# Best Billing Software - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Billing software enables companies to create and send invoices to customers for products and services delivered, reducing the time and effort required to manage invoicing, improving billing accuracy, and supporting diverse billing models including project billing and recurring billing. ### Core Capabilities of Billing Software To qualify for inclusion in the Billing software category, a product must: - Provide features to create multiple types of invoices - Be able to consolidate multiple invoices into one or split an invoice - Include templates for invoices and other documents - Allow users to send invoices in different formats (PDF, MS Word) through various communication channels such as email and e-fax - Offer reports and analytics on the status of each invoice - Include payment alert notifications - Integrate with software solutions such as ERP, CRM, and accounting packages ### Common Use Cases for Billing Software Accounting professionals, salespeople, and project managers use billing software to manage invoicing across different business models and customer types. Common use cases include: - Generating and sending invoices for project-based professional services engagements - Managing recurring billing cycles for subscription-based or utility services - Providing customers with estimates or pro forma invoices ahead of final billing ### How Billing Software Differs from Other Tools Billing software focuses on invoice creation and distribution, while the final stage of the billing process, receiving and reconciling payments, is typically handled by [accounting software](https://www.g2.com/categories/accounting) or a module within a larger [ERP system](https://www.g2.com/categories/erp-systems). Billing software integrates with these platforms, as well as [CRM software](https://www.g2.com/categories/crm), to pull in customer and product data for accurate invoice generation. ### Insights from G2 on Billing Software Based on category trends on G2, invoice template flexibility and integration with accounting platforms stand out as top strengths. These platforms deliver reductions in manual billing effort and improved on-time payment rates as core benefits of adoption. ## Top Billing Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) | 4.1/5.0 (4,713 reviews) | End-to-end billing with customizable revenue recognition | "[Real-Time Visibility Across Finance, Inventory, Purchasing, and Sales](https://www.g2.com/survey_responses/netsuite-review-12905951)" | | 2 | [Xero](https://www.g2.com/products/xero/reviews) | 4.4/5.0 (1,668 reviews) | Cloud-native invoicing with automated bank reconciliation | "[Beginner-Friendly Accounting with Fast Support, Helpful AI, and Smooth Hubdoc Uploads](https://www.g2.com/survey_responses/xero-review-13094370)" | | 3 | [PayPal Invoicing](https://www.g2.com/products/paypal-invoicing/reviews) | 4.3/5.0 (203 reviews) | PayPal-native invoicing with integrated payment collection | "[PayPal Invoicing Makes Billing Easy and Helps Me Get Paid Faster](https://www.g2.com/survey_responses/paypal-invoicing-review-13095169)" | | 4 | [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) | 4.4/5.0 (1,782 reviews) | QuickBooks-integrated AP/AR approval workflows | "[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)" | | 5 | [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) | 4.6/5.0 (1,182 reviews) | Mobile invoicing with integrated payment collection | "[Square Point of Sale: Simple, Flexible, and Easy for Staff to Learn](https://www.g2.com/survey_responses/square-point-of-sale-review-12726472)" | | 6 | [Zoho Invoice](https://www.g2.com/products/zoho-invoice/reviews) | 4.7/5.0 (360 reviews) | Zero-cost invoicing with automated payment reminders | "[Zoho Invoice Makes Invoicing Fast, Organized, and Professional](https://www.g2.com/survey_responses/zoho-invoice-review-13033429)" | | 7 | [FreshBooks](https://www.g2.com/products/freshbooks/reviews) | 4.5/5.0 (959 reviews) | Service-business invoicing with automated recurring billing | "[A great balance between invoicing, project tracking, and profitability](https://www.g2.com/survey_responses/freshbooks-review-13058067)" | | 8 | [Stampli](https://www.g2.com/products/stampli/reviews) | 4.6/5.0 (1,952 reviews) | AI-coded invoice approval with ERP sync | "[All-in-One Invoice View Makes Approvals Fast and Efficient](https://www.g2.com/survey_responses/stampli-review-13061256)" | | 9 | [Chargebee](https://www.g2.com/products/chargebee/reviews) | 4.4/5.0 (963 reviews) | — | "[Affordable, Reliable, but Needs UI Enhancements](https://www.g2.com/survey_responses/chargebee-review-13030719)" | | 10 | [Zoho Books](https://www.g2.com/products/zoho-books/reviews) | 4.4/5.0 (320 reviews) | End-to-end invoicing with Zoho-native automation | "[All-in-One Finance Management with a Clean, Intuitive Dashboard](https://www.g2.com/survey_responses/zoho-books-review-12738952)" | ## G2 Grid® for Billing Software ![G2 Grid® for Billing Software plotting products by satisfaction and market presence](https://www.g2.com/categories/billing/grids.png?focus%5B%5D=446&focus%5B%5D=1142&focus%5B%5D=96727&focus%5B%5D=6006&focus%5B%5D=1656&focus%5B%5D=5855&focus%5B%5D=1191&focus%5B%5D=66702) Highlighted products: NetSuite, Xero, PayPal Invoicing, BILL AP/AR, Square Point of Sale, Zoho Invoice, FreshBooks, and Stampli. Underlying data: [Grid® JSON](https://www.g2.com/categories/billing/grids.json?focus%5B%5D=oracle-netsuite&focus%5B%5D=xero&focus%5B%5D=paypal-invoicing&focus%5B%5D=bill-ap-ar&focus%5B%5D=square-point-of-sale&focus%5B%5D=zoho-invoice&focus%5B%5D=freshbooks&focus%5B%5D=stampli) ## How Many Billing Software Products Does G2 Track? **Total Products under this Category:** 764 ### Category Stats (Jul 2026) - **Average Rating**: 4.4/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Mango Practice Management (+6.73%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month *Last updated: July 16, 2026* ## How Does G2 Rank Billing Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 32,800+ Authentic Reviews - 764+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Billing Software Is Best for Your Use Case? - **Leader:** [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - **Highest Performer:** [Tabs](https://www.g2.com/products/tabs/reviews) - **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - **Top Trending:** [Tabs](https://www.g2.com/products/tabs/reviews) - **Best Free Software:** [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) --- **Sponsored** ### Chargebee Chargebee is the billing and monetization platform built for the AI economy. From fast-scaling startups to global enterprises, we help companies capture, optimize, and scale revenue — no matter their GTM strategy or pricing model. Whether you’re experimenting with usage-based pricing, launching AI-powered products, or expanding globally, Chargebee gives you the flexibility and automation to grow with confidence. Chargebee is trusted by businesses of all sizes, including Zapier, Freshworks, DeepL, Condé Nast, and Pret A Manger, and is proud to have been consistently recognized by customers as a Leader in Subscription Management on G2. To learn more about how Chargebee can help unlock and maximize revenue growth, visit Chargebee.com. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=90&secure%5Bchosen_at%5D=2026-07-17T08%3A27%3A07Z&secure%5Bdisplayable_resource_id%5D=90&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=90&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=3294&secure%5Bresource_id%5D=90&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbilling%3Fopen_modal_url%3D%252Fproducts%252Fwise-pay%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fbilling%2526source%253Dcategory&secure%5Btoken%5D=9e47ad171a45b10f0f35616696a1a5e4071a469f006e83e10c7edefaf3e3190c&secure%5Burl%5D=https%3A%2F%2Fwww.chargebee.com%2F%3Futm_source%3Dg2crowd%26utm_medium%3Dcpc&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Billing Software Products in 2026? ### 1. [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) QuickBooks Bill Pay is an AI-powered accounts payable (A/P) automation tool built into QuickBooks Online. Manage bills, vendor records, and 1099s in one place. Pay vendors by ACH or check, automate bill entry with AI, and sync payments with your books in real time. Streamline your bill pay in QuickBooks. QuickBooks Bill Pay is built exclusively for QuickBooks Online users, providing native integration with AI-powered bill creation, automated approval workflows, and real-time transaction syncing. Manage bills, vendor records, and 1099s in one place to optimize cash flow and stay in control. **Average Rating:** 4.5/5.0 **Total Reviews:** 25 **How Do G2 Users Rate QuickBooks Bill Pay?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Accounting:** 8.9/10 (Category avg: 8.7/10) - **Payments:** 9.2/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind QuickBooks Bill Pay?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 80% Small-Business, 12% Mid-Market #### What Are QuickBooks Bill Pay's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Easy Integrations (3 reviews) - QuickBooks Integration (2 reviews) - Reporting (2 reviews) - Budgeting (1 reviews) **Cons:** - Expensive (1 reviews) - Missing Features (1 reviews) - Poor Customer Support (1 reviews) ### What Do G2 Reviewers Say About QuickBooks Bill Pay? *AI-generated summary from verified user reviews* **Pros:** - Users find QuickBooks Bill Pay to be **easy to understand** , making it accessible for those with basic accounting knowledge. - Users value the **easy integrations** of QuickBooks Bill Pay, enhancing their experience with seamless connectivity to other tools. - Users appreciate the **seamless integration with QuickBooks** , enhancing their financial management and efficiency. - Users value the **accessible reporting features** of QuickBooks Bill Pay, aiding in effective decision-making and client management. - Users value the **affordable budgeting options** with no fees, making it ideal for small businesses and freelancers. **Cons:** - Users find QuickBooks Bill Pay to be **expensive** , which can strain budgets for smaller businesses. - Users find the **absence of check writing** in QuickBooks Bill Pay limits their payment processing options. - Users find the **limited customer support** frustrating, as it only involves chat assistance with no other options available. #### What Are Recent G2 Reviews of QuickBooks Bill Pay? **"[Solid AP workflow for a small consulting firm](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523)"** **Rating:** 4.5/5.0 stars *— Verified User in Mechanical or Industrial Engineering* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523) --- **"[User-Friendly Bill Pay with Strong Approvals and Real-Time Status Updates](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033)"** **Rating:** 5.0/5.0 stars *— Tammy S.* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033) --- ### 2. [Ignition](https://www.g2.com/products/ignition/reviews) From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows **Average Rating:** 4.7/5.0 **Total Reviews:** 121 **How Do G2 Users Rate Ignition?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Accounting:** 10.0/10 (Category avg: 8.7/10) - **Payments:** 10.0/10 (Category avg: 8.6/10) - **Management:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Ignition?** - **Seller:** [Ignition](https://www.g2.com/sellers/ignition) - **Company Website:** https://www.ignitionapp.com/ - **Year Founded:** 2013 - **HQ Location:** Chippendale, Australia - **Twitter:** @ignitionapp (11,259 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2602590/ (330 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Director - **Top Industries:** Accounting, Marketing and Advertising - **Company Size:** 89% Small-Business, 3% Mid-Market #### What Are Ignition's Pros and Cons? **Pros:** - Ease of Use (51 reviews) - Customer Support (36 reviews) - Easy Setup (33 reviews) - Time-saving (31 reviews) - Efficiency (30 reviews) **Cons:** - Expensive (16 reviews) - Learning Curve (9 reviews) - Limited Customization (9 reviews) - Missing Features (9 reviews) - Payment Issues (9 reviews) ### What Do G2 Reviewers Say About Ignition? *AI-generated summary from verified user reviews* **Pros:** - Users find Ignition's **ease of use** invaluable for streamlining operations and enhancing client interactions effortlessly. - Users highlight the **excellent customer support** of Ignition, enhancing their overall experience and efficiency. - Users find the **easy setup** of Ignition beneficial for quickly onboarding new clients and managing proposals efficiently. - Users highlight how Ignition provides **significant time savings** by streamlining proposal and invoicing processes effectively. - Users value the **efficiency** of Ignition, significantly streamlining operations and enhancing client engagement effortlessly. **Cons:** - Users find the software to be **extremely expensive** , making it difficult for some to afford despite its benefits. - Users note a **steep learning curve** to effectively use Ignition, which can lead to user frustration and mistakes. - Users feel that Ignition has **limited customization** options, especially for pricing and forms, affecting their unique needs. - Users find the **missing customisation features** in Ignition limiting their ability to effectively send checklists to clients. - Users struggle with **payment issues** , finding high costs and limited refund options frustrating in Ignition. #### What Are Recent G2 Reviews of Ignition? **"[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)"** **Rating:** 4.5/5.0 stars *— Angela K.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12759341) --- **"[Streamlined Client Onboarding with Professional Ease](https://www.g2.com/survey_responses/ignition-review-12240231)"** **Rating:** 4.0/5.0 stars *— Steven R.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12240231) --- #### What Are G2 Users Discussing About Ignition? - [What is Ignition used for?](https://www.g2.com/discussions/what-is-ignition-used-for) ### 3. [HoneyBook](https://www.g2.com/products/honeybook/reviews) HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required. **Average Rating:** 4.5/5.0 **Total Reviews:** 236 **How Do G2 Users Rate HoneyBook?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 8.7/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind HoneyBook?