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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

(1-5 of 5)
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Affri Hasan Salina | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Zoho Invoice within our organization. Zoho Invoice is a user-friendly tool that simplifies creating, sending, and tracking business invoices. It automates invoice details and offers flexible models. With affordable small business pricing, it meets organizational requirements for charging customers. Zoho Invoice offers personalized mail, template documents, and logo creation, enhancing productivity and reporting capabilities. The easy-to-use tool allows for creating invoices for new, personalized, or regular items, benefiting businesses with expert quality and quick processing.
  • It's easy and fast to generate invoices for our customers.
  • It helped us grow our business strategically.
  • Its billing statements helped us maintain a good record.
  • It's easy to manage customers, assignments, and financial statements.
  • Invoices generated automatically may not be editable, and some elements are missing.
  • There is a lack of reporting options and easy report modification.
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.
  • Data copying and protection
  • Payment tracking and integration
  • Automatic billing
  • Cost tracking
  • Client management
  • Bill customization
  • Monitoring project duration and progress
  • It is easy to add clients and send bills, and it looks great.
  • The learning curve is low, making it accessible to people of all skill levels.
  • It's simple to learn and use and helps you rapidly deal with clients and projects.
Zoho Invoice streamlines bill creation and sending by personalizing invoices with logos, identities, and terms. It offers detailed payment reports, an integrated payment system, and payment summaries for tracking success. It automates invoicing and payment tasks, saving time and money for companies. Zoho Invoice integrates with Stripe Payments, enhancing settlement processes and promoting digital payment adoption.
January 06, 2021

A grateful fan of Zoho

Leigh Anne Pearson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I am an independent contractor and use Zoho Invoice to simplify my client invoicing process via automation, as well as track business expenses and maintain accurate records of my income for taxes, etc. When I first started out as a contractor, I was using a Google Sheet invoice template which was fine for one or two clients, but was limited in features and required action on my part to edit the template for each invoice.
  • Customizable templates based on personal preference/style.
  • Ease of use
  • Dashboard shows income and expenses in a snapshot.
  • Recurring invoices make the process quick and easy.
  • I'd like to change my logo based on the client I'm invoicing.
It's well suited for anyone who does invoicing. It's everything I need it to be to simplify, automate, and track income and expenses for my 1099 work.
  • Saves me time
  • Provides peace of mind
  • A logical next step in upping my business
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.
Paul Ellul | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Zoho is used by our billing department to handle past balance due invoices.
  • The user interface is as good as it gets. It's very easy to navigate and all the pages load fast.
  • Allows us to keep track of revenue rescued as a result of using Zoho.
  • Automates the process of emailing and sending physical mailing notices to customers with unpaid invoices.
  • The most common issue we have is the regular need to manually update addresses, i.e. customer has moved, or there is a typo in a street name, etc. It would be great for Zoho to automate (whenever able to) help in finding these addresses.
Zoho shines for invoicing customers who have one off or occasional charges. It is not ideal for maintaining invoices for a subscription service where subscribers have flexibility to upgrade, downgrade, and cancel directly.
  • Zoho more than pays for itself each month. It increases profits and helps us manage our business better.
We use both. The products complement each other for our use.
Tom Wondra | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I have a small consulting practice and use Zoho Invoice for both time tracking and invoicing of clients. It allows me to accurately track and report hours to clients, as well as provide accurate and professional looking invoices. I also love the ability to email invoices directly from Zoho, as well as create templates and clone previous invoices.
  • Time tracking. Zoho invoice makes it super easy to track time and hours against specific clients and specific tasks.
  • Unbilled / billed time reporting. Zoho Invoice gives a dashboard view of hours yet to be billed, which helps keep on top of invoicing so nothing is missed.
  • Reporting. Zoho Invoice offers a robust reporting module for the price point. Canned reports can be customized easily.
  • Invoice sending and tracking. Zoho Invoice makes it easy to create and send invoices. Invoices are easy to clone, which makes creating regular, repeatable invoices a snap.
  • 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.
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.
  • My time tracking is accurate, and meets the needs of my clients.
  • My invoices are professional looking and accurate...and I get paid when I send them out!
  • The reporting necessary at tax time is available and accurate.
Zoho Invoice is easier to use, for pure invoicing and time tracking, then QuickBooks Online and O365. QuickBooks Online is more robust, but with that comes the admin overhead to learn, update and maintain. O365 requires manual creation of invoices, or searching out available templates. Zoho is a nice combination of easy to use, streamlined features and solid functionality.
Alexis Correa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use zoho Invoice to create quotes, invoices and for controlling the finances of the company. It's being used by one department and I can measure the productivity of the sellers and calculate their commissions. We were looking for something to replace papers and zoho invoice was the solution.
  • Reminders of pending payments.
  • Recurring invoices.
  • A personal customer portal. All customers love this.
  • Notifications of payments received.
  • Easy configuration of design and e-mail templates.
  • When the customer/prospect open an email with a quote, the system doesn't detect it.
  • The payments received does not reference the invoice (I mean on the digital copy).
  • The possibility to add an image on products.
Zoho Invoice for a personal or business presentation is excellent. You can create quotes for many clients and have control of everything you send. Providing access to the portal to both, clients and potential customers, is a way to attract more for the seriousness you give to that person. I didn't have a problem trying to use or implement Zoho Invoice.
  • I can send monthly statements to my customers
  • The customer portal gives security to the clients
  • No more papers for payments or invoices. All digital and easy to verify.
The first one I used was Zoho Books. I liked it, it is very similar but has more options, it looked excellent integrated with Zoho CRM, but I really need something simpler and so, I selected Zoho Invoice. The latest update of Zoho CRM integrates well. When we grow more as a company, the next step could be Zoho Books or maybe Zoho Invoice as it continues to improve.
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