Quick and easy invoicing
August 28, 2018

Quick and easy invoicing

Robin Bull | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Invoice

I am a professional writer with multiple clients that I contract privately or through platforms such as Upwork. I use Zoho Invoicing to create invoices for private clients and to also track what I make through Upwork. I also use it to track single and recurring business expenses. It's a great tool for me because I can set different hourly rates for different projects / tasks and I can also create rates for certain activities. I can also just manually enter tasks and rates directly onto an invoice. It gives me a lot of control over how I want to create my invoices. I actually chose it because it gives more than one option for clients to pay their invoice.
  • 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.
  • It's made it easier to see the overall picture of the money my business makes and my expenses.
  • It's made it easier for me to do my taxes as an LLC because I can run various reports to get the information I need.
  • I'm able to run reports based on clients to see which of my services are used the most and by which sorts of clients. It helps me target my growth campaigns.
Before Zoho Invoice, I used Cashboard App. Cashboard App did what I needed, but it was limited as far as the reports and the types of payments I could accept. Offering a variety of payment options is important to me as a provider. It also wasn't as aesthetically pleasing as Zoho Invoice.
Zoho Invoice is well suited for any business, regardless of size, that needs to have a way to create invoices with hourly or flat rates. It's easy to create and archive projects. It also integrates into their other tools, including Zoho Projects. Zoho is great for businesses who want to accept online payments.You can use PayPal, Stripe, and a few others. Clients can also pay via ACH. It lets you know when a payment is processing AND when it clears.

I believe that it would not be well suited in instances where a company creates lots of credit notes (because from the invoice screen the credit will appear to grow, but when you check active credit notes, it is the right amount) or estimates (I can't figure out how to use this feature).