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Top Rated Billing and Invoicing Software with Document Management in 2026

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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

Document management organizes and stores all related documents in one place, making it easy to access receipts, invoices, and other important files. It simplifies sharing documents with clients and enhances overall workflow efficiency. Our reviewers in billing and invoicing software rated this feature as important.

3 Best Billing and Invoicing Software with Document Management

  • Dynamics 365 - Highest rated for document management
  • Clio
  • QuickBooks Enterprise

See other top Billing and Invoicing products with document management

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 document management, 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 document management 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

Dynamics 365 logo
4.4
(5.8K)

User insights about the document management feature

Reviewers appreciate Dynamics 365's document management capabilities for their effectiveness in document sharing and tracking. They find it easy to save, locate, and retrieve documents, which are stored securely in the cloud. Users highlight the integration with SharePoint and Teams for seamless collaboration. They also value the ability to manage documents remotely, ensuring business continuity. The feature's organization and version control are noted for improving productivity and customer service. However, some users mention that other programs are often used to house documents.
“Document management feature leads to the accuracy of document storage in structured method. Easy access to relevant documents provides better customer service. The best part is version control, which gives surity to users for working with latest version and lastly from anywhere user can access documents and improve the quality and productivity of their work. ”
AS

Ayla S.

Manager

“I can share documents through Teams, Email of course and SharePoint. This makes it so much easier for complex projects when I have multi parties/vendors involved we are able to see the same doc real time through SharePoint. I can store it easily in SharePoint or teams to collaborate with each other. makes things run smoothly and much easier. ”
SP

Sonya P.

Technical Project Manager

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.

Clio logo
4.7
(1.6K)

User insights about the document management feature

Reviewers indicate Clio's document management is essential for organizing and accessing client documents. They appreciate integrations with Google Drive, Dropbox, and OneDrive, which enhance flexibility. Users value the ability to share documents securely through the Clio portal and the use of templates for drafting. However, some find the system clunky and note issues with syncing and searching documents. The integration with other cloud services is seen as beneficial, though some users prefer using external systems for document management.
“I can upload all my documents into my client's file. Additionally, I can use templates to quickly draft documents and I never have to worry about saving over a template.”
MW

Michael W.

Attorney

“With Clio, we can keep all documents for a case in the file. We can share documents to clients in the Clio Portal and they can safely upload documents to us. ”
EN

Elizabeth N.

Senior Paralegal

Billing and Invoicing key features coverage

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

Invoice Processing4.7
Invoice Creation4.6
Online Invoicing4.6
Invoice History4.4
Payment Processing4.2
Tax Calculation --

Pros and cons based on 1,691 verified reviews

76% of users rated Clio 5 out of 5 stars, while 3% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 1,691 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive client tracking

Robust practice management

Intuitive user interface

Continuous efficiency improvements

Convenient mobile access

Cons:

Slow issue resolution

Weak accounting integration

Limited reporting capabilities

Basic note management

Inefficient email management

See pros and cons details

Pricing

Starting price:$49 per user/per month|Free version:Not available|Free trial:Available

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

QuickBooks Enterprise logo
4.5
(20.6K)

User insights about the document management feature

Users find QuickBooks Enterprise's document management easy to use, especially for managing sales documents like quotes, sales orders, and invoices. They appreciate the ability to keep all paperwork in one place, which helps maintain order and efficiency. Reviewers note the ease of uploading, storing, and retrieving documents, though some mention struggles with large file sizes and complexity when integrating with other platforms. The feature is valued for its role in reducing paper use and ensuring documents are up-to-date and easily accessible.
“Managing sales documents is an easy-to-use feature of this product. Sales documents like quotes, sales orders, and invoices are easy to find, edit, and save. ”
ES

Emily S.

Sales Operations, Purchasing, & Quality

“I like the fact we can scan, upload important documents, receipts, everything saved on QuickBooks ”
FB

Flavia B.

