Zoho Invoice is the stand-alone billing module from Zoho, an online business management platform that offers multiple services to help you run your business. With it, you can easily create and customize estimates and invoices, track time and expenses and attach them to invoices, and accept invoice payments online. It has several automated features to save you time as you tackle your invoicing tasks, and it has a mobile app so you can bill your customers on the spot, whether you're on the job or on the road. If your business is growing and you need additional features, you can easily upgrade to Zoho Books or add other Zoho apps or third-party integrations that help you manage your business.
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Zoho Invoice has four pricing plans. All plans are full-featured; the difference between them is the number of people who can use the software and the number of customers you can invoice per month. It's one of the few applications that includes a free tier, which is a nice bonus for very small businesses. If you choose to subscribe annually rather than monthly, a discount is available.
- The Free plan supports one user and allows you to invoice up to five customers.
- The Basic plan costs $9 per month (or $90 per year if you pay annually), supports one user and allows you to invoice up to 50 customers.
- The Standard plan costs $19 per month (or $190 per year if you pay annually), supports three users and allows you to invoice up to 500 customers.
- The Professional plan costs $29 per month (or $290 per year if you pay annually), supports up to 10 users, allows you to invoice an unlimited number of customers and provides you with a custom domain.
It's worth mentioning that Zoho Books has identical pricing, so you won't save money using Invoice instead of Books unless you opt for the Free plan. It has all the features of Zoho Invoice, plus banking, additional reporting and inventory management (Professional tier) features. However, you can easily upgrade from Invoice to Books.
Zoho Invoice also has the same add-on services as Zoho Books. You can add more users to any plan for $2 each per month (or $20 each per year with annual payment). If your customers request hard copies of your invoices, you can buy Snail Mail Credits for $2 each and Zoho will mail them for you. Domestic mail costs one credit, and international costs two credits. Zoho also offers an automatic document scanning service for $5 per month (or $50 per year with annual payment) for 50 scans per month.
Ease of Use
Zoho Invoice is easy to use, and it takes just a few minutes to set up your account and start sending invoices. It welcomes you with a short video that walks you through the software and provides you with a list of tasks to help you start using the program.
The interface is simple to navigate, with a logically organized left menu bar. At the top of the screen, you'll find a search bar and a Quick Create menu with action items that help you quickly add a customer, create an estimate and accomplish other top tasks. The dashboard includes an overview of your finances, showing your receivables, sales and expenses, projects, top expenses, and sales, receipts and dues. At the bottom of the screen, you'll find a live chat box and links to support resources and other Zoho apps.
Several Zoho Invoice features help you get your billing done quickly. With just a click, you can convert estimates to invoices. You can see a transaction history at the top of each document that shows when it was created and converted, along with the dates and usernames for each action.
You can set up this software to automatically send recurring invoices. It also allows you to send payment reminders manually or automatically, and you can enable multiple automatic reminders emailed a specific number of days before, on or after the due date.
If you set up or connect to a payment gateway, customers can pay their invoices from their client portal. Customers with recurring invoices can choose to have their credit cards automatically charged.
With the Zoho Invoice mobile app, you can create and send estimates and invoices, track billable time, snap pictures of expense receipts, and view reports at any time from any place. The app is available for iOS and Android devices, including smartwatches, as well as for Windows phones.
Zoho Invoices has all the invoicing features as Zoho Books. Here's a sampling of what it includes.
Zoho Invoice comes with more than two dozen reports. You can run sales reports by customer, sales representative or item. Receivable reports detail balances, invoice aging and estimates. Other reports include payments received, sales tax liability, projects, timesheets and activity logs. You can view reports in the program; export them to Excel, CSV or PDF; or print them out as hard copies for your records.
This setting allows you or one of your managers to review and approve documents created by your employees (such as invoices, estimates, credit notes and retainer invoices), giving you a chance to fix any billing errors before they're emailed to your customers.
It allows you to use multiple currencies from a single account, which isn't an option that many billing programs offer.
It integrates with multiple payment gateways, including PayPal, Square, Authorize.Net and Stripe, so you can accept invoice payments online. It also integrates with Zoho apps and a few third-party apps, such as Slack, Google's G Suite and Microsoft Office 365. If you subscribe to the Standard or Professional plan, you can integrate with Twilio, which allows you to send payment reminders to your customers by SMS.
Invoices and other documents are highly customizable. Zoho Invoice's template gallery offers several options for estimates, invoices and payment receipts. You can add your logo, toggle fields on and off, select a color theme and font, and set a background image.
The company has multiple support resources. You can view webinars or book a one-on-one demo to learn how to use the software, read the blog and What's New page to find out about product updates, use the knowledgebase and user guides to find instructions on specific features, and post on the feedback forum to request new features. If you need customer support, you can call the company 24 hours a day, Monday through Friday. You can also reach the company via email and live chat.
Although reasonably priced, Zoho Invoice costs the same as Zoho Books, which includes all invoicing tools plus accounting features. While it allows you to add goods and services to the system, and you can create price lists, it doesn't manage inventory; businesses that want this feature will need to upgrade to Zoho Books.