Zoho Invoice Review
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- Date Established
- Pleasanton, CA
- Easy to use
- Excellent mobile apps
- Good customer support
- Advanced invoicing features
- International invoicing
- Attractive invoice templates
- Limited integrations
- No inventory
In 2008, Zoho created Zoho Invoice, powerful invoicing software that has only gotten better over the years. When it comes to invoicing, Zoho Invoice simply can’t be beaten. With 16 templates to choose from, a beautiful client portal, the option to autoschedule invoices, and the ability to send invoices in 14 different languages, it’s easy to see why Zoho Invoice is our top-rated invoicing software.
Zoho Invoice also offers strong mobile apps, excellent customer service, and a wide array of other helpful business features, such as expense tracking and project management. So what’s the catch?
There really isn’t one. The only downside we can nitpick is the small number of integrations and the lack of a true inventory feature. The only warning that we have regarding Zoho Invoice is that if you’re planning on purchasing the most expensive plan, you may as well buy Zoho Books instead — its the same price but for full-fledged accounting software with far more features. However, if you’re looking for just an invoicing solution, Zoho Invoice is a great option.
Continue reading to learn if Zoho Invoice is right for your business.
Table of Contents
You can sign up with Zoho Invoice for free, no contract and no credit card information required. Zoho Invoice offers a forever free plan in addition to three other paid pricing options. Subscription payments are made monthly; however, you can receive a discount of two free months for committing to an annual subscription. Zoho Books also offers a discount to qualifying nonprofits.
Zoho Invoice has slightly increased prices since our last review, and the prices listed below are per organization per month. Each plan has almost all of the same feature access (which is impressive for any software), and pricing levels vary depending on the number of users and the number of customers you need to invoice.
Zoho Invoice’s Free plan is forever free and includes:
- Unlimited invoices and estimates
- Invoice up to five customers
- Client portal
- Expense tracking
- Project management
- Time tracking
- Multi-currency support
- Multiple invoice languages
- One user
Zoho Invoice’s Basic plan costs $9/month and includes everything from the Free plan, plus:
- Invoice up to 50 customers
- Five automated workflows
The Standard plan costs $19/month and includes everything in the Basic plan, plus:
- Invoice up to 500 customers
- Ten automated workflows
- Twilio integration
- Three users
The Professional plan cost $29/month and includes everything from the Standard plan, plus:
- Invoice unlimited customers
- Custom domain
- Ten users
There are a few additional costs to be aware of.
- Extra Users: Additional users cost an extra $2/month per user or $20/year.
- Auto-Scans: You can purchase 50 scans per month for an additional $5/month or $50/year.
- Snail Mail Credits: You can send invoices and estimates by mail directly through Zoho Invoice if you purchase snail mail credits. The cost is $2/credit. One credit is needed for US mail; two credits are necessary for international mail.
Cloud-Based Or Locally-Installed
Zoho Invoice is cloud-based, so no downloads or installation is required.
Hardware & Software Requirements
As cloud-based software, Zoho Invoice works on nearly any device so long as you have an internet connection. Zoho Invoice has one of the best mobile device offerings out there, with robust apps for Apple products (iOS 11.0+), Androids (4.3+), and Windows phones and tablets (Windows 10). There are even apps for Apple watches, smartwatches, and Kindles.
Specific Size Of Business
Zoho Invoice can be a good fit for small to mid-sized businesses looking for an easy way to manage their invoices. The forever free plan is particularly appropriate for freelancers and microbusinesses, as it offers unlimited invoices and estimates for up to five clients. The software can get expensive if you have more than ten users, but Zoho Invoice does provide plenty of user permissions and has a new “approve transactions” workflow for extra control.
If you are considering the Zoho Invoice Professional plan, you should look into Zoho Books instead. You’ll receive more features and full-fledged accounting software for the same price. Check out our comprehensive Zoho Books review to learn more.
Ease Of Use
Zoho Invoice is well-organized and easy to use. It’s occasionally difficult to navigate, although there are plenty of great support resources to help you find what you’re looking for.
Zoho Invoice offers tons of invoicing features and automations, especially in comparison to other invoicing software. Here are some of the most notable features:
- Dashboard: The Zoho Invoice dashboard is made up of charts and graphs that help you keep up with your business’s activity. These graphs show Total Receivables, Sales and Expenses, Projects, Top Expenses and Sales, Receipts, and Dues. You can change the color of your dashboard and interface, which is a nice touch.
