Business types Professional services
Industry and setup
Bill your time, keep clients current, and know what is unpaid.
You sell expertise to clients, by the project or the retainer, and want billing to be a quick routine rather than a chore.
InvoicesExample data
- INV-0044 · Example Trading LtdDue 28 Nov£1,860.00Issued
- INV-0043 · Example Holdings LtdDue 14 Nov£4,200.00Overdue
- INV-0042 · Example Trading LtdPaid 3 Nov£2,076.00Paid
- Quote Q-0017 · Example Studio LtdValid until 30 Nov£3,400.00Sent
What professional services firms use most.
- Quotes that become invoices
- Send a quote the client accepts online, then convert it in one click.
- Saved products and prices
- Your standard services ready to add to any invoice.
- Expense claims with receipts
- Costs claimed back and receipted, approved by the right person.
- Ageing report
- See who owes you, and how late, at a glance.
How it goes.
1. Pitch
Send a quote
The client accepts or declines online.
2. Each month
Invoice from saved services
Pick the product, the account and tax are filled in.
3. As costs arise
Claim expenses with receipts
Submit, approve, and attach the receipt.
4. Month end
Chase what is late
An ageing report shows who owes you and how late.
Where to start
Other industries and setups
- Agencies and studiosRetainers, projects and clients who pay on repeat.
- Online and subscriptionCustomers who pay through Stripe or by Direct Debit.
- Several brands, one companyWebsites, products or departments in one set of books.
- Groups of companiesSeveral legal entities, one login.
- Trading in more than one currencyPounds, euros, dollars and more, each kept straight.
Ready to see your books clearly?
Talk to us about getting set up, or sign in if you already have an account.