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Billing and Invoicing Software with CRM

Last updated: February 2025

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Key Features of Billing and Invoicing Software

Based on GetApp's analysis of 11089 verified 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.
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257 software options

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Helcim logo

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Clientary logo
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ERP and CRM applications from Microsoft

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