Business Owner

Billing and Invoicing key features coverage

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

Invoice Processing
Invoice Creation4.6
Online Invoicing4.6
Invoice History4.7
Payment Processing4.5
Tax Calculation4.5

Pros and cons based on 20,610 verified reviews

61% of users rated QuickBooks Enterprise 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 20,610 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive expense tracking

Ideal for small businesses

Effective financial management

Streamlined bookkeeping

Efficient tax management

Cons:

Frequent issue resolution challenges

Slow performance speed

Disruptive software updates

High cost concerns

Unreliable customer service

See pros and cons details

Pricing

Starting price:$2210 flat rate/per year|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 Document Management 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
Rippling logo

Workforce management across HR, finance, and IT. 

Rippling Spend: Consolidate your business’s corp cards, bill pay, travel and expense management, into one modern system with built-in approvals, custom policies, and automatic reconciliation.

Read more about Rippling

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
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
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

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Timesheets.com logo

Time tracking, payroll, and billing for businesses

Timesheets.com tracks time and expenses to produce reports and exports to software like QuickBooks for invoicing.

Read more about Timesheets.com

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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

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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

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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

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Paymo logo

Task Management, Time Tracking, and Accounting for SMBs

Accurately track your work time and create estimates and invoices in 18 languages. Custom templates available.

Read more about Paymo

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Abby logo

Billing and invoicing platform

Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.

Read more about Abby

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QuickBooks Online Advanced logo

Accounting & business management for small businesses

Automate billing and invoicing with customizable templates, batch processing, and real-time payment tracking for efficient operations.

Read more about QuickBooks Online Advanced

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BQE CORE Suite logo
Category Leaders

Cloud-based firm management tool for A&E firms.

BQE CORE is a cloud-based software designed specifically for architecture and engineering firms. The platform integrates accounting, invoicing, project management, and resource planning features that streamline operations across entire organizations. BQE CORE enables firms to track time and expenses, manage projects profitably, and access real-time financial data through a centralized system that eliminates the need for multiple software solutions.

Read more about BQE CORE Suite

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Fiverr logo

Time tracking, invoicing and payments app for freelancers

Fiverr Workspace (formerly AND.CO) is a cloud-based solution for freelance and small business workers, designed to streamline the time & expense tracking process with tools such as invoicing, contract creation, time tracking, expense tracking, & more. Fiverr Workspace also provides native mobile app support for Android & iOS.

Read more about Fiverr

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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

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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

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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

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Avaza logo
Category Leaders

All-in-one, client-focused project management for teams.

Access multi-currency expense tracking, budgeting and billing all in one app with Avaza. Available in the cloud, from any device.

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BILL Spend & Expense logo

The all-in-one expense management solution.

BILL Spend & Expense (formerly Divvy) is the all-in-one expense management solution.

Read more about BILL Spend & Expense

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Patriot Accounting logo

Cloud-based accounting and payroll software

Patriot Accounting is an online accounting solution that allows businesses to track and manage transactions, import bank transactions, reconcile accounts, send estimates & invoices & more.

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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 highlight the ease of creating, sending, and tracking invoices. They value OCR functionality for data extraction, streamlined workflows, and real-time updates. 95% of reviewers rated this feature as important or highly important.
  • Invoice Creation: Users appreciate customizable templates and automated features for quick, professional invoice generation. The ability to manage client data and recurring invoices is highly valued. 94% of reviewers rated this feature as important or highly important.
  • Online Invoicing: Reviewers emphasize the convenience of sending and tracking invoices online, customizable templates, and integration with other systems. Real-time notifications enhance efficiency. 92% of reviewers rated this feature as important or highly important.
  • Invoice History: Users value the comprehensive tracking and management of past invoices. The ability to filter, review, and duplicate past invoices aids in financial management and client communication. 91% of reviewers rated this feature as important or highly important.
  • Payment Processing: Reviewers appreciate automated, secure payment handling with various options like credit cards and ACH. Integration with platforms like Stripe and PayPal is frequently mentioned. 91% of reviewers rated this feature as important or highly important.
  • Tax Calculation: Users highlight the automated, accurate tax calculations based on current regulations. The ability to customize tax settings for different regions is beneficial for compliance. 82% of reviewers rated this feature as important or highly important.