Zoho Invoice Information Reviews & Insights

We use Zoho Invoice to email our clients' very professional invoices with online payment links in them for convenience. Zoho Invoice has made online invoicing and online payments both much easier, and much faster, and helps us stay organized by tracking payments and unpaid customer bills. Zoho Invoice has also recently improved its recurring billing invoicing functionalities as well, enabling us to automatically send out repeating invoices and track both the paid and unpaid recurring invoices effortlessly.

Zoho Invoice is great for business owners who have to collect and organize a lot of payments and would like the process to be fast and effortless. Payment management, including payment tracking, is very easy without any type of steep learning curve. In fact, you could organize all of your customers, and their payments, through Zoho Invoice even if they don't pay online since the system allows manual entries. If you need to edit the invoice to give it a custom design or even need to change the address or other data fields on an invoice, it might not be as easy to figure out as you would hope. Zoho Invoice might not be the best solution for larger corporations but for medium or small businesses it's well suited.

I am a professional writer with multiple clients that I contract privately or through platforms such as Upwork. I use Zoho Invoicing to create invoices for private clients and to also track what I make through Upwork. I also use it to track single and recurring business expenses. It's a great tool for me because I can set different hourly rates for different projects / tasks and I can also create rates for certain activities. I can also just manually enter tasks and rates directly onto an invoice. It gives me a lot of control over how I want to create my invoices. I actually chose it because it gives more than one option for clients to pay their invoice.

Zoho Invoice is well suited for any business, regardless of size, that needs to have a way to create invoices with hourly or flat rates. It's easy to create and archive projects. It also integrates into their other tools, including Zoho Projects. Zoho is great for businesses who want to accept online payments.You can use PayPal, Stripe, and a few others. Clients can also pay via ACH. It lets you know when a payment is processing AND when it clears.

I believe that it would not be well suited in instances where a company creates lots of credit notes (because from the invoice screen the credit will appear to grow, but when you check active credit notes, it is the right amount) or estimates (I can't figure out how to use this feature).