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Top Rated Billing and Invoicing Software with Task Management 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: February 2026

Task management streamlines the organization and tracking of tasks related to billing and invoicing, ensuring timely completion and reducing delays. It allows for assigning tasks, setting deadlines, and monitoring progress, improving overall efficiency and customer satisfaction. Our reviewers in billing and invoicing software rated this feature as important.

3 Best Billing and Invoicing Software with Task Management

  • Clio
  • HoneyBook
  • Dynamics 365 - Highest rated for task management

See other top Billing and Invoicing products with task 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 task 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 task 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

Clio logo

Clio

4.7
(1.6K)
visit website

User insights about the task management feature

Reviewers appreciate Clio's task management for its ease of assigning, tracking, and managing tasks, which is crucial for law firms. They value the ability to set deadlines, attach instructions, and communicate within tasks. Users find it helpful for staying organized and ensuring all tasks are completed. However, some users mention the need for better reminder systems and find the feature cumbersome or slow. Overall, they highlight its importance for managing workflows and improving productivity.
“Really appreciate how we can assign a task to a user, monitor the progress, set deadlines, and communicate about tasks easily on the platform”
SR

Sophia R.

Program Assistant

“The ability to organize, and re-assign tasks was critical in my practice for both time management and organizational reasons.”
SB

Sean B.

Student Associate

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 1,687 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 1,687 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:$59 per user/per month|Free version:Not available|Free trial:Available

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

HoneyBook logo

HoneyBook

4.7
(673)
visit website

User insights about the task management feature

Reviewers feel that HoneyBook's task management capabilities help them stay organized and keep track of multiple projects at a glance. They appreciate the user-friendly interface and the ability to set up tasks in notes or as a toolbar for reminders. Users with ADHD find the customizable pipeline system particularly valuable for managing leads and events. However, some users mention that they have not fully utilized the feature or find it lacking in email reminders.
“Task management used to be my Achilles' heel when it came to running my small business. HoneyBook's pipeline system has changed that dramatically. I can customize key steps in my lead chasing, event planning, and follow-up processes, and for someone with ADHD that is a game changer!”
CD

Cameron D.

Owner/Operator

“I can see where multiple projects are at a glance, and make sure that they're always moving through the process. It keeps me from losing track. ”
Verified reviewer profile picture

Richard G.

Photographer

Billing and Invoicing key features coverage

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

Invoice Processing4.7
Invoice Creation4.7
Online Invoicing4.7
Invoice History4.7
Payment Processing4.6
Tax Calculation3.7

Pros and cons based on 673 verified reviews

83% of users rated HoneyBook 5 out of 5 stars, while 3% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 673 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive CRM capabilities

Effective project tracking

Cons:

Inefficient email management

See pros and cons details

Pricing

Starting price:$36 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 task management feature

Reviewers indicate that task management in Dynamics 365 is essential for organizing, assigning, and tracking tasks, which enhances collaboration and productivity. They appreciate the ability to set due dates, priorities, and attach files and notes. Users find it easy to navigate and beneficial for managing tasks across teams and projects. They also highlight the integration with Outlook, which allows for seamless task management across devices. Some users mention that reminders for tasks could be improved.
“ I appreciate how Task Management in Dynamics 365 streamlines task assignment, tracking, and collaboration, facilitating better organization and productivity for teams across various projects and workflows.”
MS

Mostakim S.

OWNER

“Task Management empowers Dynamics 365, enhancing collaboration and productivity. Streamlined workflows, real-time updates, and user-friendly interface make it an essential tool for seamless task handling.”
tj

tiffany j.

Financial

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 5,800 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 5,800 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.

Other Top Rated Billing and Invoicing Software with Task Management in 2026

QuickBooks Enterprise logo

QuickBooks Enterprise

Enterprise accounting, FSM and inventory management solution

visit website
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
NetSuite logo

NetSuite

AI-powered cloud-based business management suite

visit website
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
Xero logo

Xero

Cloud-based accounting software for small businesses

visit website
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
Accounting Seed logo

Accounting Seed

Accounting and analytics software built on Salesforce

visit website
Accounting Seed is an accounting application built natively on Salesforce. Its customizable, enabling users to manage their accounting their way. As a full accounting solution, Accounting Seed tracks financial data through the entire business lifecycle.

Read more about Accounting Seed

Users also considered
Alevate AR logo

Alevate AR

Cloud-based tool for collections and cash management

visit website
You can manage all of your working capital and cash flow alternatives with the help of Alevate AR, an all-in-one tool for real-time, dynamic cash forecasting.

Read more about Alevate AR

Users also considered
Zoho Books logo

Zoho Books

Online accounting software for businesses of all sizes

visit website
Ensure you get paid on time using Zoho Books invoicing features to send customized invoices and estimates, track payments, send automatic reminders, and more.

Read more about Zoho Books

Users also considered
Melio logo

Melio

Accounts payable platform for businesses of all sizes

visit website
Melio streamlines B2B payments for businesses of all sizes, allowing payments by bank transfer or card, even where cards are not accepted. Integrate seamlessly with QuickBooks and Xero, automate payment scheduling, and set up customizable approval workflows.

Read more about Melio

Users also considered
Mango Practice Management logo

Mango Practice Management

Everything accountants need, all in one place.

visit website
Mango Practice is a cloud-based practice management solution designed to help accounting firms, tax professionals, bookkeepers, and CPA practices manage their workflows, documents, client communication, billing, time tracking, and payments more effectively.

Read more about Mango Practice Management

Users also considered
TimeSolv logo

TimeSolv

Cloud-based legal billing and invoicing solution

visit website
TimeSolv is a cloud and mobile-based solution for lawyers and other professional firms that assists with time tracking, billing management, and more. It offer multiple timers to concurrently manage time on several matters. It offers conflicts management to search for related parties.

Read more about TimeSolv

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
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
Time Tracker logo

Track time for payroll, billing and productivity.

Time Tracker + Billing keeps all of your invoices and client payments in one place. It’s a complete time and billing suite, accessible anywhere.

Read more about Time Tracker

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
Zoho Invoice logo
Category Leaders

Online invoicing tool for freelancers and SMBs.

Zoho Invoice is an online invoicing software that helps you craft beautiful invoices, automate payment reminders and receive payments faster.

Read more about Zoho Invoice

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
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
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

Users also considered
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

Users also considered
TimeCamp logo

A 100% free time tracker for teams. Unlimited users for $0.

TimeCamp is a time tracking platform with which SMBs can track billable hours, generate automatic invoices & manage employee time & attendance

Read more about TimeCamp

Users also considered
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

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 highlight the efficiency and accuracy of invoice processing, including features like OCR, customizable templates, automatic updates, and streamlined workflows. 95% of reviewers rated this feature as important or highly important.
  • Invoice Creation: Users appreciate the customization options, ease of use, and professional templates for quickly generating and sending invoices. 94% of reviewers rated this feature as important or highly important.
  • Online Invoicing: Reviewers value the convenience of creating, sending, and tracking invoices online, including real-time updates and payment integration. 92% of reviewers rated this feature as important or highly important.
  • Invoice History: Users find the comprehensive record-keeping of past invoices essential for tracking payments, auditing, and financial analysis. 91% of reviewers rated this feature as important or highly important.
  • Payment Processing: Reviewers highlight the secure and flexible payment processing, including various payment methods, automated processes, and integration with financial systems. 91% of reviewers rated this feature as important or highly important.
  • Tax Calculation: Users appreciate automated tax calculations, ensuring compliance with tax regulations and simplifying the invoicing process. 82% of reviewers rated this feature as important or highly important.