# Compare Zoho Invoice vs OfficeTools 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Zoho Invoice and OfficeTools based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/163114-165549/Zoho-Invoice-vs-OfficeTools

---

# Zoho Invoice vs OfficeTools Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Zoho InvoiceOfficeTools2/4 selected

[Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.7 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/)

[OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[4.1 (196)](https://www.capterra.com/p/165549/OfficeTools/reviews/)

[## Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.7 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.7

Functionality

4.6

Ease of Use

4.7

Customer Service

4.5

Reviews Sentiment

Based on [822 reviews](#user-reviews)

Positive

788

Neutral

28

Negative

6

[## OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[4.1 (196)](https://www.capterra.com/p/165549/OfficeTools/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.7

Functionality

3.9

Ease of Use

3.7

Customer Service

3.8

Reviews Sentiment

Based on [196 reviews](#user-reviews)

Positive

151

Neutral

23

Negative

22

## Summary

* * *

Key features rated by users

Features selected based on 14,969 reviews from billing and invoicing software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

74%Fit

Missing features

Feature ratings

Invoice Creation

4.8

Invoice Processing

4.7

Payment Processing

4.5

Credit Card Processing

4.2

Quotes/Estimates

NA

\--%Fit

Missing features

Not enough reviews

Feature ratings

Invoice Creation

1.0

Invoice Processing

NA

Payment Processing

1.0

Credit Card Processing

NA

Quotes/Estimates

NA

User satisfaction

User satisfaction

4.7

User reviews[822](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/)

Ease of use

4.7

Functionality

4.6

Value for money

4.7

Customer support

4.5

User satisfaction

4.1

User reviews[196](https://www.capterra.com/p/165549/OfficeTools/reviews/)

Ease of use

3.7

Functionality

3.9

Value for money

3.7

Customer support

3.8

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

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.

Best for

Accounting and Tax professionals

## User reviews

Pros & cons

JR

Julie R.

Owner

> "What I like most about Zoho invoices is the ability to create custom invoices and send them to my customers."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7047359)

MAU

Marcos Alberto U.

Manager

> "On the billing system although it is very complete it can be confusing for some new users, it can be difficult to..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6561443)

MM

Matthew M.

Summer Talent Intern

> "Zoho invoice is free for use making it my favorite tool for creating invoices and it makes it easier to track payment."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7052937)

SK

Shawna K.

Executive Director

> "Zoho implemented OneAuth that doesn't work so every month when I go to login & send invoices I can't"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6846447)

VR

Verified Reviewer

Business Manager

> "We are able to track our in-house lab invoices which makes it easy for me to calculate month end totals."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7015112)

BC

Bernard C.

Owner

> "i can't go mobile yet to make my clients receipts right there when they ask, I have to email them, and they be wanting..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6507519)

VR

Verified Reviewer

Writer

> "You can choose from a ton of beautiful and customizable templates, add your logo and even automate recurring invoices."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6326230)

VR

Verified Reviewer

Musician

> "It's also a little annoying to set up invoices for time - I work as a musician and often have to bill people for a "call"..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6610151)

VR

Verified Reviewer

Founder of NKS PVT LTD

> "With the help of this I was able to send professional invoices quickly along with automatic payment reminders to my..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6462222)

SS

Sally S.

Tutor

> "I don’t like that once you set up a customer, you cannot change the monetary unit they are invoiced in once you have sent..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6509776)

GS

George S.

Senior Recruiter

> "Zoho Invoice is an exceptional invoicing solution, particularly for freelancers and small businesses looking for a..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6617552)

DY

Daniel Y.

Director

> "Difficult to handle invoicing in more than one currency in this free version."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6430866)

Sarp O.

Founder

> "It succeeds in meeting all the needs of managing the very basics of accounting like creating and sending a quote, an..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6653863)

DZ

Dana Z.

Owner

> "It is quite a bit confusing at first, trying to figure out how to adjust the email. "

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6819796)

MC

Mary C.

