Zen Planner vs. Zoho Invoice

I have used Zen Planner at 3 different Jujitsu schools. Every school that has used it, has had great success in keeping their attendance records straight for their students. This is great when promotions are coming up, or special seminars that need to reach everyone. I don't know that Zen Planner is a great product for places that don't need to communicate with their clients on a regular basis.

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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.

• Easy to use interface
• Payment processing is easy for classes or for a small retail shop.
• The free integrated mobile website is great for everyone to check out the calendar and even sign and pay from within it.
• I can also send emails right from the platform when I need to connect with a student.

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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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• The only thing I would like to see, is the ability to see my entire attendance from the app. I can view it on the desktop though.

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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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No questions about that, I'm with Zen Planner for a while! They have everything I need and more.

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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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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

I have not used any product that are similar to Zen Planner in any way.

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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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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

• Saves me time in using a paper attendance record sheet.
• Payments are automated, no need to request checks or payments from anyone. Emails are sent out if a payment fails.
• I can keep track of 10, 20, 30, or even 50 students using this platform.

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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.

Incentivized

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