Zoho Invoice is Zoho's dedicated invoicing application, and when used as part of Zoho One, it integrates directly into your broader business workflow. Teams can create and send professional invoices, track payments, and manage client billing without leaving the Zoho ecosystem.
Zoho Invoice allows you to create customised invoices and estimates, set up recurring billing, accept online payments through multiple payment gateways, and send automated payment reminders. It supports multiple currencies and tax configurations, making it suitable for UK-based businesses as well as those operating internationally. Clients can view and pay invoices through a dedicated customer portal.
Administrators can enable Zoho Invoice for relevant users directly from the Zoho One Admin Panel. Once provisioned, users access Zoho Invoice through their Zoho One app launcher using their single Zoho sign-in. There is no requirement for a separate account or login. Conditional assignment rules can be used to automatically grant Zoho Invoice access to users in specific departments, such as finance or accounts.
Zoho Invoice connects natively with Zoho CRM, allowing you to create invoices directly from CRM deals and contacts. When a deal is won, the relevant contact and product details can be pushed into Zoho Invoice to generate an invoice without re-entering data. This reduces errors and speeds up the billing cycle by keeping sales and finance data in sync.
For organisations that also use Zoho Books for full accounting, Zoho Invoice and Zoho Books share data so that invoices, payments, and customer records remain consistent across both platforms. If your business grows to a point where you need a complete accounting solution, transitioning from Zoho Invoice to Zoho Books is designed to be straightforward within the Zoho One environment.