Click anywhere on a row to view the actual invoice or click on the ellipsis icon at rows’ end to show the dropdown menu for other actions. Depending on the status of a given invoice, the options available will vary. Sometimes the need to bill a client for a one time service will come up again.

• Account Management is for you and the client to know what your billing looks like, manage subscriptions/purchases, and update information.
• Send invoices by email or let clients log into a portal where they can view and approve estimates and pay invoices.
• You can generate automatic invoices with a unique invoice number, track all project details, manage any past-due payments, and view every one of your invoices on a single dashboard.
• Having the right systems in place to send invoices and accept payments will give you the confidence you need to say “yes” to any deal that comes your way.
• Most businesses that use invoicing software track inventory in a separate application.

You can create an unlimited number of quotes and invoices but the free plan limits you to 50 clients. Add a logo to invoices to add professionalism, but you’re stuck with the Invoice Ninja branding too. Square Invoices is made for small businesses and it’s versatile and powerful enough to work well for growing businesses.

The importance of client billing

If the client has any questions or concerns about the payment process, offer help and provide a deadline for payment to encourage the client to act asap. Bonsai is not just an invoicing tool; it’s an all-in-one solution for freelancers and small business owners to manage their finances. Your billing practices directly reflect on your professionalism as a freelancer. Clear, concise, and organized invoices show your commitment to conducting business with integrity and transparency. Such professionalism not only fosters trust with current clients but also enhances your reputation, potentially attracting new clients through positive word-of-mouth. Freelance invoices, one template for each client, can then be accessed easily each time you want to rebill the same client.

• This way, your clients can pay you directly right when they receive your invoice via email.
• It’s similar to a unified business app, such as Zoho, in that you can pay for the base service and then pay for only the features you need or want.
• Bill.com is a financial management platform designed to streamline and automate various processes for small businesses and midsize companies.
• The main difference is that you can set up a recurring payment that’s daily, weekly, monthly, quarterly, biannually, or yearly.
• That’s a glimpse at management from the client’s side; let’s take a look at what you’re capable of doing on your end.

We already did that, but I’ll show you how to manually add a product here. To see the Products & Services section in your billing portal, click View All. To see the full list of Clients in your billing portal, click View All.

Field services

Hiveage’s free plan is a bit more limiting than other free invoicing software, but if you don’t need other features, this could be a good pick. While there are several free billing software solutions available, Forbes Advisor found the five most valuable that meet the needs of small businesses. It doesn’t matter whether you run an online service-based business or you sell physical products. You have the option to use FreshBooks Payments (by WePay), which charges you 2.9% plus $0.30 per online transaction. There are other payment gateways you can use and those each have their own transaction fees, including PayPal. Most parts of the billing process can be automated using simple tools or software.

Progress Billing

If your contract is missing an important component needed to promptly bill, you’ll need to go back to the client now – before your first invoice – and get clarification. Ideally, it would be good to have these new details in writing via a contract addendum or new legal agreement. If nothing else, a simple email where you both type out “I agree” in response to available for sale securities definition the payment terms is sufficient. Our recommended best practices and feature suggestions will help you set up an effective billing system in no time! You’ll be chasing fewer missed payments and have more time to build client relationships and plan your finances. Invoicing and CRM templates are the unsung heroes for many startups and small business owners.

Integrate With an Accounting Software

And for a detailed look at everything you can do with Client Billing, be sure to read our documentation. Just give it a name and click what you’d like the role to have access to. Your client can even Request to Cancel an active subscription by clicking on the ellipsis next to it.

The most popular client billing software

You can learn more about the elements of an invoice and how to create one from scratch by heading over to our guide on how to make an invoice. Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small Business where she served as an editor and strategist covering small business marketing content. She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University.

Viewing and Editing Clients

As we went over, they can add their information and view and pay invoices. Clients can also Change Passwords, set up Two Factor Authentication, and View profiles from their icon while logged in. Client Billing has all the essentials to manage clients, payments, and revenue. Plus, your clients get the same treatment on their end, where they can view and pay invoices, edit their account information, and more. Now that your client has access, it’s quick and easy for them to view and pay invoices.

With the paid plan, you’ll also be able to save time with the ability to save invoice templates and get paid at specific intervals during a longer project with milestone-based payments. Regardless of which plan you choose, the 2.6% to 3.5% transaction fee plus 10 cents to 30 cents is the same. A billing system is usually a way or software used to send invoices to clients, track their payments, and ensure that a company is paid for their services. These days, invoicing and billing is automated, meaning that once an invoice has been issued, the software sends payment reminders if the invoice is not settled. For this to work, modern invoicing tools connect to payment processors that send events upon successful payments.