[ Zoho In... Reviews ](https://www.g2.com/products/zoho-invoice/reviews) [ Zoho In... Reviews ](https://www.g2.com/products/zoho-invoice/reviews) # Zoho Invoice Features ##### ## Bill Generation (9) Templates Provide standard invoice templates that can be customized by users Digital Billing Ability to convert invoices to digital formats such as PDF Recurring Billing Automatically generates invoices at pre-defined time intervals Hourly Billing Business model that charges based on the amount of time spent on an hourly basis Contingency Billing Business model where clients pay their lawyer a fee only if the case is won/settled successfully Project Billing Business model that bills clients an amount based on the project/task/job performed Multi-Period Recurring Billing Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Deferred Billing Buyer isn't billed until the period is up without any interest charges Show More ##### ## Bill Processing (15) Batch Invoicing Ability to create multiple types of invoices Management Manage invoicing for different types of products or services Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Document Management Store, manage, and track all electronic documents in a centralized location Email Management Manage, store and organize emails within the system or via third-party apps Client Management Manage contact details and communication with clients Dunning Management Process of automatically notifying clients when payments fail to ensure invoices are paid Master Data Management Verify, organize, manage & store enterprise data assets in a centralized repository Refund Management Oversee the process of issuing refunds Discount Management Track products that are for sale at a reduced price or part of coupon promotions Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Recurring Invoicing Generate recurring invoices Billing & Invoicing Create, manage, and send invoices or bills to customers Show More ##### ## Integration (4) Accounting Provide integration with accounting and financial management software Payments Integrates with other payments software Mobile Payments Clients can submit payments via mobile devices CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Show More ##### ## Agentic AI - Billing (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Additional Functionality (59) File Encryption Encrypts data within the file, which can only be decrypted using a password or encryption key Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Multi-Language Manage and support multiple languages Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Invoices Invoices that can be tailored according to company's branding, payment terms and personalized information Real-Time Reporting Active reporting of data and metrics Credit Card Processing Accept and process credit card transactions Quotes/Estimates Generate quotes or estimates for customers Fraud Detection Identify and prevent suspicious activity Real-Time Data Receive data and information in real time Generative AI Use AI to generate content in the form of text, images, videos, etc. Dynamic Pricing Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Credit Note Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc. Duplicate Detection Compare new data with existing records to detect duplicate entries Invoice History Store and view prior invoices for each account/client Reminders Timed notification for any upcoming task, deadline, appointment, or activity Billing Portal Gateway through which end users can view past bills and pay current invoices Accounting Integration Integrate with a third-party accounting system Backup and Recovery Create backups and provide methods to recover deleted/lost data Customizable Branding Add customized logos and colors to align with company branding Bulk Send Process of sending a large number of documents, messages or emails to multiple recipients at once Invoice Creation Create invoices from scratch or have recurring invoices Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing API Application programming interface that allows for integration with other systems/databases Customizable Reports Alter the layout and content of reports Projections Estimate or forecast of a future scenario based on the study of present trends Multi-Currency Manage and handle various international currencies Event Logs A chronological record of actions or occurrences within a network, software, or process Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Tax Calculation Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Payment Processing Accept, record, and reconcile financial transactions Data Import/Export Import and export data to and from software applications Real-Time Analytics Analyze and gain insights into data in real-time Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Reminders Reminders sent via email Mobile Access Access software remotely via mobile devices Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Customer Accounts Record customer information, purchase history, and other notes Customizable Fields Customize data fields to support various needs and use cases PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Audit Trail A record of all activities within the system, including user access, changes made, etc. Multiple Payment Options Process payments via multiple modes directly through the application Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Third-Party Integration Addition of necessary external data, applications, tools, or features Payment Tracking Track sent and received payments, invoices, and bills. Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Approval Workflow Route documents and other data through one or more stakeholders for review and approval For Small Businesses Designed for small businesses Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Show More ## Top-Rated Alternatives [ ![FreshBooks](https://images.g2crowd.com/uploads/product/hd_favicon/58c5a614d757ea3d7bd5a61ee1fd9c75/freshbooks.svg "FreshBooks") FreshBooks 4.5/5(981) ](https://www.g2.com/products/freshbooks/reviews) [ ![Wave](https://images.g2crowd.com/uploads/product/hd_favicon/1537757062/wave.svg "Wave") Wave 4.3/5(328) ](https://www.g2.com/products/wave/reviews) [ ![QuickBooks Desktop Pro](https://images.g2crowd.com/uploads/product/hd_favicon/1507301994/quickbooks-desktop-pro.png "QuickBooks Desktop Pro") QuickBooks Desktop Pro 4.3/5(1,768) ](https://www.g2.com/products/quickbooks-desktop-pro/reviews) [ View All Alternatives ](https://www.g2.com/products/zoho-invoice/competitors/alternatives) Zoho Invoice Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_991e7b27368257437809e4d32c25f701/freshbooks.jpg "Product Avatar Image") FreshBooks 4.5/5(981) [ Compare Now ](https://www.g2.com/compare/freshbooks-vs-zoho-invoice) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a12a1dfbca8c5731b96c8b4ec626fa44/wave.png "Product Avatar Image") Wave 4.3/5(328) [ Compare Now ](https://www.g2.com/compare/wave-vs-zoho-invoice) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_886c6362df2546780d72afd6d2eed4d9/quickbooks-desktop-pro.png "Product Avatar Image") Desktop Pro 4.3/5(1,768) [ Compare Now ](https://www.g2.com/compare/quickbooks-desktop-pro-vs-zoho-invoice) ##### Categories on G2 [ Billing ](https://www.g2.com/categories/billing) ##### Explore More [ Which MBaaS solutions provide databases, APIs, and authentication for mobile applications for growing teams? 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