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.
Estimates can be easily created, tracked and sent using Zoho Invoice.
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.
Expenses can be reported with receipts attached.
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.
The client portal URL can be customized to reflect a business's brand
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.
Choose a template from Zoho's gallery of themes and customize it to suit your brand
Most popular features of all Finance & Accounting apps
Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Zoho Invoice's features:
Great billing software for professionals and small biz. Easy billing , saves your client contacts and billing history , good stationery options , even reminds customers for your payments-time n again!
Pros
reminds customers for payments. can look your expenses and reports in easy to understand fashion
Cons
its only for billing and expense accounting. remember that!
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Zoho Invoice provides a full-featured accounting tool for self-employed service professionals who don't need to manage bank accounts or balance sheet assets.
Pros
It even has robust support for time billing (projects, tasks, etc.), sales tax, recurring invoices, and even multiple currencies (I just need USD, but the capability is there).
Cons
The expense feature set includes the ability to track mileage.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
It allowed me to invoice and track payments.
Pros
I was so impressed on how easy it was to maneuver through this app. Invoicing was so easy and tracking payments was a breeze!
Cons
It did not offer any form of field management and did not integrate with the field management software I am using.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Occasionally
Likelihood to recommend
A member of the Zoho family of applications, Zoho Invoice does a commendable job of creating, tracking, and dispatching invoices and estimates.
Organizing my bills and automatizing my invoice creation.
Pros
With the mobile app integration, you can keep track, send and follow-up invoices wherever you are.
Cons
Once you have chosen a currency for a client, and you have at least one paid invoice with such client, it doesn't allow you to change it.
Rating breakdown
Time used: 2+ years
Frequency of use: Monthly
Likelihood to recommend
Pros
Very customizable, covers all the features I need as a small business owner without going overboard.
Cons
Interface can be a little clunky at times and integrations with other Zoho products don't always work as expected.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
Apart from its weakness, I highly recommend it for your business use due to the comprehensive data and report provided from its platform.
Pros
Even for using its free trial, I think it is helps you effortlessly on creating invoices for your clients.
Cons
Since its provide you with profound data needed, too many details you need to provide as well, which takes some of your dedication to fill the blanks there.
Rating breakdown
Time used: Free Trial
Frequency of use: Occasionally
Likelihood to recommend
Hi there,
Thanks for the review!
We are glad that you use Zoho Invoice for invoicing and tracking expenses. As you've explained, if the customer and product information are set up for one time (which can also be done via the CSV/XLS import), creating invoices is just a matter of a few clicks.
If you have any questions or feedback, you can always reach out to support@zohoinvoice.com
Regards,
Harikrishna
Zoho Invoice as a stand alone product is great.
When I think of Zoho Invoice, the word INTEGRAL comes to my mind, and I say this because before knowing Zoho Invoice, we had to use several software simultaneously to achieve a single objective, however, Zoho invoice has all those tools that we used integrated, greatly facilitating billing, auditing and budgeting work.
Pros
Zoho invoice is an excellent billing management tool that allows you to manage data associated with taxes and income, which is my field of specialization.
Cons
My problem with zoho invoice lies in the loss of operability when the internet fails, reducing the productivity of the product and forcing us to have alternative plans to supply this failure
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
The price is a trifle and the notifications for payments received is great for celebrating our success.
Another thing I love about this software is the currency switcher, since my products are sold in USD and IDR, also since Paypal exchange currency rate is lower than the market this tool rate customizer really comes in handy.
Pros
The simplicity, the currency exchange rate customizer, the simple report system, the Paypal option to receive payment, and the mobile app that works.
Cons
The loading time took a bit if it's opened from a weak internet signal.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Pros
It is easy to use and offers project tracking feature for an hourly billing which is best.
Cons
This software does not offers invoice inventory management feature which I least like about it.
Rating breakdown
Time used: Free Trial
Frequency of use: Daily
Likelihood to recommend
We tried many other solutions, but Zoho Invoice is most suitable to us.
