getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Table of Contents

usersusersusers

Talk with us for a free 15-min consultation

Expert advisors like Chase, who have helped 1,000+ companies, can find the right software for your needs.

Top Rated Billing and Invoicing Software with Customer Database in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

A customer database centralizes client information, making it easy to track and manage contacts, service history, and billing details. It streamlines invoice creation, supports repeat business, and enhances communication with clients. Our reviewers in billing and invoicing software rated this feature as highly important.

3 Best Billing and Invoicing Software with Customer Database

  • Jobber - Highest rated for customer database
  • Dynamics 365
  • Housecall Pro

See other top Billing and Invoicing products with customer database

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the billing and invoicing software category. They also needed to have sufficient reviews about customer database, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for customer database based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Jobber logo
4.6
(1.4K)

User insights about the customer database feature

Reviewers appreciate Jobber's customer database for its ease of use and ability to keep all client information in one place. They find it helpful for searching and managing customer details, tracking previous work, and maintaining engagement. Users report that the database allows for easy tagging and filtering of clients, though some mention difficulties in quickly finding past customers. They say the centralized storage of customer information aids in efficient communication and order management, despite some challenges with communication integration.
“We store all of our customer information in Jobber and it is such an easy way to look up any information that we need to get in touch with out customers or to see what type of equipment they have and that makes ordering parts so easy.”
TH

Tamara H.

Office Administration

“Being able to search a name and view all of the quotes/jobs/etc I have done for them over the years is super helpful”
ZM

Zachary M.

Custom Holiday Lighting

Billing and Invoicing key features coverage

Jobber offers 5 out of the 6 key features for Billing and Invoicing software identified by reviewers:

Invoice Processing4.6
Invoice Creation4.7
Online Invoicing4.7
Invoice History4.8
Payment Processing4.4
Tax Calculation

Pros and cons based on 1,420 verified reviews

72% of users rated Jobber 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 1,420 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced team coordination

Continuous feature updates

Operational efficiency boost

Facilitates business expansion

Responsive customer support

Cons:

Inconsistent issue resolution

Limited financial accounting features

Complex navigation and dashboard

Subpar diGital documentation

High costs and hidden fees

See pros and cons details

Pricing

Starting price:$39 flat rate/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Dynamics 365 logo
4.4
(5.8K)

User insights about the customer database feature

Reviewers indicate that Dynamics 365's customer database is fundamental for storing and organizing customer information, which enhances CRM functionalities, sales operations, and business insights. They appreciate the centralized repository for providing a 360-degree view of customers, facilitating personalized interactions, and enabling targeted marketing campaigns. Users find it easy to use and value its security and comprehensive data management capabilities. However, some mention that the search functionality could be improved and note occasional difficulties with customer call history logging.
“ Customer Database in Dynamics 365 centralizes customer information, improving personalization and service. It enhances sales and marketing effectiveness, customer satisfaction, and loyalty, driving business growth and profitability.”
Verified reviewer profile picture

masud r.

owner

“The Customer Database in Dynamics 365 centralizes customer information, enabling businesses to better understand, engage with, and serve their customers through personalized experiences and targeted marketing efforts.”
MA

Mohammed A.

Strategy Advisor

Billing and Invoicing key features coverage

Dynamics 365 offers 3 out of the 6 key features for Billing and Invoicing software identified by reviewers:

Invoice Processing4.3
Invoice Creation4.5
Online Invoicing4.5
Invoice History
Payment Processing
Tax Calculation

Pros and cons based on 5,809 verified reviews

52% of users rated Dynamics 365 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,809 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Cons:

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details

Pricing

Starting price:$50 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Housecall Pro logo
4.7
(2.7K)

User insights about the customer database feature

Users report that Housecall Pro's customer database is easy to use and allows for efficient organization of customer information, including notes, completed projects, and contact details. They find it valuable for tracking customer history, managing multiple addresses, and streamlining scheduling for returning customers. Reviewers appreciate the ability to categorize contacts based on services provided and job status, which aids in quick invoicing and payments. Some users, however, mention challenges with work history differentiation and the need for better search functions.
“The customer database on Housecall pro was easy to use and allowed us to keep all of our contacts organized and categorized based on the services we provided, the status of their jobs, and get invoicing and payments completed quickly. ”
RS

Rachel S.