Managing Director

> "Simple, high level of functionality, free for first 1000 invoices, genuinely supporting small businesses, excellent demos..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6743628)

MAC

Miguel A C.

Sr. Consultant

> "I use it as a replacement for quick-books that has now decided to make even the desktop version a MONTHLY SUBSCRIPTION..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___5051167)

NS

Natalie S.

Senior immigration Advisor

> "Zoho invoice is free of charge and it's easy to use the pre made template to create invoce and receipts."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7068498)

RR

Renato R.

Video Production

> "Sometimes it can get complicated to understand all the different features and how they work without having to be an..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6649948)

VR

Verified Reviewer

Writer

> "It features a dashboard where you can keep track of your business performance with insightful charts and graphs."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6326230)

JL

Jay L.

Owner operator

> "Don't like that it will erase your account if not used in 6 months."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6504558)

MR

Martin R.

Owner

> "It was an essential tool to access to invoice clients as a small business."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7034907)

KM

Katleho M.

Technician

> "Payment options are not so accessible in my country, South Africa."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6294139)

ET

ELAYNA T.

PRESIDENT

> "I LOVE THE FACT THAT ITS FREE AND STILL COMES WITH THE ABILITY TO ADD YOUR EXPENCES FOR EACH JOB SITE, AND EVEN OFFERS..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6510942)

JAK

Jean-Ann K.

Manager

> "The fact that not all applications are available in the mobile version"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6279967)

CH

Christopher H.

Owner

> "The payment processing is simple and has all the features that I need for my small business."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7009611)

VR

Verified Reviewer

Writer

> "You can’t produce financial statements."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6326230)

AK

Ashfak K.

Senior executive

> "It provides a clean, user-friendly interface that makes creating and sending professional invoices simple and efficient."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6567410)

SG

Sunil G.

Partner

> "Some features are hiding and cannot be found easily."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6730447)

AH

Alton H.

owner

> "Zoho has awesome features including different payment gateways to receive credit card payments."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6490643)

TS

Tiffany S.

Accounting

> "The Zoho product especially Zoho invoice is costly like hell"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6613947)

VR

Verified Reviewer

Writer

> "With this software, you can send invoices with ease from mobile or web and get paid quickly."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6326230)

AV

Alan V.

Assessor

> "Option to email is a little difficult."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6544745)

KD

Katie D.

Human Resources Generalist

> "They're the way to go if you want an invoice platform with a almost seamless interface, without paying top dollar."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6488612)

Pedro L.

CEO

> "Since it is not a certificated solution, it cannot be used in many countries where certified invoicing software is..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6186398)

Sara B.

Accountant

> "The way I can crate and manage invoices for all customers is spectacular"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6641411)

Lynda D.

business systems strategist

> "when a new invoice line is entered, the empty default line remains and has to be deleted"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4815713)

VR

Verified Reviewer

CRM Manager

> "overall experience was very good, i used zoho invoice for sending out the invoices to my clients and vendors and process..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6615579)

FF

Frances F.

Sr. Counsel

> "The invoice only allows for products, so time conversions are not the best and are hard to understand."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4787509)

VR

Verified Reviewer

Digital Creator

> "I like the fact it's secure by 2FA for the signing."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7019943)

VR

Verified Reviewer

Marketing Manager CRM

> "Some features are unusable."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6351595)

MM

Maxwell M.

Director

> "Zoho provides a user-friendly interface that allows you to customize various aspects of the applications, such as fields,..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4782455)

GC

Gina C.

Founder/Partner

> "I cannot bill different currencies for the same client in different invoices. "

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___5017042)

VR

Verified Reviewer

CSR

> "The platform is customizable, allowing users to set up templates and customize their invoices to fit their branding."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#GetApp___4704707)

PR

Peter R.

Creative

> "It's a shame they won't let you delete old customers on the free system but retain invoice history."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___6053753)

Ebbenezer Mziyanda M.

Director

> "Some of the service I supply are per month while others are per year. With Zoho I can setup an invoice to generate once a..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4790590)

AV

Andries V.

