Professional invoices
Create polished invoices in minutes, add taxes and line items, attach files, send PDFs, and set recurring billing.
IBILLING FEATURES
Tools to manage your daily work.
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
Receive customer questions, assign someone to help and keep replies and files together. Share help articles for common questions.
Follow up with potential customers
Keep potential customer details and reminders together so you know whom to contact next.
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✓ Send and follow support requests✓ Access shared files and contracts
Team & calendar
Team tasks & access
Work together on projects. Assign tasks and responsibilities, and choose what each person can view or edit.
Projects, appointments & events
Plan project dates, appointments, tasks and events in one calendar. Use month, week or day views, colors and reminders. Event visibility depends on settings and permissions.
Expenses & results
EXPENSES & REPORTS
Keep your transactions and expenses organized.
Import bank and card transactions. Review each transaction, add notes and receipts, link a project or customer, and record the expense.
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
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 or customers. Keep the same notes and project details in expenses and bank transactions.
Monthly bank review & reports
Check bank transactions against your records each month. Download PDF or CSV reports for your accountant.
Changes and review history
Spot pending transactions, duplicates and changes made by the bank. Keep a history of your reviews.
SUPPLIERS & BILLS
Know what you owe and what you have paid.
Keep suppliers, bills, payments and credits organized. Link paid expenses and review outstanding and overdue balances.
Supplier records
Keep contact details together and record supplier bills with due dates and supporting files.
Payments & credits
Record full or partial payments and credits. Check the balance as of your selected date.
Reports & receipts
Link paid expenses to a supplier. Download supplier reports in PDF or CSV and keep supporting receipts with your records.
Record payments you have already made to suppliers. This does not send money or add an expense to P&L. Record the expense separately when needed.
How to read supplier reports
PAYMENTS & EXPENSES (P&L)
See what you collected and spent.
View payments received, recorded expenses and unpaid invoices for each project or your whole business.
Office remodelProject totals to date
- Payments received
- $18,500
- Recorded expenses
- $12,200
- Still to collect
- $4,800
- Operating balance
- $6,300
Operating balance = payments received − recorded expenses. Unpaid invoices are shown separately. This is an operating summary, not accounting net profit.
Each project. Your whole business.
See each project's totals to date, or view the whole business, including payments and expenses without a project.
Your year at a glance
The dashboard opens the full current year. View company results for a day, month, year or dates you choose.
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.