Simple consulting invoices, estimates, and profit visibility in one place
Send project estimates clients can approve online, convert them to invoices in one click, bill retainer clients on a recurring schedule, and see your monthly profit — without touching accounting software.
Project estimates with online approval
- Send a written scope, timeline, and fee structure before any work starts
- Client approves online via a shareable link — timestamped sign-off
- Specify deliverables, revision rounds, and exclusions up front
- Convert approved estimates to invoices in one click — no re-entering data
Deposit and milestone billing
- Collect a deposit invoice at project kickoff — 30–50% upfront is standard for consulting
- Bill each completed phase as a separate milestone invoice
- Reference the original estimate on each milestone invoice for clean record-keeping
- Clients can pay eligible invoices online by card when you connect your Square account
Recurring invoice templates for retainer clients (Pro)
Save a billing schedule once. When the date arrives, create the invoice from your saved template in seconds — no rebuilding from scratch. Specify scope, hours, and what falls outside the retainer.
Online card payments for eligible invoices
Clients can pay eligible invoices online by card when you connect your Square account. No PayPal redirect, no client account required.
Expense tracking for consulting costs
- Log research, travel, software, contractor, and overhead costs by category
- Track expenses per engagement to know your real consulting margin
- All records organized for your accountant at year-end
Know your profit after every engagement
See your monthly profit after all expenses on a plain-English dashboard. Know what you're actually earning per engagement — not just what you billed.
Automatic overdue reminders (Pro)
Pro automatically sends professional email reminders when invoices go overdue. No awkward manual follow-ups — the system handles it on the schedule you set.