** - **Seller:** [HoneyBook](https://www.g2.com/sellers/honeybook) - **Company Website:** https://www.honeybook.com - **Year Founded:** 2013 - **HQ Location:** San Francisco, CA - **Twitter:** @honeybook (4,476 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2527444/ (322 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Photographer - **Top Industries:** Photography, Events Services - **Company Size:** 99% Small-Business, 2% Mid-Market #### What Are HoneyBook's Pros and Cons? **Pros:** - Payment Management (19 reviews) - Easy Creation (8 reviews) - Ease of Use (6 reviews) - Easy Customization (6 reviews) - Product Value (6 reviews) **Cons:** - Payment Issues (5 reviews) - Expensive (4 reviews) - Lack of Integration (4 reviews) - Limited Features (4 reviews) - Poor Reporting (4 reviews) ### What Do G2 Reviewers Say About HoneyBook? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **seamless payment management** in HoneyBook, which enhances organization and automates client invoicing. - Users love the **easy creation** of materials with HoneyBook's user-friendly templates and automation features, simplifying business management. - Users love the **ease of use** of HoneyBook, seamlessly managing their business with integrated features. - Users love the **easy customization** of HoneyBook, streamlining their workflow with personalized templates and automated reminders. - Users benefit from the **streamlined organization** of HoneyBook, enhancing client interactions and business efficiency. **Cons:** - Users express frustration with **payment issues** like hidden fees and limited payment options, complicating their experience with HoneyBook. - Users are frustrated with HoneyBook's **expensive subscription fees** and poor options for data export when leaving. - Users express frustration with the **lack of integration** , complicating data export and overall project management experience. - Users find the **limited features** of HoneyBook insufficient, especially regarding workflow automation and reporting capabilities. - Users find HoneyBook's **poor reporting** features messy and challenging, hindering effective tracking of earnings. #### What Are Recent G2 Reviews of HoneyBook? **"[Honeybook Feels Like a Virtual Assistant for My Business](https://www.g2.com/survey_responses/honeybook-review-13032698)"** **Rating:** 4.5/5.0 stars *— Nikki M.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-13032698) --- **"[All-in-One Client Management That Keeps Everything Organized](https://www.g2.com/survey_responses/honeybook-review-13060587)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-13060587) --- #### What Are G2 Users Discussing About HoneyBook? - [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for) - [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure) - [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments - [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments - [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments ### 4. [Sequence](https://www.g2.com/products/sequence-hq-sequence/reviews) Sequence is an all-in-one CPQ, billing, metering and revenue recognition platform for B2B SaaS companies. Automate billing for every custom contract. Stop revenue leakage, avoid billing errors, and save time. Turn contracts into billing schedules in a few clicks and automate finance workflows effortlessly. Sequence automates your revenue collection process, allowing scaling companies to easily grow their topline, adjust pricing models on the fly, and create a source of truth for products & pricing. Sequence has built-in integrations to CRMs, ERP systems, and data warehouses, allowing for quick and easy implementation with your existing stack. The Sequence no-code dashboard is intuitive and loved by finance teams, and is the easy way to manage your billing. **Average Rating:** 4.9/5.0 **Total Reviews:** 68 **How Do G2 Users Rate Sequence?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Accounting:** 8.7/10 (Category avg: 8.7/10) - **Payments:** 9.0/10 (Category avg: 8.6/10) - **Management:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Sequence?** - **Seller:** [Sequence HQ](https://www.g2.com/sellers/sequence-hq) - **Year Founded:** 2021 - **HQ Location:** London, UK - **Twitter:** @SequenceHQ_ (344 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sequence-hq/ (63 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 72% Small-Business, 28% Mid-Market #### What Are Sequence's Pros and Cons? **Pros:** - Ease of Use (29 reviews) - Customer Support (24 reviews) - Billing Management (22 reviews) - Easy Setup (21 reviews) - Invoicing (21 reviews) **Cons:** - Missing Features (5 reviews) - Billing Issues (3 reviews) - Bug Issues (3 reviews) - Integration Issues (3 reviews) - Limited Customization (3 reviews) ### What Do G2 Reviewers Say About Sequence? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Sequence's interface significantly enhances their billing and customer interactions. - Users highly value the **top-notch customer support** from Sequence, appreciating their responsiveness and hands-on assistance. - Users value the **seamless Stripe integration** in Sequence, simplifying complex billing and enhancing overall efficiency. - Users find the **easy setup** of Sequence enhances their efficiency and simplifies their billing processes significantly. - Users value the **automated invoicing** feature of Sequence, significantly enhancing their billing process and efficiency. **Cons:** - Users notice some **missing features** in Sequence, wishing for more customization and solutions for complex edge cases. - Users often face **billing issues** due to unclear communication and complex processes, leading to confusion and delays. - Users report **bug issues** in Sequence, but appreciate the prompt support and commitment to resolving these problems. - Users experience **integration issues** with certain tools, necessitating extra configuration and manual workarounds, though support is proactive. - Users desire **deeper customization options** in Sequence, feeling some advanced features are still underdeveloped or require workarounds. #### What Are Recent G2 Reviews of Sequence? **"[We redesigned our whole CPQ and Quote to Cash process around Sequence](https://www.g2.com/survey_responses/sequence-review-12930009)"** **Rating:** 5.0/5.0 stars *— Jonathan S.* [Read full review](https://www.g2.com/survey_responses/sequence-review-12930009) --- **"[One place for everything we need in billing.](https://www.g2.com/survey_responses/sequence-review-13060502)"** **Rating:** 5.0/5.0 stars *— Will D.* [Read full review](https://www.g2.com/survey_responses/sequence-review-13060502) --- ### 5. [Assembly](https://www.g2.com/products/assemblysoftware/reviews) Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. **Average Rating:** 4.7/5.0 **Total Reviews:** 320 **How Do G2 Users Rate Assembly?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 8.7/10 (Category avg: 8.6/10) - **Management:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Assembly?** - **Seller:** [Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1) - **Company Website:** https://assembly.com/ - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @copilot (60,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/assemblycom/ (42 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 91% Small-Business, 4% Mid-Market #### What Are Assembly's Pros and Cons? **Pros:** - Ease of Use (152 reviews) - Easy Setup (82 reviews) - Customer Support (78 reviews) - Intuitive (75 reviews) - Features (73 reviews) **Cons:** - Missing Features (100 reviews) - Limited Features (69 reviews) - Limited Customization (49 reviews) - Lacking Features (47 reviews) - Integration Issues (35 reviews) ### What Do G2 Reviewers Say About Assembly? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Assembly, enhancing client presentations and overall business efficiency. - Users appreciate the **easy setup** of Copilot, enabling efficient operations and quick deployment for enhanced productivity. - Users praise the **fantastic and responsive customer support** , highlighting helpful assistance and personalized attention. - Users find the **intuitive design** of Assembly enhances workflow, making client management and communication effortless. - Users appreciate the **professional look and comprehensive service delivery** of Assembly, enhancing client satisfaction significantly. **Cons:** - Users note the **missing features** in Assembly, particularly in project management and billing functionalities. - Users find the **limited features** of Assembly restricts customization and integration opportunities, impacting overall functionality. - Users feel limited by **customization options** , unable to tailor workflows and dashboards to their specific needs. - Users find the **lack of features** in Assembly limits flexibility and requires cumbersome workarounds for essential tasks. - Users desire improved **integration capabilities** with additional apps, finding current API support lacking for seamless workflows. #### What Are Recent G2 Reviews of Assembly? **"[Custom Workflows, Forms, and Easy Client Billing in One System](https://www.g2.com/survey_responses/assembly-review-12715760)"** **Rating:** 5.0/5.0 stars *— John M.* [Read full review](https://www.g2.com/survey_responses/assembly-review-12715760) --- **"[Quick, Seamless Onboarding with Time-Saving Rules, Billing, and Client Communication](https://www.g2.com/survey_responses/assembly-review-13086271)"** **Rating:** 5.0/5.0 stars *— Aminder M.* [Read full review](https://www.g2.com/survey_responses/assembly-review-13086271) --- #### What Are G2 Users Discussing About Assembly? - [What is the purpose and features of a portal?](https://www.g2.com/discussions/what-is-the-purpose-and-features-of-a-portal) - [What are the functions of a portal?](https://www.g2.com/discussions/what-are-the-functions-of-a-portal) - 1 upvote - [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) - 1 upvote - [What are the features of a portal?](https://www.g2.com/discussions/what-are-the-features-of-a-portal) ### 6. [vcita](https://www.g2.com/products/vcita/reviews) vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all. **Average Rating:** 4.5/5.0 **Total Reviews:** 79 **How Do G2 Users Rate vcita?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 8.7/10 (Category avg: 8.7/10) - **Payments:** 9.3/10 (Category avg: 8.6/10) - **Management:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind vcita?** - **Seller:** [vcita](https://www.g2.com/sellers/vcita) - **Year Founded:** 2010 - **HQ Location:** St. Petersburg Florida - **Twitter:** @vCita (1,739 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1816111/ (150 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Alternative Medicine - **Company Size:** 86% Small-Business, 11% Mid-Market #### What Are vcita's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Automations (6 reviews) - Customer Support (6 reviews) - Integration (6 reviews) - Integrations (6 reviews) **Cons:** - Integration Issues (7 reviews) - Missing Features (5 reviews) - Expensive (4 reviews) - Lack of Integration (3 reviews) - Linking Issues (3 reviews) ### What Do G2 Reviewers Say About vcita? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of vCita, making it simple to manage schedules and client bookings efficiently. - Users love the **automated confirmations and reminders** that streamline client interactions and enhance business efficiency. - Users commend the **exceptional customer support** from Vcita, noting quick responses and helpful guidance for their needs. - Users praise the **seamless integration** of vcita with websites and calendars, enhancing appointment booking efficiency. - Users appreciate the **seamless integration** with calendars and websites, enhancing appointment booking and client interaction. **Cons:** - Users experience **integration issues** with vcita, particularly with calendar syncing and managing tasks efficiently. - Users find vcita lacks **desired features like partial refunds and better integration with task management** , impacting usability. - Users find vcita to be **expensive** , especially when needing upgrades for additional features and template adjustments. - Users express frustration over the **lack of integration** with other apps, impacting their workflow and service management. - Users report **linking issues** with vcita that create miscommunication and inefficiencies in managing client calendars. #### What Are Recent G2 Reviews of vcita? **"[Outstanding backend system transformed my business](https://www.g2.com/survey_responses/vcita-review-9522081)"** **Rating:** 5.0/5.0 stars *— Neil D.* [Read full review](https://www.g2.com/survey_responses/vcita-review-9522081) --- **"[A god-send for our non-profit community mental health service](https://www.g2.com/survey_responses/vcita-review-12206525)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/vcita-review-12206525) --- #### What Are G2 Users Discussing About vcita? - [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do) - [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app) - [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work) - [What is vcita used for?](https://www.g2.com/discussions/what-is-vcita-used-for) - 1 upvote ### 7. [Bill360](https://www.g2.com/products/bill360-bill360/reviews) Bill360 is a specialized accounts receivable (AR) automation and payments platform designed specifically for small to medium-sized B2B companies. This innovative solution streamlines the AR process by integrating electronic invoicing, automatic reconciliation, and payment processing into a single, cohesive platform. By leveraging Bill360, businesses can significantly accelerate their cash flow, reduce manual administrative tasks, and minimize the risk of human error, ultimately leading to faster payments and improved financial health. The target audience for Bill360 primarily includes small to medium-sized B2B companies that often struggle with traditional AR processes. These businesses typically face challenges such as delayed payments, high administrative overhead, and inefficient invoicing systems. Bill360 addresses these pain points by automating key functions, allowing companies to focus more on their core operations rather than getting bogged down by tedious paperwork and follow-ups. Additionally, Bill360 offers partnership programs for software companies and accounting firms, enabling them to enhance their service offerings while generating additional revenue. Key features of Bill360 include embedded B2B payment processing, which allows for seamless invoicing and automatic reconciliation. This feature not only simplifies the payment process but also reduces the time spent on administrative tasks. The self-service portal empowers customers by providing them with complete transparency into their accounts, enabling them to view invoices, make payments via a digital wallet, and communicate in real-time. Furthermore, the platform's AI-driven dashboard delivers valuable insights into outstanding balances, late payments, and essential metrics such as Days Sales Outstanding (DSO) and AR aging, facilitating informed decision-making. Other features include auto-reconciliation, compliant surcharging, customizable invoice reminders, customer-managed digital wallets, AutoPay, batch invoicing, and more. Bill360 offers numerous benefits that enhance its value proposition. Users can expect to receive payments an average of 10 days faster than their existing AR processes, saving up to 14 hours per week on administrative tasks. The platform is designed for ease of use, requiring less than an hour of training to get started. It also integrates smoothly with popular accounting software like QuickBooks and Xero, ensuring a hassle-free transition. By providing customers with digital payment options through cards and ACH, Bill360 helps mitigate the risk of check fraud. Additionally, the platform is supported by a dedicated U.S.