Operations Manager

“Allows us to have a database for all of our service clients with notes, completed projects, contact information, and history. ”
JR

John R.

Energy Consultant

Billing and Invoicing key features coverage

Housecall Pro offers 5 out of the 6 key features for Billing and Invoicing software identified by reviewers:

Invoice Processing3.8
Invoice Creation4.4
Online Invoicing4.5
Invoice History4.3
Payment Processing4.3
Tax Calculation

Pros and cons based on 2,736 verified reviews

78% of users rated Housecall Pro 5 out of 5 stars, while 3% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 2,736 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced task organization

Facilitates business growth

Efficient dispatching system

Responsive support team

Continuous software improvements

Cons:

Disruptive software updates

Slow issue resolution

Limited email marketing features

Inadequate financial management

Problematic QuickBooks integration

See pros and cons details

Pricing

Starting price:$79 flat rate/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Billing and Invoicing Software with Customer Database in 2026

QuickBooks Enterprise logo

Enterprise accounting, FSM and inventory management solution

QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access to customer, employee, and vendor information. The software includes tools for managing inventory, shipping, sales orders, pricing, tasks, invoicing, reporting, and more.

Read more about QuickBooks Enterprise

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Housecall Pro logo

Field service management application for businesses

Housecall Pro simplifies billing with one-click digital invoicing, automatic reminders, and secure payment methods. Keep track of payments and send automated receipts. Go paperless and boost efficiency. Join over 45,000 businesses and sign up for a free trial today!

Read more about Housecall Pro

Users also considered
Square Point of Sale logo

iPad & Android point of sale (POS) system

Square Point of Sale is a POS solution for Android and iOS devices which includes tools for managing payments, digital receipts, inventory, reports, and more.

Read more about Square Point of Sale

Users also considered
Xero logo

Cloud-based accounting software for small businesses

Xero is an award-winning online accounting software with billing and invoicing solutions designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Easily manage your cash flow, bills, and invoices all in one place.

Read more about Xero

Users also considered
Clio logo

Cloud-based legal practice management tool for law firms.

Legal billing software that gives you sleek, customizable invoices. Generating a bill and receiving payment with Clio is quick and easy—and can be done online.

Read more about Clio

Users also considered
Hubstaff logo

Centralized app for time tracking and productivity metrics

Streamline your billing with Hubstaff: automate and track invoicing and billable hours seamlessly. Enhance your brand with customizable invoices. Easy integration with QuickBooks, PayPal, and more. No credit card needed, available for iOS and Android. Simplify billing in a few clicks.

Read more about Hubstaff

Users also considered
Jobber logo

Tool that manages quotes, schedules, invoices and tasks

Join over 250,000 home service pros using Jobber. We make it easy to schedule appointments, quote, invoice, and get paid faster. Organize your field service business and impress your clients - get started today.

Read more about Jobber

Users also considered
SumUp logo

POS and payments processing software

SumUp offers card readers and POS systems designed for small businesses across various industries. The platform provides comprehensive payment solutions including portable card readers, self-service kiosks, and invoicing capabilities. SumUp also features financial management tools such as business checking accounts and customer engagement options through gift cards and reward programs, all accessible through a single mobile application.

Read more about SumUp

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

Sales teams can collect payments directly inside their PandaDoc proposals, quotes and contracts as soon as the documents get eSigned. You can further integrate via Zapier with accounting and invoicing software like Freshbooks and Quickbooks online.

Read more about PandaDoc

Users also considered
Marketing 360 logo

Marketing Platform For Small Business

Send invoices with ease
Create and send online invoices and estimates in minutes. Get paid in one click 24/7 from any device. Keep track of the status of all your invoices in real time from one place.

Read more about Marketing 360

Users also considered
SuiteDash logo

All-in-One Business Software

Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

Read more about SuiteDash

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

Optimize receivables and accelerate cash flow by automating billing and invoicing processes with NetSuite's AI-fueled cloud accounting software. Transactions are posted to the GL automatically, which saves time, helps avoid error-prone manual data entry and ensures AR data is always up to date.

