Zoho Invoice Reviews

I needed an invoicing system that could send recurring invoices. I was spending too much time every month manually creating invoices, and would often send them out late, which meant I'd get paid late. Of all the options I researched (there were a lot) Zoho had the most features for the lowest price. Set up was easy, and they keep adding new features that are included with my subscription. They even have automatic reminder emails you can have sent to clients who are late in paying. This happens so often in my industry, that this feature has actually helped me collect my payments faster, without me having to spend time trying to get paid.

I also love that as my business grows, Zoho has so many other products that I could add to my Zoho dashboard. I've also noticed that most of the other 3rd party programs I use have options to connect to Zoho.

Their customer support is a bit slow. There's a new feature they've rolled out that I'd like to use, but there's not much documentation about it. I reached out a few days ago for help and still haven't heard back. It would be nice if step by step instructions were easy to find for their new features.

Invoicing and bookkeeping in a small business are a snap with Zoho. Because I can simply compile and print out all of my billing and revenue information from the year, I no longer have to worry about tax season. If you're in the market for a straightforward and easy-to-use invoicing system, I highly suggest Zoho. We had a few difficulties with help early on, but they've been fixed and the assistance has been excellent since.

When premium plans were removed, a free forever plan was introduced, however Zoho branding was applied to the papers, which was a downfall. Zoho Invoice could charge a modest price to remove branding or a note that users may produce free invoices like this.

It was fantastic for the price. You have a full suite of features for a fraction of what something like Freshbooks or Quickbooks cost. While it had significant limitations, the features are far and above what you would expect for the monthly fee

My review my be a little outdated as I have switched over to Quickbooks paired with an industry specific invoicing system. The main issue I had was that it was missing a strong estimation software that they had implemented in their CRM module. That baffled me as the CRM had a more customizable and robust system than their actual invoicing system did. What's more, it didn't translate over as cleanly as I would have wanted. This might have been fixed by now but the disparity between their different modules can be problematic.

Zoho seamlessly integrates its iPhone app with its website so I can immediately create booking deposit invoices while I'm on the road—immediately capturing clients at that crucial moment when they are ready to on-board. Once all my templates are set up, it's just a couple clicks to send a new client an invoice via email or even text.

Zoho feels very "enterprise." Most of its preset categories and templates assume you are a giant corporation. Fiddling with billing and accounting headers and categories can be daunting and slightly confusing.

I tried many invoicing systems but none had the ease and depth needed to customise and translate all the fields needed to be compliant to my country tax and formal rules. The templating system is awesome, the way u can set automatic invoicing will save you a lot of time. This is just the best invoice software I've used and I'm still sticking with it.

The only drawback is that you can't delete customers if you have an invoice regarding them. This can limit your free trial or your free plan. If you always work with the same customers it's fine.. if you always have new and many customers this is something to think about first.

Logging my time and being able to send my clients a detailed invoice (that I can customize) is critical to me. The fact that my client can opt to have a portal to see invoices, payments, etc. is icing on the cake!

Because invoicing is my business Achilles Heel, I would like it even better if I could create a recurring (monthly) invoice for my clients so I don't have to remember to do it. It is just there. Recurring billing right now is only for a fixed amount and I cannot add billable hours to it. However, the PROS definitely outweigh the CONS.

What I like the most about Zoho invoice is that it is easy to use and has all the necessary tools that you will need to create, send and file proper invoices

What I like the least about this software is that it’s a bit difficult to access the Control Panel and be able to configure some of the settings

Zoho invoice is practically must-have if you use Zoho CRM. The integration is good and it has at least 90% of the features any small to medium business would want. It has a generous free tier so you can invoice your first few clients before subscribing.

The CRM integration is good although somewhat tricky to initialize. It's easy to get sync problems between this CRM and invoice accounts.

Online payment processing, recurring invoices, automated emails, and a client portal

Nothing. I loved everything about this software.

The features that I like most are invoicing processing and online invoicing. Makes my day to day work load so much simpler and easier.

I have not run into a problem with this software so far.

Zoho Invoice has long been an dependable tool for all our internal billing and invoicing needs.

Ability to choose templates, customize design, adding categories and much more, makes it an integral part of our day to day business.

The product has extensive features like dashboard, estimates, payments, recurring payments etc which can serve very well to any startup, SMB or enterprise.

The product has strong UI/UX and the simplicity to use does not require any additional training or hand-holding, its just amazing how fast our new resources pick it up from day 1

We have used Zoho Invoice from our starting days and we have grown stronger together over all these years

As a founder-led company, I wish there was a feature to group multiple invoices into one and create a invoice group list, some customers expect us to submit multiple invoices in batches.

