Customize your invoice templates
With fully customizable templates from Zoho Invoice, you can extend your brand from your website to your invoices for a consistent, professional image.
Invoice in multiple currencies
With multi-currency invoicing support from Zoho Invoice, you can bill your customers in the right currency for their location.
Communicate in your customer's language
Zoho Invoice supports 10+ languages. Invoice your customers in their own languages for the most effective communication possible.
Schedule invoices
Need to send out an invoice on a future date? Zoho Invoice lets you schedule your invoices to be automatically sent to your customers on the date you choose.
Customize invoice fields
Need to add more information? Capture additional information on your invoices with 30+ custom fields.
Automate with workflows
Set up workflows and get things done automatically. Say every time an invoice is created for an amount more than $ 1000, you can set up the workflow to receive an email.
Get insight into your business health
Run and schedule reports to know how your business is performing.
Schedule recurring invoices
Create recurring invoices for transactions that occur at regular intervals, so you don't have to create them individually every time.
Sign your invoices
Use your digital signature to prevent invoice forgery or tampering. Our Zoho Sign integration ensures the highest level of security, compliant with ESIGN and eIDAS e-signature laws.
Estimates
Give your customers a rough overview of prices, discounts, terms and conditions, and more with professional estimates in Zoho Invoice.
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Create projects from estimates
Give your customers a blueprint of the project with estimates, and once you get it approved, directly create a project from the estimate.
Get estimates signed
Use our Zoho Sign integration to get estimates digitally signed by your customers. Put your client's mind at ease with a more secure approval process, and get tangible proof of your deals with them.
Set expiration dates for estimates
Add expiration dates to your estimates to encourage customers to accept them promptly and keep the sale process moving.
Add custom fields
Need to add more information to your estimates? Create custom fields to capture more details.
Keep track of estimates history
The estimate history section lets you keep track of your estimates, your interactions with your customers and more.
Convert to invoices
When your customer accepts an estimate, automatically convert it to an invoice and send it out for payment.
Contacts
Add your customers to Zoho Invoice, enter their contact details, and start creating transactions instantly.
Build your client portal
Offer your clients access to all their transactions in one place with the collaborative client portal.
List unpaid customer invoices
Attach a list of unpaid invoices to a customer's statement to encourage your customers to get current on their payments.
Set up payment reminders
Easily chase payments as they come due with automated payment reminders.
Save customer credit card information
Store your customers' card information to automatically charge them for recurring transactions.
Send customer statements
Send any customer a neat breakdown of all of their transactions over a particular period of time.
Ship and bill to multiple addresses
Add and save multiple addresses for easy, accurate billing and shipping.
Configure address format
Zoho Invoice lets you configure the format in which customer's billing and shipping addresses are displayed in the PDF or in the print version.
Associate price lists
Provide special discounts and offers to your clients with price lists.
Request customer reviews
Improve your business services with feedback from your customers.
Configure payment gateways
Zoho Invoice is integrated with over 10 payment gateways to provide secure transactions all over the world.
Auto-charge
For transactions occurring at regular intervals, save your customers' card details and charge them automatically with Zoho Invoice.
Send payment reminders
Set up payment reminders to gently prompt your customers to make their payments on time.
Collect advance payments
With retainer invoices, collect and record advance payments received for goods and services you provide.
Handle refunds with ease
Need to record a refund? Create a credit note and apply it to an invoice. Zoho Invoice makes it extremely easy.
Record offline payments
Need to capture an offline transaction? Zoho Invoice lets you easily record payments made with cash, paper check, or any other offline method.
Add custom field
Capture more information in your payment receipts with custom fields.
Customize payment receipts
Enhance the look and feel of your payment receipts with customizable templates.
Run detailed reports
Customize and run reports to get insights into your customers' payment patterns.
Expenses
Staying on top of your expenses is crucial to running a strong business. With Zoho Invoice, it's simpler than ever to track your reimbursable expenses and bill your clients right away.
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Convert billable expenses to invoices
Associate billable expenses with customers and then convert them into invoices with the click of a button.
Categorize expenses
Classify your expenses under different categories to make expense tracking and reporting easier.
Track your mileage
Record your vehicle expenses and convert billable miles to money with the mileage tracking feature from Zoho Invoice.
Upload expense receipts
Snap a picture of an expense receipt and easily upload it to Zoho Invoice for reference.
Create recurring expenses
Create recurrence profiles for expenses that repeat on a regular basis.
Run reports
Get a quick look at your top expenses on your dashboard, or see detailed insights by running built-in or custom reports.
Projects & Timesheets
Effortlessly track time and bill your clients for hours spent on their projects. Choose from a variety of methods to turn hours into invoices.
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Create invoices directly from projects
Turn your projects or tracked time into invoices for a convenient way to bill your customers.