Read more about NetSuite

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Secure and easy digital payments. Use payment schedules and reminders to never miss an a client payment. Give clients a frictionless payment experience. Small businesses have booked over $2 billion in business through HoneyBook. Get paid quickly and on time, every time.

Read more about HoneyBook

Users also considered
PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

PracticePanther is the highest-rated, easiest-to-use, all-in-one legal billing and invoicing software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

Read more about PracticePanther Legal Software

Users also considered
Odoo logo

All-in-one open-source business software

Easily manage recurring billing, subscribers, sales, and more with Odoo’s automated tools. Quickly provide clear contracts and flawless, automated invoices; take care of taxes without stress; and handle payments - all done automatically according to your settings.

Read more about Odoo

Users also considered
Flowlu logo
Category Leaders

Work automation and team collaboration in one platform.

Keep all financial records in one place with real-time insights and visual reports to track expenses and boost revenue. Create and send professional invoices in seconds, accept online payments, and automate billing to streamline cash flow. Stay organized, get paid faster, and impress your clients.

Read more about Flowlu

Users also considered
JobNimbus logo

Be more professional, profitable, efficient, and organized.

JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

Read more about JobNimbus

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 is a free CRM that comes with unlimited free quotes and invoicing. Online payments (PayPal, Braintree, AuthorizeNet, Stripe, etc) are supported as well. Join 12 million businesses that use Bitrix24 free client management, time tracking, billing and invoicing platform.

Read more about Bitrix24

Users also considered
FieldPulse logo

Cloud-based field service management software

FieldPulse is a cloud-based field service management software designed for service contractors that helps manage business operations and workflows, including customer management, scheduling, project management, estimates and invoices, timesheets, customer portals, and more.

Read more about FieldPulse

Users also considered
CosmoLex logo

Web-based legal practice management & accounting software

CosmoLex legal timekeeping & billing software catches every billable item: meetings, tasks, even time on email & research. Get bills out in just one click.

Read more about CosmoLex

Users also considered
Zoho Inventory logo

Order and inventory management for growing businesses

Zoho Inventory streamlines operations for businesses, enabling them to manage their inventory, sales & purchase orders and shipments more effectively.

Read more about Zoho Inventory

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

Ensure your purchasing team is able to place the right orders at the right time for the right price with Sage Intacct

Read more about Sage Intacct

Users also considered
RepairDesk logo

Modern repair shop management software for repair shops.

RepairDesk is an all-in-one repair shop management software which provides repair ticketing, inventory, customer relationship management (CRM), invoicing, payment processing, marketing, reporting, and more. The cloud-based point of sale (POS) platform is perfect for all sorts of repair businesses.

Read more about RepairDesk

Users also considered
Streamtime logo

Project & task management for creative teams and businesses

Whether you're tracking time and materials, expenses, fixed rates or retainers, quoting and invoicing is quick and easy with Streamtime.

Read more about Streamtime

Users also considered

Key features for Billing and Invoicing software

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

  • Invoice Processing: Reviewers appreciate the ability to easily create, send, and track invoices, leveraging features like OCR, customizable templates, automated updates, and streamlined workflows. 95% of reviewers rated this feature as important or highly important.
  • Invoice Creation: Users value customizable templates, client information storage, and automated processes that simplify the creation and management of invoices, saving time and effort. 94% of reviewers rated this feature as important or highly important.
  • Online Invoicing: Users highlight the convenience of sending invoices and receiving payments online, with features like real-time tracking, notifications, and integration with other tools. 92% of reviewers rated this feature as important or highly important.
  • Invoice History: Reviewers find tracking past invoices useful for financial management, auditing, and ensuring efficient customer communication, with detailed records and filter options. 91% of reviewers rated this feature as important or highly important.
  • Payment Processing: Users appreciate integrated payment systems for their security, flexibility, and reliability, enabling efficient transaction tracking and improved cash flow management. 91% of reviewers rated this feature as important or highly important.
  • Tax Calculation: Reviewers find automated tax calculations beneficial for ensuring accurate and compliant invoicing, reducing manual work, and supporting diverse tax regulations. 82% of reviewers rated this feature as important or highly important.