Professional services billing software

Get paid on time, every time

Managing billing for service-based businesses can be complex and time-consuming. Professional services billing software simplifies this process, helping you save time, reduce errors, and improve cash flow. Whether you’re a consultant, agency, or professional firm, the right solution ensures accurate invoicing and seamless payment collection.

Streamline your day-to-day and boost revenue

Managing billing manually can slow down your operations and lead to costly errors. With professional services billing software, you can automate repetitive tasks, track billable hours accurately, and simplify payment collection—all in one platform. By reducing administrative overhead and improving cash flow, you free up time to focus on what matters most: growing your business and delivering exceptional service.

Automate billing

Manual invoicing is time-consuming and prone to errors. With automation, invoices are generated and sent instantly after project completion or at scheduled intervals. This reduces administrative workload, ensures accuracy, and speeds up payment cycles—helping you maintain healthy cash flow.

Track projects and hours

Accurate time tracking is essential for service-based businesses. Our software allows you to log billable hours in real time, link them to specific projects, and automatically calculate costs. This ensures clients are billed correctly and eliminates disputes over time spent.

Enhance client communication

Clear communication builds trust. Send automated payment reminders, share secure payment links, and provide real-time invoice status updates. Clients appreciate transparency, and you’ll spend less time chasing payments.

Accept all forms of payment

Make it easy for clients to pay you. Accept payments online, in person, via ACH transfers, credit/debit cards, and even tap-to-pay. You can also set up recurring payments for ongoing services and use features like the Edge to pass credit card fees to customers—maximizing your revenue.

Not sure which professional services billing software is right for you?

Tell us about your business—we’ll help you find the best billing software.

Powerful features to simplify your billing

Our platform goes beyond basic invoicing. It’s a complete billing solution designed to handle every aspect of your financial workflow. With powerful tools for tracking billable hours, managing recurring payments, and offering flexible payment options, you’ll have everything you need to streamline operations and boost revenue—all in one intuitive, cloud-based billing software.

Send and manage invoices

Create, customize, and track invoices from a single dashboard. Monitor payment status and resend reminders with one click.

  • Instantly generate invoices after project completion or on a set schedule.
  • Reduce manual work and eliminate costly errors.
  • Customize invoice templates to match your brand.

Build a custom customer payment portal

Give clients a secure, self-service portal to view invoices, make payments, and download receipts—anytime, anywhere.

  • Provide clients with a secure, self-service portal.
  • Allow clients to view invoices, make payments, and download receipts anytime.
  • Improve transparency and client satisfaction.

Get instant payment alerts

Receive real-time notifications when payments are made, so you can stay on top of your cash flow.

  • Receive real-time notifications when payments are made.
  • Stay on top of your cash flow without constant manual checks.
  • Reduce delays in financial reporting.

Manage customer data

Store and organize client information, payment history, and preferences in one place for better relationship management.

  • Store and organize client information in one place.
  • Access payment history and preferences for better relationship management.
  • Use data insights to personalize billing and improve client retention.

Tell us about your business

Take this quick survey to discover which POS solution we recommend for you.

Possible solutions for you

Based on what you shared, these can be good options for your business:

How do you want your clients to pay for your services?

Select as many options that apply.

Check all the POS features you need:

Select as many options that apply.

How do you prefer to pay for transactions?

Only one option can be selected.

How should the price of transactions vary?

Only one option can be selected.

Would you be interested in a flat rate price increase at the item level for credit card purchases, if it allowed you to save up to 100% on processing costs?

Only one option can be selected.

When do you need your money?

Only one option can be selected.

How do you want to handle PCI compliance (including paperwork and breach forgiveness)?

Only one option can be selected.

Still unsure? That’s why we’re here! Our Payment Experts will take time to consider all the details for you with your best interests in mind!

Why smart businesses choose professional billing tools

Smart businesses know that time is money—and manual billing eats up both. Professional billing tools aren’t just about sending invoices; they’re about transforming your entire financial workflow. If you’re ready to move beyond spreadsheets and outdated systems, here’s why upgrading to professional billing software is the smartest decision you can make.

dollar sign icon

Improved cash flow

Automated invoicing and flexible payment options help you get paid faster, ensuring steady cash flow and reducing delays.

lightning bolt icon

Reduced admin tasks

By automating billing, reminders, and reporting, you eliminate repetitive manual work and free up time for high-value tasks.

star icon

Enhanced client satisfaction

Clients enjoy a seamless experience with multiple payment options, transparent communication, and a secure self-service portal.

growth icon

Accurate reporting

Detailed, real-time analytics provide error-free insights into revenue, outstanding invoices, and payment trends for smarter decisions.

Add smart payment terminals for a seamless checkout

Pair your professional services billing software with modern, flexible payment options that make transactions quick, secure, and client-friendly. Whether you’re billing in the office, on-site, or remotely, these smart solutions keep your business connected and your payments hassle-free.

Contactless terminals

Let customers pay in with a quick tap of their card, phone, or wearable. Fast, secure, and convenient, these terminals make checkout smoother for everyone.

Learn more

Mobile reader

Lightweight and portable, these card readers connect to your phone or tablet via Bluetooth or cord so you can accept payments on the go.

Learn more

Tap to Pay on iPhone

Turn your iPhone into a point-of-sale device. Accept contactless payments directly on your phone with no extra hardware.

Learn more

Virtual terminal

Accept payments online or by phone through a secure portal, ideal for remote businesses or when your terminal isn’t available.

Learn more

Meet our professional service experts

Successful businesses require a customized point of sale solution adapted to your daily business.

Our Payment Experts can spot your current hidden fees, help with your POS hardware and software selection, and ensure you have a customized point of sale solution. We support you with loyalty programs, training, and guest data.

No matter the issue, our Payment Experts are right there to tackle even the most challenging problems.

Payment Expert

Theresa

Product Expert

“The best part of finding the right solution for our pro-service merchants is that it doesn’t matter the size of their business or how many projects they have a month. Everyone can save money!”

gear

Get support and training for seamless integration

Switching to a new invoice management software doesn’t have to be stressful. We make the transition simple with full support at every step.

Onboarding & training

Get your team up to speed fast with step-by-step onboarding and personalized training sessions. We’ll walk you through setup, customization, and best practices so your staff feels confident using your new system from day one.

Reliable customer support

Our support team is just a call or click away. Whether you need quick troubleshooting, help with new features, or guidance on integrations.

Certified Payment Experts

Work with real people who understand retail and payments inside out. Our certified Payment Experts will help you optimize your POS setup.

Backed by a network of trusted POS partners

We help business owners bridge the gap between your POS provider and payment processor. We partner with the best-in-class vendors so you get more of what you need, and none of what you don’t.

FAQs

What features should I look for in professional services billing software?

How does professional services billing software improve efficiency?

What are the benefits for service-based businesses?

Can it integrate with accounting systems?

What is the average cost?