Zoho Invoice Reviews

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.

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.

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

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.

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.

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.

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.

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.

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.

Easy to use with little or no training

Not scalable for product for e-commerce businesses selling products but great for service based companies

Zoho invoice has a clean interface and is very intuitive. The time tracking feature is the best we've found, especially on the mobile app.

It did not integrate well with the other Zoho products like Zoho CRM. It required alot of double data entry.

The Mobile App is the best as I like to use that to send on the Go Invoices and I feel happy when the payment comes in and notification is there :) so happy times

Need to have the facility to see if the client has viewed the invoice which is missing and adding this would a big thing !!!

This platform allows to create and manage personalized invoices. It is great for a start up businesses and freelancers. It allows to manage and monitor the invoices, share them with customers as well customize them for your own business. What is really awesome it is the fact that this platform allows to make invoices in different languages and currencies. The system is well designed and it enables users to create their own forms and generate invoices with their company logo and etc. It is easy to use, helps to time track all your own expenses as well receive payments from your clients. It is integrated with PayPal, PayPal Payflow, Authorize.Net. All its data is protected and available to be recovered at any time because it is stored at the local server.

The customization was a problem at the beginning. I experienced some difficulty while customizing templates. However, their website has a customer review section where you can write about your problems or concerns and they give a valuable feed back.

Online

nothin

easy to use and overview all the information.

free for beginners

Recurring Invoices

Mobile App Payment is too many steps.

I love the professional, consistent look, and that all my invoices are organized and tracked. There are lots of little moving parts in my small one-person business, and sometimes I get behind on invoicing, or following up on unpaid invoices. It seems crazy to drop the ball on this part of a business, but it happens, and it makes me look bad. Zoho Invoice is my automated assistant, helping me get more done, more efficiently and following up on details I sometimes miss.

I also love that I can invoice from different organizations in one place. I have kids in school and volunteer for several different groups, and everything is here! What a time-saver! No more searching email and printing everything!

I haven't integrated this with monday.com yet, but I'm excited about it.

I'm an indie author, but I also offer freelance editing, formatting, and other help to fellow authors. Since those can be more expensive as they take a lot of time, I prefer to allow payments whenever possible. With other systems, allowing payments was on the higher tier plans, so they were out of my budget. With Zoho, sending recurring invoices is right in the free plan. Not only that, but EVERYTHING is. You are only limited by how many customers you can have on the lower plans, and not having a custom domain. For a small start-up like me, it's perfect.

As with all Zoho services, support leaves a lot to be desired. The systems are easy to learn, so it works out okay, but do expect that if you need help, you'll be waiting awhile. My emails to support get answered weeks later with "Sorry, this went to the wrong support box" or something similar. Some never get answered at all. Again, the Zoho products are super user-friendly, so this isn't so much of a con as more of an advance notice that you'll be mostly on your own to figure things out, but it's possible.

Simple, cloud based invoicing system that can be accessed anywhere. Nice clean interface with some very professional invoice templates available as standard. Well priced and good uptime.

I would often come across features I needed that simply weren't available in Zoho Invoice and required me to rather move over to the more expansive Zoho Books instead.

So Zoho was not my first choice with accounting and invoicing software but I am so glad I switched to it. This software allows me to invoice on the go right from my phone or ipad. It makes invoicing seamless and effortless.

I have used the software for a good year and I have yet to find a downfall of it.

Its cheap if you just need a simple invoice system.

Its definitely not user friendly. If you're not a computer savvy then you better go to invoiced.com

App access on phone/tablet, ease of use and reliability

The android app isnt as fluid/polished as th ios

It (zoho) thinks and acts like a business that knows your business. Existing services follow best practices and each new service that's been added is well thought-out and functional. My business has increased its efficiency and productivity using the Invoice component from its earliest days.

easy to use

sometimes network server error

It's all-round solution that integrates well with other Zoho products. The main Pro's would be:

1. Simple to use
2. Automatically keeps updated with latest government tax updates
3. Can be automated
4. Great UI with possibility to customize almost every thing
5. Feature rich

While there are not a lot of them, a few include:

1. There are so many features that one gets confused sometimes
2. Sometimes you have to navigate too much to reach the right setting area for a particular feature

- Easy to use
- Beautiful templates for my invoices and quotes.
- My clients can pay easily with Paypal with the link they receive automatically online.
- I can easily setup recurring invoices and receive the payments with Paypal.

I use the free version because the upgrade is too expensive for a small business like mine.

Zoho makes it easy to import from other systems. The application offers flexibility and extensive features without compromising simplicity of use.

In over a year, we've yet to run into something we do not like. It's a struggle to find a complaint-this is obviously a mature application.