Zoho Review

flag Ideal platform for freelancers & SMB
  • Cean, simple, and easy-to-use interface
  • Integrates seamlessly with PayPal & Razorpay
  • Manage tasks & resources with project management tools
  • Bill on auto-pilot with recurring invoices feature
Good for
Small business
Support
9 /10
Trial/Demo
Free Up to 5 Customers
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  • author: Gerald Stein
  • 02.12.18
  • Comments
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Rating

  • "Price"
    9 /10
  • "Features"
    8 /10
  • "Ease of Use"
    9 /10
  • "Help and Support"
    9 /10

Overview

Zoho invoice is one of the many products released by Zoho Corporation. It’s a sophisticated accounting and finance system which provides invoicing, expense management and timesheet features. It’s an ideal choice for small to medium sized businesses as well as freelancers who are looking to create customizable invoices efficiently.

Plans & Pricing

Zoho offers a ‘forever free’ plan which is ideal for companies that have to only create invoices for up to 5 customers. Other than that, there are the following plan options:

Basic

The basic plan costs $9 per month (or $90 for the whole year if you choose to pay annually). You can invoice up to 50 customers and generate 5 automated workflows. Only one user can use the application and it comes with all the fundamental Zoho features (including invoicing, estimates, time tracking and expense tracking) barring a custom domain which is only available with the professional plan.

Standard

This plan costs $19 if you choose to pay every month and $190 if you want to settle for an annual billing schedule. It is the same as the basic package apart from the facts that 3 users can use the application; up to 500 customers can be invoiced with it and up to 10 automated workflows can be generated.

Professional

The professional package costs $29 per month or $290 per year. You can invoice unlimited customers with it, up to 10 users can use the application, 10 automated workflows can be generated and you also get a custom domain to go with all the Standard plan features.

After taking the versatility and richness of the features provided by Zoho Invoice into account, it can be concluded that their prices are fairly reasonable compared to their counterparts.

Forever Free
Free
Basic
$9/m
Standard
$19/m
Professional
$29/m

Features & Functionality

Informative Dashboard

The Zoho Invoice dashboard provides a vivid overview of the financial health and history of a company. From viewing the total receivables, sales and expense graphs as well as ongoing and previously billed projects, you can do it all from the main screen of the application.

Intuitive and Efficient Invoicing

With a simple click on the sidebar menu, you are taken to the intuitive invoicing screen where you can generate a customized invoice within seconds. You can set terms, assign a due date, select a salesperson, attach up to 5 files, choose a different template or make an invoice recurring all from the same screen. You can also send the invoices by email.

Multilingual and Multi-Currency

With Zoho, you can send invoices in 10 different languages ranging from German and Swedish to Japanese and more. You can also send invoices in the recipient’s currency and make any currency-specific adjustments.

Real-Time Reporting

You can also generate reports on real-time sales and payment data. There are many different report types including estimate details, withholding tax, expense details, expenses by category and recurring invoice details etc.

Expenses

Recording expenses or mileage is also fairly simple and efficient with Zoho. You can also add multiple expenses in bulk. Attaching a customer or a receipt against an invoice is also possible.

Project Management

Using the timesheet feature on the Zoho application, you can manage a project with assurance. You are also able to attach a customer and a billing method to it or add all the involved users. You can add tasks, their descriptions and mark them as billable if applicable.

Add-Ons and Integrations

Zoho integrates with G Suite, Zoho Docs, Dropbox, Google Drive, Zoho CRM, Zoho Reports, Zoho Projects, Slack, Office365 and Box among others. When it comes to payment gateways, it works in tandem seamlessly with PayPal, PayPal Payflow Pro, Razorpay, 2Checkout, Stripe, Worldpay, Forte and Braintree.

Ease of use

Zoho’s invoicing application scores considerably high on the usability front. It has a very clean, easy-on-the-eyes design which is very easy to use, even for people with no prior experience of invoicing applications. Toggling between screens is easy and effortless and when you open the application for the first time, you are showed important and helpful tips on all the screens which helps in achieving instant acquaintance with it.

Pros & Cons

  • Easy to use
  • Beautiful, clean design
  • Integrates with many payment gateways including PayPal and Razorpay
  • Project management features
  • Can create recurring invoices
  • No integration with Zoho inventory.

Customer support

The company offers 24/5 help and support and there is a landline number to reach the support staff in case of an emergency. The company also has live chat support and you can reach them via email. There is also a ticketing service present and there are video tutorials, a FAQ section and a blog too that act as great information reservoirs. All paid customers can receive timely support 24 hours a day, 5 days a week.

  • Phone Support
    The company has a registered landline support number which can be called 24 hours a day, 5 days a week.
  • Live Online Chat
    The support team can be reached via live chat for instant support.
  • Email
    Users can email the company with their inquiries.
  • Video Tutorials
    There are plenty of relevant and helpful video tutorials available.
  • FAQ
    A FAQ section offers answers to the most common user queries.
  • Community Forum
    There is a community forum which users can join.
  • Blog
    The company maintains a regularly-updated blog.

Final Word

Zoho Invoice is a top financial and billing solution which can be perfect for small to medium sized business owners and freelancers. It offers some excellent features like intuitive invoicing, recurring billing, workflow automations and expense management. All of this is bundled up within a beautiful, user-friendly interface. It also offers a ‘forever free’ package which gives it an unprecedented competitive advantage.

gerald
Gerald Stein
author

Gerald holds an honors degree in finance and with many years of experience helping small businesses gain capital for their start-ups makes for the perfect contributing writer to the Top 5 Online Invoicing blog.

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