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Top Rated Project Planning Software with Billing & Invoicing 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

Billing and invoicing in project planning software enable efficient tracking of work hours and project costs, streamline payment processing, and automate invoice generation. This ensures timely payments and reduces administrative tasks, while allowing customization for different clients and projects. Our reviewers in project planning software rated this feature as highly important.

4 Best Project Planning Software with Billing & Invoicing

  • Trello
  • monday.com
  • ClickUp
  • Smartsheet - Highest rated for billing & invoicing

See other top Project Planning products with billing & invoicing

How we picked the 4 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 project planning software category. They also needed to have sufficient reviews about billing & invoicing, 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 billing & invoicing 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 4 best products

Trello logo
4.5
(23.4K)

User insights about the billing & invoicing feature

Reviewers appreciate Trello's billing and invoicing capabilities, especially when integrated with third-party platforms through Power-Ups. They find it valuable for tracking time, expenses, and generating invoices. Users report that Trello helps manage and track finances effectively, ensuring accurate and timely billing. They also highlight the flexibility and ease of use, along with the ability to choose between monthly or annual billing options. However, some reviewers prefer using other tools for invoicing due to specific needs or preferences.
“Billing and invoicing functionality in Trello helps businesses track and manage their finances effectively. It allows for accurate and timely billing of clients or customers, ensuring that payments are received promptly.”
MD

Matt D.

Software Developer

“Trello's ability to integrate with third party invoice and billing platforms gives you a wide range of options and ensures teams are able to use one that they are comfortable with”
MM

Masuzyo M.

IT Specialist

Project Planning key features coverage

Trello offers 6 out of the 6 key features for Project Planning software identified by reviewers:

Workflow Management4.5
Project Management4.6
Multiple Projects4.5
Calendar Management4.4
Task Management4.6
Access Controls/Permissions4.5

Pros and cons based on 23,483 verified reviews

62% of users rated Trello 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 23,483 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Cons:

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details

Pricing

Starting price:$5 per user/per month|Free version:Available|Free trial:Available

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

monday.com logo
4.6
(5.7K)

User insights about the billing & invoicing feature

Reviewers indicate that monday.com's billing and invoicing capabilities are user-friendly and efficient. They appreciate the ability to track payments, organize receivables, and manage invoices. Users find the templates helpful for creating invoices and value the integration with Stripe for automation. However, some reviewers mention using other accounting software for billing and invoicing, and note that monday.com may lack certain integrations with popular accounting tools.
“We don't bill through Monday.com however tracking of when invoices are due etc. are tracked which is greatly helpful ”
MM

Michaela M.

Operations Manager

“The billing and invoicing feature makes it easy for me to track my records.”
Verified reviewer profile picture

Shelmith S.

Admin Virtual Assistant

Project Planning key features coverage

monday.com offers 6 out of the 6 key features for Project Planning software identified by reviewers:

Workflow Management4.5
Project Management4.7
Multiple Projects4.6
Calendar Management4.4
Task Management4.6
Access Controls/Permissions4.4

Pros and cons based on 5,720 verified reviews

65% of users rated monday.com 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,720 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

Cons:

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Pricing

Starting price:$9 per user/per month|Free version:Available|Free trial:Available

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

ClickUp logo
4.6
(4.5K)

User insights about the billing & invoicing feature

Users report that ClickUp makes billing and invoicing simple and efficient. They appreciate the ability to create invoices quickly, mark tasks as billable, and send invoices directly to customers' email addresses. Reviewers highlight the ease of tracking expenses and payments in one place. They also value the secure storage of invoice data. However, some users mention that ClickUp may not be as robust as specialized accounting software and prefer using other tools for invoicing.
“Billing and invoicing can be a huge pain. Not only do you have to keep track of who owes you what, but you also have to make sure the invoices are accurate and sent on time. This process can be even more complicated if you work with clients who are based in different countries. Luckily, there are a few tools that can make billing and invoicing a lot easier. ClickUp, for example, is a great tool for managing your invoices. It allows you to create invoices quickly and easily, and it also helps you keep track of payments”
Verified reviewer profile picture

shaibu p.

The Best Way To Manage Your Projects: A Comprehensive Review Of ClickUp.

