Zoho Invoice Features

Invoicing and bookkeeping in a small business are a snap with Zoho. Because I can simply compile and print out all of my billing and revenue information from the year, I no longer have to worry about tax season. If you're in the market for a straightforward and easy-to-use invoicing system, I highly suggest Zoho. We had a few difficulties with help early on, but they've been fixed and the assistance has been excellent since.

When premium plans were removed, a free forever plan was introduced, however Zoho branding was applied to the papers, which was a downfall. Zoho Invoice could charge a modest price to remove branding or a note that users may produce free invoices like this.

It was fantastic for the price. You have a full suite of features for a fraction of what something like Freshbooks or Quickbooks cost. While it had significant limitations, the features are far and above what you would expect for the monthly fee

My review my be a little outdated as I have switched over to Quickbooks paired with an industry specific invoicing system. The main issue I had was that it was missing a strong estimation software that they had implemented in their CRM module. That baffled me as the CRM had a more customizable and robust system than their actual invoicing system did. What's more, it didn't translate over as cleanly as I would have wanted. This might have been fixed by now but the disparity between their different modules can be problematic.

Zoho seamlessly integrates its iPhone app with its website so I can immediately create booking deposit invoices while I'm on the road—immediately capturing clients at that crucial moment when they are ready to on-board. Once all my templates are set up, it's just a couple clicks to send a new client an invoice via email or even text.

Zoho feels very "enterprise." Most of its preset categories and templates assume you are a giant corporation. Fiddling with billing and accounting headers and categories can be daunting and slightly confusing.

I tried many invoicing systems but none had the ease and depth needed to customise and translate all the fields needed to be compliant to my country tax and formal rules. The templating system is awesome, the way u can set automatic invoicing will save you a lot of time. This is just the best invoice software I've used and I'm still sticking with it.

The only drawback is that you can't delete customers if you have an invoice regarding them. This can limit your free trial or your free plan. If you always work with the same customers it's fine.. if you always have new and many customers this is something to think about first.

Logging my time and being able to send my clients a detailed invoice (that I can customize) is critical to me. The fact that my client can opt to have a portal to see invoices, payments, etc. is icing on the cake!

Because invoicing is my business Achilles Heel, I would like it even better if I could create a recurring (monthly) invoice for my clients so I don't have to remember to do it. It is just there. Recurring billing right now is only for a fixed amount and I cannot add billable hours to it. However, the PROS definitely outweigh the CONS.

The features that I like most are invoicing processing and online invoicing. Makes my day to day work load so much simpler and easier.

I have not run into a problem with this software so far.

Zoho Invoice has long been an dependable tool for all our internal billing and invoicing needs. Ability to choose templates, customize design, adding categories and much more, makes it an integral part of our day to day business. The product has extensive features like dashboard, estimates, payments, recurring payments etc which can serve very well to any startup, SMB or enterprise. The product has strong UI/UX and the simplicity to use does not require any additional training or hand-holding, its just amazing how fast our new resources pick it up from day 1 We have used Zoho Invoice from our starting days and we have grown stronger together over all these years

As a founder-led company, I wish there was a feature to group multiple invoices into one and create a invoice group list, some customers expect us to submit multiple invoices in batches.

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.

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

Hands down, the feature I liked best about Zoho Invoice was its ease of use. I place a lot of emphasis on this aspect of software. If software is difficult to learn, or it is not pleasing to use, then why bother. With Zoho Invoice, I was up and running in less than an hour. Like all of Zoho's software, the user interface is pleasant and makes sense. The product is also stable. No glitches, hiccups, or bugs.

Not so much a "dislike" as I simply needed software that did more than just invoicing and expense tracking, which is what Zoho Invoice does really well.

Hi Eric, Thank you so much for leaving us a terrific review! We are humbled :) Ease of use has always been at the heart of everything we do at Zoho Invoice, and we're glad to know you like it! Feel free to share your feedback to support[at]zohoinvoice[dot]com anytime. Cheers, Harikrishna The Zoho Invoice Team

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. Started using as an On-The-Go invoice genrator and fell in love after generating first invoice.

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.

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

I love the easiness of use, interface, features, and price! If there’s anything I don’t know how tondo or understand initially, the help section is very comprehensive with step by step instructions. I have never found myself stuck or not understanding how to do something, and this is the first time I use software like this. The timesheet is also super helpful for independent consultora like myself.

There really isn’t something I don’t like about it. I think it would be useful to be able to set reminders to create invoices or when they are past due, to get them on your email.

