Zoho Invoice Reviews

Pros

The mobile app's availability is particularly advantageous, allowing me to track project time and expenses on the go.

Cons

I haven't encountered any errors while using Zoho Books.

Pros

It's an excellent choice for small business accounting services, boasting a clean and professional appearance.

Cons

Automating most of its features requires coding skills.

Pros

For tax purposes and generating invoices, including CFDI invoices, it's highly effective. Ideal for small businesses or freelancers.

Cons

So far, I haven't encountered any drawbacks. I hope I won't need support because it seems to be unavailable.

Pros

It fulfills all our needs by managing invoicing and sending various types of bills. It integrates seamlessly with Zoho CRM, a tool our team uses daily.

Cons

Certain aspects can be challenging to configure; it takes time to understand how everything links together.

Pros

The interface is modern and intuitive. It features a sales portal where customers can access their invoices and payments online, which was a key selling point for us.

Cons

The debit and credit sides are reversed compared to the UK system. For instance, a sales balance of - 100 in the UK means the customer owes 100. In Zoho, it indicates the customer has a credit of 100, potentially requiring a refund. The system also restricts fast typing and clicking, has issues with batch invoicing, and reviewing invoices individually is time-consuming. Extracting more than 100 statements at once is not possible, making it unsuitable for large sales ledgers.

Pros

Initially, it's a simple accounting solution. It simplifies online accounting, invoicing, purchasing, and managing accounts payable.

Cons

Using Zoho Books has been exceptional for me. It boasts excellent features without any issues or missing functionalities.

Pros

Zoho Books promotes financial accountability by offering transparency in spending. Its automation reduces manual entries and streamlines repetitive tasks. The reporting tool provides valuable financial insights, and its billing features simplify invoicing with branded templates that are easy, secure, and fast to share with clients.

Cons

I'm very pleased that Zoho Books hasn't presented any cons yet. It has performed exceptionally well for our needs.

Pros

A fantastic tool for basic accounting, offering a free plan and an excellent mobile app.

Cons

Activating advanced features can become costly over time.

Pros

Zoho Books enhances business management by automating workflows, saving considerable time. I like its availability in both free and paid versions.

Cons

Customer support lacks professionalism, often leading to lengthy interactions where their advice is misunderstood.

Pros

Setting up and starting to use it is simple. While I liked it a lot, their customer support is disappointing.

Cons

Dealing with their support is frustrating; I've gone back and forth with someone unfamiliar with accounting. I'm considering switching to another platform despite the work I've invested in my current account.

Pros

We like the flexibility to add modules and expand into areas like inventory effortlessly. The support is prompt and efficient, ensuring a positive outcome across modules including billing, invoicing, and purchasing.

Cons

One annoyance is the inconsistent search functionality across screens. Some require exact names, while others use keyword searches that are quick and efficient.

Pros

Zoho Books efficiently manages small business operations by automating workflows.

Cons

Work completed on Zoho Books can be uploaded to cloud storage like OneDrive or Zoho WorkDrive.

Pros

The customer portal in Zoho Books allows us to track whether customers have viewed the invoices we've sent them.

Cons

Zoho Books saves time by allowing customers to pay invoices in one place, which simplifies the process for me.

Pros

Being an online platform, users can access it from anywhere.

Cons

The features for investment accounting and family office accounting are lacking. The interface can be difficult to navigate.

Pros

I like the invoicing templates provided by the application for free; they have a user-friendly interface.

Cons

There's a limit on the number of people one can contact per month.

Pros

The seamless use of Zoho Books across all devices, with data stored on servers rather than locally like in Tally, has been very convenient.

Cons

I have no major complaints, but I believe a thorough demo or training is necessary for more productive use of the application.

Pros

Using this software, I've successfully managed accountabilities and project planning from home.

Cons

To me, its support for remote work is beneficial; however, there aren't many other features I find particularly useful.

Pros

Integration with Zoho Invoice simplifies the creation of invoices and streamlines our workflow.

Cons

The software excels in maintaining records and generating reports on invoicing and billing transactions.

Pros

It's quite intuitive for creating invoices and tracking transactions.

Cons

Occasionally, the website lags. I'm unsure if it's due to my computer or server issues.

Pros

I rely on Zoho Books for balancing my business books. Its availability on both Android and iOS devices, coupled with its simplicity and user-friendly interface, makes it highly convenient.

Cons

The application performs well for my needs, although sometimes it updates too slowly.