“I like that billing and invoicing is super simple and easy to use. We can create an invoice for a customer, add line items, and even send them directly to our customer's email address. Plus, we can keep track of all our expenses and payments in one place. ”
Verified reviewer profile picture

Mary A.

Digital Marketer

Project Planning key features coverage

ClickUp offers 6 out of the 6 key features for Project Planning software identified by reviewers:

Workflow Management4.4
Project Management4.6
Multiple Projects4.6
Calendar Management4.4
Task Management4.6
Access Controls/Permissions4.6

Pros and cons based on 4,558 verified reviews

69% of users rated ClickUp 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,558 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Cons:

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Pricing

Starting price:$10 per user/per month|Free version:Available|Free trial:Not available

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

Smartsheet logo
4.5
(3.4K)

User insights about the billing & invoicing feature

Reviewers indicate that Smartsheet's billing and invoicing capabilities are helpful for creating and managing invoices and inventory. They appreciate the customizable and professional invoice templates, as well as the integration with other accounting tools and software. Users report that Smartsheet facilitates accurate billing through milestone reminders and automated billing processes. They find the ability to track invoices by customer or invoice numbers valuable. However, some reviewers mention using other software for billing and invoicing due to specific needs or preferences.
“I like the user-friendly interface of Smartsheet's Billing & Invoicing feature. It makes it easy to set up billing, create invoices, and track payments. The ability to customize invoices and automate recurring payments also saves time and ensures accuracy. Additionally, Smartsheet integrates with other popular accounting software, making it easy to sync up accounts.”
Verified reviewer profile picture

Devendra K.

Manager

“From smartsheet solution center there's the ability to generate automated Bill's and to be mailed and sent directly to previously added mails , this feature allow us after create the ticket and reveiw it and approved it to send automated bill and invoice to the vendors through automated mail ”
Verified reviewer profile picture

Ahmed A.

COMPLIANCE Officer

Project Planning key features coverage

Smartsheet offers 6 out of the 6 key features for Project Planning software identified by reviewers:

Workflow Management4.5
Project Management4.5
Multiple Projects4.5
Calendar Management4.5
Task Management4.5
Access Controls/Permissions4.4

Pros and cons based on 3,479 verified reviews

59% of users rated Smartsheet 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,479 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Cons:

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details

Pricing

Starting price:$12 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 Project Planning Software with Billing & Invoicing in 2026

Trello logo
Category Leaders

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a project planning tool where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

Read more about Asana

Users also considered
monday.com logo

Project management software

monday.com, a powerful Project Planning software, helps teams plan together efficiently and execute projects that deliver results on time. Its ease of use and flexibility means fast onboarding for your team and the ability to manage your work your way.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

Plan projects, manage resources, and track progress. ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate on any size project.

Read more about ClickUp

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Increase productivity by up to 50% with project planning software from Wrike. Plan projects, assign tasks, readjust deadlines, and showcase progress. With ready-made solutions for marketing, creative, and professional services teams of 20+ people.

Read more about Wrike

Users also considered
Float logo

Professional services automation software

Float.com is the top-rated solution for profitable resource management. Used by 4500+ of the best professional services teams globally, it gives Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place. 

Read more about Float

Users also considered
Workday HCM logo

Human capital management system

Workday HCM is an HR solution that helps organizations manage the global workforce. The system supports companies of all sizes, enabling organizations to comply with local regulations. Workday HCM features embedded AI insights that give organizations an understanding of the workforce. Using machine learning, the software enables teams to analyze employee data to deliver personalized recommendations, helping HR teams make informed decisions about people.

Read more about Workday HCM

Users also considered
Any.do logo

A simple and poweful workspace to manage your team's work

Any.do is a simple and powerful way to manage all your team's tasks, projects, chat and calendar. Easily collaborate with anyone, manage workloads, get real time status notifications and reports. Connect Any.do with all your existing apps to make everything run smoothly —starting at just $5 per user

Read more about Any.do

Users also considered
Adobe Workfront logo

Online enterprise work management software

Plan, execute, and deliver great work with a single source of project truth across the enterprise. Adobe Workfront helps you prioritize work, quickly identify bottlenecks, automate processes, and deliver the right outcomes. It serves leaders and team in organizations of all sizes in all industries.

