




Zoho Invoice new invoice screenshot





Supported Operating System(s):
Web browser (OS agnostic)About Zoho Invoice
Zoho Invoice is a cloud-based solution designed to help small businesses automate processes for tracking expenses and accepting online payments. Key features include project billing, time tracking, reporting/analytics, customizable templates and a client portal.
Teams using Zoho Invoice can track estimates, convert them into invoices and send invitations to clients for adding comments and completing outstanding/upcoming payments. The centralized platform enables businesses to use customizable templates with the brand logo, send automated payment reminders to clients and share invoices with team members for facilitating collaboration. Additionally, users can create tasks, collect advance payment for projects and keep a track of invoice history to streamli...
Zoho Invoice new invoice screenshot
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.5
Customer support
4.5
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
February 2020
Julieanne from JG Digital Market
Company Size: 1 employee
Industry: Marketing and Advertising
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
February 2020
Great value
Overall I love Zoho Invoice simply because of how effectively they automate the process of sending invoices and collecting payment. It saves me so much time every month and is worth every penny.
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.
Reasons for Choosing Zoho Invoice
Zoho offered the cheapest price for the feature of sending recurring invoices. After using this program, I've seen there are many other handy features that come along with their low rate. Because it also connects to so many 3rd party programs, I don't foresee switching to another company for quite some time.
Response from Zoho
Replied February 2020
Hi Julieanne, Thank you for taking the time to review us! We're glad to hear you were able to streamline your invoicing and payment collection processes. Regarding your feedback on the documentation, it would be very helpful if you could share more details. Please feel free to drop an email to support@zohoinvoice.com Regards, Harikrishna The Zoho Invoice Team
November 2019
Matthew from Atlas Internet Marketing LLC
Company Size: 2-10 employees
Industry: Marketing and Advertising
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
November 2019
Great invoicing tool for small businesses
Overall good customer service and good product. We tried different ways to implement the recurring feature that most of our clients would use. We wanted to auto deduct recurring invoices and it didn't have that feature, otherwise, we probably would have stayed with it. We did use Zoho subscriptions for that.
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.
Reasons for Choosing Zoho Invoice
Better options than paypal with less setup.
Reasons for Switching to Zoho Invoice
We were switching CRM systems and cutting back on things we were not using.
Response from Zoho
Replied November 2019
Hi Matthew, Thanks for the review! We are happy to know the automatic reminders and the integration between Zoho Invoice and Zoho CRM were of help to you. Regarding recurring transactions, it's good to hear that Zoho Subscriptions caters to your needs but since Zoho Invoice itself has recurring invoices and the ability to auto-charge your customers, we would like to know a little more on it. You can reach out to support@zohoinvoice.com so that we can understand your requirements better. Regards, Harikrishna
February 2021
Anonymous
Company Size: 1 employee
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2021
Finally an invoicing software that is easy to use and just works
Finally, I have a clear overview of my invoices and pending payments. I had been using Excel so far. What a relief!
Pros
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.
Cons
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.
Reasons for Choosing Zoho Invoice
Cheaper and more customizable.
October 2019
Nicholas from NDG Student Living dba Varsity Campus
Company Size: 51-200 employees
Industry: Real Estate
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
4.0
Functionality
4.0
October 2019
good software - some useful features
Overall it got the job done with creating invoices but we ultimately cancelled the subscription. It was too expnesive for what it was and we just started doing invoices through Word or Excel. If you have the entire suite I could see why some businesses love and succeed with Zoho.
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
Reasons for Choosing Zoho Invoice
At the time we just needed the invoice feature so it was easier and cheaper to set up than others.
Response from Zoho
Replied October 2019
Dear Nicholas, Thanks for taking the time to share your feedback. We understand that you felt the product to be expensive and that some of your users found it could be more intuitive. Sorry about that. If you are ready to give us a chance, we are happy to schedule a call, know your requirements and suggest the best plan. We believe the import/export functionalities and our REST APIs could help you with pushing the data to your accounting platform. Just drop an email to support@zohoinvoice.com and we shall get in touch with you. We would love to have you back with us! Regards, Harikrishna The Zoho Invoice team
December 2020
Karen from Independent Consultant
Company Size: 2-10 employees
Industry: Information Technology and Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2020
Zoho Invoice saves time and keeps track of your business
Since I started using it I can keep track of my invoices, the aging and what I am earning by client, industry and quarter.
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.
Reasons for Switching to Zoho Invoice
It kept track of my Billing
Response from Zoho
Replied February 2021
Hi Karen, Thanks for taking the time to review us! We're glad to know Zoho Invoice helps you keep track of your invoices as well as expenses :) Regarding the email templates, we'd love to know more about your feedback and work with you. Feel free to reach out to support@zohoinvoice.com so that we can discuss. Cheers, Harikrishna The Zoho Invoice Team