No more papers. Welcome to the digital invoicing
February 17, 2017

No more papers. Welcome to the digital invoicing

Alexis Correa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Invoice

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.
  • 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.
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.