PC Magazine

Zoho Invoice: Excellent Service for SMBs

Zoho Invoice is a comprehensive billing and invoicing website that’s suitable for many types of businesses, but especially startups and sole proprietors. While it’s flexible and sophisticated enough that small and midsize businesses (SMBs) might consider it, those entities usually have full-featured accounting systems that include invoicing. Designed to work as a standalone solution, this Editors’ Choice pick stands out for its versatility and tightly focused feature set. It can be easily integrated with the larger ecosystem of Zoho products, including Zoho Books, Zoho CRM, and Zoho Expense. One caveat: Zoho Invoice can’t integrate with Zoho Inventory—unfortunate, given that inventory and invoicing are sometimes closely related.

Since our last review, Zoho has added or improved several major and minor features. For example, users can enforce multi-level approvals on all sales transactions. Outstanding receivables are now available on invoicing screens, and expense capabilities have been enhanced. You can now customize the Sales by Customer report to compare years and track project budgets by revenue and hours. Credit and excess payments are applied automatically now. Integration

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