Zoho Invoice

Contact Database

In Zoho Invoice, the Contact Database acts as a centralized hub for managing all client and vendor information critical to invoicing and billing activities. It allows users to store and organize comprehensive details such as names, email addresses, phone numbers, tax information, payment terms, and currency preferences. This feature facilitates streamlined communication, faster invoice generation, and accurate record-keeping. Additionally, it supports segmentation and search filters, allowing businesses to manage large volumes of contact data efficiently while maintaining a professional and organized invoicing workflow.

Contingency Billing

Zoho Invoice supports Contingency Billing for businesses that operate on a results-based or milestone-triggered payment model. This feature allows users to create billing scenarios where charges are applied only when specific conditions are met, such as the successful delivery of a service or achievement of a predefined goal. It offers flexibility for consultants, freelancers, and legal professionals who require billing structures tied to outcomes rather than fixed rates. The system ensures transparency, improves trust with clients, and aligns invoicing closely with business performance metrics.

Customer Portal

The Customer Portal in Zoho Invoice is a secure and interactive online platform that allows clients to log in, view, and manage their invoices, quotes, and payments. This self-service portal enhances client engagement by offering real-time access to billing history, the ability to accept or reject quotes, and make payments directly from the interface. It reduces back-and-forth communication and manual follow-ups, offering convenience for clients and saving time for the business. The portal can be customized to reflect the brand’s identity, ensuring a consistent user experience.

Customizable Invoices

Zoho Invoice offers robust tools for creating Customizable Invoices, enabling businesses to personalize every aspect of their invoices, including logos, color schemes, fonts, and layout structures. Users can tailor the content to include specific terms, item descriptions, tax details, and payment notes that align with client expectations and industry standards. This feature helps maintain brand consistency, improves professional presentation, and allows adaptability across diverse client needs and regional billing practices. Customization also includes automation options, reducing repetitive work while ensuring accuracy.

Dunning Management

Dunning Management in Zoho Invoice automates the process of following up with customers about overdue payments through a series of strategically timed reminders. This feature enables users to set up a dunning schedule that sends escalating emails or notifications based on the age of the outstanding invoice. It helps businesses recover payments more efficiently, reduce bad debt, and maintain healthy cash flow without manual intervention. The system offers customizable templates and escalation rules, ensuring that reminders remain professional yet firm throughout the collection cycle.

Hourly Billing

Zoho Invoice includes Hourly Billing features that allow users to track time spent on tasks and convert those hours directly into billable invoices. This is particularly useful for professionals in consulting, legal, and freelance sectors who charge clients based on time. The system integrates time-tracking tools that record work across projects or clients and ensures billing accuracy down to the minute. By linking time logs with invoice creation, Zoho Invoice helps businesses provide transparent billing and build trust with clients through verifiable work logs.

Invoice History

The Invoice History feature in Zoho Invoice offers a comprehensive record of all invoicing activity, including creation dates, updates, payment status, and customer interactions. This chronological trail allows users to track invoice progress, detect payment delays, and reference previous billing cycles with ease. The system ensures accountability by logging each modification and provides visibility into patterns of client behavior, facilitating better financial planning and client communication. It is also essential for auditing, dispute resolution, and compliance tracking.

Mobile Payments

Zoho Invoice supports Mobile Payments by enabling clients to pay their invoices directly from mobile devices through integrated payment gateways. This feature is optimized for mobile responsiveness, ensuring a smooth user experience regardless of the device. It caters to the growing demand for flexible and on-the-go payment solutions and helps businesses receive payments faster by removing friction from the process. Whether clients are using a mobile browser or the Zoho Invoice mobile app, mobile payments ensure seamless, real-time transaction capabilities.

Multi-Currency

The Multi-Currency feature in Zoho Invoice allows businesses to create invoices and receive payments in various currencies, making it ideal for companies with international clients. Users can assign default currencies to contacts and rely on Zoho’s real-time exchange rate integration to calculate accurate conversions. This functionality reduces manual errors, simplifies global billing, and ensures compliance with local tax and currency regulations. It provides the financial flexibility needed for cross-border transactions while maintaining centralized control over billing operations.