-based in-house support team, ensuring prompt assistance whenever issues arise. Overall, Bill360 stands out in the AR automation landscape by offering a comprehensive solution tailored to the unique needs of B2B companies. Its combination of efficiency, transparency, and robust support makes it an essential tool for businesses looking to optimize their accounts receivable processes and improve cash flow. **Average Rating:** 4.9/5.0 **Total Reviews:** 18 **How Do G2 Users Rate Bill360?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Accounting:** 10.0/10 (Category avg: 8.7/10) - **Payments:** 9.7/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Bill360?** - **Seller:** [Bill360](https://www.g2.com/sellers/bill360) - **Company Website:** https://www.bill360.com - **Year Founded:** 2021 - **HQ Location:** Tampa, US - **LinkedIn® Page:** https://www.linkedin.com/company/bill360payments (88 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 94% Small-Business #### What Are Bill360's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Customer Support (10 reviews) - Customer Satisfaction (7 reviews) - Easy Setup (5 reviews) - Invoicing (5 reviews) **Cons:** - Email Issues (2 reviews) - Client Confusion (1 reviews) - Data Inaccuracy (1 reviews) - Email Automation Issues (1 reviews) - Login Issues (1 reviews) ### What Do G2 Reviewers Say About Bill360? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive and easy-to-use interface** of Bill360, making billing tasks quick and efficient. - Users praise the **excellent customer support** from Bill360, highlighting personalized assistance and proactive follow-ups. - Users highlight the **excellent customer service** of Bill360, appreciating its intuitive interface and seamless integration. - Users find the **easy setup** of Bill360 efficient, appreciating expert assistance for a smooth implementation experience. - Users love the **time-saving invoicing features** of Bill360, simplifying billing processes and enhancing overall efficiency. **Cons:** - Users are disappointed by the **email issues** in Bill360, particularly the inability to perform mass emails effectively. - Users experience **client confusion** when managing accounts, especially with multi-location customers, impacting overall satisfaction. - Users note that the **settlement reports are not always accurate** , causing issues during reconciliation of data. - Users express frustration over the **limitations in email automation** , wishing for more features to communicate effectively with customers. - Users find **login issues** frustrating, having to navigate multiple websites for their invoice management. #### What Are Recent G2 Reviews of Bill360? **"[Bill360 Makes Payments Faster with a Convenient “Pay Now” Button](https://www.g2.com/survey_responses/bill360-review-13105168)"** **Rating:** 5.0/5.0 stars *— Trevor H.* [Read full review](https://www.g2.com/survey_responses/bill360-review-13105168) --- **"[Bill360 Makes AR Effortless With Outstanding Support](https://www.g2.com/survey_responses/bill360-review-12276250)"** **Rating:** 5.0/5.0 stars *— Jessica A.* [Read full review](https://www.g2.com/survey_responses/bill360-review-12276250) --- ### 8. [Workday Financial Management](https://www.g2.com/products/workday-financial-management/reviews) Workday Financial Management is a native cloud and AI-powered solution that gives Accounting teams a single, trusted foundation to drive greater productivity, deliver superior insights grounded in rich business context, and adapt quickly to changing business needs. Embedded AI and purpose-built finance agents reshape how finance work gets done - streamlining record-to-report, payables, and opportunity-to-cash cycles, surfacing anomalies and insights at the speed of conversation, and strengthening internal controls across global operations. Built on an in-memory architecture and object data model, it unifies transaction processing, multidimensional reporting, consolidation, planning, and compliance in a consistent experience across web and mobile. Key capabilities span Accounting and Finance, Accounting Center, Audit and Internal Controls, Reporting and Analytics, Global Financial Reporting and Consolidation, Financial Planning, Projects, Expenses, Procurement, Inventory, Grants Management, and Project Billing. **Average Rating:** 4.2/5.0 **Total Reviews:** 273 **How Do G2 Users Rate Workday Financial Management?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10) - **Accounting:** 8.8/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Workday Financial Management?** - **Seller:** [Workday](https://www.g2.com/sellers/workday) - **Company Website:** https://www.workday.com - **Year Founded:** 2005 - **HQ Location:** Pleasanton, CA - **Twitter:** @Workday (52,273 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17719/ (24,145 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Financial Services, Accounting - **Company Size:** 46% Enterprise, 33% Mid-Market #### What Are Workday Financial Management's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Integrations (9 reviews) - Learning (7 reviews) - Navigation Ease (7 reviews) - User Interface (7 reviews) **Cons:** - Not User-Friendly (9 reviews) - Learning Curve (8 reviews) - Complexity Issues (6 reviews) - Not Intuitive (6 reviews) - Complex Processes (5 reviews) ### What Do G2 Reviewers Say About Workday Financial Management? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **intuitive interface** of Workday Financial Management, making navigation and data connection seamless. - Users value the **seamless integrations** with various applications, enhancing access to financial data and analysis. - Users appreciate the **user-friendly design** of Workday, facilitating easy navigation for learning and talent management. - Users commend the **intuitive navigation** of Workday Financial Management, making it simple to access financial data and tools. - Users appreciate the **intuitive and easy-to-navigate interface** of Workday Financial Management for efficient data management. **Cons:** - Users find Workday Financial Management **not user-friendly** due to its complex navigation and challenging reporting customization. - Users find the **steep learning curve** of Workday Financial Management challenging, especially for new users. - Users find **navigation complexities** in Workday Financial Management, requiring adjustments and patience to effectively utilize the system. - Users find Workday Financial Management **not intuitive** , struggling with navigation and search functionality complexity. - Users find the **search functionality complex** , and implementation challenges can hinder urgent tasks post go-live. #### What Are Recent G2 Reviews of Workday Financial Management? **"[Intuitive Interface with Seamless Workday Integration and Strong Reporting](https://www.g2.com/survey_responses/workday-financial-management-review-12264145)"** **Rating:** 4.5/5.0 stars *— Dustin J.* [Read full review](https://www.g2.com/survey_responses/workday-financial-management-review-12264145) --- **"[Consolidates Finance and HR Effortlessly](https://www.g2.com/survey_responses/workday-financial-management-review-12725602)"** **Rating:** 4.5/5.0 stars *— Avneet P.* [Read full review](https://www.g2.com/survey_responses/workday-financial-management-review-12725602) --- #### What Are G2 Users Discussing About Workday Financial Management? - [What is Workday Financial Management used for?](https://www.g2.com/discussions/what-is-workday-financial-management-used-for) - [What is finance management system?](https://www.g2.com/discussions/what-is-finance-management-system) - [What products does workday offer?](https://www.g2.com/discussions/what-products-does-workday-offer) - [What is Workday software used for?](https://www.g2.com/discussions/workday-financial-management-what-is-workday-software-used-for) - [What is workday financial system?](https://www.g2.com/discussions/what-is-workday-financial-system) ### 9. [BlueSnap Accounts Receivable Automation](https://www.g2.com/products/bluesnap-accounts-receivable-automation/reviews) The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes. **Average Rating:** 4.6/5.0 **Total Reviews:** 37 **How Do G2 Users Rate BlueSnap Accounts Receivable Automation?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) **Who Is the Company Behind BlueSnap Accounts Receivable Automation?** - **Seller:** [BlueSnap](https://www.g2.com/sellers/bluesnap) - **Year Founded:** 2001 - **HQ Location:** Boston, MA - **Twitter:** @BlueSnapInc (2,163 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/52768/ (157 employees on LinkedIn®) - **Phone:** 1 (781) 790-5013 **Who Uses This Product?** - **Company Size:** 59% Small-Business, 19% Mid-Market #### What Are BlueSnap Accounts Receivable Automation's Pros and Cons? **Pros:** - Automation (6 reviews) - Efficiency (6 reviews) - Payment Processing (6 reviews) - Time-saving (6 reviews) - Ease of Use (5 reviews) **Cons:** - Complexity (4 reviews) - Complicated Reporting (3 reviews) - Limited Customization (3 reviews) - Poor Reporting (3 reviews) - Complex Features (2 reviews) ### What Do G2 Reviewers Say About BlueSnap Accounts Receivable Automation? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capability** of BlueSnap Accounts Receivable, enhancing focus and improving cash flow management. - Users value the **efficiency** of BlueSnap Accounts Receivable Automation, which simplifies invoicing and enhances cash flow management. - Users appreciate the **efficient payment processing** in BlueSnap, allowing focus on important tasks and ensuring timely collections. - Users value the **time-saving features** of BlueSnap Accounts Receivable Automation, allowing them to focus on essential tasks. - Users highlight the **ease of use** of BlueSnap Accounts Receivable Automation, appreciating its straightforward setup and automated features. **Cons:** - Users find the **complexity of the system** challenging, making adjustments and integrations more difficult than expected. - Users find the **complicated reporting** features of BlueSnap challenging, requiring extra effort and slowing down their workflow. - Users express frustration with **limited customization** , as unique billing scenarios are challenging to manage effectively. - Users find the **poor reporting** in BlueSnap challenging, making it harder to track progress and insights effectively. - Users find the **complex features** of BlueSnap Accounts Receivable Automation can complicate quick adjustments and setup. #### What Are Recent G2 Reviews of BlueSnap Accounts Receivable Automation? **"[Tamed Payment Chaos with Efficient Automation](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12255572)"** **Rating:** 4.0/5.0 stars *— Ankit K.* [Read full review](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12255572) --- **"[Streamlines AR with Efficient Automation](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12249931)"** **Rating:** 4.0/5.0 stars *— Fatima K.* [Read full review](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12249931) --- ### 10. [Moon Invoice](https://www.g2.com/products/moon-invoice/reviews) Moon Invoice is a feature-rich invoicing and billing software designed to simplify financial management for freelancers, small business owners, and entrepreneurs. With its comprehensive features and user-friendly interface, Moon Invoice offers a seamless invoicing experience while streamlining overall billing operations for businesses associated with major industries. Built for modern businesses, Moon Invoice is amongst the few invoicing solutions that also offer robust accounting features such as bank reconciliation, linking bank accounts and credit cards, delivery challan, tax reports, financial statement management, and more. Our sophisticated software offers a variety of templates so that you don’t have to create an invoice from scratch. Interestingly, this process will only take 2 minutes or less. On top of that, you get a comprehensive suite of features to manage your financial operations efficiently. You can track expenses, manage purchase orders, and record payments seamlessly within the software. Additionally, Moon Invoice supports 100+ currencies and multiple languages, making it an excellent choice for growing businesses. Here are the primary features of Moon Invoice: - Customizable invoice templates - Estimates, proforma invoices, and POs - WhatsApp & Email share - Expense management - Recurring invoices - 20+ payment integrations - Time tracking - Multi-currency support - 15+ high-quality reports - Quick scan (AI-powered invoicing) - Offline support - Cloud storage - Bank reconciliation - Delivery challans & receipts - 24/7 customer support The software goes beyond invoicing as you can integrate with popular payment gateways, enabling secure and convenient online transactions. This ensures you receive client payments quickly, improving cash flow and reducing administrative burdens. This cloud-based invoicing & billing solution allows you to access your data from anywhere, anytime, and on any device. The mobile app further extends this accessibility, allowing you to manage your invoicing and billing activities on the go. Moon Invoice prioritizes customer support, offering timely assistance to address any queries or concerns. Additionally, we provide regular updates with new features and improvements, ensuring you have access to the latest tools for efficient financial management. **Average Rating:** 4.1/5.0 **Total Reviews:** 18 **How Do G2 Users Rate Moon Invoice?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 7.2/10 (Category avg: 8.6/10) - **Management:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Moon Invoice?