Zoho Invoice: Simplified Invoicing and Payment Management
Digitize your invoicing process and accelerate payment collection, without bureaucracy.
With Zoho Invoice, you issue professional invoices, create quotes, record expenses, and track payments – all from a single platform.
The built-in time tracking feature lets you log billable hours per project and convert timesheets directly into invoices, while multi-currency support handles international clients without manual exchange-rate calculations.
A self-service client portal gives your customers 24/7 access to view invoices, approve quotes, and make online payments on their own schedule.
Svennis Cloud Solutions, a certified Zoho partner, helps you implement and optimize Zoho Invoice for your company's needs.
This application from the Zoho suite is also included in the Zoho One license.
Why Choose Zoho Invoice?
Smart and efficient invoicing
Zoho Invoice provides all the tools you need to automate and simplify the invoicing process – from issuing invoices and sending quotes, to recording expenses, tracking payments, and generating detailed financial reports – fully compliant with GDPR requirements.
- Customizable professional templates let you match every invoice to your brand identity, while recurring invoices and automatic payment reminders eliminate the manual follow-up that drains your time.
- Multi-currency support ensures that invoicing international clients is seamless, with automatic exchange-rate calculations and localized tax formatting.
- The dedicated client portal empowers your customers to view outstanding balances, download invoices, and pay online at their convenience, significantly accelerating your cash flow.
- With built-in time tracking and project expense management, service-based businesses can accurately capture every billable hour and cost, converting them into invoices with a single click.
Automated Invoicing Processes
Save time with recurring invoices, automatic payment reminders, and predefined templates.
- Schedule invoices for subscriptions or retainer agreements and let the platform generate and send them on your behalf.
- Overdue payment reminders are dispatched automatically, keeping your cash flow healthy without manual follow-up.
Total Visibility
Access real-time reports on invoices, payments, and cash flow, and make data-driven decisions.
- The interactive dashboard consolidates outstanding receivables, payment aging, and revenue trends into a single view.
- Over 30 predefined reports help you analyze client payment behavior, project profitability, and expense patterns.
Scalability
The platform adapts to your company's needs, from startup to enterprise.
- Whether you send a handful of invoices per month or manage hundreds of recurring billing cycles, Zoho Invoice scales without added complexity.
- For businesses that outgrow invoicing and need full accounting, upgrading to Zoho Books is seamless with all data preserved.
5 Key Reasons to Choose Zoho Invoice
Invoice Automation
Schedule recurring invoices and send automatic reminders for overdue payments, eliminating manual work.
- Define billing frequency, start dates, and duration for subscriptions or retainer agreements, and Zoho Invoice handles the rest.
- Combined with online payment options, automated invoicing can reduce your average collection time by days.
Tax & GDPR Compliance
Issue invoices compliant with local legislation (VAT, tax regulations) and protect customer data in accordance with GDPR.
- The platform supports configurable VAT rates, reverse charge mechanisms for EU cross-border transactions, and multi-currency invoicing with automatic exchange-rate conversion.
- All financial data is encrypted with 256-bit SSL and stored in EU data centers.
Extensive Integrations
Connect Zoho Invoice with Zoho apps (CRM, Books, Inventory) or external platforms (accounting, e-commerce).
- Native integration with Zoho CRM automatically pulls deal and contact data into invoices, while Zoho Inventory sync ensures every sale reflects accurate stock levels.
- Payment gateways like PayPal, Stripe, and bank transfer let your clients pay directly from the invoice email.
Self-Service Portal
Customers can view their invoices, approve or reject quotes, and make online payments anytime through the dedicated portal.
- The client portal reduces back-and-forth communication by giving each customer a personalized dashboard of their transaction history, outstanding balances, and downloadable documents.
- This self-service approach improves customer satisfaction while freeing your team from routine billing inquiries.
Local Support from Svennis
Our certified team offers assistance and best practices in digital invoicing.
- From initial setup and data migration to custom API integrations connecting Zoho Invoice with your accounting or ERP systems, Svennis provides end-to-end support.
