Professional invoices
Create polished invoices in minutes, add taxes and line items, attach files, send PDFs, and set recurring billing.
✓ Invoices, clients, and your business—organized
Professional invoices.
Less paperwork.
Create and send invoices, estimates, and proposals in minutes. Track payments, customers, projects, and expenses—all from one simple online system.
✓ Easy to use✓ Works in the cloud✓ Customer portal
OVERVIEWGood morning, Oscar
Outstanding$8,42012 invoices
Paid this month$14,860↑ 18.4%
Customers1286 new
Recent invoicesView all
AM
Monroy PlumbingINV-1048
$1,250PaidRS
Rivera ServicesINV-1047
$840PendingBC
Bright ConstructionINV-1046
$2,400Overdue✓PAYMENT RECEIVED$1,250.00
Invoice #1048
✓
Invoice sentINV-1049
$
Payment recorded$840.00
Built for the way small businesses work
ContractorsService companiesConsultantsFreelancersGrowing teams
MORE THAN INVOICING
Start with invoices. Grow into everything else.
iBilling Service gives you the everyday tools to bill customers and the complete CRM features to run a more organized business.
Estimates & proposals
Send clear estimates and proposals, collect your client’s approval, and convert accepted estimates into invoices.
Payments made easier
Record payments, follow unpaid balances, and give customers a simple way to review what they owe.
Everything about each client
Keep contacts, invoices, estimates, projects, notes, files, contracts, and conversations together in one place.
Projects, tasks & time
Organize projects, assign tasks, track time, and turn billable work and expenses into customer invoices.
Expenses & business reports
Track income and payments, import bank transactions and organize project expenses with reports for your accountant.
Customer support
Manage support requests with tickets, priorities, assignments, saved replies, attachments, and a knowledge base.
Follow-ups that stay organized
Track leads, reminders, contracts, calendar dates, goals, and team activity without switching between tools.
EXPENSES & REPORTS
Keep your transactions and expenses organized.
Turn bank transactions into organized expenses and reports ready for your accountant.
Securely import bank and card transactions into iBilling Service. Review each transaction, add a description, attach receipts, link expenses to projects and record expenses directly.
iBilling ServiceTransaction review
Pending reviewReviewed
Card transactionMaterials purchase
$248.00- Description
- Materials for the office remodel
- Project
- Office remodel
- Client
- Example client
- Receipt
- Receipt attached
✓ Note added✓ Expense recorded
From bank activity to a clear expense history.
The tools to keep every transaction organized.
Bank and card connections
Connect your bank and card accounts. Import transactions automatically or upload a CSV file.
Review at a glance
Filter reviewed and pending transactions. Visual indicators show which transactions have notes or attached files.
Projects, clients and expenses
Record expenses and link them to projects and clients. Keep notes and project assignments synchronized between Expenses and bank transactions.
Monthly reconciliation and reports
Reconcile your bank activity each month. Export PDF and CSV reports to share with your accountant.
Changes and review history
Detect pending transactions, duplicates and changes made by the bank. Keep a traceable history of transaction reviews.
EASY TO USE
Designed for business owners.
No advanced accounting knowledge needed.
Review the transaction
Check its details.
Add a description
Explain what it was for.
Link a project or client
Select the related project or client.
Attach the receipt
Keep the receipt with the transaction.
Less time organizing transactions. More control over project expenses.
WHAT IS A CRM?
A simple home for every customer relationship.
CRM is just a name for software that keeps your customers and the work you do for them organized.
Instead of searching through emails, spreadsheets, notes, and separate apps, iBilling Service keeps customer information, invoices, estimates, projects, payments, files, support requests, and follow-ups together.
- ✓No CRM experience neededBegin with the tools you need today.
- ✓One clear customer historyKnow what was sent, paid, promised, and completed.
- ✓Ready when your business growsTurn on more features as your needs change.
HOW IT WORKS
From work completed to payment received.
A simple workflow helps you stay professional and keeps every step connected.
+AMRSBC
Add your customer
Save their contact and billing details once, then use them across invoices, estimates, projects, and support.
Send →
Create and send
Build a professional invoice, estimate, or proposal and email it directly to your customer with a PDF.
✓$1,250Payment recorded
Track and get paid
See what is paid, pending, or overdue, record payments, and keep a clear financial history for each customer.
A BETTER CUSTOMER EXPERIENCE
Give customers a professional place to connect with you.
Your customer portal helps clients find important information without searching through old messages.
✓ View invoices and payment history✓ Review estimates and proposals✓ Follow project progress✓ Open and reply to support tickets✓ Access shared files and contracts
COMMON QUESTIONS
Clear answers before you get started.
Still have a question? We’ll be glad to explain how iBilling Service can fit your business.
Call (626) 434-0930 →iBilling Service is an online invoicing and customer-management system. You can begin by creating invoices and estimates, then use its CRM tools to manage customers, projects, payments, expenses, tasks, support requests, and more.
CRM stands for Customer Relationship Management. In simple terms, it keeps your customer information and business activity organized in one place—contacts, invoices, estimates, projects, messages, files, payments, and follow-ups.
Customers can receive invoices, estimates, and proposals by email. The customer portal also gives them one convenient place to view documents, projects, payments, and support requests when portal access is enabled.
Yes. Recurring invoices can be scheduled for repeat billing, helping service businesses save time on regular customer charges.
No. It is a practical fit for small businesses, contractors, service companies, consultants, freelancers, and growing teams that want to look professional and stay organized.
READY TO SIMPLIFY YOUR BUSINESS?
See iBilling Service in action.
Tell us what your business needs. We’ll help you understand how invoicing and CRM tools can save you time and keep your customers organized.