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.