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What is Zoho Invoice?

Zoho Invoice, developed by the experienced company Zoho, aims to deliver a user-friendly and effective invoicing solution for business owners, accountants, and administrators alike. This application is packed with various features that enable users to track production, log hours, and generate final estimates in different currencies. Additionally, its online invoicing capabilities facilitate the swift setup of Subscription Billing or recurring billing options, making financial management smoother for users. The platform strives to simplify invoicing processes, ultimately enhancing productivity for businesses of all sizes.

What is Invoice Manager for Excel?

Invoice Manager for Excel by Uniform Software is a robust billing and accounts receivable solution designed to bridge the gap between flexible spreadsheets and rigid accounting systems. Built for small-to-medium businesses, service agencies, and freelancers, this hybrid application transforms Microsoft Excel into a powerful, database-backed invoicing engine. While standard Excel offers unparalleled design and calculation flexibility, managing a growing business on flat files often leads to lost data, duplicate invoice numbers, and broken formulas. Invoice Manager solves this by separating the user interface from data storage. You continue to use Excel as your primary workspace, retaining complete control over layout, branding, and custom formulas (such as regional tax calculations or volume discounts). Behind the scenes, the software connects to a secure Microsoft Access or Microsoft SQL Server database to safely manage your customer profiles, product catalogs, and payment histories. Key Capabilities: In-Cell Smart Pickers: Eliminate manual data entry. Click any cell to instantly search your database and auto-fill customer details, shipping addresses, and line-item pricing. 400+ Customizable Templates: Access a massive library of ready-to-use Excel templates for commercial invoices, estimates, quotes, and purchase orders. Automated Audit Controls: The system automatically enforces sequential invoice numbering to keep your financial records structured and audit-ready. Unified Delivery Workflow: Convert finalized worksheets into unalterable PDFs with a single click. Email them directly to clients via a built-in email sender. Receivables & Cash Flow Tracking: Log full or partial payments against specific invoices. Generate real-time account aging reports and AR summaries to monitor outstanding balances. Flexible Deployment Options: Available as a subscription through the Microsoft Marketplace, a traditional perpetual (lifetime) desktop license.

Media

Media

Integrations Supported

Commenda
EBizCharge
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Itelgie
KonnectzIT
Latenode
Leo
Mazaal AI
Motileo
Peaka
Square Payments
Square for Retail
Truto
Zapier
Zoho Analytics
Zoho Desk
Zoho Directory
Zoho Finance Plus

Integrations Supported

Commenda
EBizCharge
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Itelgie
KonnectzIT
Latenode
Leo
Mazaal AI
Motileo
Peaka
Square Payments
Square for Retail
Truto
Zapier
Zoho Analytics
Zoho Desk
Zoho Directory
Zoho Finance Plus

API Availability

Has API

API Availability

Has API

Pricing Information

$0
100% free. Forever.
Free Version
Free Trial Offered?

Pricing Information

$5.99/month/user
Monthly subscription. Volume discounts are available through Microsoft Marketplace. 30-day free trial.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/us/invoice

Company Facts

Organization Name

Uniform Software Limited

Date Founded

2008

Company Location

United Kingdom

Company Website

uniformsoftware.com/invoice

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

GST

GST Accounting
GST Billing & Invoicing
GST Compliance
GST Inventory Management
GST Reporting
GST Tax Credits
GST Tax Filing

Payment Gateways

ACH / eCheck support
Buyer Authentication
Credit / Debit Support
Customer Information Storage
Fraud Prevention
Invoicing
Multi-Currency
PCI Compliance
Point-of-Sale (POS)
Recurring Billing / Subscriptions
Reporting / Analytics

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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Uniform Software Limited