** - **Seller:** [Moon Technolabs Pvt Ltd](https://www.g2.com/sellers/moon-technolabs-pvt-ltd) - **Year Founded:** 2009 - **HQ Location:** Ahmedabad, GJ - **Twitter:** @moontechnolabs (1,985 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3123146/ (410 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 94% Small-Business, 6% Mid-Market #### What Are Moon Invoice's Pros and Cons? **Pros:** - Automation (1 reviews) - Automation Efficiency (1 reviews) - Comprehensive Features (1 reviews) - Convenience (1 reviews) - Customizability (1 reviews) **Cons:** - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Moon Invoice? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capabilities** of Moon Invoice, which streamline billing and enhance overall efficiency. - Users benefit from the **automation efficiency** of Moon Invoice, streamlining billing and saving valuable time. - Users value the **comprehensive features** of Moon Invoice, which streamline billing and enhance financial management seamlessly. - Users enjoy the **convenience** of Moon Invoice, streamlining billing processes and saving time with its intuitive features. - Users value the **customizability** of Moon Invoice, enabling efficient management through tailored templates and features. **Cons:** - Users find the **lack of third-party integrations** with Moon Invoice limits its utility for business operations. #### What Are Recent G2 Reviews of Moon Invoice? **"[Moon Invoice review of the year](https://www.g2.com/survey_responses/moon-invoice-review-11924518)"** **Rating:** 5.0/5.0 stars *— Richard S.* [Read full review](https://www.g2.com/survey_responses/moon-invoice-review-11924518) --- **"[Very helpful.](https://www.g2.com/survey_responses/moon-invoice-review-5091269)"** **Rating:** 4.0/5.0 stars *— Michael M.* [Read full review](https://www.g2.com/survey_responses/moon-invoice-review-5091269) --- #### What Are G2 Users Discussing About Moon Invoice? - [What is the easiest invoice app to use?](https://www.g2.com/discussions/what-is-the-easiest-invoice-app-to-use) - [What are the features of invoices and payments?](https://www.g2.com/discussions/moon-invoice-easy-invoicing-what-are-the-features-of-invoices-and-payments) - [How much does Moon invoice cost?](https://www.g2.com/discussions/how-much-does-moon-invoice-cost) - [What are the features of an invoice?](https://www.g2.com/discussions/moon-invoice-easy-invoicing-what-are-the-features-of-an-invoice) ### 11. [Sellsy](https://www.g2.com/products/sellsy/reviews) Sellsy is a comprehensive CRM solution; there is no need to hassle with multiple software. Sellsy manages every point of the sales process from prospecting to payment. Companies using Sellsy increase sales, make more informed decisions, and master efficiency. Sellsy can be adapted to fit the needs of your business. Available online, web & mobile devices, at an affordable price. The Sellsy Solution includes: • Lead Generation, Tracking & Scoring • Invoicing • Customer Service Management • Automated Marketing Campaigns and Emails • 360 Customer View • Pipeline View • Collaborative Tools • Project Management • Purchases, Expenses & Margins • E-commerce • POS • Time Tracking & much more! **Average Rating:** 4.0/5.0 **Total Reviews:** 16 **How Do G2 Users Rate Sellsy?** - **Has the product been a good partner in doing business?:** 6.3/10 (Category avg: 8.9/10) - **Accounting:** 8.0/10 (Category avg: 8.7/10) - **Payments:** 9.2/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Sellsy?** - **Seller:** [Easybill](https://www.g2.com/sellers/easybill) - **Year Founded:** 2009 - **HQ Location:** La Rochelle, Nouvelle Aquitaine - **Twitter:** @sellsy_app (4,849 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/easybill (173 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 88% Small-Business, 13% Mid-Market #### What Are Sellsy's Pros and Cons? **Pros:** - Automation (1 reviews) - Automation Features (1 reviews) - Ease of Use (1 reviews) - Invoicing (1 reviews) **Cons:** - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) - Not Intuitive (1 reviews) - Not User-Friendly (1 reviews) ### What Do G2 Reviewers Say About Sellsy? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capabilities** of Sellsy, making tasks like billing easy and efficient. - Users appreciate the **automation features** of Sellsy, simplifying tasks like bill creation and sending. - Users commend the **ease of use** of Sellsy, allowing for automatic billing and streamlined processes. - Users love the **ease of use and automation** in invoicing with Sellsy, streamlining their billing processes effortlessly. **Cons:** - Users find the **learning curve steep** , often taking over a week to grasp Sellsy's functionalities. - Users report a **learning difficulty** , often taking up to a week to grasp Sellsy's functionalities. - Users find Sellsy to be **not intuitive** , which hampers its overall user-friendliness and effectiveness. - Users find Sellsy to be **not user-friendly** , as it lacks intuitiveness in its design and functionality. #### What Are Recent G2 Reviews of Sellsy? **"[Optimal invoice management, but many features to discover](https://www.g2.com/survey_responses/sellsy-review-11884747)"** **Rating:** 5.0/5.0 stars *— Emilie L.* [Read full review](https://www.g2.com/survey_responses/sellsy-review-11884747) --- **"[good crm solution for small sized business](https://www.g2.com/survey_responses/sellsy-review-12027243)"** **Rating:** 4.0/5.0 stars *— Isaac S.* [Read full review](https://www.g2.com/survey_responses/sellsy-review-12027243) --- #### What Are G2 Users Discussing About Sellsy? - [What is Sellsy used for?](https://www.g2.com/discussions/what-is-sellsy-used-for) ### 12. [ZipBooks](https://www.g2.com/products/zipbooks/reviews) ZipBooks is smart, beautiful, accounting software for contractors, small businesses and accountants. We also make online invoicing and time tracking easier than ever. Our app provides a more intuitive experience and a cleaner layout—plus, it works anywhere. ZipBooks never watermarks invoices, sells your data, or sends you "partner" emails. ZipBooks has all the features you would expect from a mature accounting software solution including the ability to automate transaction import, reconcile your bank account(s), and customize reporting. ZipBooks Accountants enjoy smarter bookkeeping operations such as built-in time-tracking, client texting and payroll integration. **Average Rating:** 4.7/5.0 **Total Reviews:** 86 **How Do G2 Users Rate ZipBooks?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Accounting:** 8.9/10 (Category avg: 8.7/10) - **Payments:** 7.8/10 (Category avg: 8.6/10) - **Management:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind ZipBooks?** - **Seller:** [ZipBooks](https://www.g2.com/sellers/zipbooks) - **Year Founded:** 2015 - **HQ Location:** Lehi, UT - **Twitter:** @ZipBooks (2,018 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10151820/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 78% Small-Business, 15% Mid-Market #### What Are Recent G2 Reviews of ZipBooks? **"[A simple yet powerful complete accounting solution](https://www.g2.com/survey_responses/zipbooks-review-7875786)"** **Rating:** 4.5/5.0 stars *— Islam A.* [Read full review](https://www.g2.com/survey_responses/zipbooks-review-7875786) --- **"[All around great accounting software](https://www.g2.com/survey_responses/zipbooks-review-5164964)"** **Rating:** 5.0/5.0 stars *— Verified User in Business Supplies and Equipment* [Read full review](https://www.g2.com/survey_responses/zipbooks-review-5164964) --- #### What Are G2 Users Discussing About ZipBooks? - [How do you use a Zipbook?](https://www.g2.com/discussions/how-do-you-use-a-zipbook) - [How much does ZipBooks cost?](https://www.g2.com/discussions/how-much-does-zipbooks-cost) - 1 comment - [Are ZipBooks safe?](https://www.g2.com/discussions/are-zipbooks-safe) - [Are ZipBooks free?](https://www.g2.com/discussions/are-zipbooks-free) ### 13. [Bill4Time](https://www.g2.com/products/bill4time/reviews) Bill4Time is a cloud-based time tracking and billing software designed for lawyers, consultants, entrepreneurs, and freelancing professionals. We’re here to make sure your billable time is tracked, organized, invoiced, and accessed securely from any computer or mobile device. Time is money and it’s important to keep track of both. We are dedicated to streamlining your billing system with industry-leading features and an award-winning customer support team. **Average Rating:** 4.7/5.0 **Total Reviews:** 36 **How Do G2 Users Rate Bill4Time?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Accounting:** 9.4/10 (Category avg: 8.7/10) - **Payments:** 9.0/10 (Category avg: 8.6/10) - **Management:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Bill4Time?** - **Seller:** [Paradigm](https://www.g2.com/sellers/paradigm) - **HQ Location:** New York, New York, United States - **LinkedIn® Page:** https://www.linkedin.com/company/joinparadigm/ (90 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Law Practice, Legal Services - **Company Size:** 97% Small-Business, 8% Enterprise #### What Are Bill4Time's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Billing Ease (4 reviews) - Customer Support (3 reviews) - Helpful (3 reviews) - Intuitive (3 reviews) **Cons:** - Functionality Issues (2 reviews) - Invoicing Issues (2 reviews) - Invoicing Problems (2 reviews) - Limited Features (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Bill4Time? *AI-generated summary from verified user reviews* **Pros:** - Users find Bill4Time's **ease of use** exceptional, appreciating its user-friendly interface and responsive support. - Users appreciate the **ease of billing** with Bill4Time, finding it user-friendly and convenient across devices. - Users commend the **responsive customer support** of Bill4Time, providing immediate assistance when needed. - Users find Bill4Time's **user-friendly interface** and quick customer support extremely beneficial and convenient for time entry. - Users appreciate the **intuitive design** of Bill4Time, making navigation and time entry easy and enjoyable. **Cons:** - Users experience **functionality issues** with Bill4Time, including a buggy calendar and lack of color-coding options. - Users find **invoicing issues** frustrating due to awkward corrections and unexpected changes to invoice appearances. - Users find **invoicing problems** frustrating, especially when needing to correct errors in a batch of invoices. - Users find the **limited features** of Bill4Time insufficient for coordinating office schedules effectively and lack customization options. - Users find the **missing calendar features** frustrating, as it limits visibility of office-wide availability and color-coding options. #### What Are Recent G2 Reviews of Bill4Time? **"[Not for users who need hands held, but it stays out of your way does what it needs to.](https://www.g2.com/survey_responses/bill4time-review-10891051)"** **Rating:** 4.0/5.0 stars *— Kirsten A.* [Read full review](https://www.g2.com/survey_responses/bill4time-review-10891051) --- **"[Good Quality Billing Product](https://www.g2.com/survey_responses/bill4time-review-10034258)"** **Rating:** 4.0/5.0 stars *— David M. K.* [Read full review](https://www.g2.com/survey_responses/bill4time-review-10034258) --- ### 14. [SuiteDash](https://www.g2.com/products/suitedash/reviews) More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one. **Average Rating:** 4.8/5.0 **Total Reviews:** 606 **How Do G2 Users Rate SuiteDash?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Accounting:** 8.0/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind SuiteDash?** - **Seller:** [SuiteDash](https://www.g2.com/sellers/suitedash) - **Year Founded:** 2012 - **HQ Location:** Research Triangle Park, NC - **Twitter:** @SuiteDash (1,174 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/suitedash/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 98% Small-Business, 1% Mid-Market #### What Are SuiteDash's Pros and Cons? **Pros:** - Customer Support (20 reviews) - Features (20 reviews) - Easy Setup (17 reviews) - Automation (16 reviews) - Customization (16 reviews) **Cons:** - Learning Curve (24 reviews) - Steep Learning Curve (18 reviews) - Learning Difficulty (9 reviews) - Complex Setup (6 reviews) - Limited Customization (5 reviews) ### What Do G2 Reviewers Say About SuiteDash? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **responsive customer support** of SuiteDash, feeling supported like having a partner in their business. - Users highlight the **extensive feature set** of SuiteDash, making it an essential tool for streamlining business operations. - Users find the **easy setup** of SuiteDash allows for a smooth and efficient onboarding experience for business operations. - Users love the **automation capabilities** of SuiteDash, streamlining operations and enhancing overall workflow effectively. - Users love the **flexible customization** in SuiteDash, allowing them to tailor systems to fit their unique business needs. **Cons:** - Users highlight the **steep learning curve** of SuiteDash, requiring time and patience to fully utilize the platform. - Users find the **steep learning curve** of SuiteDash challenging, requiring time and patience to master the platform. - Users find the **learning curve steep** , requiring time to fully utilize SuiteDash's extensive capabilities despite available training resources. - Users find the **complex setup** of SuiteDash challenging initially, though tutorials help mitigate the learning curve. - Users are frustrated by the **limited customization options** in SuiteDash, especially regarding templates and website design. #### What Are Recent G2 Reviews of SuiteDash? **"[Client Portal the way it should be.](https://www.g2.com/survey_responses/suitedash-review-8129930)"** **Rating:** 5.0/5.0 stars *— Duane E.* [Read full review](https://www.g2.com/survey_responses/suitedash-review-8129930) --- **"[SuiteDash: Intuitive, Reliable All-in-One with Huge ROI for Solo Operators](https://www.g2.com/survey_responses/suitedash-review-12715474)"** **Rating:** 5.0/5.0 stars *— mike l.* [Read full review](https://www.g2.com/survey_responses/suitedash-review-12715474) --- #### What Are G2 Users Discussing About SuiteDash? - [What is SuiteDash used for?](https://www.g2.com/discussions/what-is-suitedash-used-for) ### 15. [EBizCharge](https://www.g2.com/products/ebizcharge/reviews) EBizCharge is the leading 𝗲𝗺𝗯𝗲𝗱𝗱𝗲𝗱 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP. 