Invoicing Made Easy: Do it Online

Invoicing Made Easy: Do it Online
  • Opening Intro -

    If you are a freelancer or a small business owner, then you know what a hassle it can be to create, send, and manage your invoices.

    You put your heart into completing your work and that wasn't the difficult part.


Now, you need to bill your clients and do so in a manner that is professional, timely, and easy to accomplish.

Zoho Invoice Software

Fortunately, there are online solutions for handling invoices and some options are provide both a simple way to produce forms along with an easy way to collect what is owed to you including online payments. One such option is Zoho Invoice Software, what makes invoice preparation, distribution and record-keeping a breeze.

Zoho makes it easy to sign up, allowing users to send unlimited invoices for free to as many as five customers. On the online sign up form, simply include your email address, your company’s name and choose your country. If you want, you can also check the box “subscribe to the Zoho newsletter” before hitting the submit button.

Once you hit “submit” your account information is automatically generated and a confirming email is sent to your inbox. You have 30 days to respond by clicking on the appropriate link. You’ll then be redirected to a new web page where you can choose and confirm your password. Click on the “I’m Done. Start Invoicing.” button and you’re ready to make your first invoice.

Generating Invoices

When making an invoice for the first time, you’ll be directed to a “New Customer” screen where you can enter information about that customer including his or her name, customer currency, payment terms, a billing address, city, state, zip code, country, fax, and other pertinent information. You also have the option to input your information, leave, and return later on to make updates as necessary.

Once you have your invoice finished, you have a choice to send it either by email or by regular mail, what Zoho calls snail mail. If you choose email, the invoice is sent out through your account. If you choose snail mail, the invoice is presented to Zoho and then sent out through the United States Postal Service on your behalf. You can make your email and regular mail payments through Zoho’s system, choosing the method that is right for your customer.

Report Tracking Done Right

Online invoicing is only as good as the system created. The Zoho Invoice Software program is easy to use and serves up a variety of reports to keep track of everything. These include: sales, invoice, expense, payment, tax, customer, projects, and activity reports. And, you’re also provided handy templates that make it easy to fill in the information you want. Go one step further by adding your logo for a truly professional touch.

Another cool thing about Zoho is that if you choose to accept payments online, you can do so through several trusted services (online payment gateways) including Paypal, Authorize.Net, Stripe, 2Checkout, and Braintree. Sure, you can accept the “check is in the mail” response from your snail mail customers, but with an online payment option, you may rethink that position.

Account Plans and Costs

The free account may be sufficient for you. However, if you anticipate sending out far more invoices to more than five customers, then its standard plan may be right for you. Under this plan, what costs $15 per month, you can send invoices to as many as 500 customers with three users. For the professional plan, the cost is $30 per month, what lifts all caps to allow for unlimited invoicing to unlimited customers.

Online invoicing has another wonderful benefit too: you’ll reduce your paperwork immensely. Instead of receiving and filing invoices by mail, your record-keeping is safety and securely stored online for retrieval when you want it. No more file cabinets and no shredding of old documents.


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Categories: Business Services

About Author

Matthew C. Keegan

Matt Keegan is a freelance writer and editor as well as publisher of "Matt's Musings", his personal blog. Matt covers campus, consumer, business and financial topics on various websites and blogs, and has been published in the "Houston Chronicle", "Sam's Club Magazine" and "Wisconsin Golfer".