Offline Payments

Zoho Invoice supports Offline Payments by allowing businesses to manually record payments received through non-digital means such as checks, bank deposits, or cash. This ensures that all income sources, regardless of method, are accounted for within the system. By logging offline payments, users maintain comprehensive financial records, reconcile accounts accurately, and generate complete reports. This feature is crucial for businesses with clients who prefer traditional payment methods or operate in regions where online payments are less common.

Online Invoicing

Online Invoicing in Zoho Invoice streamlines the creation, distribution, and management of invoices through a cloud-based platform. This feature allows users to generate invoices digitally, send them via email, and track their status in real-time. It eliminates the delays and costs associated with paper invoicing, enabling faster payment cycles and improved client communication. Online invoicing also integrates with payment gateways, automates follow-ups, and provides detailed reporting, making it a vital tool for efficient, modern billing practices.

Online Payments

Zoho Invoice offers Online Payments integration, allowing clients to pay invoices using secure, digital methods such as credit cards, PayPal, Razorpay, or Stripe. This feature expedites the payment process by offering convenience, flexibility, and immediate confirmation of transactions. Businesses benefit from quicker cash flow, reduced manual processing, and fewer payment disputes. Online payments can be initiated directly from the invoice, ensuring a smooth and user-friendly experience for both the sender and recipient

Payment Processing

Payment Processing in Zoho Invoice involves the seamless handling of incoming payments through connected gateways and the automatic reconciliation of those payments within the system. It supports multiple payment options and ensures secure, compliant transactions using encrypted data channels. The process includes authorization, capture, and reporting of payments, significantly reducing manual workload. This automation ensures timely updates to invoice status and improves the accuracy of financial records, giving businesses better visibility into their revenue streams.

Payment Reminders

Zoho Invoice includes a Payment Reminders feature that helps businesses reduce late payments by automatically notifying clients about due or overdue invoices. Users can schedule reminders at specific intervals and customize the messaging to match the business’s tone and professionalism. This proactive communication encourages timely payment, improves cash flow, and reduces the need for manual follow-up. Reminders are triggered based on invoice due dates and can be paused or modified as needed.

Project Billing

Project Billing in Zoho Invoice allows businesses to associate billable hours, expenses, and milestones with specific projects, enabling precise and organized invoicing. This feature is particularly useful for service-based companies that handle multiple clients or projects simultaneously. Users can log time, track budgets, and generate invoices based on the actual progress of the work. It improves transparency, ensures accurate revenue recognition, and strengthens client relationships through clear, itemized billing.

Quotes (Estimates)

Zoho Invoice supports the creation of Quotes or Estimates to provide clients with detailed cost proposals before initiating work. These quotes can include itemized services, tax calculations, and expiration dates, giving clients a clear understanding of expected charges. Once approved, estimates can be easily converted into invoices with a single click. This streamlines the sales-to-billing process, reduces administrative effort, and promotes professional, trust-based interactions with potential clients.

Recurring (Subscription Billing)

Zoho Invoice offers Recurring Billing capabilities for businesses that need to invoice clients on a fixed schedule, such as weekly, monthly, or annually. Users can create recurring profiles with automated invoice generation and payment collection, making it ideal for subscription-based services. This automation reduces administrative work, ensures consistency, and improves cash flow. It also allows clients to be billed without repeated manual input, enhancing convenience and reliability for both parties.

Tax Calculator

The Tax Calculator in Zoho Invoice automates the application of taxes on invoices based on region, client location, or item type. Users can configure multiple tax rates, including VAT, GST, or sales tax, and the system will apply them accurately according to predefined rules. This feature reduces manual errors, ensures compliance with local tax regulations, and simplifies tax reporting. It is especially beneficial for businesses operating in multiple jurisdictions with varying tax structures.