Top 5 Estimates and Invoices Software: Optimize Your Billing Process

The finest billing software options are reasonably priced and have good value, features, and tool ratings. You can select the most productive strategy for your business, whether you own a brick-and-mortar or service-based one.

ZenTrades

With its estimating and invoicing software, editable templates, picture-based pricing book, and simple tax administration tools, ZenTrades provides an all-inclusive solution for managing your field service business. Users may quickly manage taxes, turn on or off on-field invoicing on the mobile app, and construct a catalog with a combination of text and images thanks to access to customized templates. Users can quickly turn approved estimates into invoices and send them to clients through email or SMS, along with a link to process an online payment.

The back-office tools offered by ZenTrades, in addition to these, include creating estimates by having customer information, service agreements, billable hours, and more. After the service is finished, users can add billing data such as trip costs, discounts, extra fees, and payment methods and seek approval from consumers via email. Additionally, they can automatically choose the new tax zone for their service location and add images or videos to estimates and invoices. Users can complete the details and obtain electronic signatures from clients using ZenTrades before saving the invoice.

Additionally, ZenTrades has on-the-go tools that let users construct estimates by including line items, travel charges, discounts, and more. They can also obtain client approvals by gathering e-signatures from the app. Users may quickly turn estimates into invoices, obtain customer signatures along with payment, submit service summary information with a purchase order, and receive status updates for both invoices and estimates at each stage, including estimates approval and pending customer signature, among other things. ZenTrades provides its gravity payment partners with the option of progressive billing via the app and the website.

Features

• Easy scheduling based on drag and drop
• QuickBooks connection without a hitch
• following a technician
• pricing book with images
• Compatibility when offline
• Making better business decisions using reporting and analytics

QuickBooks Online

Almost any sector may be catered to with QuickBooks Online’s invoicing tools.

For example, construction firms handling lengthy projects can set up progress billing using the Plus or Advanced edition. It provides more customization possibilities than most other software of a similar nature, including the ability to put your company logo, modify the color of the invoice, and add a customized message for the client.

You can create recurring invoices with QuickBooks, which helps get recurring payments for subscription-based services and equipment rentals. Hourly rates can be turned into invoices for work done by freelancers and service-based organizations. With Advanced’s batch invoicing function, you may simultaneously send comparable bills to every customer buying the same good or service.

Invoicera

Although integrating your invoicing with your accounting software is generally a good idea, Invoicera is a solid option if you prefer a stand-alone solution. A single dashboard combines management of accounts receivables (A/R) and payables (A/P).

You can choose from seven pre-made themes or develop your invoice template. Your invoices can be personalized, and you can set a future delivery date. You can even ask Invoicera for a custom invoice template if you provide them with your requirements. You may also set up and send reminders, send recurring invoices, and impose late fines using the system.

Additionally, you may keep track of your time and expenses per project and subsequently include them in your invoices.

Zoho

Our suggestion for a 100% free invoicing program is Zoho Invoice, which is appropriate for small enterprises, start-ups, and freelancers unfamiliar with invoicing. It lacks paid alternatives, unlike the other apps on this list. Additionally, it only provides small firms with invoicing tools that are basic to advanced.

Several templates are available, or you can design your own. Additionally, you can duplicate a template to maintain brand coherence across your sales forms. You can turn on or off several settings before you can start billing to activate the required functionality. For example, you can send snail mail with a detachable payment stub to simplify keeping track of payments.