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Independent Agents, MGAs, Brokers, Carriers, Premium Finance Companies
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.
The epaypolicy is a very easy app and usefull accept four big credit cards and make the transactions very quick and secure the experience so far is perfect.
CLIENTS USUALLY CALL ME IMMEDIATELY TO COMPLAIN HOW MUCH IT COSTS THEM TO SEND THEIR PAYMENT. I HAVE TO REMIND THEM TO CHECK THE NEXT BOX FOR ACH WHICH CHARGES A NOMINAL FEE.
As the only vendor at the time which integrated with our Vertafore product I initially felt captive in selecting them, but they are a delight to work with and our customers love it as well.
When our clients have a $10,000 bill due, it's tough to want to cough up an additional $350. Usually clients try to avoid CC if their bill is high and I don't blame them.
Ease of implementation and continued use of the program has been fantastic, and the timeliness of the customer's payments getting routed to us is quick. I'm quite happy with ePayPolicy.
When the maximum EFT payment amount is reached, and another client payment must be made for the balance, it's frustrating a client must pay the fee twice.
The overall ease of use is great for both our staff and our customers. And I love when our MGAs/Brokers use it for allowing us to see our open invoices with them and pay those premiums quickly online.
The few errors we have had occur have been on the client side with input error; however, the transaction declines are appreciated.
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.
Prioritize real-user-identified key features according to your needs to find your best fit.
ePayPolicy
Top FeaturesZoho Invoice
ePayPolicy
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Zoho Invoice
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