Car services

> "Having to retype all the vehicle's details every time they come back for a car service was just painful!Now, it is almost..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#GetApp___4724934)

JM

Jose M.

owner

> "i like the options available to create a professional looking invoice away from the office. "

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6250830)

RC

Raymond C.

Director

> "I have just had R745.52 taken from my account when trying to use MFA authentication when the notice had said that there..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4775738)

SS

Sara S.

Property Manager

> "I also love the level of customization regarding color scheme, logo, etc."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6734251)

RS

Raziela S.

Owner of WMA and Music teacher

> "I am unable to link my bank account to zoho invoice because I am based in South Africa."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___6128302)

DA

Doreen A.

Sales Manager

> "I have had an easy time preparing invoices with the software as it deals with all areas of invoicing and reporting thus..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6179502)

PS

Peter S.

Marketing

> "Templates does not help much as they most times not exactly what needed like bank details must be on invoice"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4723641)

KD

Katie D.

Human Resources Generalist

> "What's also helpful is the fact that I can craft invoices in different languages."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6488612)

Skyler B.

Freelance Content Writer

> "I don't like the way that the card payments via Stripe appear on the invoice."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4801370)

Sergio A.

Director

> "It has all features needed for freelancer like design of invoice, templates, tracking, etc."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4852169)

SG

Shauna G.

packager

> "sometimes have issues."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6668593)

JM

Jose M.

owner

> "the ability to use it on a mobile device is a great feature too. "

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6250830)

JL

Jesse L.

Owner

> "Some of the reports in the online version are not available in the mobile app."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4712296)

RV

Rene V.

Partner

> "We registered our small business and didn't have capital to buy software or anything and with Zoho it was so easy I felt..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6655852)

AG

Adam G.

Deputy executives officer

> "the application is slow on mobile phones yet many user are using android phones"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4971695)

SG

Shubham G.

owner

> "so much user friendly and easy going interface with pre seen invoice format seen features after click on getting started..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4708777)

VR

Verified Reviewer

Founder

> "The lack of customizability of the templates"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#GetApp___4768334)

BB

Brian B.

Business Owner

> "Professional and its free, makes things very easy with reports and statements for clients etc."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6537865)

RS

Raziela S.

Owner of WMA and Music teacher

> "I can't afford the dollar to South African Rand exchange rate per transaction."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___6128302)

Sayma B.

It Technician

> "The best part about it is it's really direct, starts an invoice once you downloaded the app."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6235113)

JH

Jessica H.

Owner and Designer

> "After researching other options, I decided that Zoho Invoice no longer met my growing needs."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4957076)

DS

David S.

Customer Service Representative

> "Zoho Invoice makes it super easy to create and send professional invoices."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6692754)

KM

Karl M.

Owner

> "cant do qoutes on app without loading new items"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___6005134)

Sayma B.

It Technician

> "I've only downloaded the app but it's really great for quick invoices (which I needed)."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6235113)

VR

Verified Reviewer

Director

> "Need some custom editors Cannot change sequence in invoice while adding, will have to delete that line and do it again..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4226294)

Sanchita J.

Technical Support Expert

> "Very customizable tool according to the business requirement and needs."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6654042)

JB

John B.

director

> "Nothing yet, apart from the factor two authenticator almost locked me out of my system"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#SoftwareAdvice___4961341)

SG

Sunil G.

Partner

> "I am very happy to use this software for my quotes and billing needs."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6730447)

Bernard C.

Principal Consultant

> "Unfortunately, for that feature, Zoho requires an upgrade, which is understandable."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6228337)

VR

Verified Reviewer

Owner

> "it is a good app to use for invoicing..."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6765590)

AA

Arun A.

Principal Consultant

> "Some features on template were difficult to customize"

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6139795)

MR

Martin R.

Owner

> "It is very easy to customize and use."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___7034907)

BM

Barbara M.

CEO

> "so when I'm needing to do certain things or need certain functionalities whilst on the road..its annoying. "

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4730175)

AA

Angelo A.

