Zoho Invoice

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.

Alternatives Considered

Reasons for Switching to Zoho Invoice

Pros

Zoho Invoice has long been an dependable tool for all our internal billing and invoicing needs.

Ability to choose templates, customize design, adding categories and much more, makes it an integral part of our day to day business.

The product has extensive features like dashboard, estimates, payments, recurring payments etc which can serve very well to any startup, SMB or enterprise.

The product has strong UI/UX and the simplicity to use does not require any additional training or hand-holding, its just amazing how fast our new resources pick it up from day 1

We have used Zoho Invoice from our starting days and we have grown stronger together over all these years

Cons

As a founder-led company, I wish there was a feature to group multiple invoices into one and create a invoice group list, some customers expect us to submit multiple invoices in batches.

Pros

Logging my time and being able to send my clients a detailed invoice (that I can customize) is critical to me. The fact that my client can opt to have a portal to see invoices, payments, etc. is icing on the cake!

Cons

Because invoicing is my business Achilles Heel, I would like it even better if I could create a recurring (monthly) invoice for my clients so I don't have to remember to do it. It is just there. Recurring billing right now is only for a fixed amount and I cannot add billable hours to it. However, the PROS definitely outweigh the CONS.

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

Alternatives Considered

Switched From

Reasons for Switching to Zoho Invoice

Pros

Zoho Invoice is intuitive to use and it is easy to link the invoices to Zoho CRM . That saves me a lot of time . The customization options are surprisingly rich and you can make the invoice look the way you want it to

Cons

You can't directly link it to the newer payment processors that are gaining on popularity . Configuring SMS notifications is too complicated .