All Timesheet. Click on the Weekly Log present on top of the window. Here you can record your time entries by selecting the Project ...
How do I give new users/supervisors timesheet access?
If you want to give a new user timesheet access, you’ll have to invite the user first. Go to the Timesheet tab and select the desired project. Click More Actions and select Add User. Click the [+] Add new user in the Add users popup. This will lead ...
How can I restrict timesheet user(s) from viewing or recording expenses associated to the project(s) they are working on?
By default, users with the role “TimesheetStaff” ( i.e timesheet user ), will be able to record expenses for their associated projects and view expenses that were created by them. But, if you, as an admin, do not want to make this option available to ...
Billing Methods and their Description
Fixed Cost for Projects - A fixed cost is set while starting the project. You bill your customer only for the total fixed cost on completion of the project. Based on Project Hours - This type of billing method can be used for service based projects ...
How can I maintain a common task list and use it for all the projects?
A common task list cannot be created in Zoho Books. As a workaround, Create a project with the common task lists you wish to have. Under Tasks, click on Import tasks from existing projects whenever you create a new project and wish to have the same ...
How do I create an invoice for multiple projects?
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 ...
How can I duplicate the details of an existing project onto a new one?
Project duplication can be done by cloning a project in Zoho Books, 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 ...
How do I include unbilled expenses and projects in an invoice?
When invoicing a customer, you can also include their unbilled expenses and projects in the same invoice. Here’s how: Go to Sales > Invoices. Click + New to create a new invoice. Select a customer. The number of unbilled expenses and projects for ...
How do budgets for projects work?
You can use budgets in Zoho Books to store the ideal amount of money you would like to spend for a project as a whole as well as for individual tasks and staff. You can also store the number of hours you would like to spend for a project. After ...
How to configure taxes for the items I sell?
In Zoho Books, you can configure taxes for individual items. When you create transactions with these item, the configured tax rate will be applied automatically. To configure tax for an item: Go to Items. Create a new item or edit an existing one. ...
How do I enable/disable the columns in the item table?
The look and feel of all the elements in the item table can be customised to suit the type of content that would be displayed in the document. To enable or disable a column in the item table: Navigate to Settings from the top right corner of the page ...
Zoho Books How do I customise the invoice notification email template?
Email templates in Zoho Books let you customise unique, customer-centric notification emails. Invoice notification emails are the invoice related emails sent to your customers. To customise the invoice notification email template: Navigate to ...
Zoho Books- How do I add my organisation’s address to the invoice PDF?
You can add your organisation’s address to your invoice by editing the available templates. Here’s how: Navigate to Settings in the top right corner of the page and click Templates. Go to Invoices and click Edit on the template that you wish to add ...
How do I provide discounts at invoice level?
You can provide discounts to your customers at the invoice level. Here’s how: Go to Settings > Preferences. Under General, scroll down to Do you give discounts? and choose one of the options. Option Desription I don’t give discounts Choose this ...
How do I customize my invoice template?
To customize your invoice templates in Zoho Books: Go to Settings > Templates. Select the Invoices tab from the left sidebar. Hover your pointer over the template you want to customize and click Edit. You can also create a new template by clicking + ...
How do I check if my customer has viewed an invoice?
To see the invoices that your customers viewed: Go to the Sales module on the left sidebar and select Invoices. Click the All Invoices dropdown at the top and select the Customer Viewed filter. The Eye icon will be displayed next to the invoice ...
How do I change the email address from which invoices are sent to my clients?
Go to Settings > Organization Profile. Click Configure Email Preference under Primary Contact. Click the Pencil icon to edit and specify a different email address as the primary contact and click Save. If you want to add a new email address, click + ...
How do I configure auto-generation of invoice numbers?
To configure auto-generation of invoice numbers: Click the Settings icon next to Invoice#. Choose to either enable or disable auto-generation. You can configure this while converting a quote into an invoice, or later while editing an invoice. For ...
How do I monitor the status of my invoices?
The real-time status of each invoice will be displayed under the Invoice Status tab in the Invoices module. It can have the following status: Draft, Pending Approval, Rejected, Approved, Sent, Partially Paid, and Paid. Status Description Draft This ...
How do I mark an invoice as sent?
Once you send an invoice to a customer, its status automatically changes to Sent. To manually mark an invoice as sent: Open an invoice which has its status as Draft. In the invoice details page, click Mark as sent. The status of this invoice will be ...
How can I associate a salesperson with a particular invoice?
You can associate one salesperson with an existing or a new invoice. To associate a salesperson with a new invoice: Go to the Sales module on the left sidebar and select Invoices. Click + New on the top right corner of the page. On the New Invoice ...
How can I track sales made by a salesperson?
A salesperson refers to the person who interacts with the customer and makes the sale. In Zoho Books, you will be able to associate the salesperson to an invoice. To track the sales made by a salesperson: Go to Reports > Sales > Sales by Salesperson. ...
How do I convert a quote into an invoice?
To convert a quote into an invoice: Go to the Quotes module under Sales in the left sidebar. Select the quote that you want to convert to an invoice. On the quote’s details page, click Convert at the top and select Convert to Invoice from the ...
Can I include multiple expenses in an invoice?
Yes, you can include multiple expenses in an invoice. When you create an invoice, Zoho Books will prompt all the unbilled expenses associated to that customer. You can select all the expenses or choose to add only a few. If you only add select ...
What are the various ways to create an invoice?
Invoices can be created from the following modules: Quick Create Button Use the Quick Create option in the top-left corner to go straight to the invoice creation screen. Items To create a new invoice with particular items, you can mark the checkbox ...
Zoho Books How do I change the email address from which invoices are sent to my clients?
Go to Settings > Organization Profile. Click Configure Email Preference under Primary Contact. Click the Pencil icon to edit and specify a different email address as the primary contact and click Save. If you want to add a new email address, click + ...