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Billing and Invoicing Software with Client Management (2026)

Last updated: April 2026

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Why is client management important for billing and invoicing software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Client management enhances billing and invoicing software by organizing client information, tracking communications, and providing easy access to contact details. This streamlines invoicing, improves service delivery, and ensures accurate records. Of the 107 reviewers who rated client management, 97% rated this feature as important or highly important.

Key features of billing and invoicing software based on insights from 11089 verified reviews

Invoice Processing: Reviewers value the ease of creating, sending, and tracking invoices, with features like OCR for data capture, automatic updates, and streamlined workflows for efficiency. 94% of reviewers rated this feature as important or highly important.
Invoice Creation: Users highlight the ability to customize invoices, automate creation from tracked time and expenses, and use templates for a professional look. 94% of reviewers rated this feature as important or highly important.
Online Invoicing: Reviewers appreciate the convenience of sending and tracking invoices online, the ability to accept various payment methods, and automated notifications for clients. 91% of reviewers rated this feature as important or highly important.
Invoice History: Users find tracking past invoices useful for managing finances, auditing, and providing transparency, with features for filtering and searching historical data. 91% of reviewers rated this feature as important or highly important.
Payment Processing: Reviewers emphasize the importance of secure and flexible payment processing, with features for handling various payment methods and automating transactions. 90% of reviewers rated this feature as important or highly important.
Mobile Payments: Users highlight the convenience of managing payments on the go, with mobile apps providing quick and secure transactions from anywhere. 83% of reviewers rated this feature as important or highly important.