Zoho Invoice - Accounting Software

Our Verdict

Overall, Zoho offers an excellent value for money spent on the invoicing software. It contains all the necessary features to let you smoothly run the invoicing process for your small or medium-sized business. The Zoho brand itself has outstanding reputation, and is trusted by millions of users worldwide. Regardless of whether you are an accountant or a business owner, Zoho invoicing solution should be on the top of your list.

Pros

Professional & customized invoices
Multiple languages & currencies.
Straightforward project time tracking & billing

Cons

Creating advanced invoices is complicated
Limited features on mobile version
Integrations offered by Zoho are limited

Products & Pricing

Zoho offers four different plans: free, basic, standard and professional. The users can choose the option to be billed monthly or yearly, but the latter is recommended due to the lower net cost. Zoho not only offers a free version but also allows offers a full refund policy.

Free

New businesses can start with the free version, where they can invoice up to 5 customers. Except for the limitation over the number of customers, the free version includes all the basic features such as invoice generation, time tracking, five automated workflows, customer portal and Zoho integrations.

Basic

The basic plan starts at $9 per month and allows you to bill up to 50 customers. Similar to the free version, it has a limit of one user per subscription. All the other features under this option are the same as the free version.

Standard

The standard plan starts at $19 per month and offers a major upgrade in terms of accessibility and features. Apart from extending the limit from 50 to 500 customers, the plan also extends the limit to three users and ten automated workflows. Besides, it also includes the option for Twilio integrations.

Professional

This is the most advanced plan offered by Zoho Invoice and starts at $29 per month. It includes access for up to 10 users and can be used to cater to unlimited customers. In addition, it also includes the option to have a custom domain.

Overall, Zoho Invoice offers competitive pricing packages with more or less similar features under all the plans. These include invoice generation, expense tracking, time tracking, recurring billing, online payments, multi-lingual support, multi-currency invoices, customer portal, payment reminders and integrations, amongst others. While users can opt for billing monthly billing, the net cost is slightly higher. The monthly cost for the yearly plan is as follows:

Free

Up to 5 customers

Basic

$9 /month

Up to 50 customers

Standard

$19 /month

Up to 500 customers

Professional

$29 /month

Unlimited customers

In-depth review

Features and Functionality

Zoho Invoice contains all the features necessary to generate and send professional invoices to the customers. The process is relatively straightforward and particularly helpful for non-accountants. You can access it on any operating system, including Windows, Mac and Linux. The mobile versions can be accessed from Android or iOS. Some of the key features of Zoho Invoice are as follows:

Efficient and Customizable Invoices

With Zoho, you get free, best-in-class, invoice templates to use for your business. The customization feature of Zoho is commendable, and you can customize almost every aspect of the invoice, including logos, fonts, designs, fields, taxes and a lot more. Zoho supports a number of languages, and you can select an appropriate invoice language for each of your customers.

Time Tracking

While there are a number of invoicing and bookkeeping software in the market, Zoho stands out in terms of time tracking and ease of including project hours in the invoice. The entire process of assigning team members to the project and including their billed hours in the invoice couldn’t be much easier.

Payment Integrations

With Zoho, you can receive your payments online after integrating the platform with a payment gateway provider. Once integrated, you can automatically send payment reminders and also charge customers for recurring payments.

Automated Workflows

Zoho Invoice outperforms its alternates in terms of workflow automation. You automate up to ten processes with Zoho, including invoicing, payments, reminders and deposits amongst others. If done correctly, automation can save much of your time spent on repetitive tasks.

Add-ons and Integrations

Zoho can be integrated with almost all the popular payment gateways, including Stripe, Payflow Pro, Authorize.net, 2Checkout, PayPal, WorldPay and Braintree. It can also be integrated with G Workplace, including G Suite and Chrome Web Store.

Zoho Invoice works well with popular document management solutions including Dropbox, Google Drive, One Drive and Evernote. Needless to say, Zoho Invoice can be connected with other Zoho applications such as Zoho CRM, Zoho Projects and Zoho People.

Ease of Use

Zoho Invoice is particularly preferred by new business owners due to its simplicity. You can easily create estimates, convert them into invoices and track expenses for a particular project. The user-friendly dashboard provides a quick overview of the business performance, and you can run a range of reports to get in-depth business insights. The setup is relatively quick, and you can watch video tutorials to get started.