Send the proposal, win the engagement, and turn it into an invoice without retyping a line. Bill by the hour or by the project, keep retainers running, and look every bit as professional as the advice you give.
Start FREE TrialBetween the proposal, the work, and the follow-up on payment, the admin quietly takes hours you could be billing. Billbooks turns an approved estimate into an invoice in a click, chases late payers on its own, and keeps every engagement and retainer in one place.
Send a proposal
Put your scope and rates into a clean estimate that makes the right first impression.
Turn it into an invoice
Once the client approves, convert the estimate to an invoice in one click, no retyping.
Bill hours or fixed fees
Invoice by the hour, by milestone, or a flat project fee, whatever the engagement calls for.
Get paid without chasing
Automatic reminders follow up on the due date, so you are not sending awkward emails.
Branded proposals and invoices with your logo, itemized scope, taxes, and terms. Clients see a considered professional, not a rushed document, from the first estimate to the final invoice.
Estimate to invoice
Win the engagement with a proposal, then convert the approved estimate to an invoice in one click.
Retainers on autopilot
Put ongoing advisory clients on a schedule and the monthly invoice raises and sends itself.
Advise clients anywhere
Bill international clients in their own currency and language, no separate tool needed.
See who owes what
Every outstanding invoice and overdue client on one screen, so nothing slips between engagements.
Track billable expenses
Log travel and project costs, attach the receipt, and add them to the client's invoice.
Reports when you need them
Pull what you earned and spent for tax time or a quick read on the quarter.
Whatever you advise on, Billbooks fits how you bill.
Management Consultant
For advisors billing engagements.
IT Consultant
For tech advisors billing projects.
Financial Consultant
For advisors billing plans and reviews.
HR Consultant
For advisors billing people projects.
Marketing Consultant
For advisors billing strategy and audits.
Strategy Consultant
For advisors billing roadmaps.
Wellness Consultant
For advisors billing plans and sessions.
Sustainability Consultant
For advisors billing assessments.
Legal Consultant
For advisors billing advice and reviews.
Business Coach
For coaches billing sessions and retainers.
Tax Consultant
For advisors billing returns and planning.
Operations Consultant
For advisors billing process work.
Independent advisors who bill their own clients
★★★★★
“I used to hate sending invoices and payment reminders. I never imagined a boring, cumbersome task could be this intuitive and fun.”
★★★★★
“I used to waste hours on invoicing. With Billbooks it is all done before my coffee gets cold, so I focus on growing my store.”
★★★★★
“We are always on the move, and Billbooks keeps our billing just as fast and reliable. No training needed, just invoices out and money in.”
An app so good you will want to get tasks done instead of putting them off. Stay on track and keep your cashflow going.
Can I send a proposal and turn it into an invoice?
Yes. Send a branded estimate, and once the client approves it, convert it into an invoice in one click without retyping the scope.
Can I bill by the hour and by fixed fee?
Yes. Invoice hourly, by milestone, or as a flat project fee, on the same invoice if you need to.
Does it handle ongoing retainers?
Yes. Put advisory clients on a recurring schedule and Billbooks raises and sends the invoice each cycle automatically.
Can I bill international clients?
Yes. Billbooks supports multiple currencies and languages, so overseas clients can pay in their own currency.
What does it cost?
One flat price with unlimited proposals, invoices, and clients, plus a 30-day free trial with no credit card required.
A little kit of calculators and generators, on the house.
30-day free trial. No credit card required.
Start FREE TrialConsultants usually pair this with Quotes and Estimates to win engagements, Recurring Invoices for retainers, and Multi-Currency Invoicing for overseas clients. Not ready to sign up? Try the free invoice generator first.