PaySimple vs. Zoho Invoice

PaySimple has made it next to impossible to become PCI compliant unless we purchased a separate computer for the sole purpose of invoicing. We switched to Chase Bank who does not store sensitive info on our computers allowing us to accept credit cards and still remain PCI compliant. Our money is available much faster by not using the 3rd party. Additionally, a simple company name change required more paperwork than closing the account and setting up a new one even when the same bank account was going to be used. This was the primary reason to shop around. We happily contacted Chase Bank and now save $125 a month and receive access to our funds faster. I cannot believe I stayed with PaySimple as long as I did. It's amazing anyone would jump through the hoops of PCI compliance when the technology exists to keep sensitive information off your small business computers. If this review stops anyone from paying those monthly fees, the time was well worth it! PaySimple, requires business owners to fill out forms that make no sense in laymens terms. Chase Bank fills them all in for you and highlights the areas that need to be signed and initialed. PaySimple, charges excessive fees and in my opinion has very emotional customer service reps. Chase Bank, was eager to help and get things rolling so you can focus on your business. I would never recommend PaySimple.

Zoho Invoice streamlines invoicing, payments, and customer interactions, improving financial health and saving time, money, and energy. It ensures billing accuracy, reduces errors, and streamlines client billing by tracking goals and streamlining invoice generation. Zoho Invoice focuses on automation and invocation management to efficiently complete multiple tasks. Zoho Invoice has all the features needed for an invoicing system, but it could be better at integrating with other CRM platforms and simplifying taxation.

• PaySimple is awesome for recurring payments. It's easy to set one up and make changes as needed. Without this feature, our business would be dead. Being able to easily set up recurring payments for our retainer is a must and PaySimple does it beautifully.
• The payment portal feature is also really good fro collecting payments of differing amounts. We setup a single portal where customers enter the payment amount accessed from a link in the invoice email. This feature has transformed out collections and cut down our time to get paid significantly.
• If you do have product type offerings, it's easy to setup individual products or an entire store.

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• Multiple payment platforms integrated for ease of client payment.
• You can create different hourly rates for various tasks or individuals within an organization.
• You can attach files to your invoices.
• Clients get their very own log-in.
• Ability to create credit notes.

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• More proactive and empowering role in merchant fee's and alternative processors. Transparency is challenging in understanding Paysimple's role and relationship to the processors.
• Identifying areas for further value to clients.
• More targeted small to mid-size business perspective to anticipate growth challenges and prevent blocks on funds for legitimate sales and growth.

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• Time tracking, though easy enough, could be simplified. Having the ability to change default settings when entering time could save a few keystrokes.
• The ability to automatically take unbilled hours and pull into a new invoice seems to be there, but it is a bit cumbersome. It also defaults to too much detail. Having the ability to customize would be great.
• The ability to auto-BCC yourself on all invoices sent out would be a nice feature.

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Zoho invoice has changed my expectations of what services like this can be. Providing something as simple as invoicing for small businesses who are struggling to find places to cut costs at such a reasonable rate is life-changing for some businesses. I know it was for mine. We saved so much that we did not have to cut in other areas. That has helped to keep us in business and grow it as well.

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Authorize.net and a handful of other merchant processors and gateways. Most payment gateways (online portals to process payments) are rudimentary and not extremely intuitive. PaySimple is not and they are constantly coming up with new ways to improve upon an already very impressive platform.

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Google Drive stored my invoices in one accessible location but required more time and maintenance. I didn't want to invest the time into building out sheet functions to carry over figures across sheets, so I researched invoicing options. I am already a fan of Zoho services, so it was an easy decision to try out their Invoicing site. Same login, the same level of support, free trial. No risk! I was pleased to find the solution on my first try.

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• Because we've got a really awesome rate with them it's definitely a positive ROI. I can't say what that figure is but it's pretty good. Also, our customers have a huge ROI over their prior way of getting payment from their customers.

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• Zoho Invoice has created a positive impact by allowing us to successfully organize and track online payments and invoices.
• Zoho Invoice has saved us both time and money by making our invoicing business processes automatic and effortless.
• Zoho Invoice has created a positive return on our investment many times over. It's increased business functions to help generate more profits in shorter periods of time.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info