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝘂𝘀𝗲 𝗘𝗕𝗶𝘇𝗖𝗵𝗮𝗿𝗴𝗲 𝘁𝗼: ◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart ◉ Speed up collections with built-in billing tools: email pay, payment links, online customer portal, recurring billing, auto pay, saved cards, mobile pay, and more ◉ Automate billing and reconciliation to save time and reduce errors ◉ Reduce risk with enterprise-grade security and PCI-compliance ◉ Consolidate all payment processing needs with their all-in-one payments platform ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ HOW IT WORKS IN YOUR ERP, CRM, & E-COMMERCE PLATFORMS EBizCharge integrates natively with your ERP, CRM, or e-commerce platform through certified software connections, so payments work directly inside the system you already use. Capture pre-authorizations, deposits, sales, and invoice payments from your ERP screens - no separate portals or manual posting. Customers pay through invoice links, branded portals, email pay, or in person, and every payment automatically syncs back to your system for accurate balances and reconciliation. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ FEATURES • Accept credit card, debit card, and ACH payments 𝗻𝗮𝘁𝗶𝘃𝗲𝗹𝘆 in your ERP, CRM, or shopping cart • Send 𝗲𝗺𝗮𝗶𝗹 𝗽𝗮𝘆𝗺𝗲𝗻𝘁 𝗹𝗶𝗻𝗸𝘀 directly to customers for faster invoice collections • Process 𝗯𝗮𝘁𝗰𝗵 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 to efficiently handle multiple invoices at once • Let customers set up 𝗿𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗯𝗶𝗹𝗹𝗶𝗻𝗴 for subscriptions and automatic invoice payments • Provide a secure 𝗼𝗻𝗹𝗶𝗻𝗲 𝗽𝗼𝗿𝘁𝗮𝗹 where customers can view and pay invoices anytime • Securely 𝘀𝗮𝘃𝗲 𝗰𝗮𝗿𝗱𝘀, with automatic tokenization for maximum security • Run transactions in the office or on the go with 𝗘𝗠𝗩 𝘁𝗲𝗿𝗺𝗶𝗻𝗮𝗹𝘀 • Take 𝗺𝗼𝗯𝗶𝗹𝗲 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 anywhere, anytime with the EBizCharge Mobile App • Accept 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗰𝘂𝗿𝗿𝗲𝗻𝗰𝗶𝗲𝘀 seamlessly • 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲-𝗴𝗿𝗮𝗱𝗲 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 with PCI compliance, tokenization, encryption, fraud protection, and certified by the PCI-Security Council • 𝗡𝗲𝘅𝘁-𝗱𝗮𝘆 deposits to your bank account • Ability to 𝘀𝘂𝗿𝗰𝗵𝗮𝗿𝗴𝗲 • Dedicated 𝗶𝗻-𝗵𝗼𝘂𝘀𝗲 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 team located in the Irvine, CA headquarters ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ EMBEDDED PAYMENT SOLUTIONS FOR: • 𝗘𝗥𝗣/𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴: Acumatica, Dynamics 365 AX, Dynamics 365 Business Central, Dynamics 365 F&O, Dynamics GP, Dynamics NAV, Dynamics SL, Epicor 10, Epicor 9, Epicor Kinetic, Infor CloudSuite Distribution, Infor CloudSuite Industrial, Kechie ERP, Macola, NetSuite, Odoo ERP, Oracle EBS Financials, Oracle Fusion, QuickBooks Desktop, QuickBooks Online, Sage 100, Sage 50, Sage 500, Sage BusinessWorks, Sage Intacct, SAP B1, SAP B1 Cloud, SAP B1 HANA, SAP B1 SQL, SAP ECC • 𝗖𝗥𝗠: Microsoft Dynamics CRM, Odoo CRM, Salesforce, Zoho CRM • 𝗲𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 / 𝗦𝗵𝗼𝗽𝗽𝗶𝗻𝗴 𝗖𝗮𝗿𝘁𝘀: Adobe Commerce, AspDotNetStoreFront, BigCommerce, CIMCloud, Drupal Commerce, Dynamicweb, Magento 1 & 2, nopCommerce, OmegaCube, OpenCart, osCommerce, Sana Commerce, SuiteCommerce, WooCommerce, ZenCart • 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝘁𝘆 / 𝗣𝗢𝗦 / 𝗢𝘁𝗵𝗲𝗿: Epic (MyChart), Avanue Customer Portal, BlueCherry, FASTTRAK, Ground Alliance, Hudson, Insight Works, Jigx, Paradigm Accounting, Parttrap, PDI Enterprise, POS365, Roima, RUX Software, Serrera Consulting Group, Sod Solutions, Turf Logistics, iBistro, Smartwerks, TylerNet ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ COMPANY INFORMATION With over 21 years in business, EBizCharge is based in Irvine, CA and has grown to process billions in transactions every year for more than 400,000 users across the U.S. and Canada. Recent Awards & Recognition: 2025 • Inc. 5000: Fastest-Growing Private Companies in America • USA TODAY: Top Workplace • Top Workplace: Financial Services Industry • Grand Stevie Award: Highest-Rated New Product or Service of the Year • Gold Stevie Award: Payments Solution • Gold Stevie Award: FinTech Solution • Bronze Stevie Award: Financial Management Solution • People’s Choice Stevie Award: Financial Management, Payments, and FinTech Solution • Gold Globee Award: Payment Processing, Digital Payment, and FinTech Solution • Gold Globee Award: FinTech, Financial Services, Payments, and Banking Disruptors • Gold Globee Award: Emerging FinTech and Payment Solutions Disruptors 2024 • Inc. 5000: Fastest-Growing Private Companies in America • PayTech Awards USA: Best Embedded Payments Solution • OC Register: Top Workplace, Orange County • Gold Globee Award: FinTech Solution • Gold Stevie Award: Best FinTech and Financial Management Solution • & more 2023 - 2018 • Inc. 5000: Fastest-Growing Private Companies in America (2023, 2020, 2019, 2018) • More awards at ebizcharge.com/awards **Average Rating:** 4.8/5.0 **Total Reviews:** 96 **How Do G2 Users Rate EBizCharge?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Accounting:** 9.6/10 (Category avg: 8.7/10) - **Payments:** 9.4/10 (Category avg: 8.6/10) - **Management:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind EBizCharge?** - **Seller:** [EBizCharge](https://www.g2.com/sellers/ebizcharge) - **Company Website:** https://ebizcharge.com/ - **Year Founded:** 2004 - **HQ Location:** Irvine, CA - **LinkedIn® Page:** https://www.linkedin.com/company/959259/ (216 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Wholesale, Manufacturing - **Company Size:** 74% Small-Business, 25% Mid-Market #### What Are EBizCharge's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Payment Processing (7 reviews) - Customer Support (6 reviews) - Integrations (6 reviews) - User Interface (6 reviews) **Cons:** - Error Handling (2 reviews) - Limited Features (2 reviews) - Slow Performance (2 reviews) - Software Bugs (2 reviews) - Technical Issues (2 reviews) ### What Do G2 Reviewers Say About EBizCharge? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of EBizCharge, highlighting its intuitive integration and user-friendly payment experience. - Users praise EBizCharge for its **smoother payment processing** , enhanced user experience, and excellent post-launch support. - Users commend the **excellent customer support** of EBizCharge, appreciating quick responses and proactive assistance throughout their experience. - Users value the **seamless integration** of EBizCharge with Acumatica, enhancing payment processing and user experience significantly. - Users value the **intuitive user interface** of EBizCharge, enhancing transaction experiences seamlessly within applications. **Cons:** - Users face challenges with **error handling** when automating imports, leading to duplicated entries and added workload. - Users find EBIZCharge has **limited features** , particularly in mobile functionality and interface design, affecting overall usability. - Users have faced **slow performance** as features occasionally take longer to load, affecting overall user experience. - Users report **software bugs** in EBizCharge, leading to manual import struggles and syncing issues with Acumatica. - Users face **technical issues** such as manual payment imports and sync problems with accounting software. #### What Are Recent G2 Reviews of EBizCharge? **"[Flawless NetSuite Integration, Strong Support, and Real Savings with eBizCharge](https://www.g2.com/survey_responses/ebizcharge-review-12934412)"** **Rating:** 5.0/5.0 stars *— orders s.* [Read full review](https://www.g2.com/survey_responses/ebizcharge-review-12934412) --- **"[Daily Payments, Easy Integration, and Great Support](https://www.g2.com/survey_responses/ebizcharge-review-11326163)"** **Rating:** 5.0/5.0 stars *— Stephanie L.* [Read full review](https://www.g2.com/survey_responses/ebizcharge-review-11326163) --- #### What Are G2 Users Discussing About EBizCharge? - [What does Ebizcharge do?](https://www.g2.com/discussions/what-does-ebizcharge-do) - [Is EBizCharge secure?](https://www.g2.com/discussions/is-ebizcharge-secure) - [What is Chargent?](https://www.g2.com/discussions/what-is-chargent) - [How much does EBizCharge cost?](https://www.g2.com/discussions/how-much-does-ebizcharge-cost) ### 16. [Paystand](https://www.g2.com/products/paystand/reviews) Paystand is a sophisticated digital payment and accounts receivable (AR) automation solution tailored specifically for business-to-business (B2B) companies. This platform is designed to facilitate seamless transactions among its extensive payment network, which includes over one million businesses actively engaging in transactions via the Paystand B2B Network. By leveraging this technology, users can efficiently accept payments, streamline their collections processes, and automate numerous manual AR tasks, ultimately leading to enhanced operational efficiency. The target audience for Paystand primarily includes B2B companies looking to optimize their payment processes and improve cash flow management. The platform addresses common challenges faced by these businesses, such as high transaction fees, slow payment cycles, and cumbersome manual processes. By automating these aspects, Paystand empowers organizations to focus on their core operations while ensuring timely and efficient payment collection. One of the most notable features of Paystand is its innovative payments-as-a-service model, which eliminates traditional transaction fees. This unique approach allows users to process payments without incurring additional costs or markups, granting access to wholesale processing rates. This not only alleviates the financial burden on businesses but also enhances payment efficiency, reducing costs and operational friction. Additionally, Paystand's seamless integration with various enterprise resource planning (ERP) systems, including NetSuite, Sage, Microsoft Dynamics, and Acumatica, enhances the overall customer payment experience. This compatibility simplifies transaction management and fosters clear communication between businesses and their customers. Beyond cost savings, Paystand's comprehensive solution significantly boosts team productivity by automating routine tasks. By streamlining the accounts receivable process, employees are freed from mundane administrative duties, allowing them to concentrate on more strategic initiatives that drive business growth. This shift not only enhances employee satisfaction but also contributes to a more agile and responsive organization. Paystand stands out in the digital payment landscape by combining cost efficiency with advanced automation, making it a valuable tool for B2B companies seeking to modernize their payment processes and improve overall operational effectiveness. **Average Rating:** 4.6/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Paystand?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Accounting:** 9.0/10 (Category avg: 8.7/10) - **Payments:** 9.1/10 (Category avg: 8.6/10) - **Management:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Paystand?** - **Seller:** [Paystand](https://www.g2.com/sellers/paystand) - **Company Website:** https://paystand.com - **Year Founded:** 2013 - **HQ Location:** Santa Cruz, California - **Twitter:** @paystand (9,571 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/paystand (232 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 59% Mid-Market, 41% Small-Business #### What Are Paystand's Pros and Cons? **Pros:** - Customer Support (9 reviews) - Ease of Use (9 reviews) - Automation (8 reviews) - Easy Payments (8 reviews) - Time-saving (8 reviews) **Cons:** - Delays (3 reviews) - Payment Issues (3 reviews) - Poor Customer Support (3 reviews) - High Fees (2 reviews) - Integration Issues (2 reviews) ### What Do G2 Reviewers Say About Paystand? *AI-generated summary from verified user reviews* **Pros:** - Customers praise Paystand for its **excellent customer support** , ensuring smooth operations and tailored solutions for their needs. - Users find Paystand's **ease of use** beneficial for streamlining payments and enhancing overall payment processing experience. - Users appreciate the **automation features** of Paystand, significantly reducing time spent on payment collections and applications. - Users love the **easy payment process** with Paystand, making transactions simple and efficient without customization. - Users value the **time-saving automation** of Paystand, drastically reducing manual payment processes and increasing efficiency. **Cons:** - Users report significant **delays in payment processing** , with notification for bounced ACH transactions taking up to a week. - Users face significant **payment issues** with Paystand, including delays in notification of bounced transactions and bank deposits. - Users experience **poor customer support** and find the online portal and transaction searches slow and confusing. - Users express concerns over **high fees** associated with Paystand, which add to their overall transaction costs. - Users experience **integration issues** with Paystand, especially when adding it to already cluttered software systems. #### What Are Recent G2 Reviews of Paystand? **"[Paystand Makes Invoice Reminders Effortless with Automated Emails](https://www.g2.com/survey_responses/paystand-review-12642145)"** **Rating:** 5.0/5.0 stars *— CJ S.* [Read full review](https://www.g2.com/survey_responses/paystand-review-12642145) --- **"[Highly Customizable Experience Tailored to Our Brand](https://www.g2.com/survey_responses/paystand-review-12983040)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/paystand-review-12983040) --- ### 17. [Ordway](https://www.g2.com/products/ordway/reviews) Ordway is the world’s most flexible billing and revenue automation platform - specifically designed for today’s innovative “as-a-Service” business models. With Ordway you can bill for subscriptions and usage-based pricing models. You can also use Ordway for revenue recognition (ASC 606) and reporting investor metrics (ARR, TCV, LTV, NDR). Using Ordway reduces your dependency on the spreadsheets and manual processes that work well when you are small, but don’t scale as you grow. Customers that switch to Ordway typically realize immediate benefits. Monthly bill runs and close processes go from weeks to days. Finance teams can scale without adding FTEs. **Average Rating:** 4.6/5.0 **Total Reviews:** 77 **How Do G2 Users Rate Ordway?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Accounting:** 8.6/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Ordway?** - **Seller:** [Ordway](https://www.g2.com/sellers/ordway) - **Year Founded:** 2018 - **HQ Location:** Washington, District of Columbia - **Twitter:** @ordwaylabs (211 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11682218/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO - **Top Industries:** Computer Software, Financial Services - **Company Size:** 59% Mid-Market, 40% Small-Business #### What Are Ordway's Pros and Cons? **Pros:** - Customer Support (14 reviews) - Billing Efficiency (12 reviews) - Billing Management (12 reviews) - Flexibility (11 reviews) - Automation (10 reviews) **Cons:** - Limitations (5 reviews) - Error Handling (3 reviews) - Slow Performance (3 reviews) - Software Bugs (3 reviews) - Billing Issues (2 reviews) ### What Do G2 Reviewers Say About Ordway? