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Zoho Invoice

Overview

Zoho Invoice makes it easy to invoice clients, offering an up-to-date snapshot of a business's performance. Easy-to-use templates can be customized to reflect a business's brand. Payments can be made online, with automated reminders making it easy for clients to pay for items. With support for multiple currencies and languages, Zoho Invoice makes it easy for business to work with clients around the globe. With reporting, businesses have access to an always-updated snapshot of their finances.


Templates

Zoho Invoice provides templates to make invoicing easy. Templates allow for easy customization, including changing the background, removing columns, and adding logos.Templates can be chosen both in the desktop and mobile versions of Zoho Invoice. Once an invoice style is chosen, the user can begin inputting information.

Estimates

Using Zoho Invoice, freelancers and small business owners can create professional-looking estimates to help win the job. Once work has been completed, an estimate can be easily converted to an invoice. This quick step saves time by removing the need for creating it again.

Payments

Zoho Invoice is integrated with some of the most popular gateways such as PayPal, Authorize.net, PayPal Payflow Pro, Stripe, 2Checkout, Braintree, PayPal Payments Pro, Forte, WorldPay. All you have to do is setup your preferred payment gateway to start accepting card payments from your customers.

Reminders

You can send a friendly and personalized nudge to your customers with the automated payment reminders and get paid on time. You can even select the frequency of the payment reminders and include yourself in the cc.

Client Portal

Through the portal, clients can view, download, forward, or make online payments for outstanding invoices. These payments can be made from within the portal. Estimates can also be approved and rejected within the portal. At any point, a client can also access the transaction statement. Through the comment section, clients can discuss a specific invoice or estimate. This prevents long email threads and keeps everything in one place.