Director

> "very much appreciate the free access provided to low transaction volume users."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___6727935)

Ebbenezer Mziyanda M.

Director

> "The inability to generate payslips."

[See full review](https://www.capterra.com/p/163114/Zoho-Invoice/#Capterra___4790590)

[View Reviews](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/)

CF

Carlos F.

Academic Computing Specialist

> "OfficeTools software offers a range of benefits tailored to accounting and tax professionals, making it a comprehensive practice management..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___6549459)

VR

Verified Reviewer

Partner

> "After working with support for over 1 year to fix issues, we asked to be let out of contract only to be told we need to submit a formal..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3463414)

BT

Bernie T.

cpa

> "Office Tools was very good at client tracking, recording activities and histories."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2983482)

VR

Verified Reviewer

Partner

> "They decided to do maintenance on the product during the last two weeks of tax season, we couldn't run payments for a day."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3463414)

VR

Verified Reviewer

Audit Assistant

> "All client information is available to each member of the team, and viewing the progress of the tasks being completed is very easy."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2798634)

VR

Verified Reviewer

Partner

> "Payment system is also hiding payments, so we cannot tell which clients have paid."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3463414)

EC

Edeler C.

Ceo

> "I love it I use it every day it keeps control of all my work that we have to do it allows me to keep tabs on my staff on their jobs and..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2169618)

Russell B.

CEO

> "They didn’t secure their SendGrid relay properly resulting in several clients getting emails from a hacker (falsely) claiming that their..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3230643)

VR

Verified Reviewer

Audit Assistant

> "I think the interactivity of this program makes it a winner and puts it at the forefront of innovating in its industry."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2798634)

VR

Verified Reviewer

Audit Assistant

> "Sometimes the video tutorials are a bit confusing, so I prefer speaking to someone through the phone support."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2798634)

KY

Ketty Y.

Accounting

> "Pretty cool and useful software, give it a try you will not be regretted."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3469989)

LB

Lynn B.

Office Manager

> "Our biggest frustration has been with the reporting. While you can technically export reports to Excel, they're in a Crystal reports..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2152153)

AH

Anne H.

Partner

> "Easy to learn and it does so much."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___3591998)

BT

Bernie T.

cpa

> "There is no project management and their customer service is by far the worst I've ever been in contact with. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2983482)

CV

Cathleen V.

Owner

> "Love: ability to link charge card processing both to portal and to invoice. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

CV

Cathleen V.

Owner

> "We found the dashboard to be very confusing and counter productive as far as tasks, appointments and to-do items, my staff was still keeping..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

JP

Janet P.

Bookkeeper/Office Manager

> "You can create projects, assignments, To Do and have it set-up anyway that works for your team. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2151712)

JP

Jeff P.

Principal

> "The contract is very one sided. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#SoftwareAdvice___4669884)

MT

Marion T.

CPA President

> "The software does a good job of keeping our database of clients and their personal data. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2169510)

LB

Lynn B.

Office Manager

> "Sometimes we can get what we need between 2 different reports, but the Crystal format makes it impossible to merge them. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2152153)

CR

Cheryl R.

Owner

> "We like that when you set up a task you can complete your portion and then assign it to the next person. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2150935)

MT

Marion T.

CPA President

> "I've watched videos, but they frequently don't look like the product I'm using and never seem to be to the point. If I could easily switch..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2169510)

BB

Breanna B.

Payroll Specialist

> "From the client's contact information to their documents it is all easy to access."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2149592)

CV

Cathleen V.

Owner

> "Yes, you can just click through it and log in, but it is another annoyance that they are aware of yet still want to charge me for an entire..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

JP

Janet P.

Bookkeeper/Office Manager

> "The projects flow nicely from one person to next. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2151712)

BB

Breanna B.

Payroll Specialist

> "We also have completely stopped using certain features due to them continuously not working properly such as the eSigntures feature."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2149592)

CV

Cathleen V.

