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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

(1-10 of 10)
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Affri Hasan Salina | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • 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.
.Kim Murphy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Zoho Invoice makes it both easy and fast to create professional online invoices for customers.
  • Zoho Invoice enables us to accept online payments and have online payment tracking, thereby saving us time and effort in payment management.
  • Zoho Invoice has greatly enhanced our ability to organize recurring payments and automatically sends out recurring billing notices to our customers.
  • Zoho Invoice can be complicated if you want to create a more advanced custom invoice or custom recurring invoice.
  • Zoho Invoice does not provide all of its functionalities on the mobile version of its platform.
  • Zoho Invoice is expensive for some small business owners especially if they don't plan on using it often.
Paul Ellul | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Robin Bull | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Tom Wondra | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Very simple interface and intuitive to use
  • Good cheap pricing for the basic functions of invoicing.
  • Simple integrations with payment portals which are key.
  • Very easy to select currencies and create contacts.
  • It is hard to properly fix up a followup invoicing email sequence
  • Once you set a currency for a particular contact, trying to change it is hard - you will need to remove and redo the whole procedure making it a hassle
  • Lack of advanced features such as reporting.
Alexis Correa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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).
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