It was quick to get up and running. The software is fairly easy to navigate and provides professional looking invoices that are downloadable by my customers. My favorite feature is the reminder feature, once you send out an invoice the software can send out automated reminders for the client to pay in case they don't see it in their email the first time or get busy and forget (cause an email will be forgotten eventually, as good intentioned as we all are). Definitely good for people starting out and small businesses that don't have a lot of clients. The price point is low for starting out, usually a lot less than other software I've seen and used. And if you use Zoho CRM, in can integrate with that.

For me personally, I was using the software for invoicing website development customers, and once you get done, apart from web hosting, you are done. And over the past few years, I hit my max level and I don't feel like its much of a benefit to have past customers count towards my limit. Some of which are small jobs.

I think it would be better if you have the same customers you invoice regularly.

Hands down, the feature I liked best about Zoho Invoice was its ease of use. I place a lot of emphasis on this aspect of software. If software is difficult to learn, or it is not pleasing to use, then why bother. With Zoho Invoice, I was up and running in less than an hour. Like all of Zoho's software, the user interface is pleasant and makes sense. The product is also stable. No glitches, hiccups, or bugs.

Not so much a "dislike" as I simply needed software that did more than just invoicing and expense tracking, which is what Zoho Invoice does really well.

Everything from custom payment gateway integration to single click invoice genration, the best feature would be the inventory mangement and product catalogue making it easier to create invoice by typing the product name only everything will be fetched from the catalogue even the discounts and taxes are perfectly fine tuned with the invoice template. Started using as an On-The-Go invoice genrator and fell in love after generating first invoice.

The mail customizability the mail sent to payee is non-customizable(atleast for me) i want it to reflect offline payment instructions as well for some customers having no mode online payments that's the only drawback i found while using zoho invoice apart from this everything works perfectly fine.

I love the easiness of use, interface, features, and price! If there’s anything I don’t know how tondo or understand initially, the help section is very comprehensive with step by step instructions. I have never found myself stuck or not understanding how to do something, and this is the first time I use software like this. The timesheet is also super helpful for independent consultora like myself.

There really isn’t something I don’t like about it. I think it would be useful to be able to set reminders to create invoices or when they are past due, to get them on your email.

Practically everything is so well-thought out. Zoho Invoice is everything a self-employed person or entrepreneur needs to manage contacts, quotes, invoices, receivables and expenses. It even has robust support for time billing (projects, tasks, etc.), sales tax, recurring invoices, and even multiple currencies (I just need USD, but the capability is there). Zoho Invoice is the almost perfect accounting tool I need to track income and expenses. When my data is entered and up to date, getting my data to my accountant for income tax prep is as simple as exporting two spreadsheets.

The expense feature set includes the ability to track mileage. This feature is represented well on the iOS app, but in order to enter a mileage record with an odometer reading, the system requires both a beginning value and an ending value at the same time. This really doesn't work. I would have to note my beginning mileage then enter it along with the ending mileage at the end of the business trip. As such, I use a standalone mileage app called MileBug.

My small consulting firm has used Freshbooks for a couple of years. Recently they "upgraded" their product and I lost very basic functionality that I relied on day-to-day. While not perfect, Zoho Invoice provides most of that functionality and at an over 50% drop in price. I really like the previous FreshBooks solution, and would have eagerly embraced the new, but you cannot release a new version that supports so much less functionality that the last.

OK, off that soap box. Zoho Invoice so far seems easy to use, with a few caveats I will spell out in the next section. The customization is great (almost, but not quite, to a fault). Some of what I consider basic functions for a consulting environment are available. Including the expense receipt images on the PDF invoice (HELLO FRESHBOOKS!!!) are very simple.

Three things. But keep in mind that even with these three things I find Zoho Invoice better suited to my needs over my current solution;

Provide the option to include the expense date on the invoice!!!!! This is very basic and very needed. I see from reviews that people have been asking for this for several years.

Provide a field for expense vendor. Sure I can setup a custom field, but when you get to the invoice you cannot access custom fields at the detail level.

Provider the option to include the expense author on the invoice. I usually have two to three of us on an engagement all entering expenses for travel, lodging, meals, etc. By including the author, the client can easily see from whom the expense is coming from.

To get around these shortcomings, I have my group enter expenses in a very specific way that includes these information in the notes field. Not optimal, but still works.

