Project-to-cash, designed first
| Step | Setup |
|---|---|
| Win and set up | Project templates, budgets, billing method |
| Plan | Task lists, milestones, owners |
| Deliver | Timesheets with approval, expenses against projects |
| Bill | Time-and-material or milestone invoices in Zoho Books |
| Review | Utilisation, budget vs actual and margin by project |
We write the project-to-cash SOP so every project manager opens, runs and closes projects the same way.
Frequently asked questions
Can Zoho Projects bill clients through Zoho Books?
Yes. Projects integrates with Zoho Books so approved timesheets and milestones can be invoiced. We set up the billing method for each project type.
Can we see project profitability?
Yes. Project budgets, logged time with cost rates and project expenses come together in a project profitability view that is available in Zoho Books. For more advanced and granular analysis, such as profitability by client, team member or phase across many projects, we build it in Zoho Analytics.
General information only, not legal, tax or software licensing advice. Zoho features, editions and prices change, so confirm the current position with Zoho or with our team before you commit. See our disclaimer.
