Overall I love Zoho Invoice simply because of how effectively they automate the process of sending invoices and collecting payment. It saves me so much time every month and is worth every penny.
Pros
I needed an invoicing system that could send recurring invoices. I was spending too much time every month manually creating invoices, and would often send them out late, which meant I'd get paid late. Of all the options I researched (there were a lot) Zoho had the most features for the lowest price. Set up was easy, and they keep adding new features that are included with my subscription. They even have automatic reminder emails you can have sent to clients who are late in paying. This happens so often in my industry, that this feature has actually helped me collect my payments faster, without me having to spend time trying to get paid.
I also love that as my business grows, Zoho has so many other products that I could add to my Zoho dashboard. I've also noticed that most of the other 3rd party programs I use have options to connect to Zoho.
Cons
Their customer support is a bit slow. There's a new feature they've rolled out that I'd like to use, but there's not much documentation about it. I reached out a few days ago for help and still haven't heard back. It would be nice if step by step instructions were easy to find for their new features.
Hi Julieanne,
Thank you for taking the time to review us! We're glad to hear you were able to streamline your invoicing and payment collection processes.
Regarding your feedback on the documentation, it would be very helpful if you could share more details. Please feel free to drop an email to support@zohoinvoice.com
Regards,
Harikrishna
The Zoho Invoice Team
Rating breakdown
Likelihood to recommend: 10/10
Zoho invoice makes it easier for me to create invoices on the go and be able to share them with my customers and also be able to track the transactions and history for all my clients
Pros
What I like the most about Zoho invoice is that it is easy to use and has all the necessary tools that you will need to create, send and file proper invoices
Cons
What I like the least about this software is that it’s a bit difficult to access the Control Panel and be able to configure some of the settings
Dear Thobane,
Thanks for the review!
We are glad to know that you are able to create invoices on-the-go and share it with your customers easily.
Regarding accessing the settings, we love to know more on which part of the configuration you found to be a little hard to reach. You can reach out to support@zohoinvoice.com when you have the time and we shall pass on your feedback to our design team.
Regards,
Harikrishna
Rating breakdown
Likelihood to recommend: 9/10
Overall good customer service and good product. We tried different ways to implement the recurring feature that most of our clients would use. We wanted to auto deduct recurring invoices and it didn't have that feature, otherwise, we probably would have stayed with it. We did use Zoho subscriptions for that.
Pros
It was quick to get up and running. The software is fairly easy to navigate and provides professional looking invoices that are downloadable by my customers. My favorite feature is the reminder feature, once you send out an invoice the software can send out automated reminders for the client to pay in case they don't see it in their email the first time or get busy and forget (cause an email will be forgotten eventually, as good intentioned as we all are). Definitely good for people starting out and small businesses that don't have a lot of clients. The price point is low for starting out, usually a lot less than other software I've seen and used. And if you use Zoho CRM, in can integrate with that.
Cons
For me personally, I was using the software for invoicing website development customers, and once you get done, apart from web hosting, you are done. And over the past few years, I hit my max level and I don't feel like its much of a benefit to have past customers count towards my limit. Some of which are small jobs.
I think it would be better if you have the same customers you invoice regularly.
Hi Matthew,
Thanks for the review!
We are happy to know the automatic reminders and the integration between Zoho Invoice and Zoho CRM were of help to you.
Regarding recurring transactions, it's good to hear that Zoho Subscriptions caters to your needs but since Zoho Invoice itself has recurring invoices and the ability to auto-charge your customers, we would like to know a little more on it.
You can reach out to support@zohoinvoice.com so that we can understand your requirements better.
Regards,
Harikrishna
Rating breakdown
Likelihood to recommend: 9/10
Overall it got the job done with creating invoices but we ultimately cancelled the subscription. It was too expnesive for what it was and we just started doing invoices through Word or Excel. If you have the entire suite I could see why some businesses love and succeed with Zoho.
Pros
we used this software mostly to create intercompany and corporate invoices to vendors. I liked how you can set them up on a recurring basis, customize recipients and the look of the invoice and that you could access on your mobile device.
Cons
didn't integrate with our main accounting software so it was a lot of double entry. I also didn't like how every part of Zoho was a different section and product and price. For just Zoho invoice it was expensive and confusing for some users, being unable to use other parts of the system
Dear Nicholas,
Thanks for taking the time to share your feedback.
We understand that you felt the product to be expensive and that some of your users found it could be more intuitive. Sorry about that. If you are ready to give us a chance, we are happy to schedule a call, know your requirements and suggest the best plan.
We believe the import/export functionalities and our REST APIs could help you with pushing the data to your accounting platform. Just drop an email to support@zohoinvoice.com and we shall get in touch with you.
We would love to have you back with us!
Regards,
Harikrishna
The Zoho Invoice team
Rating breakdown
Likelihood to recommend: 7/10
My overall experience with Zoho Invoice has been great.
Pros
I like how you can setup the templates and integrate a variety of payment options. The online portal makes it easy for the client end to manage payments and stay informed on what is going on.
Cons
I wish it would integrate with quickbooks easier. Also it would be easier of it had some sort of e-sign option for clients to sign the terms page on invoices.
Hi Alex,
Thank you so much for reviewing us! We are thrilled to hear your feedback :)
We are sorry that we don't have a direct integration with QB as of now. However, you can take a look at Zoho Books if you are interested.