Read more about Adobe Workfront

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
Paymo logo

Task Management, Time Tracking, and Accounting for SMBs

Work and project management software for small teams of up to 20 people. Paymo offers time tracking, task management, resource scheduling, invoicing, and online payments. Try it for free!

Read more about Paymo

Users also considered
Teamwork.com logo
Category Leaders

Profit from every client demand.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

Read more about Teamwork.com

Users also considered
Zoho Projects logo

Project Management, Collaboration and Bug Tracking

Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

Read more about Zoho Projects

Users also considered
eWay-CRM logo

Customer relationship management solution

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered
BigTime logo

AI-powered scoping, project, time, and billing software

BigTime helps reduce operational costs, align talent to projects, accelerate payments, and enable decision-making. With 20+ years of experience, BigTime can get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges and scale with you tomorrow.

Read more about BigTime

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

Users also considered
Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s project planning helps you map out tasks, set milestones, and allocate resources efficiently. Use Gantt charts, Kanban boards, and automation tools to streamline workflows, track progress, and keep your team aligned for seamless project execution.

Read more about Flowlu

Users also considered
Freedcamp logo
Category Leaders

Project management & collaboration platform for businesses

Freedcamp is a project management software designed to help businesses create customizable widgets, collaborate with staff members on projects, and plan, organize, and handle tasks on a unified platform. Administrators can store files, contacts, and leads in a centralized repository.

Read more about Freedcamp

Users also considered
Everhour logo

Time tracking, scheduling, budgeting & expenses software.

Oversee the project progress easily using visual timelines features, such as project dashboards, resource scheduling tools, interactive plans, and color-coded time entries. View the team’s performance and spot the weak points immediately.

Read more about Everhour

Users also considered
Agiled logo

Software for managing business operations

Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.

Read more about Agiled

Users also considered
Replicon Time Tracking logo

Cloud-based project time tracking platform

Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence.

Read more about Replicon Time Tracking

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 is an all-in-one business management platform that integrates CRM, project management, and collaboration tools in a single workspace. The system offers task management with Kanban boards and Gantt charts, communication features including video calls and chat, plus website building capabilities with ecommerce functionality. Bitrix24 includes HR management tools for employee tracking and workflow automation, all accessible via mobile applications.

Read more about Bitrix24

Users also considered
Birdview logo

Software for managing multiple projects, tasks, and teams

Birdview offers efficient planning and project transparency, scaling with your business. Manage multiple projects easily with custom views, centralized data, and balanced workloads. Includes advanced financial tracking, robust security, and analytics for effective management and goal achievement.

Read more about Birdview

Users also considered
Prism PPM logo

Cloud-based PPM for complete project portfolio management

Leading Project Portfolio Management tool for PMOs looking to drive more value for the business. Advanced reporting & analytics through embedded dashboards & data lakehouse, Resource Mgt, Risk Mgmt, JIRA Sync, MSP Sync. See us on the 2025 Gartner APMR MQ. Demo with us to learn more!

Read more about Prism PPM

Users also considered

Key features for Project Planning software

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

  • Workflow Management: Users value workflow management for streamlining processes, customizing workflows, tracking task progress, and improving communication and collaboration within teams. 96% of reviewers rated this feature as important or highly important.
  • Project Management: Reviewers highlight project planning, task tracking, reporting, and the ability to manage multiple stages, enhancing overall productivity and organization. 96% of reviewers rated this feature as important or highly important.
  • Multiple Projects: Users appreciate managing multiple projects simultaneously, providing oversight, organization, and efficient task switching, improving overall project tracking and collaboration. 95% of reviewers rated this feature as important or highly important.
  • Calendar Management: Reviewers note the importance of shared calendars for scheduling tasks, deadlines, and events, improving time management and team coordination. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users emphasize task organization, prioritization, progress tracking, and collaboration features, which enhance productivity and ensure timely completion of tasks. 94% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers highlight the ability to manage user access, protect content, and control permissions, ensuring data security and appropriate collaboration levels. 90% of reviewers rated this feature as important or highly important.