Track time for projects
Track hours worked for your projects so you can bill your customers accurately.
Keep track of unbilled hours and expenses
Zoho Invoice gives you a concise breakdown of your unbilled hours and expenses. When you're ready to bill, convert them into invoices in a click.
Bill based on project hours or task hours
Choose a billing basis that makes sense for you. Bill for either project hours or task hours with Zoho Invoice.
Collect advance payments
Request and receive advance payments to ensure you can plan, schedule and carry out projects without running low on funds.
Recurring invoices
Associate unbilled hours from your projects to recurring invoices.
Templates
Zoho Invoice offers you a gallery of fully customizable templates to create and send professional invoices.
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Templates gallery
Zoho Invoice offers a wide range of templates for you to choose from and customize the transactions you send out to your customers.
Customize your template
Zoho Invoice gives you complete freedom over your templates so you can customize your invoices, payment receipts, and other documents to suit your brand.
Customize the look and feel of item table
Customize the way item table looks, from table header to item row and description.
Invoice in multiple languages
Zoho Invoice lets you create invoices in your customers' own languages for a closer customer relationship.
Stay tax compliant
Include all adequate tax related information on your invoices and be tax complaint. Give your customers a neat breakdown of the taxes charged on the goods and services.
Associate templates to contacts
Customize invoice templates and assign them to contacts to bring in a personal touch.
Automation
Automate tedious tasks with Zoho Invoice and focus on things that really matter.
Issue payment reminders
Send out automated payment reminders and save yourself hours of chasing after payments.
Set up recurring invoices
No need to draft a new bill every month. Create recurring invoices and Zoho Invoice will automatically rebill your customers at the interval you choose.
Auto-charge
Automatically collect payments for recurring transactions by saving customers' credit card details to recurring invoices or contacts.
Capture recurring expenses
Create recurrence profiles for expenses that occur on a regular basis. You can even automatically rebill them to your customers.
Automate your workflows
Set up workflows to eliminate manual tasks, streamline your invoicing processes, and save time to focus more on your business.
Create webhooks
Webhooks facilitate communication with third-party applications by sending instant web notifications every time an event occurs in Zoho Invoice.
Client portal
Offer your clients the convenience of accessing all their transactions under one roof.
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Simpler payment process
Along with partial and full payment options, the portal lets your clients make bulk payments with a single click.
Get transactions approved
Customers can view, accept, and comment on their estimates from the self-service portal.
Enable Payments through client portal
Your customers can view their invoices and make payments directly through the client portal.
Offer one-stop collaboration
Let your clients access their invoices, estimates, and timesheets all in one place.
Share project details
Let your clients be in the know of project details like logged hours, unbilled expenses and more.
Hear customer feedback
Let your customers rate your business services to help you further improve your offerings.
Reports
Run reports on your business and get better insight into the health of your business and share it with your team.
Run insightful reports
Zoho Invoice supports around 30 reports, to give you detailed insight into the health of your business.
Schedule reports
Zoho Invoice allows you to schedule and run reports on a weekly, monthly, quarterly or yearly basis according to your preferences.
Get insights with dashboard
Get quick insights into the growth of your business with an intuitive dashboard.
Share reports
Once you've viewed the reports, Zoho Invoice lets you share them with anyone you want to.
Customize business reports
From setting date ranges to choosing the transaction status, Zoho Invoice lets you customize and tailor your reports to suit your business needs.
Advanced analytics
Zoho Invoice is integrated with Zoho Analytics, the advanced analytics tool from Zoho to help create reports from scratch.
Users & Roles
Work better with your team members by adding them as users to your Zoho Invoice organization
Create roles and permissions
Create roles and invite users to your organization without having to share usernames or passwords.
Increase transaction accuracy
Get each recorded sale validated by a user with approver access. Create transactions and send them for validation to make sure they're reflected correctly in your accounts.
Restrict user access to a set of customers
Zoho Invoice allows you to create a custom role for a user, letting them view and edit transactions only for specific customers.
Share progress with your team
Give your partners and investors insight into your business by sharing reports.
Change user status
In case you do not want to permanently delete a user, but need to restrict their access for a specific time, Zoho Invoice lets you mark users as inactive.
Add more information
From adding phone numbers to employee ids custom fields for users allows you to quickly and easily add data against fields created by you.
Items
Capture the goods and services you offer so you can quickly add them to your transactions.
Create custom price lists
Price lists let you store custom item prices for specific customers so you always bill at the agreed-upon price.
Add stock keeping units
Zoho Invoice allows you to add SKUs to your items for better inventory management.
Capture additonal information
Capture additional item information with custom field support.
Mark items as inactive or active
Mark your seasonal goods as active or inactive so as to not display them while creating transactions.
