Zoho Invoice reviews

I love that Zoho Invoice software is free to use, and also integrates Stripe to allow me to take credit and debit card payments. As a freelancer, I work with a small number of clients, and only send a few invoices per month, so paying for other freelancing software doesn't seem like good value. I like that the invoice can be customized to suit my branding, as well as adding custom fields such as an ABN. It is also minimalist and looks professional. Another great thing is that there are also no restrictions on the number of clients I can add, which is perfect because I do a lot of one off projects.

I don't like the way that the card payments via Stripe appear on the invoice. It is just a small icon of a card under the 'Payment Options' section, but it doesn't seem as clear or trustworthy as other invoicing software. I manually added text about clicking the icon to make a payment by debit or credit card via Stripe. However, I noticed that the number of clients who do so is significantly less than when I used to accept card payments via Wave. It can also be confusing to find certain menu items when configuring invoices - especially related to custom fields.

I am so impressed with Zoho Invoice.The Customer Portal is great to send invoices, timesheets and bills in real-time, and payment can be made directly from the porta. This is a great way for customers to stay informed of project progress and makes your life easy as well.Invoice templates can be customised and assigned per customer, which makes them great for branding or distinction between clients.Everything related to billing, invoicing, sending estimates and customer management can be done directly in your dashboard. Integrate with Zoho Mail, Zoho CRM or Zoho Expenses for an even more powerful suite to support your business.

Invoice templates are standard and basic, and customization features are limited to a few fonts and colours. Payment gateway integration options are limited to Stripe, Paypal and a few others. As a South African, I can only use PayPal, which is limiting.

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.

Simple invoice and expense tracking easily tracked on dashboard with drilldown to details. Can add business logo to invoice. Can enter time and have projects populate an invoice; can add items for quick entry; can add invoice discounts at $ or %; can attach timesheets; option to send to multiple emails, option to attach pdf of invoice to email and modify email contents. Also great support.

when a new invoice line is entered, the empty default line remains and has to be deleted

Very easy to set up, create customers, items, invoices, allocate payments, pull reports. Exceptionally easy to navigate on laptop or mobile

After changing a customers information, I struggle to amend previous invoices to reflect the new info

InvoicingFinancial reportingAccountingexpenses managementcustomers management

integration with microsoft application will be ideal

Easy to setup and Intuitive to use. The Zoho team are making good improvements to the system regularly

Limited in that it does provide a p&L statement report

Zoho Invoice is intuitive, easy to set up and makes invoicing efficient. User interface is logical and clean.

No negative aspects to Zoho Invoice. I only stopped using it as I upgraded to Zoho Books for the full accounting functionality.

It was easy to set up, and when I ran into particular setup difficulties between Zoho Projects (time tracking) and Zoho Invoice, the support that was given was exceptional.The support knew exactly what was needed between both portals to get me back on track.

A checklist being more prominent to guide the full top down setup would be appreciated, but this isn't a real issue with how good support was. The knowledge articles are prominent thought.

The mobile app simplifies entering my time and expenses while I'm away from my computer. Also, I was using a self-built web based program I wrote 25 years ago. Zoho Invoice had all the things I needed to be able to switch easily. It also has a lot of functionality I don't use. And it's nice I'm not forced to use parts I don't need.

Some of the reports in the online version are not available in the mobile app. Also, I haven't figured out a way for it to tell me which clients I need to invoice in the current billing cycle. I can look at my time entries and my expense entries and figure it out. But it would be nice to have a report to run to show unbilled totals by client/customer for a given time period. If that exists I haven't found it.

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.

Its easy. Its not confusing. It keeps everything organized. It cuts down on paperwork. It keeps you out of the office and in the field.

What is there not to like about it. It almost does the work for you.