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Billing and Invoicing Software with CRM (2026)

Last updated: February 2026

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Key features of Billing and Invoicing Software

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

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.