- Invoicing: When it comes to invoicing, it doesn’t get better than Zoho. The software offers 16 invoice templates that are easy to customize. You can add discounts, shipping charges, attachments, and sales tax. You can also opt to add a salesperson to each invoice as well as custom fields. Zoho Invoice supports invoice reminders, late fees, packing slips, and retainer invoices. Additionally, the software supports recurring invoices and the ability to autoschedule invoices. Zoho Invoice also offers the unique features of invoicing your customers in 14 different languages and watermarking your invoices for added security. Invoices can be sent via email or snail mail.
- Estimates: There are 15 estimate templates. You can easily duplicate estimates or convert estimates into invoices or projects. One unique touch is the ability to add an expiration date to your estimates.
- Client Portal: Zoho Invoice has one of the best client portals out there. Clients can view their home dashboard, estimates, invoices, projects, and make partial or full payments directly through the portal. They can easily request estimate changes as well. You can also choose to let your clients view the billable and unbillable hours attached to their project so far. The best part is that you get real-time notifications about when your invoices and estimates have been viewed and paid.
- Contact Management: The contact settings are particularly well developed. You can save your client’s basic contact information (e.g., name, business address, shipping address, etc.) as well as tax preferences, payment preferences, custom fields, and notes. You can even attach a default currency and language to each client. Each contact is given a dashboard where you can view their information, including any outstanding invoices. Even better, you can request customer reviews and testimonials straight from your clients.
- Expense Tracking: You can enter transactions manually (individually or in bulk), import transactions, connect to your bank account, or drag and drop receipt photos. You can create custom expense categories to organize your finances easily, and you can set recurring expenses. Note: Like most software using bank live feeds, Zoho Invoice partners with Yodlee, which may violate some banks’ Terms and Conditions. Consult with your bank to see whether live bank feeds are a good choice for you.
- Item List: You can manage items in Zoho Invoice, and you can record the name, unit, rate, and description of a particular item. There is no way to track inventory.
- Project Management: While you won’t find a tab for Projects, you can still create and track projects and tasks. You can add time, expenses, and attachments to projects. You can also create budgets and assign tasks to staff members. Furthermore, you can easily convert projects to invoices. When you click on each new project, you are taken to a project dashboard that includes charts and graphs showing the real-time progress of your project.
- Time Tracking: You and your staff can log billable and unbillable hours manually or with a built-in timer. The downside is that time has to be directly connected to a project, but Zoho Invoice does make it easy to bill the time to customers and to create timesheets.
- Reports: Zoho Invoice offers 30 reports, which mostly revolve around sales and business activity. As a new addition, you can mark reports as favorites. You can also request that a weekly summary report be sent to your email. If you want more typical accounting reports, such as a Profit & Loss statement, you’ll have to upgrade to Zoho Books.
- Default Email Messages: Through Zoho Invoice, you can set default emails for ten different types of email, including invoices, customer statements, payment thank-yous, and more.
- Mileage Deductions: You can easily track mileage deductions in Zoho Invoice.
- Sales Tax: You can set as many sales taxes (and sales tax exemptions) as needed and even assign a specific tax default to an item or contact. Zoho Invoice also integrates with Avalara, a sales tax solution that automatically calculates sales tax rates based on your customer’s location.
- Multiple Currencies: Zoho Invoice supports over 170 different currencies. You can also send invoices in 14 different languages.
- Importing & Exporting: Zoho Invoice has extensive importing capabilities, and the importing process is quick and easy. You can import almost anything via .csv or .tsv and can export data via .csv and .xls.
Customer Service & Support
In the past, Zoho Invoice had weak customer service — but this is the far distant past now. Zoho Invoice offers excellent customer support and tons of support resources for its users. Phone wait times are short, and representatives are kind and usually helpful, although sometimes it takes a while for reps to understand what you’re asking. In my experience, emails and support forms were responded to within two to three hours. The best part is that almost all of the support sources can be accessed straight from within the software.
Customer support is available 24/5, Monday through Friday. Here’s a list of the support options available:
- Phone: You can contact Zoho Invoice support via phone. In my experience, wait times are generally short, and representatives are helpful.
- Email: You can email the Zoho Invoice team for help.
- Support Form: You can also submit a support form.
- Live Chat: There’s a chat feature within Zoho Invoice that you can use to talk directly with Zoho Invoice representatives.
- Knowledgebase: Zoho Invoice has an extensive knowledgebase, complete with guides, how-to articles, FAQs, video demos, blog posts, and a community forum. Even better, these resources can be accessed directly from within Zoho Invoice.
- YouTube: Zoho has a YouTube channel, although there aren’t very many videos related specifically to Zoho Invoice.
