Services
Quickly prepare estimates, turn them into invoices, and collect payments on-site using a handheld device — perfect for small businesses who need to get paid and move on to the next job.
Take control of your cash flow with smarter invoicing and billing solutions
Invoicing billing software
Get invoices out faster, collect payments sooner and see exactly where your cash flow stands with smarter billing software.
Build, brand and bill your way
Effortlessly create and send billing documents wherever you do business, from your desk or in the field. Plus, keep track of outstanding balances through easy-to-use dashboards and reporting tools.
- Create custom invoices or pull them from your back-office accounting software or ERP system
- Prepare estimates and have them instantly converted as soon as the customer approves
- Upload billing usages with user-friendly templates or build a library of billable line items
Take payments — however your customers want to pay
Accept all payment methods, from credit and debit cards to ACH and digital wallets.
In-person
Online
Over the phone
In the field
In-person
In-person
Collect payments in real time through payment terminals designed to offer a frictionless experience as you interact face-to-face.
Online
Over the phone
In the field
In-person
Collect payments in real time through payment terminals designed to offer a frictionless experience as you interact face-to-face.
Sit back — every detail is handled
No matter where a payment is processed, rest assured: Your data is synced in real time, and you always have access to accurate reporting for breezier reconciliation.
- Customized reports: Pull reports filtered by payment method, card brand, transaction source and approval status
- At-a-glance tracking: View paid, outstanding and past-due balances, all in one place
- Targeted filtering tools: Segment records by overdue payments and failed transactions for easier account management
Integrate your accounting data
Invoicing and billing solutions can be combined with your accounting data to further streamline your payment acceptance process.
Out-of-the-box integrations
Seamlessly sync payments with your ERP, CRM or accounting system
File management
Upload data exported into a spreadsheet from your accounting system
API
Use our developer-friendly APIs to integrate payment acceptance capabilities into your own software or platform
Property management and utilities
Upload billing usages and prepare subscriptions plans for recurring invoices ranging from rent to utilities and everything in between.
Manufacturing, wholesale and distribution
Authorize card payments and hold funds when an order is placed, then capture full payment once an order ships.
Government and municipalities
Collect fees and other charges for courts, commissions and taxing entities, plus have the fees deposited into separate bank accounts to help meet regulatory and compliance requirements.
Dedicated to your success
PCI compliant
Reduce risk and ease PCI scope with certified technology designed to securely collect, process and store payment data.
Ready for what’s next
Get up and running quickly and count on us to support your needs as your business grows and your needs change.
Dedicated support
Know you’re covered with first-class customer support from our trusted team of real payment experts.
Invoicing and billing software FAQs
Invoicing software helps businesses create and send invoices, track payments and manage customer information in one place. By automating billing and organizing customer data, it saves time, reduces errors and helps businesses get paid faster.
Invoice and bill payment software gets you paid faster by making it easier to send professional invoices, accept payments and remind customers. More flexibility for your customers and a better bill-paying experience increase the likelihood of on-time payments, keeping your earnings more steady and predictable.
Yes, we have out-of-the-box integrations with the following accounting, ERP and CRM systems:
- Acumatica®
- Microsoft Dynamics® GP
- Microsoft Dynamics® 365 Business Central
- Microsoft Dynamics® 365 Sales
- Microsoft Dynamics® 365 Customer Service
- Microsoft Dynamics® 365 Field Service
- QuickBooks® Online
- SAP®
- Sage Intacct®
- Sage 300®
Billing and invoicing software can help manage payments from customers by creating and delivering sales documents, offering flexible and convenient payment methods and using synced payments to ease reconciliation.
Absolutely. Perfect for contractors with ongoing services, freelance and service providers with repeat clients and businesses with memberships, our solutions allow businesses to set up and manage subscriptions and recurring and automatic payments — encouraging on-time remittance without wasting labor on chasing late payments.
Security is a top priority. Reduce your PCI scope and keep sensitive information safe by storing it in our tokenized cloud vault.
Whether you’re a small business or large enterprise, the best invoicing and billing software includes features to help you create and deliver sales documents, collect payments and complete reconciliation. Beyond pricing that fits your budget, look for invoicing solutions that:
- Create and send invoices, estimates and bills
- Offer a variety of ways to accept payments, including credit card, ACH and digital wallet
- Provide multiple payment options, including online, by phone or in the field
- Integrate to your bookkeeping system or ERP and CRM system to improve real-time reporting and reconciliation
Please note that not all states permit the imposition of a surcharge or convenience fee, and there are limitations and policies that are state-specific. This piece is not intended to be, nor should it be construed as, legal advice. Compliance with state surcharging and convenience fee laws are the responsibility of the merchant.