Professional invoices
Create polished invoices in minutes, add taxes and line items, attach files, send PDFs, and set recurring billing.
IBILLING FEATURES
The tools behind a more organized business.
Explore the details by topic. Everything works together within iBilling Service.
Invoicing & payments
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.
Customers & projects
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.
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.
Customer portal
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
Team & calendar
Staff & team collaboration
Bring multiple team members together on the same project. Assign tasks, define responsibilities and set individual permissions so everyone can focus on their work with the right level of access.
One calendar for your team
Plan project dates, appointments, tasks and events with your team in one calendar. Switch between month, week and day views, organize events by color and set reminders to help your team stay coordinated.
Expenses & results
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.
PROFIT & LOSS (P&L)
A clearer view of your business results.
See payments received, recorded expenses and amounts still due for each project or across your business—all within iBilling Service.
Office remodelCumulative project totals
- Payments received
- $18,500
- Recorded expenses
- $12,200
- Still to collect
- $4,800
- Current balance
- $6,300
Current balance = payments received − recorded expenses. Amounts still due are shown separately.
Each project. Your whole business.
Review each project's cumulative totals, or view your whole business—including payments and expenses without a project.
Your year at a glance
Start with the current year on your dashboard. Filter company results by day, month, year or a custom date range.
From totals to the details
Open the invoices and expenses behind your project totals. In company reports, review payments, expenses and invoices with a balance due.
Reports you can share
Keep totals separate by currency. Print project and company reports, or save them as PDF from your browser.
For company date ranges, amounts still due reflect today's balance on invoices issued in that period.
READY TO SIMPLIFY YOUR BUSINESS?
See iBilling Service in action.
Tell us about your business. We’ll show you how iBilling fits the way you work.