Zoho Invoice Reviews

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

I like how easy it is to create and deliver an invoice and manage payments. It allows me to track expenses and hours billed.

Cons

One thing I would improve on is the email templates. The invoices look great and then you send it and the HTML looks like one of those spam emails.

Pros

we used this software mostly to create intercompany and corporate invoices to vendors. I liked how you can set them up on a recurring basis, customize recipients and the look of the invoice and that you could access on your mobile device.

Cons

didn't integrate with our main accounting software so it was a lot of double entry. I also didn't like how every part of Zoho was a different section and product and price. For just Zoho invoice it was expensive and confusing for some users, being unable to use other parts of the system

Pros

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.

Cons

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.

Pros

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

Cons

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

Pros

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.

Cons

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

Pros

Easy to use on the simplest doing invoices

Cons

The template i could chose i love it and is easier for what i need

Pros

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

Cons

Nothing. I loved everything about this software.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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

Pros

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.

Cons

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.

Pros

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)

Cons

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.

Pros

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!

Cons

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

Pros

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

Cons

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

Pros

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.

Cons

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.

Pros

Zoho Invoice had almost everything we needed. The customization was great, the way they had line items setup was perfect. They accepted both Paypal and Stripe right out of the gate with no wonky overlays. It is a little bit of a no-frills system visually but it does everything you want it to do. Then there's the price, for what you pay you really cannot beat this platform.

Cons

The only reason we switched away from the Zoho Invoice service was integrations. When we implemented Proposify it didn't integrate with Zoho Invoice but had a seamless integration with Freshbooks. If Zoho Invoice had more integrations (non-Zapier) it would be great.

Pros

The first obvious pro is that for a single freelancer this software is free at a fully functional level. Given that other alternatives I have made use of in the past cost at least p/m, often more, for the same, or even less, functionality, it's a great choice indeed.

Also very impressive is the level of functionality available. I currently maintain a 35 client active client database, can track time for and bill them all, receive payment in several different ways including PayPal and M/Visa and get excellent reports with a few clicks on all kinds of aspects of my account activity.

Cons

Sometimes the settings can be a little hard to adjust, you may have to dig deep to figure some things out, but after two years of use, I do pretty much have it figured out now.

Pros

Zoho Invoice is super simple to sign up and start using it immediately. Also, it is very easier to create, send, and track the invoices with its user-friendly dashboard.

Cons

I found it a hard time to change the currency of any specific invoice, and also customizing invoices as per the need is a bit confusing.

Pros

For a startup company, safeguarding finances and using it wisely is of great importance for the survival of the company. The features Zoho invoice provide are simply worthy as compared to its price. It is so easy to maintain invoices, receivables, expenses and many others. One of its prominent is the multiple currency feature. And as far as personalization is concerned, they have made custom templates highly personalized. All in all, it is a must-have application for startups.

Cons

The app seems to be biased towards iOS more than Android. It works better on Apple devices as compared to Android devices. Also adding a feature, wherein one could know if the client has opened the email about payment would be quite good as it would remove any unwanted friction.

Pros

What I absolutely love about this product is the simplicity of the interface, and the ease of which I can customize my invoices and organize my clients. Its really nice to be able to have everything you need to invoice all in one central location. (address book, invoice editor, payment organization and tracking, etc) I also love that the interface itself changes based on your personal branding, and that it incorporates that into your invoices, so that your clients see something cohesive and professional (once they open the email attachments) without you having to do much work behind the scenes to make it happen.

Cons

It is definitely handy to have all of your tools in one place, however all of those things I could also do myself almost as easily. This app saves you time setting up for sure, but once you have your own templates in other editing software such as InDesign or Microsoft word, it makes this platform almost obsolete. The advantage of having a central location is almost not worth the price, and I am thinking of just going back to doing my own work. I am also not a fan of the emails that get sent to my clients with Zoho branding (they see my branding and invoice after clicking to open a link, which is a bit redundant). I would like to see this app step up their game with something a little more innovative to make the price worth it, or reduce the price of the software. It's just not worth it by my standards.

Pros

Easy to setup and start invoicing. I like the online payment features and customer portals. Ability to approve and decline estimates online is really helpful and I like that it will auto-invoice.

Cons

Can be difficult to find template settings if you're not familiar with it. Can be hard to find some of their great features. For example, they have pre-set functionality that you can insert into the templates that I wasn't looking at because it was named something else.