Hi Gabriela, Thank you so much for leaving a stellar review for Zoho Invoice! We understand that managing finances can become a real challenge for businesses, especially in the initial stages, and we're glad to know Zoho Invoice helps you manage them like a pro. Good luck for your business, Gabriela! Cheers, Harikrishna

Practically everything is so well-thought out. Zoho Invoice is everything a self-employed person or entrepreneur needs to manage contacts, quotes, invoices, receivables and expenses. 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). Zoho Invoice is the almost perfect accounting tool I need to track income and expenses. When my data is entered and up to date, getting my data to my accountant for income tax prep is as simple as exporting two spreadsheets.

The expense feature set includes the ability to track mileage. This feature is represented well on the iOS app, but in order to enter a mileage record with an odometer reading, the system requires both a beginning value and an ending value at the same time. This really doesn't work. I would have to note my beginning mileage then enter it along with the ending mileage at the end of the business trip. As such, I use a standalone mileage app called MileBug.

My small consulting firm has used Freshbooks for a couple of years. Recently they "upgraded" their product and I lost very basic functionality that I relied on day-to-day. While not perfect, Zoho Invoice provides most of that functionality and at an over 50% drop in price. I really like the previous FreshBooks solution, and would have eagerly embraced the new, but you cannot release a new version...

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Three things. But keep in mind that even with these three things I find Zoho Invoice better suited to my needs over my current solution; Provide the option to include the expense date on the invoice!!!!! This is very basic and very needed. I see from reviews that people have been asking for this for several years. Provide a field for expense vendor. Sure I can setup a custom field, but when...

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Main feature is software is cloud baised, so you can access it anywhere like mobile, tablet, desktop and laptop. You can generate invoice for your customers in just 10-15 second that is bigest advantage of this application and they also provide free version with limited access so anyone check its features and then can buy.

i dont find any issue with this application, only new user will takes some time to understand its functionality.

Hello Harshad, Thanks a ton for the review! We feel excited to know that you are able to handle invoicing on the go using Zoho Invoice. Since we are now gathering feedback from users regarding their invoicing experience using the mobile app, feel free to drop an email to support@zohoinvoice.com with the details of the app you use (Android/iOS). We look forward to hear from you! Regards, Harikrishna

Zoho Invoice is a great invoicing tool that allows you to track invoices and payments for services and products. 1) The ability to design your own invoice template to use. Customization is easy but also designer friendly. 2) Tracking payments and expenses from one place. The name may fool you but Zoho Invoice also lets you track time and other expenses related to your business or invoice. This is...

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1) Zoho Invoice does not have a feature that allows you to know when a client has seen an email about a payment. This means you may not know if a client has seen your email unless they acknowledge it. 2) My continued gripe with Zoho mobile apps for Android still rings true. While the mobile app has the basic functions of the web interface, compared to iOS, the Android app just does not function as well. 3) The Client Portal does not offer much functionality to a client other than to check their statements, the process of communication has to be started by you to give an estimate and so on. If there was a way to allow a client to also initiate communication from the portal, it would be better.

For young employees it is easy enough to add the products and their costs, and i can keep track of the schedules that have been created and included from the office or the cellular device, in addition to that I can send my clients the invoices by email in PDF formats

I am somewhat general about the billing information, and it may only be a whim of mine, but I would like to have more control of the information in my invoices. For example, my start time, end time, assignment name and some notes I want to write for each assignment billed to my clients

Hi Jorge, Thank you for reviewing Zoho Invoice. We are happy to know Zoho Invoice has been helping you with your business invoicing. Regarding your requirement, we presume that you would like to have separate fields for all the information. If that's the case, you can use custom fields to capture additional information. In case this is not what you are looking for, do write to support@zohoinvoice.com, our support team will be more than happy to assist you with your requirement. Cheers, Zoho Invoice Team

This is exactly what I was searching for. An app to do quotes, invoices, inventory, costs. All link together, on the cloud, on every device I have. I use this on the go, in my iPad. I use this on my office with the browser app. All link together. Also you get to manage sales people. I can check who send the quote. My dashboard tells me of accounts that have not paid, and the projected sales for the month. Literally I cannot imagine my operations without it. Easy to set up! logo and also very easy to customize to spanish.

Probably the lack of customer support. Being a huge company Zoho lacks of easy to find customer support/knowledge, so it is difficult to learn more about what to do with some options on the app.