- With 14+ years of Zoho experience and over 200 implementations, we ensure your invoicing workflow is optimized from day one.
Services Offered by Svennis for Zoho Invoice
Transform your invoicing process with our expertise
Zoho Invoice Consulting
We analyze your processes
We identify your invoicing needs and existing challenges.
We define the configuration
We propose the optimal account configuration (invoice templates, VAT settings, client portal, automations).
We plan the implementation
We establish a detailed plan with clear stages and deadlines for implementation.
Implementation & Data Migration
We configure the account
We customize invoicing settings: currency, VAT rates, payment terms, and template design.
We migrate data
We import existing data – customers, products, previous invoices – from your current systems.
We validate accuracy
We verify the accuracy of imported data and compliance with local tax requirements.
Integration & Custom API
We analyze integrations
We identify third-party applications (accounting, CRM, online store) that need integration with Zoho Invoice.
We develop integrations
We build custom connectors and scripts using the Zoho API (REST, webhooks) to connect the platforms together.
We automate processes
We automate data synchronization (customers, invoices, payments) to eliminate manual entry and errors.
Training and Ongoing Support
We train the team
We organize practical training sessions for accountants and invoicing staff, ensuring efficient use of Zoho Invoice.
We provide technical support
We provide quick assistance via email, phone, or dedicated portal for any post-implementation technical issues.
We continuously optimize
We monitor solution usage and periodically propose improvements to invoicing processes as your business evolves.
Zoho Invoice Pricing
Free online invoicing solution for your business
Free CRM Audit: Already using a CRM? We'll audit your current setup and show you exactly what's costing you leads - free, no obligation.
Key Features of Zoho Invoice
Discover the power of digital invoicing
Invoice Creation & Customization
Create professional invoices in seconds and customize them to match your brand.
- Customizable invoice templates (logo, colors, fields) for a professional appearance.
- Instant conversion of quotes to invoices, with automatic VAT and discount calculation.
- Send invoices via email in PDF format, with read receipts and status tracking.
Online & Recurring Payments
Facilitate fast payments through online payment options and automation.
- Integration with payment methods like credit card, PayPal, or bank transfer for customer convenience.
- Automatic notifications for unpaid and overdue invoices, so you never miss a payment.
- Issue recurring invoices for subscriptions or periodic services, with automatic payment collection.
Expense & Time Management
Track costs and hours worked to invoice accurately.
- Record and categorize business expenses, with the ability to rebill costs to clients.
- Monitor time worked on projects and convert timesheets into invoices for services rendered.
- Gain visibility into project profitability by tracking the real-time ratio between costs and revenue.
Reports & Security
Control your finances and data securely, with complete visibility.
- Interactive dashboard and over 30 predefined reports for sales, outstanding payments, expenses, and more.
- 256-bit SSL encryption and advanced security measures to protect sensitive financial data.
- Data export capability and periodic backups, ensuring compliance with GDPR policies and keeping data safe.
Zoho Invoice Integrations
Connect with your favorite apps
Zoho Invoice integrates seamlessly with both the Zoho suite and third-party applications, providing a fully digitized invoicing ecosystem.
Zoho Marketing Automation
Automate marketing campaigns and nurture leads to maximize conversions.
Details
Zoho CRM
Automatically sync contacts and opportunities from CRM to generate invoices without extra effort.
Details
Zoho Books
Expand to full accounting by integrating with Zoho Books for end-to-end financial management.
Details
Zoho Analytics
Create advanced reports and custom dashboards based on invoicing and payment data.
Details
Zoho Inventory
Connect invoicing with stock management and automatically update inventory with each invoiced sale.
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Zoho Sign
Send quotes and documents for electronic signature, legally valid under EU legislation, directly from Zoho Invoice.
DetailsZoho Invoice Anywhere, Anytime
The Zoho Invoice mobile app lets you issue invoices and quotes, collect payments, and track your financial situation directly from your smartphone. Stay connected to your business, wherever you are.
Frequently Asked Questions
Answers to the most common questions about Zoho Invoice
Ready to digitize your company's invoicing?
Contact us to discuss your needs and receive a personalized quote.