Owner

> "My clients love the portals. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

CV

Cathleen V.

Owner

> "I left them because I spent countless hours with their tech support, and many many $$ in tech support, and by their own admission, it was an..."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

PT

Polly T.

President

> "The contact management is so easy to use."

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2169559)

DR

David R.

President

> "The integration with crexendo has never worked and the integration was one of the main reason I switched"

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2153592)

SP

Sheena P.

teacher

> "it is easy to use and to instruct to other people most specially to the students"

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2593450)

CV

Cathleen V.

Owner

> "Hate: BEWARE: their contract has auto renewal without positive confirmation from user. "

[See full review](https://www.capterra.com/p/165549/OfficeTools/#Capterra___2488159)

[View Reviews](https://www.capterra.com/p/165549/OfficeTools/reviews/)

## User interface

4.73 (822)

[OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)

4.05 (196)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Accounting Integration

207

Important

Activity Dashboard

150

Important

AI Copilot

120

Important

Zoho Invoice

Top features

23/50

-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Automated Receipt Matching
-   Backup and Recovery
-   Billing Portal
-   Bulk Send
-   Client Management
-   Compliance Management
-   Contact Database
-   Contingency Billing
-   Credit Card Processing
-   Credit Note
-   Customizable Branding
-   Customizable Invoices
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Dunning Management
-   Duplicate Detection
-   Dynamic Pricing
-   Email Management
-   Event Logs
-   File Encryption
-   File Sharing
-   Financial Management
-   Fraud Detection
-   Generative AI
-   Hourly Billing
-   Invoice Creation
-   Invoice History
-   Invoice Processing
-   Master Data Management
-   Mobile Payments
-   Multi-Currency
-   Multi-Language
-   Online Invoicing
-   Payment Processing
-   Process/Workflow Automation
-   Project Billing
-   Projections
-   Purchase Order Management
-   Purchasing & Receiving
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Reminders

[See all features](https://www.capterra.com/p/163114/Zoho-Invoice/#features)

OfficeTools

18/50

-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Automated Receipt Matching
-   Backup and Recovery
-   Billing Portal
-   Bulk Send
-   Client Management
-   Compliance Management
-   Contact Database
-   Contingency Billing
-   Credit Card Processing
-   Credit Note
-   Customizable Branding
-   Customizable Invoices
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Dunning Management
-   Duplicate Detection
-   Dynamic Pricing
-   Email Management
-   Event Logs
-   File Encryption
-   File Sharing
-   Financial Management
-   Fraud Detection
-   Generative AI
-   Hourly Billing
-   Invoice Creation
-   Invoice History
-   Invoice Processing
-   Master Data Management
-   Mobile Payments
-   Multi-Currency
-   Multi-Language
-   Online Invoicing
-   Payment Processing
-   Process/Workflow Automation
-   Project Billing
-   Projections
-   Purchase Order Management
-   Purchasing & Receiving
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Reminders

[See all features](https://www.capterra.com/p/165549/OfficeTools/#features)

### Recognition

No recognitions have been awarded to Zoho Invoice

No recognitions have been awarded to OfficeTools

### Deployment & support

Zoho Invoice

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

OfficeTools

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Zoho Invoice

-   By Zoho
-   Located in United States
-   Founded in 1996

OfficeTools

-   By CARET
-   Located in United States
-   Founded in 1983

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[Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.73 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/)

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[OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[4.05 (196)](https://www.capterra.com/p/165549/OfficeTools/reviews/)

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[Abby](https://www.capterra.com/p/268623/Abby/)[4.75 (603)](https://www.capterra.com/p/268623/Abby/reviews/)

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[Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)[4.73 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/)

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[OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[4.05 (196)](https://www.capterra.com/p/165549/OfficeTools/reviews/)

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Features

4.6

3.7

Ease of Use

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[OfficeTools](https://www.capterra.com/p/165549/OfficeTools/)[4.05 (196)](https://www.capterra.com/p/165549/OfficeTools/reviews/)

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