Zoho Invoice is a cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses and accepting online payments.

Users who access Zoho Invoice can track estimates, convert them to invoices and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history.

 

Features of Zoho Invoice:

 

•  Managing clients and item information- Zoho Invoice helps maintain all of your clients’ and item information in one place. Details such as basic contact information, billing and shipping addresses, and tax information can be added to each customer. Similarly, details such as the selling cost and product description can be added for each item.

• Seamless invoicing- Zoho Invoice makes managing and monitoring invoices easy. With its intuitive interface, you can create and send invoices with just a few clicks. It gives you the ability to personalize and brand your invoices with pre-designed templates, and all the invoices you create are stored and can be referenced or used later as you need them.

• Time tracking – Zoho Invoice lets you track time effortlessly and bill your customers for hours spent on your projects. Once you invite users to your projects, they can log hours from their mobile device or desktop.

• Integrations – Zoho Invoice offers integrations with more than 10+ payment gateways to help you collect payments on time.

• Expense tracking – Zoho Invoice makes it easier for you to track your expenses, whether they’re regular office expenses, mileage expenses or reimbursable expenses incurred on behalf of customers. You can classify the expenses under different categories to make it easier to review them, and capture receipts right from your mobile device and attach them to your expenses.

• Client portal – The Client portal in Zoho Invoice is a self-service area where your clients can view and update their billing information, view and accept estimates, pay for your invoices, and download statements. If you offer live chat support, your customers can initiate a chat request right from the portal. The whole experience is designed to make it as easy as possible for your customers to get what they need, leaving you free to focus on your business.

• Reports – Zoho Invoice supports over 30 reports to give you detailed insights into the financial health of your business. With these real time reports, you can track key metrics such as best-selling products, invoice statuses, pending payments, and more.

 

Summary:

Zoho Invoice is an excellent service for sole proprietors and midsize businesses, thanks to its flexible pricing, customizability, and deep feature set.

 

There are plenty of more features available in Zoho Invoice which can help you to grow and manage your business, therefore I recommend it to every businessperson to take full advantage of. If you are facing any issues with Zoho Invoice or would like to learn more about how it can help your business GROW, please contact us anytime at hello@clientric.co. We always love to help Zoho enthusiasts!