Pros
- recurring invoices - invoice/email templates - reports - reminders
Cons
We have a law that requests that all invoices has to be send to our country (TAX department).
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
I have so much enjoyed Zoho Invoice. All invoices are usually sent without issues
Pros
Invoicing process is easy and fast enough that it does not reduce productivity.
Cons
I'll like more integrations to various payment platforms
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
The subscription to other invoicing applications is often much more time consuming. The dashboard that Zoho created is pretty intuitive.
Great system both for desktop and mobile. Easy to manage, send invoices, get payments, view reports, etc.
Pros
Zoho Invoice is a great option for small businesses looking for an invoicing program.
Cons
Zoho Invoice does not have the full suite of reporting tools and functions as other accounting software programs (such as Zoho Books), it is only for invoicing.
Rating breakdown
Frequency of use: Occasionally
Very useful when dealing with clients from other countries, using different languages and currencies.
Pros
It is easy to use, helps to time track all your own expenses as well receive payments from your clients.
Cons
The customization was a problem at the beginning. I experienced some difficulty while customizing templates. However, their website has a customer review section where you can write about your problems or concerns and they give a valuable feed back.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Recurring billing, ease of changing and billing, great reporting, integration to other Zoho products.
Pros
Zoho makes it easy to import from other systems.
Cons
In over a year, we've yet to run into something we do not like. It's a struggle to find a complaint-this is obviously a mature application.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Can't say enough about Zoho Invoicing component!
Pros
I am a part-time design freelancer with many clients to balance jobs/AP/AR, needless to say, I needed an easy to use solution that I can quickly find, send, follow-up or expense items.
Cons
Honestly, I have yet to find a flaw for my needs. This is such a wonderful solution for small to midsize businesses and perhaps nonprofits. Not sure how well it would fare for larger organizations.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
One of the most complete software I have known for the management of invoices in my work, has excellent qualities that facilitate the functions at work.
Pros
The Zoho network has a number of interesting programs that allow boosting corporate productivity, in the case that brings us up, Zoho Invoice is an excellent tool with fascinating potentials such as the preparation of invoices and budgets in real time, taking all the spatial particularities of the company such as taxes, fees, withholdings, increase or decrease of budget in the activities to be carried out.
Cons
Our team of professionals have achieved only benefits of this software, we have no complaints or suggestions of this program because it works wonderfully with the current demands of our management
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
It was hilarious at first, i was searching for an app to generate invoice when i am outside i came across zoho invoice gave it a try first try was funny as the functions didn't made any sense at first but soon after an hour so it felt like this application is really thought through when crafting, i quickly set it as my next go-to invoicing app on desktop and mobile and on the cloud, thanks you zoho for this wonderful service.
Pros
Everything from custom payment gateway integration to single click invoice genration, the best feature would be the inventory mangement and product catalogue making it easier to create invoice by typing the product name only everything will be fetched from the catalogue even the discounts and taxes are perfectly fine tuned with the invoice template.
Cons
The mail customizability the mail sent to payee is non-customizable(atleast for me) i want it to reflect offline payment instructions as well for some customers having no mode online payments that's the only drawback i found while using zoho invoice apart from this everything works perfectly fine.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Hi there,
Thank you so much for leaving such a wonderful review for Zoho Invoice! We're glad to learn your journey with us so far, and we hope to serve you more in the coming years.
With regards to the email that goes to your customers, you do have the option to customize it completely to match your brand. If you need any help setting it up, just drop an email to support[at]zohoinvoice[dot]com
Regards,
Harikrishna
Pros
The name may fool you but Zoho Invoice also lets you track time and other expenses related to your business or invoice.
Cons
1) Zoho Invoice does not have a feature that allows you to know when a client has seen an email about a payment.
Rating breakdown
Time used: 1-2 years
Frequency of use: Monthly
Likelihood to recommend
Work needed: The only thing lacking is vendor management instead of expense management.