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **excellent customer support** from Ordway, highlighting responsiveness and helpfulness in addressing requests. - Users value the **billing efficiency** of Ordway, enjoying streamlined processes and flexible configurations that save time. - Users value the **ease of setup** and efficiency of Ordway's billing management, significantly enhancing invoicing and revenue processes. - Users value the **flexibility** of Ordway, effortlessly configuring billing models to fit their complex needs. - Users value the **automation capabilities** of Ordway, significantly improving billing efficiency and reporting accuracy. **Cons:** - Users experience **latency issues** during peak times and challenges with international cash collections, impacting overall efficiency. - Users experience **API connection malfunctions** that disrupt workflows, though support resolves issues quickly and efficiently. - Users note occasional **slow performance** during peak times, particularly at month-end close, impacting system efficiency. - Users face occasional **software bugs** , but the Ordway team quickly addresses and resolves these issues. - Users report **billing issues** related to international cash collections and complex initial configurations that require careful management. #### What Are Recent G2 Reviews of Ordway? **"[Highly Customizable for Complex Accounting Needs](https://www.g2.com/survey_responses/ordway-review-12794939)"** **Rating:** 5.0/5.0 stars *— Katina D.* [Read full review](https://www.g2.com/survey_responses/ordway-review-12794939) --- **"[Operational efficiency for billing at its best](https://www.g2.com/survey_responses/ordway-review-12252097)"** **Rating:** 5.0/5.0 stars *— Michael T.* [Read full review](https://www.g2.com/survey_responses/ordway-review-12252097) --- #### What Are G2 Users Discussing About Ordway? - [What is Ordway used for?](https://www.g2.com/discussions/what-is-ordway-used-for) ### 18. [WHMCS](https://www.g2.com/products/whmcs/reviews) WHMCS (Web Host Manager Complete Solution) is a comprehensive automation platform designed to streamline the operations of web hosting and domain registrar businesses. Since its inception in 2003, WHMCS has been instrumental in simplifying tasks such as client management, billing, support, and service provisioning, enabling businesses to operate more efficiently. Key Features and Functionality: - Automated Provisioning & Management: WHMCS facilitates the automatic setup and management of hosting accounts and domains, reducing manual intervention and expediting service delivery. - Billing & Automation: The platform automates recurring invoicing and payment collection, ensuring timely and accurate billing processes. - Customer Support Tools: WHMCS includes a ticketing system and self-service tools, centralizing customer communications and providing clients with support resources even during off-hours. - Integration Capabilities: With compatibility across various control panels and service providers, WHMCS offers a flexible and extensible platform that integrates seamlessly with numerous applications and services. Primary Value and Solutions Provided: WHMCS addresses the complexities associated with managing a web hosting business by automating critical operations. This automation leads to significant time and cost savings, allowing businesses to focus on growth and customer satisfaction. By consolidating client management, billing, and support into a single platform, WHMCS enhances operational efficiency and provides a scalable solution tailored to the needs of web hosting providers. **Average Rating:** 4.3/5.0 **Total Reviews:** 54 **How Do G2 Users Rate WHMCS?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Accounting:** 6.3/10 (Category avg: 8.7/10) - **Payments:** 8.7/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind WHMCS?** - **Seller:** [WebPros](https://www.g2.com/sellers/webpros) - **Company Website:** https://webpros.com/ - **Year Founded:** 2017 - **HQ Location:** Switzerland - **LinkedIn® Page:** https://www.linkedin.com/company/webpros/ (733 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Developer, CEO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 98% Small-Business, 10% Mid-Market #### What Are WHMCS's Pros and Cons? **Pros:** - Automation (5 reviews) - Ease of Use (5 reviews) - Invoicing (4 reviews) - Tools (3 reviews) - Feature Diversity (2 reviews) **Cons:** - Expensive (4 reviews) - Difficult Customization (2 reviews) - Poor Customer Support (2 reviews) - Update Issues (2 reviews) - Account Setup Difficulty (1 reviews) ### What Do G2 Reviewers Say About WHMCS? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capabilities** of WHMCS, streamlining billing and customer management efficiently. - Users find WHMCS to be **easy to use** , appreciating its straightforward navigation and convenient drag-and-drop features. - Users praise the **automated invoicing** capabilities of WHMCS, streamlining billing and customer management effectively. - Users value WHMCS for its **extensive automation and integration capabilities** , making business operations seamless and efficient. - Users enjoy the **feature diversity** of WHMCS, appreciating its comprehensive tools for web hosting and automated billing. **Cons:** - Users find WHMCS to be **very expensive** , making it challenging for small start-ups to afford its services. - Users find **difficult customization** in WHMCS challenging without strong technical skills, leading to potential additional costs for assistance. - Users find **poor customer support** makes resolving issues difficult and frustrating, especially when service fees are involved. - Users find that WHMCS has **update issues** , experiencing frequent crashes during updates and inadequate integration with Cpanel. - Users face **account setup difficulty** as it demands technical knowledge for store template customization. #### What Are Recent G2 Reviews of WHMCS? **"[Easy Billing Automation with Seamless Website Integration](https://www.g2.com/survey_responses/whmcs-review-12888898)"** **Rating:** 5.0/5.0 stars *— Aaron S.* [Read full review](https://www.g2.com/survey_responses/whmcs-review-12888898) --- **"[WHMCS is the best billing software for Hosting Companies](https://www.g2.com/survey_responses/whmcs-review-10484349)"** **Rating:** 5.0/5.0 stars *— Mayur S.* [Read full review](https://www.g2.com/survey_responses/whmcs-review-10484349) --- #### What Are G2 Users Discussing About WHMCS? - [Who uses WHMCS?](https://www.g2.com/discussions/who-uses-whmcs) - 1 comment - [What does WHMCS stand for?](https://www.g2.com/discussions/what-does-whmcs-stand-for) - [What is WHMCS automation?](https://www.g2.com/discussions/what-is-whmcs-automation) - [What is the purpose of WHMCS software?](https://www.g2.com/discussions/what-is-the-purpose-of-whmcs-software) ### 19. [Wave](https://www.g2.com/products/wave/reviews) Wave is a comprehensive, cloud-based accounting software tailored for small businesses, freelancers, and entrepreneurs. It offers a suite of financial tools designed to simplify bookkeeping, invoicing, and payroll processes, enabling users to manage their finances efficiently without the need for extensive accounting knowledge. Key Features and Functionality: - Accounting: Track income and expenses, manage cash flow, and access detailed financial reports such as profit and loss statements and balance sheets. - Invoicing: Create and send professional, customizable invoices with ease. - Payments: Accept online payments through credit cards and bank transfers, facilitating faster transactions. - Payroll: Run payroll for employees and contractors, with automatic tax calculations and filings in supported regions. - Receipts: Scan and store receipts to track and organize expenses efficiently. - Mobile App: Manage invoices, expenses, and receipts on-the-go, ensuring financial oversight anytime, anywhere. Primary Value and Solutions Provided: Wave addresses the common challenges faced by small business owners in managing their finances by offering an integrated platform that combines accounting, invoicing, and payroll functionalities. Its user-friendly interface and automation features reduce the time and effort required for financial management, allowing users to focus more on growing their businesses. Additionally, Wave's commitment to security ensures that sensitive financial data is protected, providing peace of mind to its users. **Average Rating:** 4.3/5.0 **Total Reviews:** 321 **How Do G2 Users Rate Wave?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Accounting:** 7.9/10 (Category avg: 8.7/10) - **Payments:** 8.0/10 (Category avg: 8.6/10) - **Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Wave?** - **Seller:** [Wave](https://www.g2.com/sellers/wave) - **Year Founded:** 2009 - **HQ Location:** Ontario, Canada - **Twitter:** @WaveHQ (18,792 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1196866/ (279 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 92% Small-Business, 5% Mid-Market #### What Are Wave's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Invoice Management (6 reviews) - Easy Setup (3 reviews) - Integration Features (3 reviews) - Invoicing (3 reviews) **Cons:** - Missing Features (5 reviews) - Poor Customer Support (5 reviews) - Expensive (2 reviews) - Integration Issues (2 reviews) - Approval Process Issues (1 reviews) ### What Do G2 Reviewers Say About Wave? *AI-generated summary from verified user reviews* **Pros:** - Users find Wave's **ease of use** beneficial, making invoicing and navigation straightforward for non-finance professionals. - Users enjoy the **ease of invoicing and automatic reminders** with Wave, making payment processing smooth and efficient. - Users value the **easy setup** of Wave, facilitating quick onboarding and seamless client connections. - Users value the **numerous and easy integrations** of Wave, enhancing their overall experience greatly. - Users value the **easy invoicing and automatic reminders** from Wave, enhancing their payment processing experience effortlessly. **Cons:** - Users are frustrated by the **missing features** , including lack of 1099 filing and limited customer service availability. - Users express frustration over **poor customer support** , highlighting limited hours and unresponsive communication when issues arise. - Users find the pricing **expensive** , especially with mandatory subscriptions and high add-on costs for essential features. - Users face **limited integration** options in Wave, which hampers connectivity with other essential tools and systems. - Users face **approval process issues** with Wave, struggling to set up banking accounts and receive timely support. #### What Are Recent G2 Reviews of Wave? **"[Nice UI and templates with solid but basic functionality](https://www.g2.com/survey_responses/wave-review-12842633)"** **Rating:** 4.0/5.0 stars *— Leila B.* [Read full review](https://www.g2.com/survey_responses/wave-review-12842633) --- **"[Great for Freelancers, Challenging for German Compliance](https://www.g2.com/survey_responses/wave-review-13083907)"** **Rating:** 4.0/5.0 stars *— Holderness L.* [Read full review](https://www.g2.com/survey_responses/wave-review-13083907) --- #### What Are G2 Users Discussing About Wave? - [How does Wave Software make money?](https://www.g2.com/discussions/how-does-wave-software-make-money) - 1 comment - [Is Wave Accounting really free?](https://www.g2.com/discussions/is-wave-accounting-really-free) - 3 comments - [Is wave a good accounting software?](https://www.g2.com/discussions/is-wave-a-good-accounting-software) - 2 comments - [What is Wave Software?](https://www.g2.com/discussions/what-is-wave-software) - 2 comments ### 20. [Odoo Invoicing](https://www.g2.com/products/odoo-invoicing/reviews) Manage contracts, create recurring invoices,bill timesheets, get paid faster. **Average Rating:** 4.5/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Odoo Invoicing?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Accounting:** 8.5/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Odoo Invoicing?** - **Seller:** [Odoo](https://www.g2.com/sellers/odoo) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @Odoo (55,391 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/633558/ (8,467 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 92% Small-Business, 8% Mid-Market #### What Are Recent G2 Reviews of Odoo Invoicing? **"[Odoo ERP Invoicing](https://www.g2.com/survey_responses/odoo-invoicing-review-9434769)"** **Rating:** 5.0/5.0 stars *— Hamza I.* [Read full review](https://www.g2.com/survey_responses/odoo-invoicing-review-9434769) --- **"[Odoo Invoicing helps us handle hundreds of invoices each day without issues](https://www.g2.com/survey_responses/odoo-invoicing-review-6912360)"** **Rating:** 4.5/5.0 stars *— Verified User in Retail* [Read full review](https://www.g2.com/survey_responses/odoo-invoicing-review-6912360) --- #### What Are G2 Users Discussing About Odoo Invoicing? - [Is Odoo accounting software good?](https://www.g2.com/discussions/is-odoo-accounting-software-good) - [What are the features of Odoo?](https://www.g2.com/discussions/what-are-the-features-of-odoo) - 1 comment - [What is Odoo invoicing?](https://www.g2.com/discussions/what-is-odoo-invoicing) ### 21. [Tridens Monetization](https://www.g2.com/products/tridens-monetization/reviews) Monetize Anything-as-a-Service (XaaS) with the quote-order-cash Tridens Monetization. Tridens Monetization provides converged, real-time charging as part of an end-to-end revenue management solution for supporting the key business processes of generation, capture, collection, and analysis of revenue. Combining the industry’s most comprehensive functional footprint with superior cloud-native architecture, Tridens Monetization is future-ready; it supports any service, industry, and partner-enabled business model for communications, energy & utility, finance, the Internet of Things, media & entertainment, software, travel, transportation, logistics, and many more companies. **Average Rating:** 4.9/5.0 **Total Reviews:** 25 **How Do G2 Users Rate Tridens Monetization?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Accounting:** 9.3/10 (Category avg: 8.7/10) - **Payments:** 9.4/10 (Category avg: 8.6/10) - **Management:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Tridens Monetization?