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Accounting professionals: CPAs, bookkeepers, and accounting staff.
Zoho Invoice is the perfect invoicing tool for freelancers and small business owners. It caters to the needs of every size of business, especially small businesses.
We appreciate how it flows and accomplishes so much with ease. There is definitely a learning curve, but that is common with any seriously good software.
All credibility was lost when we spent hours on calls that ended in frustration with never getting to actually demonstrate a signature capture.
I have always felt like they are a small business where every single person you talk with actually cares that you're happy with their product and able to use it to it's full potential.
Reports can be downloaded to Excel, but not in a table format as you would expect so that feature is completely useless. Timers lose track of start time if the software inadvertently is closed.
They are extremely knowledgeable, quick to help, comprehensive, incredibly patient, and will help you with whatever questions you have, no matter how many times you ask.
The implementation was beyond frustrating for me and my staff.
Conversion was a breeze, as the Mango team handled that for us. We have been extremely happy with the integrated payment system, which is truly greatly improved our collections.
The Message function is terrible, half the time the documents could not esign within the system in the middle of Tax Season which made using the software cumbersome.
I have been using Zoho Invoice for years and I love it, it is easy to use, great features to help get reviews and send messages to my clients.
I found it a hard time to change the currency of any specific invoice, and also customizing invoices as per the need is a bit confusing.
It is very cost effective. It is one of the best app for invoicing the clients and maintaining the perfect records.
Take forever to log in when for some reason i get log out. ALWAYS to many problems to log in.
My overall experience with Zoho has been amazing. The best I like about Zoho is their amazing customet service.
I will update if any further problems come along, but not so far.
I love the fact that I can customize my invoices with my own branding and that it integrates seamlessly with my other business tools, like Square and PayPal.
Overall it got the job done with creating invoices but we ultimately cancelled the subscription.
Michelle: My name is Michelle. I work for MTP Paralegal Services. I'm the owner there. And I would give Zoho Invoicing a rating of five. I was using Excel. And the problems that I was having is that it was manual. So I would have to not only input the formulas, but I would also have to export the pages or the invoices to PDF so that I could send them to my clients. And Zoho has enabled me to be able to just input the amounts and they send it to the client directly. I was already using Zoho Mail, so I saw that they offered a Zoho Invoicing and I thought I'd give it a try. So I gave it a try and I actually loved it. Using it was actually really easy because it's integrated into the Zoho Mail app, so I was able to use it from there. And I just downloaded the app, and that's also very, very easy. It's easy to set up my clients and it's easy to set up the invoices. Okay. The advice that I would give is, it's really good for small businesses because it allows you to add different contacts for the invoice. So you don't have to just add one contact, you can add email addresses, and you can also add different phone numbers. And it lets you send the email directly from the app, so you don't have to worry about sending it manually. And it also allows you to use your internal invoicing system. So for example, I already had my own numbering system, but when I transitioned, I just updated it to the Zoho Invoice, and that was really easy.
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Mango Practice Management
Top FeaturesZoho Invoice
Zoho Invoice
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