{"id":4219,"date":"2026-05-29T20:56:55","date_gmt":"2026-05-29T20:56:55","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4219"},"modified":"2026-05-29T20:56:55","modified_gmt":"2026-05-29T20:56:55","slug":"project-billing-zoho-books","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/project-billing-zoho-books\/","title":{"rendered":"Project Billing"},"content":{"rendered":"<style>.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}.gt-section{margin:0 0 36px}.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}.gt-example-box strong{color:#2563EB}.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">Project billing in Zoho Books is the capability to track time, expenses, and milestones against a specific customer project and generate invoices from those records, ensuring all billable work is captured and invoiced accurately without manual compilation.<\/div>\n<div class=\"gt-section\">\n<h2>Setting Up Projects in Zoho Books<\/h2>\n<p>Create a project by going to Time Tracking, then Projects, and clicking New Project. Name the project, select the customer, and choose the billing method: Fixed Fee (a single agreed amount regardless of hours), Task Based (each task has its own rate), Project Hours (hourly rate for all time on the project), or Staff Hours (each team member has their own billable rate). Add tasks, assign team members, and set task-level budgets or time estimates. All subsequent time entries and expense claims are linked to this project.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Billing from a Project<\/h2>\n<p>When you are ready to bill the customer, open the project in Zoho Books and click Invoice. The system presents all unbilled hours and expenses logged against the project. Select the items to include in this invoice (you can bill partially if the project is ongoing) and Zoho Books generates the invoice with all the selected line items pre-populated, the correct customer details, and the applicable GST. Save and send the invoice directly to the client.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Project Profitability Reporting<\/h2>\n<p>The Project Profitability Report in Zoho Books compares the revenue billed (invoiced amounts) against the costs incurred (expenses and time logged at internal cost rates). This report helps project managers identify whether a project is profitable, whether it is over-running on hours, and whether all costs are being billed. For service businesses where profitability varies by project, this report is one of the most valuable in Zoho Books.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>Industry:<\/strong> IT Consulting \u2014 A Pune software consultancy runs 12 active projects simultaneously in Zoho Books. Each project has tasks with individual billing rates. When a sprint ends every two weeks, the project manager reviews the unbilled items and triggers an invoice from Zoho Books. The client receives an invoice showing hours by task, expenses reimbursed, and the total amount due, with GST calculated automatically.<\/div>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/time-entry-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Time Entry<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/expense-books-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Expense<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/invoice-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Invoice<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/customer-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Customer<\/a><\/div>\n<div class=\"gt-faq-item\"><strong>What is Project Billing in Zoho Books?<\/strong><\/p>\n<p>Project billing in Zoho Books links time entries, expenses, and milestones to a client project, letting you generate invoices with all billable items pre-populated for accurate and complete client billing.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How do I set up project billing in Zoho Books?<\/strong><\/p>\n<p>Go to Projects, create a new project, select the customer and billing method, assign tasks and team members. Log time and expenses against the project. When ready to invoice, click Bill on the project to generate the invoice automatically.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Project billing in Zoho Books is the capability to track time, expenses, and milestones against a specific customer project and generate invoices\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Project Billing | Zoho Books Glossary","seo_description":"Project billing in Zoho Books links time, expenses, and milestones to customer invoices. Learn how to set up billable projects and invoice clients accurately.","seo_keyword":"project billing zoho books","seo_faqs":"[{\"q\": \"What is Project Billing in Zoho Books?\", \"a\": \"Project billing in Zoho Books is the feature that associates time entries, expenses, and milestones with a specific client project, allowing you to generate invoices directly from the project with all billable items pre-populated, ensuring accurate and complete billing for project-based work.\"}, {\"q\": \"How do I set up project billing in Zoho Books?\", \"a\": \"Go to Projects (or Time Tracking) and create a new project. Select the customer, set the billing method (fixed fee, based on task hours, based on project hours, or based on staff hours), assign tasks and team members, and start logging time and expenses against the project. When ready to invoice, click Bill on the project and Zoho Books generates the invoice with all logged billable items.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1246],"class_list":["post-4219","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-books"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4219","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4219"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}