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Top Rated Billing and Invoicing Software with Document management

Last updated: May 2026

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Why is document management important for billing and invoicing software?

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

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.

What do verified reviews highlight about key features of billing and invoicing software?

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.