Simple and easy to implement
September 09, 2016

Simple and easy to implement

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Invoice

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).
  • 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.
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.