Zoho Books - Try it out, it will make your life easier!
Updated September 13, 2022

Zoho Books - Try it out, it will make your life easier!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Books

I do all the invoices and subscriptions for all our clients. We appreciated how easy it is to integrate Zoho Books with Zoho CRM. Multiple payment gateway options are very useful since we have clients in various countries. The creating products feature is very helpful, since we offer various services at different prices.
  • Invoicing
  • Reminder emails
  • Product creation
  • Invoice customization
  • Language selection with clients in different countries for one organization
  • Workflow
  • Everything we need to do can be done in one place, by one person
  • Customization requires more knowledge than an administrator would have
  • A very cost-efficient product to do all our invoicing and recurring invoices

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Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.
They support is quick and very knowledgeable. If they don't have the answer, they will find it out, even if it is not a direct Zoho Books issue. We would not have been able to do a lot of the customization if it wasn't for the great support team. Thank you!
Creating invoices is easy once they are set up. Zoho Books work very well with Zoho Subscriptions and Zoho CRM. It would be great if there was an option where we could create different reminder emails, depending on why the invoice was not processed. Request for Payment Information is a great feature that is secure and our clients appreciate not having to give the information over the phone.

Zoho Books Feature Ratings

Accounts receivable
Expense management
Not Rated
Multi-currency support
Regulations compliance
Self-service portal
API for custom integration
Role-based user permissions
Single sign-on capability