** - **Seller:** [Tridens](https://www.g2.com/sellers/tridens) - **Year Founded:** 2007 - **HQ Location:** Maribor, Slovenia - **Twitter:** @tridens - **LinkedIn® Page:** https://www.linkedin.com/company/tridens/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications - **Company Size:** 48% Small-Business, 28% Mid-Market #### What Are Recent G2 Reviews of Tridens Monetization? **"[Cloud Computing and SaaS Billing](https://www.g2.com/survey_responses/tridens-monetization-review-8106499)"** **Rating:** 5.0/5.0 stars *— Tomislav A.* [Read full review](https://www.g2.com/survey_responses/tridens-monetization-review-8106499) --- **"[A flexible utility billing platform with a strong development and support team](https://www.g2.com/survey_responses/tridens-monetization-review-6758751)"** **Rating:** 4.5/5.0 stars *— Verified User in Utilities* [Read full review](https://www.g2.com/survey_responses/tridens-monetization-review-6758751) --- #### What Are G2 Users Discussing About Tridens Monetization? - [What is Tridens Monetization used for?](https://www.g2.com/discussions/what-is-tridens-monetization-used-for) ### 22. [ZoneBilling](https://www.g2.com/products/zonebilling/reviews) ZoneBilling is a NetSuite-native billing solution that automates and connects recurring billing, revenue recognition, and reporting in an auditable workflow, without the need for bolt-on tools or third-party integrations. Built for flexibility and scale, ZoneBilling supports complex billing models (subscription, usage-based, milestone) and handles contract changes without disruption. Finance teams can automate invoicing, reduce manual effort, and accelerate the close—all while ensuring billing accuracy and audit readiness. With native support for performance obligations and structured revenue data, ZoneBilling enhances NetSuite ARM and keeps finance teams compliant with ASC 606 and IFRS 15. Whether you're scaling operations, adding entities, or introducing new pricing models, ZoneBilling helps you move faster, stay in control, and grow without breaking your billing workflows. Key Features Manage any way you bill like complex billing scenarios from fixed recurring to usage-based, and multi-tier pricing Automate revenue recognition and comply with global accounting standards Seamlessly connect with CRM and CPQ solutions Customizable invoicing to meet unique customer requirements. Simplified contract renewals with auto-mated processes and integrated alerts **Average Rating:** 4.5/5.0 **Total Reviews:** 64 **How Do G2 Users Rate ZoneBilling?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Accounting:** 9.2/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind ZoneBilling?** - **Seller:** [Zone & Co](https://www.g2.com/sellers/zone-co) - **Company Website:** https://www.zoneandco.com - **Year Founded:** 2013 - **HQ Location:** Boston, MA - **Twitter:** @ZoneandCo (84 Twitter followers) - **LinkedIn® Page:** https://in.linkedin.com/company/zone-&-company-software-consulting-llc (301 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 89% Mid-Market, 9% Enterprise #### What Are ZoneBilling's Pros and Cons? **Pros:** - Automation (15 reviews) - Ease of Use (15 reviews) - Time-saving (13 reviews) - Integrations (11 reviews) - Customer Support (9 reviews) **Cons:** - Billing Issues (4 reviews) - Limited Customization (4 reviews) - Access Limitations (3 reviews) - Complex Features (3 reviews) - Update Issues (3 reviews) ### What Do G2 Reviewers Say About ZoneBilling? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capabilities** of ZoneBilling, streamlining processes and saving significant time on subscription management. - Users appreciate the **ease of use** of ZoneBilling, allowing finance professionals to quickly adapt and manage tasks effectively. - Users value the **time-saving automation** of ZoneBilling, enhancing budgeting accuracy and reducing manual data entry efforts. - Users value the **seamless integration** of ZoneBilling with Netsuite for efficient order to cash management. - Users commend the **responsive customer support** of ZoneBilling, ensuring timely fixes and reliable assistance for their needs. **Cons:** - Users face **billing issues** due to high fees for support and limited self-service options for updates. - Users find **limited customization** options in ZoneBilling, wishing for more filters and email template personalization. - Users find **access limitations** in ZoneBilling hinder integration and functionality, especially for processing large data sets. - Users find the **complex features** of ZoneBilling overwhelming initially, complicating setup and user experience. - Users face challenges with **update issues** , often relying on unresponsive support and struggling with integration upgrades. #### What Are Recent G2 Reviews of ZoneBilling? **"[Makes billing operations more structured but setup needs attention](https://www.g2.com/survey_responses/zonebilling-review-12976125)"** **Rating:** 4.5/5.0 stars *— Amelia T.* [Read full review](https://www.g2.com/survey_responses/zonebilling-review-12976125) --- **"[Managing payment operations feels more streamlined now](https://www.g2.com/survey_responses/zonebilling-review-12851947)"** **Rating:** 4.5/5.0 stars *— Olivia S.* [Read full review](https://www.g2.com/survey_responses/zonebilling-review-12851947) --- #### What Are G2 Users Discussing About ZoneBilling? - [What is Zone Advanced Billing used for?](https://www.g2.com/discussions/what-is-zone-advanced-billing-used-for) ### 23. [Checkbook](https://www.g2.com/products/checkbook/reviews) At Checkbook, we have built a way for businesses and individuals to send and receive Digital Checks, with a few simple clicks. Checkbook.io is solving push payments by providing a seamless experience for both sender and recipient. It requires no recipient onboarding and gives them the power of choice in selecting a payment method for receiving funds, whether it be Instant Pay, Direct Deposit, or a Printable Check. The simple flow has helped our companies reach 99% in digital conversion, which has drastically cut the cost and support of antiquated paper checks. **Average Rating:** 4.1/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Checkbook?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) **Who Is the Company Behind Checkbook?** - **Seller:** [Checkbook](https://www.g2.com/sellers/checkbook) - **Year Founded:** 2015 - **HQ Location:** San Mateo, CA - **Twitter:** @checkbook (622 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4792721/ (52 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Small-Business, 6% Mid-Market #### What Are Checkbook's Pros and Cons? **Cons:** - Poor Customer Support (3 reviews) - Lack of Communication Features (2 reviews) - Approval Process Issues (1 reviews) - Cost Issues (1 reviews) - Delays (1 reviews) ### What Do G2 Reviewers Say About Checkbook? *AI-generated summary from verified user reviews* **Cons:** - Users express frustration with **poor customer support** , citing unresponsive communication and unhelpful assistance in urgent matters. - Users report a significant **lack of communication features** , leading to confusion and dissatisfaction with Checkbook's service. - Users report significant **approval process issues** , noting delays and poor communication from Checkbook's team. - Users express frustration with **cost issues** , citing unexpected fees and poor communication from Checkbook's service team. - Users are frustrated by **delays** in processing, with communication issues and unexpected changes complicating their experience. #### What Are Recent G2 Reviews of Checkbook? **"[Excellent customer service](https://www.g2.com/survey_responses/checkbook-review-9997338)"** **Rating:** 4.0/5.0 stars *— Verified User in Real Estate* [Read full review](https://www.g2.com/survey_responses/checkbook-review-9997338) --- **"[Professional, Strong Technology, Efficient](https://www.g2.com/survey_responses/checkbook-review-9160222)"** **Rating:** 5.0/5.0 stars *— Kristofer K.* [Read full review](https://www.g2.com/survey_responses/checkbook-review-9160222) --- ### 24. [Cleverbridge](https://www.g2.com/products/cleverbridge/reviews) Cleverbridge is the smarter way to sell globally. As a premium merchant of record (MoR), we simplify global software sales by combining powerful ecommerce features — like payments, subscriptions, tax, and compliance — with expert services that drive growth across the entire revenue lifecycle. From onboarding to optimization, our team acts as an extension of yours, helping you remove friction, increase conversions, and expand into new markets with confidence. Founded in 2005, Cleverbridge has processed over $10 billion in transactions across 240+ countries and territories, with offices in Chicago and Cologne and a global team of 200+ employees. Learn more at grow.cleverbridge.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Cleverbridge?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Accounting:** 8.7/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Cleverbridge?** - **Seller:** [Cleverbridge](https://www.g2.com/sellers/cleverbridge) - **Company Website:** https://grow.cleverbridge.com/ - **Year Founded:** 2005 - **HQ Location:** Cologne, Germany - **Twitter:** @cleverbridge (1,779 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/125364/ (220 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Mid-Market, 29% Small-Business #### What Are Cleverbridge's Pros and Cons? **Pros:** - Customer Support (13 reviews) - Customer Service (8 reviews) - Ease of Use (8 reviews) - Functionality (8 reviews) - Features (7 reviews) **Cons:** - Complex Interface (5 reviews) - Billing Issues (4 reviews) - Improvement Needed (4 reviews) - Integration Issues (4 reviews) - Limited Customization (4 reviews) ### What Do G2 Reviewers Say About Cleverbridge? *AI-generated summary from verified user reviews* **Pros:** - Users praise Cleverbridge for its **excellent customer support** , noting responsiveness and expertise throughout their experience. - Users appreciate the **responsive customer service** of Cleverbridge, highlighting their expertise and dedication to meeting needs. - Users appreciate the **seamless ease of use** of Cleverbridge, simplifying checkout and subscription management effortlessly. - Users value the **intuitive functionality** of Cleverbridge, enhancing ease of use and seamless integration with existing systems. - Users value the **intuitive interface and seamless integration** , enhancing usability and management of products effortlessly. **Cons:** - Users find the **interface complex** and experience delays due to limited control over the checkout process. - Users experience **billing issues** with delayed refunds, problematic renewals, and complex international pricing and tax misunderstandings. - Users feel that **improvement is needed** in Cleverbridge's cancellation process and overall control in checkout management. - Users point out the **integration issues** with Cleverbridge, particularly in renewal processes and checkout control limitations. - Users find **limited customization** frustrating, as modifying checkout and subscription processes requires lengthy support intervention. #### What Are Recent G2 Reviews of Cleverbridge? **"[Reliable onboarding with personal guidance](https://www.g2.com/survey_responses/cleverbridge-review-12270023)"** **Rating:** 5.0/5.0 stars *— Peter L.* [Read full review](https://www.g2.com/survey_responses/cleverbridge-review-12270023) --- **"[Great ecommerce platform for selling software globally](https://www.g2.com/survey_responses/cleverbridge-review-471598)"** **Rating:** 5.0/5.0 stars *— Ben S.* [Read full review](https://www.g2.com/survey_responses/cleverbridge-review-471598) --- #### What Are G2 Users Discussing About Cleverbridge? - [What is Cleverbridge used for?](https://www.g2.com/discussions/what-is-cleverbridge-used-for) - [What does cleverbridge do?](https://www.g2.com/discussions/what-does-cleverbridge-do) - [What companies use cleverbridge?](https://www.g2.com/discussions/what-companies-use-cleverbridge) - [What software cleverbridge sells?](https://www.g2.com/discussions/what-software-cleverbridge-sells) - [What is cleverbridge software?](https://www.g2.com/discussions/what-is-cleverbridge-software) ### 25. [Invoiced](https://www.g2.com/products/invoiced/reviews) Invoiced is a powerful and user-friendly accounts receivable platform designed to help businesses streamline billing, enhance cash flow, and elevate customer satisfaction. This software solution caters to organizations looking to optimize their financial operations by automating their A/R. Targeted primarily at medium to enterprise-sized businesses, Invoiced offers tools that simplify complex financial processes. The platform is particularly beneficial for companies that manage a high volume of transactions or have recurring billing needs. Invoiced allows businesses to maintain a professional appearance while reducing the time spent on manual invoicing tasks by providing features such as customizable invoice templates and automated billing. This efficiency saves time and minimizes the risk of human error, which can lead to payment delays. One of Invoiced's standout features is its integrated payment processing capabilities. This allows users to accept payments directly through invoices, streamlining the payment collection process. Additionally, the platform includes robust payment tracking and account reconciliation tools, which help businesses monitor their cash flow in real-time. By offering subscription management, Invoiced also caters to companies with recurring revenue models, enabling them to manage customer subscriptions effortlessly. Invoiced has gained the trust of thousands of customers globally, processing billions in receivables. Its reputation as a leader in accounts receivable automation is further solidified by recognition from industry platforms such as G2, where it is acknowledged as a category leader in various financial management areas. The platform's ability to enhance cash flow management and improve credit and collections processes makes it a valuable asset for businesses aiming to elevate their financial operations. Overall, Invoiced stands out in its category by providing a comprehensive solution that simplifies invoicing and enhances overall financial management. Its user-friendly interface and powerful automation features position it as an essential tool for businesses looking to improve efficiency and customer satisfaction in their billing processes. **Average Rating:** 4.5/5.0 **Total Reviews:** 398 **How Do G2 Users Rate Invoiced?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Accounting:** 8.7/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Invoiced?