Home » Zoho Invoice Review 2023

Zoho Invoice Review 2023

Zoho Invoice is free online invoicing software for small businesses. It is a versatile business tool that enables users to create invoices, retainers, and credit notes. Freelancers and business owners can bill multiple customers, adapt to local currencies and tax laws, collect online payments, and accept different types of payments.

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Zoho Invoice Features and Strengths

Invoice and payments

Zoho Invoice simplifies creating and sending professional invoices to help businesses create the best impression and receive payments faster. Users can choose from a gallery of invoice templates and customize them to create a consistent brand that extends from its website to its invoices, and you can schedule invoices for a future date. Users can also create recurring invoices and sign invoices digitally to prevent forgery and tampering.

With Zoho Invoice, users can configure payment gateways to provide secure transactions. It can send payment reminders and collect or record advance payments, such as with retainer invoices. For regularly occurring transactions, users can save customer credit card details and automatically charge them, and other features include recording refunds and offline payments, customizing payment receipts, and running detailed reports.

Time and expense tracking

Zoho Invoice includes built-in time tracking features so users can track the hours they spend on client projects for accurate billing, so they can bill based on project hours or task hours and create invoices directly from projects. Zoho Invoice can also provide a concise breakdown of unbilled hours, and users can start the timer from the web or from their mobile device. Plus, they can create invoices for project hours logged in Zoho Projects.

The software can also keep track of unbilled expenses until clients reimburse them, scan expense receipts and calculate travel expenses based on location and mileage, and convert billable expenses to invoices. Other features of Zoho Invoice’s expense tracking are expense categories, recurring expenses, upload and share of receipts, and expense reports.

Estimates, customer portal, reports, and more

Zoho Invoice lets users send estimates, quotes, and discounts for customer approval. It can easily convert approved estimates to projects and then to invoices. The invoicing software integrates with other tools such as Zoho Sign so customers can digitally sign estimates, and you can set expiration dates on estimates, add custom fields, and keep track of them with its history section.

The built-in Customer Portal gives your customers the option to check estimates, view their invoices, and make payments — and users can list unpaid invoices, send customer statements, and request customer reviews. Other capabilities of Zoho Invoice includes 30 or so pre-built reports, custom reports, Zoho Analytics integration, and an intuitive dashboard. It also has user and roles permissions, item management, and native mobile apps for iOS and Android devices.

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Zoho Invoice Pricing

Zoho Invoice is available for free.

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Who Uses Zoho Invoice?

Zoho Invoice is excellent for freelancers and small businesses — no matter the industry. Most of its users fall under professional services, small businesses, house maintenance services, estate consultants, travel and tourism companies, and non-profits. Customers include The Marble Pantone, Plotwist Creative, Coastal Reprographic Services, Bright Language, SAC, Student Tutors, Spin66 Studio, ProLore Digital, and Black Moth Media.

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Zoho Invoice Supported Languages

Zoho Invoice supports English, Arabic, Bulgarian, German, French, Croatian, Indonesian, Italian, Japanese, Korean, Dutch, Portuguese, Spanish, Swedish, Thai, Vietnamese, and Chinese (Simplified).

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Case Studies

Khadija Shabbir is the CEO of a digital marketing SEO agency in Bangalore. With customer satisfaction as its primary mission, it was trying to keep the price of its services affordable while maintaining high quality. This means keeping overhead expenses low. Another challenge was transitioning to comply with the new Goods and Services Tax. The company needed a mature invoicing solution that is scalable and also cost effective.

Zoho Invoice ticked all the boxes. It has become Shabbir’s one-stop shop for all their invoicing needs. Whether its estimates, invoices, payments, or customer details, Shabbir and team can rely on the invoicing software for their financial transactions, and its intuitive design reduces the steps for invoicing and payment collection in just a few clicks.

Robin Bull is the owner of a company in Oklahoma City providing copywriting, digital marketing, web content, and editing services. Her previous invoicing software proved too complex to work through, especially with the range of services she offers and its custom requirements. After evaluating several platforms, she decided on Zoho Invoice.

Bull can now easily manage flat-rate projects and hourly contracts with the software’s timesheet module, and she can explain every single line item on the invoice to her customers. She also uses Zoho Invoice for customers paying installments and weekly payments, for expense tracking, and for generating reports of her business.

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Why Choose Zoho Invoice?

Zoho Invoice is a great option for small businesses looking for an intuitive and flexible invoicing software. It is completely free yet includes a comprehensive set of features for managing client invoices as well as project time tracking, expense tracking, estimates, and payments. Moreover, it has custom templates, business reports, and automated tasks that streamline business processes, from estimates and quotes to time tracking and customer management to invoicing and payment.

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Company Info

Zoho Invoice is a product of Zoho Corporation, a privately held global software company with US headquarters in Austin, Texas, and international headquarters in Chennai, India. In 2008, Zoho Invoice was launched by the company to help freelancers and small businesses simplify their online invoicing and billing processes. Over time, the product added features such as time tracking, customer portals, and expanded compliance. In 2021, the company started offering it for free.

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Learn more about project management by exploring the following project management software reviews and project management software comparisons:

Looking for more task or project management? Take a look at a few of these popular software titles:

1 Wrike

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Wrike is the most powerful work management platform on the market, enabling teams to plan projects and collaborate in real time. Our award-winning software is trusted by 20,000+ companies across the globe, including Sony, Estée Lauder, and Siemens.

Wrike’s customizable features include Gantt charts, request forms, dashboards, cross-tagging, time tracking, and proofing. Integrate with 400+ apps from the likes of Microsoft, Google, and Salesforce. Automate repetitive tasks and achieve 50% faster planning. Work from anywhere with 100% access to your files via our mobile and desktop apps.

Whether you’re a small startup or an established brand, Wrike has the solution for you. Paid plans start at $9.80/user/month. Join our community of 2.3 million — start your free two-week trial today.

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2 monday.com

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monday.com Work OS is an award-winning no-code work management platform that helps teams manage projects and workflows more efficiently.

Used by 152,000+ customers worldwide, this fully customizable software lets you plan, manage, and track every project in one place. monday.com offers time-saving and easy-to-use features such as automations, time tracking, document sharing, and real-time collaboration. Multiple board views such as Gantt and Kanban help you structure and navigate tasks and projects the way you prefer, and dashboards give a high-level overview of your progress.

In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools from within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

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3 Smartsheet

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Smartsheet is a leading work execution platform that has real-time work management features, collaboration and automation tools. Users are presented with a familiar and easy-to-use spreadsheet-like interface. However, it has enterprise-grade capabilities that even Fortune 500 companies like Cisco, Bayer, HP, and PayPal are confident to adopt in their business. Strong project management features enable teams to utilize different views of real-time data, and switch easily from Gantt, card, grid and calendar views. Smartsheet has automatic update requests, and can be used for waterfall and agile projects, product launch, sprint planning, and more. The resource management feature provides users the visibility who is busy, and who is not, in real-time. They can also attach files, share sheets, get notified, view the activity log, export, email, and print.

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4 Zoho Projects

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Zoho Projects is an online project management application that helps its users to plan projects, collaborate with employees and clients, keep track of time, manage documents, and generate charts and reports. Users work on a central platform where they can keep track of progress, discuss ideas, communicate easily and stay updated. It is cloud-based and highly accessible, where user data is kept safe with stringent security systems. The software is also scalable depending on the number of projects, with the option to add more features. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are.

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5 Cerri Project

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Cerri Project is a comprehensive PPM solution integrating project portfolio management and strategic planning features to drive value for your business.

Strategic execution of project portfolios, business initiatives and objectives.
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