Zoho Invoice Reviews

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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 that supports so much less functionality that the last. OK, off that soap box. Zoho Invoice so far seems easy to use, with a few caveats I will spell out in the next section. The customization is great (almost, but not quite, to a fault). Some of what I consider basic functions for a consulting environment are available. Including the expense receipt images on the PDF invoice (HELLO FRESHBOOKS!!!) are very simple.

Cons
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 you get to the invoice you cannot access custom fields at the detail level. Provider the option to include the expense author on the invoice. I usually have two to three of us on an engagement all entering expenses for travel, lodging, meals, etc. By including the author, the client can easily see from whom the expense is coming from. To get around these shortcomings, I have my group enter expenses in a very specific way that includes these information in the notes field. Not optimal, but still works.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I have been using the whole Zoho suite for a few months now and I love it. It offers customisable invoices, bespoke to the project or company in question, full scheduling and automation features and all within a clean interface that works on the web and across multiple devices via their various mobile apps. I get paid on time and with ease thanks to Zoho Invoice.

Cons
The interface can be a little confusing for new users to get around, but as I am the only one dealing with invoices and an experienced web developer I don't have any complaints. Simialrly, through no fault of Zoho's the interface doesn't always work well for my devs in the Republic of China, this is due to throttling and other connectivity issues brought on by the Great Firewall of China more than Zoho's interface but it's all I can think of in a negative light.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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 great for basic bookkeeping. 3) Invoice management is second to none. You can create draft invoices, recurring invoices and others all with a few clicks, the email template is also great as you do not have to write emails. 4) Customer Statements are invaluable. Being able to send a customer a statement of all invoices plus payments they have made is a Godsend for business. Zoho Invoice may not have all the bells and whistles of Zoho Books but it is an affordable alternative to someone who does not want the accounting side of things but want to still have a basic overview of their financial standing as a business.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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

Cons
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

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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)

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

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 7/10

Pros
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.

Cons
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 of just going back to doing my own work. I am also not a fan of the emails that get sent to my clients with Zoho branding (they see my branding and invoice after clicking to open a link, which is a bit redundant). I would like to see this app step up their game with something a little more innovative to make the price worth it, or reduce the price of the software. It's just not worth it by my standards.

Rating breakdown

Likelihood to recommend: 7/10

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. Not important

Rating breakdown

Likelihood to recommend: 10/10

Pros
ease of use, the price is right, has made my life so much easier

Cons
I would love to be able to integrate online proposals/agreements; I would also like to have more flexibility with the invoice and HTML email design

Rating breakdown

Likelihood to recommend: 10/10

Pros
If you want an easy-to-use online invoicing tool, Zoho Invoice is the right one for you. I like this software because it helps us send customized invoices to our clients. Creating invoices using this tool is easy. It can help you track the financial performance of your business. It is a must-have tool for invoicing purposes for small business woners and freelancers.

Cons
I like using this tool to create customized invoices for my clients. However, I think it is expensive for small enterprises. The vendor should make it flexible and affordable for everyone. However, apart from that, it is a fantastic tool for everyone.

Rating breakdown

Likelihood to recommend: 10/10

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. Among the most notorious benefits that I find in the software is the personalization of tax invoices, taking into account digital signatures, watermarks and the adjustment of taxes according to the national market regulations.

Cons
I have no problems with the tools and options offered by the software. 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

Likelihood to recommend: 10/10

Pros
Zoho invoice has only given us a good impression, since we used it in our office we have achieved positive characteristics, among which we have the making of facts quickly and easily, avoiding the printing of forms and physical invoices that only generate expenditure of resources. Another positive feature is that we can add the local taxes and thus make the invoices according to our fiscal ordinance, eleemnto very effective to invoice.

Cons
We have experienced a lot in the work from this software and from moments both I and my co-workers have not found negative features of the software, on the contrary, day by day we get more attached to the software because of its positive characteristics.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Ease to understand , easy to use. don't need an accountant - replace him partially for small set ups. reminds customers for payments. can look your expenses and reports in easy to understand fashion

Cons
its not an accounting software! its only for billing and expense accounting. remember that!

Rating breakdown

Likelihood to recommend: 8/10

Pros
Invoicing is usually a tedious task, but somehow Zoho Invoice makes it super easy to create an invoice in less than a minute, there is nothing in there that I would miss. The best part is that It has an iOS App that makes it so easy.

Cons
Some times is difficult to change the currency for a client.

Rating breakdown

Likelihood to recommend: 10/10

Pros
1. the mobile app 2. The customisable templates 3. User Interface 4. Client portal 5. the dashboard that shows income

Cons
1. There's no bulk mail option to send newsletters 2. I cant have different notes for different templates. I have to keep making minor edits everytime

Rating breakdown

Likelihood to recommend: 10/10

Pros
In our organization, we started using Zoho Invoice because it helps us in creating well-organized invoices and send them to our clients. I like using it because it helps us create customized invoices in seconds. The tool is affordable and reliable for both small and big enterprises. It will help you track or monitor the finacial health or trend of your business.

Cons
The interface of Zoho Invoice is difficult to understand at the beginning. It requires you to learn some basic skills to help you create accurate invoices. Although the interface is confusing, this tool is reliable and helpful to us.

Rating breakdown

Likelihood to recommend: 10/10

Rating breakdown

Likelihood to recommend: 10/10

Pros
This software is really simple to master and use. The UI is great, navigation is simple and it's easily customizable to meets your needs depending on what you want. Creating customized invoices that match your brand is so easy that just about anyone can actually use this software. I also like that the pricing is really affordable

Cons
It's not an accounting software. Just for invoices and must be used with CRM. Other than that, I don't see anything bad about this software

Rating breakdown

Likelihood to recommend: 10/10

Pros
Zoho Invoice is a reliable accounting software that helps us in creating or customizing invoices for our clients in order to request payments for the goods and services that we have offered. I like using it because it has excrellent features. Moreover, it helps us in tracking every invoice, which prevents late payments.

Cons
To be sincere, I have not yet found anything bad or irritating about Zoho Invoice. However, in my opinion, I think the technical team should improve in the way the respond to questions.

Rating breakdown

Likelihood to recommend: 10/10

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). Thats why we cant use Zoho Invoice for cash transactions, only for wire/bank transactions. I would *really* love if we could somehow connect Zoho Invoice with FURS (http://www.fu.gov.si/en/)

Rating breakdown

Likelihood to recommend: 10/10

Pros
Fast flexible

Cons
A little rough around the edges, refine please

Rating breakdown

Likelihood to recommend: 7/10