I like how you can setup the templates and integrate a variety of payment options. The online portal makes it easy for the client end to manage payments and stay informed on what is going on.

I wish it would integrate with quickbooks easier. Also it would be easier of it had some sort of e-sign option for clients to sign the terms page on invoices.

It is a very useful and easy software, specially for small start-ups. It allows you to easily make invoices, recurrent invoices, manage them as you wish, etc. Also, you can personalize them, since you can do your own templates, although they provide you with some. But the most important thing is that you can integrate Zoho Invoice with all other Zoho applications, such as Zoho CRM, Zoho Expense, Zoho Mail, etc. and, by this, have several different departments of your enterprise in the same page. That's what I find most useful.

Honestly, I haven't found any problem with this program, but if I had to say something, I would say that the only negative things are small details that some times may be bothering but, at the end, are not relevant. An example of these little things could be when you make a mistake in an invoice and then you cannot modify it. It is true that you should not modify an invoice once it has been sent, but in some occasions I know I could do it without any problem.

Main feature is software is cloud baised, so you can access it anywhere like mobile, tablet, desktop and laptop.
You can generate invoice for your customers in just 10-15 second that is bigest advantage of this application and they also provide free version with limited access so anyone check its features and then can buy.

i dont find any issue with this application, only new user will takes some time to understand its functionality.

Zoho Invoice is a great invoicing tool that allows you to track invoices and payments for services and products.
1) The ability to design your own invoice template to use. Customization is easy but also designer friendly.
2) Tracking payments and expenses from one place. The name may fool you but Zoho Invoice also lets you track time and other expenses related to your business or invoice. This is great for basic bookkeeping.
3) Invoice management is second to none. You can create draft invoices, recurring invoices and others all with a few clicks, the email template is also great as you do not have to write emails.
4) Customer Statements are invaluable. Being able to send a customer a statement of all invoices plus payments they have made is a Godsend for business.
Zoho Invoice may not have all the bells and whistles of Zoho Books but it is an affordable alternative to someone who does not want the accounting side of things but want to still have a basic overview of their financial standing as a business.

1) Zoho Invoice does not have a feature that allows you to know when a client has seen an email about a payment. This means you may not know if a client has seen your email unless they acknowledge it.
2) My continued gripe with Zoho mobile apps for Android still rings true. While the mobile app has the basic functions of the web interface, compared to iOS, the Android app just does not function as well.
3) The Client Portal does not offer much functionality to a client other than to check their statements, the process of communication has to be started by you to give an estimate and so on. If there was a way to allow a client to also initiate communication from the portal, it would be better.

For young employees it is easy enough to add the products and their costs, and i can keep track of the schedules that have been created and included from the office or the cellular device, in addition to that I can send my clients the invoices by email in PDF formats

I am somewhat general about the billing information, and it may only be a whim of mine, but I would like to have more control of the information in my invoices. For example, my start time, end time, assignment name and some notes I want to write for each assignment billed to my clients

This is exactly what I was searching for. An app to do quotes, invoices, inventory, costs. All link together, on the cloud, on every device I have. I use this on the go, in my iPad. I use this on my office with the browser app. All link together. Also you get to manage sales people. I can check who send the quote. My dashboard tells me of accounts that have not paid, and the projected sales for the month. Literally I cannot imagine my operations without it.

Easy to set up! logo and also very easy to customize to spanish.

Probably the lack of customer support. Being a huge company Zoho lacks of easy to find customer support/knowledge, so it is difficult to learn more about what to do with some options on the app.

After having tried to find solutions that are cloud-based, available on multiple devices and is easy to use, this is absolutely the best economic solution!

I am a part-time design freelancer with many clients to balance jobs/AP/AR, needless to say, I needed an easy to use solution that I can quickly find, send, follow-up or expense items. This is by far the best option for that type of invoicing!

-Customizable
-Detailed reports & dashboards
-Estimates
-Terms & conditions
-Easy entries by client
-Sortable
-Can use on desktop & mobile
-Timesheets (although I don't utilize this function)

Honestly, I have yet to find a flaw for my needs. This is such a wonderful solution for small to midsize businesses and perhaps nonprofits. Not sure how well it would fare for larger organizations.

Zoho is a solid piece of software. Love that they have a client portal! Clients can login and see their amount due on a project and make payments. They can accept estimates and change orders and pay immediately. This helps us get our money fast!

We ended up choosing Freshbooks, but only because Freshbooks was more intuitive. This is a great software for anyone that doesn't like Freshbooks.