Zoho Invoice

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.

Zoho Invoice is great for business owners who have to collect and organize a lot of payments and would like the process to be fast and effortless. Payment management, including payment tracking, is very easy without any type of steep learning curve. In fact, you could organize all of your customers, and their payments, through Zoho Invoice even if they don't pay online since the system allows manual entries. If you need to edit the invoice to give it a custom design or even need to change the address or other data fields on an invoice, it might not be as easy to figure out as you would hope. Zoho Invoice might not be the best solution for larger corporations but for medium or small businesses it's well suited.

I've used it for engagements with one consultant on a client engagement, as well as multiple consultants on a client project. In both cases, it works great. I've used it for hourly billing, as well as fixed weekly pricing. Again, works great for both. It really is easy and intuitive to use, and so easy to get started. Zoho Invoice works great, especially for the price, for smaller organizations. I can't speak to SMB or larger organizations.

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.