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Zoho Invoice

Zoho Invoice

Overview

What is Zoho Invoice?

Zoho Invoice is a cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track…

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Free

$0

Cloud
Per Organisation, Per Month

Entry-level set up fee?

  • Setup fee required
    Required
For the latest information on pricing, visithttps://www.zoho.com/invoice/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Zoho Invoice?

Zoho Invoice is a cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI.

Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history.

Zoho Invoice Features

  • Supported: Recurring and one-time invoicing
  • Supported: Time Tracking and Billing
  • Supported: Expense Management
  • Supported: Customizable Invoice Templates
  • Supported: Multi-currency support
  • Supported: Client Portal
  • Supported: Online Payments
  • Supported: Automated Payment Reminders
  • Supported: Insightful built-in reports

Zoho Invoice Screenshots

Screenshot of 100% free invoicing software designed for small business owners & freelancers.Screenshot of Customize the look and feel of your invoices to provide a consistent and professional outlook.Screenshot of Add tasks, invite users, track the time worked for each project, and bill your clients just the way you want.Screenshot of Get real-time insights into sales, receivables, expenses, and projects with a host of built-in reports.Screenshot of Get a quick snapshot of your business health and know your monthly sales, current and overdue invoices, payments collected, your top expenses, and more.Screenshot of Create and share invoices, record payments, look up customers' details or past invoice history even if you're away from your desk.

Zoho Invoice Competitors

Zoho Invoice Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesUnited Kingdom, United States, UAE, India, Bahrain, Saudi Arabia, Kuwait, Canada, Australia, Qatar, Oman
Supported LanguagesArabic, Bahasa Indonesia, Bulgarian, Croatian, Dutch, English, French, German, Italian, Japanese, Korean, Chinese (Simplified), Portuguese, Spanish, Swedish, Thai, and Vietnamese
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Comparisons

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Reviews and Ratings

(43)

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Robin Bull | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I am a professional writer with multiple clients that I contract privately or through platforms such as Upwork. I use Zoho Invoicing to create invoices for private clients and to also track what I make through Upwork. I also use it to track single and recurring business expenses. It's a great tool for me because I can set different hourly rates for different projects / tasks and I can also create rates for certain activities. I can also just manually enter tasks and rates directly onto an invoice. It gives me a lot of control over how I want to create my invoices. I actually chose it because it gives more than one option for clients to pay their invoice.
  • 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.
  • You need to wait to apply the credit note until the invoice is completed. Sometimes the credit note will appear to grow although you haven't applied it.
  • I have to use "mark as sent" on invoices that I won't actually send (because they track money made through platforms) or they don't show up in my reports.
  • The estimates feature is kind of hard to figure out so I just don't use it.
Zoho Invoice is well suited for any business, regardless of size, that needs to have a way to create invoices with hourly or flat rates. It's easy to create and archive projects. It also integrates into their other tools, including Zoho Projects. Zoho is great for businesses who want to accept online payments.You can use PayPal, Stripe, and a few others. Clients can also pay via ACH. It lets you know when a payment is processing AND when it clears.

I believe that it would not be well suited in instances where a company creates lots of credit notes (because from the invoice screen the credit will appear to grow, but when you check active credit notes, it is the right amount) or estimates (I can't figure out how to use this feature).
  • It's made it easier to see the overall picture of the money my business makes and my expenses.
  • It's made it easier for me to do my taxes as an LLC because I can run various reports to get the information I need.
  • I'm able to run reports based on clients to see which of my services are used the most and by which sorts of clients. It helps me target my growth campaigns.
Before Zoho Invoice, I used Cashboard App. Cashboard App did what I needed, but it was limited as far as the reports and the types of payments I could accept. Offering a variety of payment options is important to me as a provider. It also wasn't as aesthetically pleasing as Zoho Invoice.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Zoho invoice to process credit card receipts for our distribution as we didn't find another application that really met our needs.
  • Allows us to send a quote, which automatically turns in an invoice.
  • That invoice can be paid by the client.
  • Quoting is somewhat limited in functionality (for example, volume discounts by customer cannot be added but rather an entire duplicate price list has to be created).
  • Seamless integration with accounting software does not exist (we have yet to figure out how to get information into our accounting package efficiently).
  • Credit card information cannot be saved by clients.
  • Cannot connect Zoho Invoice to more than one merchant account (reducing capabilities of foreign currency transactions).
If you need a solution that turns quotes into invoices and you need credit cards processed, linking Zoho Invoice to your merchant account is easy. It's not particularly good if you have challenges allocating resources to get transactions into accounting software.
  • Reduction in time processing credit cards.
  • Reduction in time connecting/reconciling quotes with invoices and payments
Method:CRM was a disaster. We spent several weeks trying to set up Method:CRM and promises about connecting to a merchant account simply did not exist. Zoho was up and running in one day. We reviewed around 15 different options and Zoho was the best/most suitable for us.
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