Hi Alejandro, Thank you for reviewing us. Zoho Invoice provides 24*5 email, chat and call support. We also have user guide, forums and blogs to help our customers find what they are looking for. You can always send a mail to support@zohoinvoice.com, we would be more than happy to help you.

After having tried to find solutions that are cloud-based, available on multiple devices and is easy to use, this is absolutely the best economic solution! 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. This is by far the best option for that type of invoicing! -Customizable -Detailed reports & dashboards -Estimates -Terms & conditions -Easy entries by client -Sortable -Can use on desktop & mobile -Timesheets (although I don't utilize this function)

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.

The first obvious pro is that for a single freelancer this software is free at a fully functional level. Given that other alternatives I have made use of in the past cost at least p/m, often more, for the same, or even less, functionality, it's a great choice indeed. Also very impressive is the level of functionality available. I currently maintain a 35 client active client database, can track time for and bill them all, receive payment in several different ways including PayPal and M/Visa and get excellent reports with a few clicks on all kinds of aspects of my account activity.

Sometimes the settings can be a little hard to adjust, you may have to dig deep to figure some things out, but after two years of use, I do pretty much have it figured out now.

Zoho Invoice had almost everything we needed. The customization was great, the way they had line items setup was perfect. They accepted both Paypal and Stripe right out of the gate with no wonky overlays. It is a little bit of a no-frills system visually but it does everything you want it to do. Then there's the price, for what you pay you really cannot beat this platform.

The only reason we switched away from the Zoho Invoice service was integrations. When we implemented Proposify it didn't integrate with Zoho Invoice but had a seamless integration with Freshbooks. If Zoho Invoice had more integrations (non-Zapier) it would be great.

Hi Shane, Thanks for the review. It's good to know you liked the online payment integrations we have. Regarding the integration with Proposify, we are sorry that it's not available right now. But, if we roll it out in the future, we shall let you know. That said, if you are interested, we can discuss how can set up the connection between these apps using our APIs. Cheers, Harikrishna

Zoho Invoice is super simple to sign up and start using it immediately. Also, it is very easier to create, send, and track the invoices with its user-friendly dashboard.

I found it a hard time to change the currency of any specific invoice, and also customizing invoices as per the need is a bit confusing.

Dear Ashwini, Thanks for reviewing us. We are glad to know you find Zoho Invoice helpful to manage your monthly and annual invoices. Regarding changing the currency and customizing the invoices, we would love to get in touch and help you out quickly. Kindly drop an email to support@zohoinvoice.com so that we can schedule a call at your convenient time. Regards, Harikrishna The Zoho Invoice team

For a startup company, safeguarding finances and using it wisely is of great importance for the survival of the company. The features Zoho invoice provide are simply worthy as compared to its price. It is so easy to maintain invoices, receivables, expenses and many others. One of its prominent is the multiple currency feature. And as far as personalization is concerned, they have made custom templates highly personalized. All in all, it is a must-have application for startups.

The app seems to be biased towards iOS more than Android. It works better on Apple devices as compared to Android devices. Also adding a feature, wherein one could know if the client has opened the email about payment would be quite good as it would remove any unwanted friction.

What I absolutely love about this product is the simplicity of the interface, and the ease of which I can customize my invoices and organize my clients. Its really nice to be able to have everything you need to invoice all in one central location. (address book, invoice editor, payment organization and tracking, etc) I also love that the interface itself changes based on your personal branding, and that it incorporates that into your invoices, so that your clients see something cohesive and professional (once they open the email attachments) without you having to do much work behind the scenes to make it happen.

It is definitely handy to have all of your tools in one place, however all of those things I could also do myself almost as easily. This app saves you time setting up for sure, but once you have your own templates in other editing software such as InDesign or Microsoft word, it makes this platform almost obsolete. The advantage of having a central location is almost not worth the price, and I am thinking...

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Easy to setup and start invoicing. I like the online payment features and customer portals. Ability to approve and decline estimates online is really helpful and I like that it will auto-invoice.

Can be difficult to find template settings if you're not familiar with it. Can be hard to find some of their great features. For example, they have pre-set functionality that you can insert into the templates that I wasn't looking at because it was named something else.

Hi Elise, Thank you so much for the review! It's good to know that you are able to manage estimates, invoices and payments through Zoho Invoice. Regarding the templates, if you could drop an email to support@zohoinvoice.com, it would be great! We like to know the features and functionalities that you found difficult to find, so that we can enhance your experience further. Regards, Harikrishna