Regarding e-signing, it's currently available for estimates (your clients can sign your estimate to accept it) but not for invoices. If you'd like to know more about this, feel free to reach out to support@zohoinvoice.com
Regards,
Harikrishna
The Zoho Invoice Team
Rating breakdown
Likelihood to recommend: 10/10
We have three customer based plans for Zoho Invoice. Monthly and Yearly subscription plans are available.
Free: $0 - 5 Customers, 1 User, Multi- currency Support
Basic: $9 - 50 Customers, 1 User, Multi-currency Support
Standard: $19 - 500 Customers, 3 User, Unlimited Projects, Unlimited Invoices and Estimates
Professional: $29 - 10 Users, Unlimited Everything! (Customers, Projects, Invoices and Estimates)
Anyone running a business knows the importance of getting paid quickly. To remain in business, a steady flow of income is necessary to handle the many bills an enterprise incurs.
Zoho Invoice promises hassle-free invoicing to make it easier to get paid. Not only can freelancers and business owners more easily deploy invoices, it encourages clients to pay more quickly with automated reminders and links to online payment options. Reminders can be set to automatically go out after a certain number of days have passed with an invoice overdue. This will help ensure a missed payment never gets lost in the system. Zoho Invoice also gives a business’s clients multiple ways to pay, offering popular payment options like PayPal, Google Checkout, and Authorize.net to speed up response times on invoices.
Invoicing doesn’t have to be painful. Zoho Invoice makes it easy to invoice clients, offering an up-to-date snapshot of a business’s performance. Easy-to-use templates can be customized to reflect a business’s brand. Payments can be made online, with automated reminders making it easy for clients to pay for items.
Zoho Invoice covers all of the major financial needs of a business, including invoicing, expense tracking, estimates, and more. With support for multiple currencies and languages, Zoho Invoice makes it easy for business to work with clients around the globe. With reporting, businesses have access to an always-updated snapshot of their finances.
Zoho Invoice is great for any business that creates and manages invoices. It is specifically designed for smaller businesses and sole proprietors, however.
The main users of Zoho Invoice are freelancers and small businesses. Web designers, writers, photographers, and other freelancers are frequent users of Zoho Invoice, as are small business owners and start-up organizations.
The most important feature in Zoho Invoice is its ability to help users create, manage, and track invoices to customers or clients. Once created, an invoice can be sent directly to the payee or can be printed to be sent through the postal system. Recurring invoices can also be set up for businesses that prefer to operate on a subscription-based model.
Once an invoice has been sent or saved, a user can make it recurring, mark it as sent, void it, print a packing slip, or clone it to create a similar invoice. All invoices are stored and can be referenced or used later as new projects arise.
Using Zoho Invoice, freelancers and small business owners can create professional-looking estimates to help win the job. The estimate is saved in Zoho Invoice permanently to allow professionals to reference it the next time an estimate is requested.
Once work has been completed, an estimate can be easily converted to an invoice. This quick step saves time by removing the need for duplicate entry. It also helps a business ensure it stays on track with its original estimate, although items can be changed to reflect items that have been added on over the course of the project.
Managers and employees can create tasks associated with projects, with time logged for each of these tasks for billing purposes. Tasks can be created and assigned using a PC or mobile device, allowing workers to keep projects moving while on the go. Employees can also track expenses and attach receipts directly in Zoho Invoice for easy reimbursements.
Zoho Invoice offers a project snapshot that shows the overall project budget, as well as the billed and unbilled hours for the month. If billing is fixed, that can be specified, as well, to ensure the project is billed correctly. Project expenses can be included with an invoice to give clients a detailed view of the work that has been completed.
Each Zoho Invoice user will be granted a portal that can be shared with his client. Through the portal, clients can view, download, forward, or make online payments for outstanding invoices. These payments can be made from within the portal.
Estimates can also be approved and rejected within the portal. At any point, a client can also access the transaction statement. Through a comment section, clients can discuss a specific invoice or estimate. This prevents long email threads and keeps everything in one place.
Contacts are the backbone of any invoicing system. Zoho Invoice allows existing contact lists to be easily imported or manually added.
Contacts can be added in the Contacts section or on many of the screens within Zoho Invoice. Search lets users quickly find specific contacts. Once the app has been in use for a while, users can see at a glance whether a client has funds outstanding and how much that client has paid each month.
Zoho Invoice provides templates to make invoicing easy. With so many options available, businesses can create professional, unique invoices that accurately match their branding. Templates allow for easy customization, including changing the background, removing columns, and adding logos.
Templates can be chosen both in the desktop and mobile versions of Zoho Invoice. Once an invoice style is chosen, the user can begin inputting information.
Zoho Invoice integrates with a variety of apps for the purposes of making accounting and payment easier. The app integrates with online payment gateways like Stripe, PayPal, PayPal Payflow Pro, Braintree, Authorize.Net, and 2Checkout.
It also integrates with Zoho apps like Zoho CRM and Zoho Projects. Zoho Invoice also integrates with a user’s existing Gapps account.
There are three plans associated with Zoho Invoice. A free plan allows users to create and send invoices, along with other features, but the free plan is only available for one user and five customers. A standard plan that costs $15 a month is available for 500 customers and three users, while a more robust plan allowing unlimited users and customers is available for $30 per month.
For a small cost savings, businesses can choose an annual plan that costs $150 for standard or $300 for professional.
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