Zoho Invoice Reviews

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...

Read more

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

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

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

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.

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

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

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

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

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

Zoho invoice is practically must-have if you use Zoho CRM. The integration is good and it has at least 90% of the features any small to medium business would want. It has a generous free tier so you can invoice your first few clients before subscribing.

The CRM integration is good although somewhat tricky to initialize. It's easy to get sync problems between this CRM and invoice accounts.

Hi Alex, Thanks a lot for the detailed review on Zoho Invoice and our native integration with Zoho CRM. We're happy to know you like it! Feel free to share your feedback anytime to support[at]zohoinvoice[dot]com Regards, Harikrishna The Zoho Invoice Team

Online payment processing, recurring invoices, automated emails, and a client portal

Nothing. I loved everything about this software.

Hi Anthony, Thank you so much for taking the time to review Zoho Invoice. Managing invoices and payment collection, like you said, can be really stressful and frustrating sometimes. We are glad to know that Zoho Invoice is helping you manage these easily. Good luck for your business. We're here to support you! Cheers, Harikrishna

Currently using the project as an assistance with setup of invoices for my personal webdesigning bussiness. The interface is extreamly easy to understand and use. I esspcialy foudn the software very userfriendly and doing exactly what it needs to. Being able to incoporate the information and generate Invoices and Estimates and also keep track of the bissiness cashflow is eaxtreally helpful.

The softward does take a little playing arround with to see where everything is and for those not technological inclind it will take some use.

Hi there, Thank you so much for taking the time to review Zoho Invoice, and we're glad to know it helps you have more control over your business cashflow. With regards to your requirement on displaying the bank details, I understand the 'Customer Notes' might not be appropriate for it. But, Zoho Invoice provides a dedicated space to enter your bank details in the template settings. You can learn more about it here: https://www.zoho.com/invoice/kb/invoices/add-bank-details-to-invoices.html Kindly try this once and drop an email to support[at]zohoinvoice[dot]com for any further assistance. We'd love to help! 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...

Read more

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...

Read more

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.

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

It is a very useful and easy software, specially for small start-ups. It allows you to easily make invoices, recurrent invoices, manage them as you wish, etc. Also, you can personalize them, since you can do your own templates, although they provide you with some. But the most important thing is that you can integrate Zoho Invoice with all other Zoho applications, such as Zoho CRM, Zoho Expense, Zoho Mail, etc. and, by this, have several different departments of your enterprise in the same page. That's what I find most useful.

Honestly, I haven't found any problem with this program, but if I had to say something, I would say that the only negative things are small details that some times may be bothering but, at the end, are not relevant. An example of these little things could be when you make a mistake in an invoice and then you cannot modify it. It is true that you should not modify an invoice once it has been sent, but in some occasions I know I could do it without any problem.

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...

Read more

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.

Zoho is a solid piece of software. Love that they have a client portal! Clients can login and see their amount due on a project and make payments. They can accept estimates and change orders and pay immediately. This helps us get our money fast!

We ended up choosing Freshbooks, but only because Freshbooks was more intuitive. This is a great software for anyone that doesn't like Freshbooks.

Dear Justin, Thanks for reviewing us. We are happy to know that you liked the client portal that Zoho Invoice offers. However, it's unfortunate for us that you chose to leave. If you can spare a few minutes and drop an email to support@zohoinvoice.com, we could know more details on the reasons behind your decision. We would love to have you with us! Regards, Harikrishna The Zoho Invoice team

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.

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

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 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.

Easy to use on the simplest doing invoices

The template i could chose i love it and is easier for what i need

Hi Griselda, We are sorry about the problems you faced while logging in to Zoho Invoice. We hope our customer success team reached out to you and helped gain access to your account. In case you still face any challenges, feel free to reach out to support[at]zohoinvoice[dot]com Regards, Harikrishna