Billing Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Billing Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Billing Software Articles
Top 9 Free Invoice Management Software for 2024
Unpaid invoices haunting your dreams? Managing multiple clients and tracking expenses can turn into a nightmare for fast-growing small businesses. You might find yourself spending hours creating client invoices, approving vendor bills, tracking your payments, and managing financial records rather than focusing on the heart of your business.
by Soundarya Jayaraman
11 Best Billing Software In India in 2024
Sorting out your financial needs is one of many building blocks to revenue growth.
by Shreya Mattoo
The Role of Artificial Intelligence in Accounting
Accounting is one of the most important, yet daunting and expensive departments in almost all companies.
Accountants oversee all financial operations of a business to help it run smoothly and efficiently. These include preparing and analyzing financial statements (e.g., cash flow, income statement, balance sheet), paying taxes on time, and maintaining the companies’ general ledger (GL). All these tasks require a great deal of human interaction that takes time and money; no matter how careful an employee may be, there is always the chance for human error, which could snowball and lead to devastating financial results in the future.
by Nathan Calabrese
The Importance of Accounts Payable (AP) Automation
The phrase “time is money” has never been more true than it is now.
by Nathan Calabrese
Billing Software Glossary Terms
Billing Software Discussions
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Question on: ConvergeHub
What is the best way in setting up the SMTP email integration component of Convergehub without you moving your company emails away from your own host provider?
We have tried setting up the SMTP email integration but this has ended up with our company email moving from our own SMTP server across to Sendgrid which cause our emails to experience non-delivery and also the inability to login to our email accounts as that had been moved to SendGrid.
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In ConvergeHub you can set up your own SMTP settings or can use the ConvergeHub SMTP engine. ConvergeHub can work with your mail provider, Amazon SES, SendGrid, or anything similar. In the event, you would like to use ConvergeHub SMTP then unless you allow your mail provider to acknowledge or authorize the mail relay from ConvergeHub, the mails are most likely end up in the SPAM or Junk folder. This can be managed very easily by setting up the SPF and DKIM record in your mail server/provider. This process will ensure the mails are showing up in InBox when sent via the ConvergeHub mail relay.
Setting up SPF and DKIM records depends on your mail provider; I have shared a step by step instructions in case your mail provider is Office365:
Generate SPF and DKIM record: https://a.cl.ly/5zuXx21w
Setup SPF and DKIM in your office 365 Mail server :
https://youtu.be/msDjiw8OeR8
https://youtu.be/emKLD_ckcRw
https://docs.microsoft.com/en-us/microsoft-365/security/office-365-security/set-up-spf-in-office-365-to-help-prevent-spoofing
Should you need more information please reach out to us at support@convergehub.com or create a support ticket. We are more proactive in those channels for any form of Customer Support.
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Question on: OfficeTools by CARET
When can you integrate google calendar to the office tools calendar and scheduler?
Hi Mark - At this time this is not on the current development roadmap for OfficeTools.
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Question on: ConvergeHub
Needs an integration with a sales funnel software
Hello Baggy, please create a support ticket or email support @convergehub.com with which software you would like to integrate. We presently support Zapier, PieSync, API and Webhooks to integrate with external apps and it is very possible that we already may have some integration in place with the Sales Funnel Software you are planning to connect.
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Billing Software Reports
Mid-Market Grid® Report for Billing
Summer 2026
G2 Report: Grid® Report
Grid® Report for Billing
Summer 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Billing
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for Billing
Summer 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Billing
Summer 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Billing
Spring 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Billing
Spring 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Billing
Spring 2026
G2 Report: Grid® Report
Grid® Report for Billing
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Billing
Spring 2026
G2 Report: Momentum Grid® Report







