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.
Between 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.
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.
Consultants need to quote an engagement, convert it to an invoice without retyping, and keep retainers running. Billbooks does all three for $7.95 a month, with quotes, digital signatures, recurring invoices and project tracking included on the entry plan.
Yes. Billbooks handles hourly and fixed-fee billing on the same account, tracks time against projects, and lets you run retainers as recurring invoices, so a consultant mixing engagement types does not need separate tools.
Send the quote from Billbooks, let the client accept it with a digital signature, then convert it to an invoice without re-entering the lines. The figures carry across, which removes the retyping step where errors usually enter.
No. Billbooks covers quoting, invoicing and getting paid. It does not manage contracts, proposals beyond quotes, or a sales pipeline. Consultants who want contracts and CRM in the same tool need a suite such as Bonsai, which costs more per user.
Yes. A single Billbooks invoice can carry hourly lines drawn from tracked time alongside fixed-fee lines, which is the normal shape when an engagement has a retainer plus extra work outside it.
Yes. Expenses recorded against a project can be marked billable and added to the invoice, shown separately from your fee so the client can see what was cost and what was work.
Set it up once as a recurring invoice and Billbooks issues and sends it on schedule, then chases it with automatic reminders. That removes the month where everyone was busy and the retainer simply did not get billed.
Yes. Send a branded estimate, and once the client approves it, convert it into an invoice in one click without retyping the scope.
Yes. Invoice hourly, by milestone, or as a flat project fee, on the same invoice if you need to.
Yes. Put advisory clients on a recurring schedule and Billbooks raises and sends the invoice each cycle automatically.
Yes. Billbooks supports multiple currencies and languages, so overseas clients can pay in their own currency.
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.
Consultants 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.
A client between meetings will open a message sooner than an inbox. Send an invoice, quote or proforma straight from Billbooks in one tap. It shares the same secure link the client would get by email, so they can view it and pay from the message, and you still see when it was opened.
See how Billbooks compares