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.

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.

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.

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

Nothing. I loved everything about this software.

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.

Ease to understand , easy to use. don't need an accountant - replace him partially for small set ups.
reminds customers for payments. can look your expenses and reports in easy to understand fashion

its not an accounting software! its only for billing and expense accounting. remember that!

It is very much simple to use and offers a feature to edit templates of the invoices as per the requirement and convenience of a user.

Zoho Invoice is only ideal for invoicing and is not possible to conducting company accounting with it which I least like about it.

This software is really simple to master and use. The UI is great, navigation is simple and it's easily customizable to meets your needs depending on what you want.
Creating customized invoices that match your brand is so easy that just about anyone can actually use this software.
I also like that the pricing is really affordable

It's not an accounting software. Just for invoices and must be used with CRM. Other than that, I don't see anything bad about this software

- recurring invoices
- invoice/email templates
- reports
- reminders

We have a law that requests that all invoices has to be send to our country (TAX department).
Thats why we cant use Zoho Invoice for cash transactions, only for wire/bank transactions.
I would *really* love if we could somehow connect Zoho Invoice with FURS (http://www.fu.gov.si/en/)

The invoices look nice and professional and I can create templates and customize the invoice text based on my specific needs. The interface is simple and easy to use and customer support helped me setting things up the way I want.

I wish I could use formatting in terms and have a bit more customization abilities but generally speaking it does everything I need. I'd like native integration with Hubspot which is available only through Zapier.

Fast flexible

A little rough around the edges, refine please

Zoho Software is incredibly easy to use & has a pleasant UX. Our training period was a fraction of what it could have been, leading to increased productivity throughout all operations. It allows us to communicate much more easily with clients too, so our customer service has also greatly increased in quality.

The only mild inconvenience we experienced was not knowing that Zoho Invoice allows users to save notes for clients and colleagues. Once we learned that, deployment was a much more positive and painless experience.

The Zoho network has a number of interesting programs that allow boosting corporate productivity, in the case that brings us up, Zoho Invoice is an excellent tool with fascinating potentials such as the preparation of invoices and budgets in real time, taking all the spatial particularities of the company such as taxes, fees, withholdings, increase or decrease of budget in the activities to be carried out. In addition to this, the software has an artificial intelligence that works like an alert making automatic reports of the current situation allowing to make appropriate decisions.

Our team of professionals have achieved only benefits of this software, we have no complaints or suggestions of this program because it works wonderfully with the current demands of our management

it's easy to use, everything i need is in 1 place

i have had some difficulty customizing the templates, but i figured it out

It is a simple tool, able to be connected to subscriptions, CRM, and any other Zoho Suite doc. It keeps our customers informed concerning billing, keeping their contact and payment info up to date, and provides a simple and convenient way to adjust everything.

This software has worked great for us. I will update if any further problems come along, but not so far.

The IRS in our country requires certain fields to be shown in every invoice we submit. Most of the invoice has to be customized in order to be cataloged as valid. There is one particular customization that none of the apps/software we used in the past has; which is "total amount due in written letters".

Of course you can type the total amount due in a blank custom field, but when looking at multiple invoices you will likely want that field to be generated automatically and not manually.

This is a very particular reason why we are more than pleased using Zoho Invoice, not to mention the other great features like reporting, multiple accounts and budget-to-invoice connection

The user interface could be more "user friendly"

1) Takes into account Frequent Changes in the Taxation system.
2) Its Updated to latest tax rates so billing become easy
3)Able to store Contact for frequent Buyers for easy billing
4)Good for Freelancers as Items can be added very easily

1) Can be made more robust
2)Internet is Required no offline tool available
3)Sometimes when the site is updating you are unable to create invoices

I love Zoho Invoice - it has everything I need. Scheduling, customer portal, PayPal, Stripe payments. It also integrates nicely with other Zoho software.

I would change the limits. Free tier limits you only to 5 customers.

This software consists of everything that an individual or small to medium enterprises requires to manage like contacts, create invoices, receivables, and expenses.

This app cannot be integrated with Zoho inventory which I dislike.

The outlay is simple but effective. There aren't any unnecessary features and maneuvering is easy . The invoice design has a professional look to it, while also giving you room for customization .

You can't use it offline .We can't link it properly to our CRM and have to manually compose the invoices ,instead of being able to automate some aspects .

Easy to navigate, can use it on the go with the app, meets all of my needs

User Interface
Functionality
Easy to handle
Secure

Graphs on iOS app

(I am using iPhone 5S)

It's got a great interface and is really easy to use. I can keep track of any job at the touch of a button.

N/A

I love being able to create Estimates and then turn them into Invoices. I also love the layout and design. It works perfectly and is easily customizable.

You can't organize the columns by Status! There does not seem to be a way to access the emails that were sent to customers along with their Estimates and Invoices (but maybe I just can't figure out how to find them?!

The variety of invoice templates that Zoho gives you, different language options for the invoices, and tools to set up automatic and recurring invoices.

There weren't any negative features that stood out to me--simple to use and learn. One could argue that it doesn't come with an extraordinary number of features, but Zoho offers other software for that.