So you manage your project budgets and performance through Zoho Projects - that means you invoice through Zoho Projects. Unfortunately when you invoice through Zoho Projects, even though the deal is associated with the project in the project, when you invoice through Projects it doesn't associate with the associated deal when invoiced - weird huh?
Who knows maybe Zoho will fix this in an upcoming update (they are always improving the product) - and render this video useless. Until then, you will learn in this video how to re-associate the invoice in the Zoho Finance section of Zoho CRM deal/potential/opportunity record associated with the project - automagically when the invoice is created. We do this by using a workflow and custom function in Zoho Books.
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David Edkins is an expert of the Zoho platform.