Sage Accounting vs. Zoho Invoice

Sage Accounting seems appropriate for a small business that has basic accounting needs and is just starting from the beginning to set up its accounting software. It is less appropriate for businesses that have been using Sage 50, as Sage Accounting Standard does not successfully transfer important data from Sage 50.

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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.

• Cloud Based - I work from different offices so I can access anywhere.
• Whether paying a bill or receiving a payment it's done similarly. The consistency makes it easy to get in workflow.
• I appreciate the setup of the statements - easy to read.

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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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• Sorting reports - I want to sort my projects by what has and has not been paid, and this is unavailable.
• Print preview.
• FONT SIZE: This should be an option directly available to increase screen font sizes. Also, report font adjustments are incredibly difficult.
• Understanding all options and the performance the program can do, I would much prefer an in-person session or scheduled webinar because it is far too overwhelming to search forums/help centers. Just a useless vortex to get sucked into.
• Updates are easier than they used to be, but there’s still a big communication barrier. E.g., I install updates and restart programs, and then the next day or two it tells me to restart again because there have been updates. I know, I installed them already! It’s frustrating.
• Removing inactive vendors or clients - why is this so difficult? Can I not just delete and move to the next one? Every time I try it, it just defaults back to the top of the report… It’s fine for the first couple of letters in the alphabet, but that’s about all. Multi-select would be nice!

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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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Because we don't have time to migrate to a new system. So, we are kind of stuck with this system until our company grows or we are in a better financial position to afford the larger expense of moving to a new platform and doing what it should be doing in the first place.

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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

I find Sage's usability very intuitive. Everything from data entry to high level reporting it easy to navigate. Some of the other accounting software programs I have used have not had adequate forms or menus to help navigate the program. Sage does a good job of balancing providing the proper forms without being overly difficult to understand or use

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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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Sage has been always available when I want it. If there is any maintenance work to be done by the Sage team, you are told well in advance. Maintenance is generally carried out late at night or before the day begins for most of us. It continues to be the most reliable software I use.

The day-to-day performance is very good. Items such as transactions or reports load and process quickly. You never feel like you're waiting in Sage. I have never seen Sage Accounting affect the speed or performance of any integrated system. However, I do think when you are bringing very old files up to date the updates are slow but that'll be a rare occurrence and not reflective of the day-to-day usage.

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Sage Accounting are easy to contact and have knowledgeable and helpful staff. Whenever I've encountered a problem I've always been able to get assistance and guidance and it feels like the person at the end of the phone/screen knows the product well.

Staff are always friendly, and patient, always work at a speed that suits you. You are never rushed, and In only a short time they seem to be able to help you make great strides. It has been a pleasure not a chore, learning how SAGE Accounting works and benefits me and the company.

I find the online training was very informative and they answered all my questions. I am also certified in Sage One and provided online training in the program which I have set up several people on and they love how it keeps them organized.

This was generally a very straightforward process. I have previously implemented other software which required considerable external support. I implemented Sage Accounting with only a minimal amount of reference to the Sage support desk. I was extremely pleased with the implementation process.

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I also like Quickbooks Desktop, however, they are forcing customers to switch to Quickbooks Online. I will be moving forward with SAGE in this case, unless there is a valid reason the client would like to use QBO instead. I have not used the version of SAGE where the client doesn't need to purchase the full version, themselves, in order to access their file so this is something that I may consider looking into, in the near future, for this reason.

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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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The pricing structure is fair and offers good value for money. The billing is done through their online system and you can access your bills at any time. Most contacts only require 30 days' notice, so no need to feel tied in, although I can't imagine why you would want to leave Sage.

You can use Sage in your company for various aspects/positions such as bookkeepers, invoicing clerks, accountant, purchasing etc. Everyone can have their own user login and permissions can be set that specific people can do specific jobs without being able to access other peoples progress or accounts of the company.

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• Sage has allowed us to be self-supporting and to perform full-cycle accounting up to the point of handing off to the accountant at year-end.
• We are self-sustaining and do not need outside accounting assistance, such as an independent bookkeeper.
• Sage has allowed us to save money at year's end, as we can do all the prep internally up until the handoff to the accountant, minimizing the hours he has to spend on our file.

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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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Independently Invited by TrustRadius

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