- Feature Timeline: While Zoho Invoice doesn’t reveal upcoming feature releases, the company does provide a timeline of past updates.
- Social Media: Zoho can also be found on Twitter, Facebook, and LinkedIn.
Negative Reviews & Complaints
For the most part, Zoho Invoice is highly regarded by customers and receives strong ratings across the board. Most complaints regarding Zoho Invoice are about minor feature flaws. However, a few recurring issues show up:
- Lack Of Integrations: This is the biggest complaint about Zoho Invoice. Although the company has added a few more integrations, this is still a big drawback for many.
- Poor Customer Service: Several customers report poor customer service. They complain that response times are slow and that reaching a representative via phone is difficult. A few also mention that there is an occasional language barrier with their customer service representatives. Complaints of this nature have decreased over the last year.
- Hard To Navigate: Several users complain that the software is difficult to navigate.
It is worth noting that Zoho does a good job of responding to customer reviews and complaints both quickly and kindly, and representatives do what they can to set things right.
Positive Reviews & Testimonials
Zoho Invoice is given predominantly high praise from its users. The software receives 4.6/5 stars on G2Crowd (based on 115 ratings), and 4.6/5 stars on Capterra (based on 293 ratings). The mobile apps are also well-loved and receive 4.6/5 on Google Play Store (based on 7,000+ ratings) and 4.7/5 on iTunes for its mobile apps. The company’s website also showcases customer testimonials and case studies. Here are some of the aspects Zoho Invoice users like in particular:
- Easy To Use: The biggest praise of Zoho Invoice by far is that it is easy to use and understand. Users enjoy how quick it is to send invoices and the time they save by not having to learn complicated software.
- Powerful Mobile Apps: This is one of the most common praises of Zoho Invoice. Users appreciate the full-featured mobile apps and that they can send invoices on the go. Some users especially like that they can run their business from their iPad or Kindle.
- Professional Invoices: Users appreciate that Zoho offers professional, attractive invoices. Most customers consider these invoices a good value for the money and believe the invoicing software is reasonably priced.
- Friendly Customer Service: Although some users report poor customer service, others find the customer service to be friendly and helpful.
- Good International Options: A few people mention the fact that the international currency and language options help their business.
Here’s what a few users are saying:
This software has been a lifesaver to me and I can’t praise it enough! Also, I can’t begin to explain how great it is having mobile apps that you can actually work with! The software is very easy to use, feature-rich, and doesn’t require you to be an accountant to use it. It strikes a perfect balance between usability and simplicity, so it’s great for freelancers and consultants.
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.
When I found Zoho Invoice, I had been using another well-known invoicing solution, but was being forced to pay extra for all of the different add-ons in order to make it work the way I wanted (and who likes that?). Zoho Invoice kept coming up in my online searches, so I decided to give it a try. Making that switch is the best decision I’ve ever made.
Integrations & Add-Ons
In the past, Zoho Invoice had very few integrations. While there still isn’t a huge selection, the company is adding more options slowly but surely. Zoho Invoice offers 14 integrations and ten payment gateway options. The software also integrates directly with other select Zoho products. API is available for developers.
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Zoho Invoice uses 256-bit SSL encryption, two-factor authentication, and regular virus detection and prevention scanning. Zoho Invoice regularly backs up data onto multiple servers in undisclosed locations. Additional physical measures are taken to ensure data security, including 24/7/365 surveillance, video monitoring, bullet-proof walls, and more. Learn more about Zoho’s security measures by visiting the company’s website.
In terms of invoicing, it doesn’t get much better than Zoho Invoice. With ample invoice automations, international invoicing, and a great client portal, this software has a lot to offer. Top that with expense tracking, time tracking, project management, and some unique touches, such as requesting customer reviews, and the deal gets even sweeter. The software and its customer service continue to improve over the years, and slowly but surely, Zoho Invoice is adding much-needed integrations to its limited pool.
The forever free plan can be a great fit for freelancers and micro-businesses; however, there is a pretty severe customer invoice limit that may make it impractical for most small businesses. The middle plans are a better value for your money and come packed full of features. As we mentioned before, if you’re looking at the Professional plan, Zoho Books would give you more bang for your buck. Zoho Books is also the better choice if you need advanced features, such as inventory, bill management, and tax support.
If you’re set on invoicing software, Zoho Invoice is a great choice. The software could work for both service-based and product-based businesses, and the strong mobile apps are great for business owners that need to work on the go. Play around with the free plan to see if Zoho Invoice is right for you.
If you think accounting software might be the better way to go, check out our comprehensive Zoho Books review to learn what you could gain from upgrading.
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