** - **Seller:** [Invoiced](https://www.g2.com/sellers/invoiced) - **Company Website:** https://invoiced.com - **Year Founded:** 2013 - **HQ Location:** Austin, Texas - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 77% Small-Business, 21% Mid-Market #### What Are Invoiced's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Invoicing Management (11 reviews) - Features (10 reviews) - User Interface (9 reviews) - Payment Processing (8 reviews) **Cons:** - Payment Issues (11 reviews) - Access Limitations (5 reviews) - Poor Customer Support (5 reviews) - Expensive (4 reviews) - Missing Features (4 reviews) ### What Do G2 Reviewers Say About Invoiced? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Invoiced, making accounting tasks quick and efficient with seamless access. - Users appreciate the **ease of use** in Invoiced, enabling straightforward transaction management and efficient workflows. - Users value the **ease of use and comprehensive features** of Invoiced, enhancing their accounting management experience. - Users appreciate the **clean and intuitive user interface** of Invoiced, making invoicing and payment management easy and efficient. - Users commend Invoiced for its **efficient payment processing** , making transaction management and customer invoicing seamless and convenient. **Cons:** - Users face **payment issues** due to long delays in processing and difficulties with the payment gateway integration. - Users face **access limitations** with Invoiced, such as restricted invoice numbers and lack of essential integrations. - Users are frustrated by **poor customer support** , with slow responses and unresolved issues impacting their experience. - Users find Invoiced to be **too expensive** , especially after exceeding the monthly limit of 50 invoices. - Users express a desire for **missing features** like customized aging reports, integration with Confido, and a timesheet tracker. #### What Are Recent G2 Reviews of Invoiced? **"[Highly Customizable and Efficient Invoicing Portal](https://www.g2.com/survey_responses/invoiced-review-9001029)"** **Rating:** 5.0/5.0 stars *— Robert R.* [Read full review](https://www.g2.com/survey_responses/invoiced-review-9001029) --- **"[Great platform that is very user friendly](https://www.g2.com/survey_responses/invoiced-review-8264929)"** **Rating:** 4.5/5.0 stars *— Stephanie A.* [Read full review](https://www.g2.com/survey_responses/invoiced-review-8264929) --- #### What Are G2 Users Discussing About Invoiced? - [What is Invoiced used for?](https://www.g2.com/discussions/what-is-invoiced-used-for) - 1 comment - [What invoiced means?](https://www.g2.com/discussions/what-invoiced-means) - [What is an invoicing software?](https://www.g2.com/discussions/what-is-an-invoicing-software) - [What are the features of an invoice?](https://www.g2.com/discussions/invoiced-what-are-the-features-of-an-invoice) ## What Is Billing Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Billing Software? - [Invoice Management Software](https://www.g2.com/categories/invoice-management) - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) --- ## How Do You Choose the Right Billing Software? ### What You Should Know About Billing Software ### What is Billing Software? Billing and invoicing software provides a range of functionality that is critical to collecting revenue, the end goal for all successful businesses. These billing solutions may vary in breadth of capabilities or target different professions and business sizes, but each offers the ability to streamline and automate the invoice and billing workflow. Collecting payments from customers can be a struggle, so improving the billing process and increasing the ease of collection to help ensure timely payments is always beneficial. Billing software allows users to build an invoice that will eventually be sent to a customer to collect payment. Often, billing solutions offer pre-built invoice templates for users who are looking for basic, straightforward invoice layouts. They may also offer an invoice creator for companies interested in building out custom invoices, which can be branded and personalized to fit a company’s criteria. Once the invoice is built, users may choose to print and mail the invoice; however, online invoicing is more widely used in today’s business world. Users can set invoice reminders that alert the customer that a payment due date is approaching, making sure that they are aware of what they owe and helping get ahead of the collection process. Customers can reply to payment requests on the spot, either through a payment gateway or directly through the invoice, with a variety of different payment methods. This includes credit card or other forms of electronic payments, which can be set up to recur monthly or on a subscription basis. For project- and service-based companies, time tracking functionality is offered to record hours worked and to bill for those hours accordingly. Hourly rates can be adjusted based on the project or employee; expenses associated with said project and employee can be documented as well. Once that information is recorded, invoices can be sent and payments collected. Billing fits into the overall accounting software ecosystem, and is just one aspect of financial management. These solutions generally integrate with other accounting, ERP, or CRM tools for greater insights and transparency into business processes. As a business grows its customer base, billing software provides one central location for all invoice and collection needs, allowing businesses to stay organized and on top of their finances and overall revenue management. ### Why Use Billing Software? The reasons for using billing software appear simple at first; in actuality, billing solutions provide a breadth of advantages for accounting departments and businesses. The business problems that billing and invoice software solve range from basic organization of invoices, to automated collection, simpler record keeping and tracking, and even improved customer relations. **Improved Organization –** When a business has multiple customers, it can be challenging to keep track of all invoices. That’s where billing and invoice software comes in to play. Billing solutions provide one central location for all invoices, so accountants are never scrambling to find documentation surrounding paid or unpaid bills. This billing hub ensures that businesses can better keep track of all customers and where they stand with their payments. This helps businesses improve customer relationships through the ability to routinely follow up and request payments when they are due. It also helps accounts receivable departments track all incoming finances for better overall accounting. If a business is not using a payment management system, such as a billing and invoicing software, then accounting departments will be spending hours just attempting to organize invoices, let alone make sense of them. **Billing Automation –** Before billing automation, businesses would usually have to create invoices in a basic document creation software (such as Microsoft Word), print the invoice, and mail it to a customer. That customer would usually have to write a check and mail it back to the business. However, billing and invoice software allows users to automate this process from start to finish. Users can create invoices online and send them to customers instantly via email or a client portal. This online invoicing allows customers to then pay instantly through the application, and the business receives its money instantly. This automation saves businesses time and effort, and allows for increased tracking capabilities. The biggest business problem being solved with billing automation is attempting to eliminate late or missed payments by customers. By doing so, businesses can collect money on time and help improve revenue growth month over month, quarter over quarter, and year over year for increased valuation. **Easier Record Keeping and Tracking –** By integrating billing and invoice software with accounting software, users can easily keep track of end-to-end accounting records. Billing software specifically tracks all expenses and records from invoice creation to the payment by the customer. This provides more transparency for businesses and allows for accurate accounting through the end of the billing cycle. These solutions also provide insights into the financial standing of customers, which is a huge benefit when customers are set up for subscription billing. **Improved Customer Relations –** Sending prompt alerts for customers with outstanding balances is not only a good way to ensure timely payments; it is also a way to reach out and build customer relationships. One might believe that these notifications are agitating, but in reality, customers want to pay on time, so being proactive in this scenario is helpful. Additionally, client portals offer a way for accountants on both sides of the invoice to quickly converse as well as a way for companies to provide quick customer service. By staying on top of billing inquiries, businesses can maintain positive relationships with customers and receive timely payments. ### Who Uses Billing Software? Billing and invoicing software is used by a number of different employees within an organization. The main role that utilizes billing solutions are accountants. An accountant is a broad title, but often in-house accountants are in charge of accounts payable and accounts receivable, meaning they are required to collect payments from customers. Those specifically tasked with collection may be considered billing coordinators or collection specialists. Some larger enterprises may employ billing analysts to help forecast and budget based on billing and revenue history. For professional services, a project manager may be in charge of invoicing customers. This is done based on specific projects, how much time was spent on a project, and the hourly cost for the customer. The project manager may be tasked with working with the customer and ensuring timely payments come in, regardless of the progress of the project. In the health care world, medical billers and coders are in charge of collected outstanding payments. This is a much more complex and regulated form of billing collection due to insurance claims and the complications included with that side of the business. For smaller, private practices, the doctor or the office administrator may be in charge of filing insurance claims and collecting payments. Other practices may outsource to medical billing services. Small-business owners may be the ones in charge of collecting payments if the company is not large enough to have its own accounting team. Often, these users will have a small-business accounting tool that offers online invoicing and invoice templates. These solutions are built for those that do not have the expertise of accountants or collection specialists. ### Kinds of Billing Software **Medical billing software –** [Medical billing software](https://www.g2.com/categories/medical-billing) is used by hospitals, physicians’ offices, home health care facilities, and other medical institutions to create, distribute, and manage bills and invoices for the services they provide to patients. Due to the unique industry requirements of the medical industry, and to encourage compliance with medical privacy regulations, such as the Health Insurance Portability and Accountability Act (HIPAA), it is recommended that medical institutions utilize [medical billing software solution](https://www.g2.com/categories/medical-billing) rather than more general billing and invoicing software that can be used across any industry. These tools offer specific functionality that is especially helpful to medical billers and coders, who need to code patient charts following treatment and initiate insurance claims. Medical billing tools are often set up to easily integrate with other tools that are fundamental to running a hospital or medical practice, such as [EHR tools](https://www.g2.com/categories/ehr) and [medical practice management software](https://www.g2.com/categories/medical-practice-management). Medical practice management tools also often include native billing and invoicing features, eliminating the need for a standalone medical billing tool. The decision of whether to use a standalone medical billing product or a medical practice management tool depends largely on the number of physicians, patients, and procedures conducted within the practice, with mid- to large-scale offices or practices being at the level of maturity to consider a more all-encompassing tool. **Legal billing software –** [Legal billing software](https://www.g2.com/categories/legal-billing) is a critical and foundational tool for any law firm. This software enables attorneys to calculate billable hours and generate invoices to ensure payment is being requested for services provided. Legal billing software can be used by lawyers working independently, entire law firms, or by legal departments within a larger organization. Law firms typically bill hourly, and as such time tracking features are important to look out for in this type of billing and invoicing software. These tools provide legal-focused billing features such as retainer-fee and split-fee functionality as well as the ability to create user standards based on the job role of the person whose time is being billed. Additionally, they provide native activity coding features that align directly with the American Bar Association’s uniform task-based activity codes. Automating the uniformity of billing information helps to more easily serve clients and companies who want to track legal cost benchmarks or more closely track legal expenses. What would have been a largely manual administrative task in the past, or with more general billing tools, becomes streamlined and automated with legal billing software. The type of legal billing software that is right for you or your business will largely depend on the type of legal operation you run. Solo practitioners, small firms, and large firms will all have varying needs when it comes to the features of legal billing and invoicing software. Legal billing features are often included in [legal practice management software](https://www.g2.com/categories/legal-practice-management), which provide tools to manage the daily operations of a law firm (including functionality for case management and client management, among other features) in addition to legal billing. **Billing software for small businesses –** In a small business, time is one of the most valuable resources, and accounting teams could always use more of it. Small businesses often rely on a single accountant, or small team, to manage billing and invoicing, accounts payable and receivable, and balancing the company’s general ledger, among myriad other tasks to keep finances in order. [Invoicing software for small business](https://www.g2.com/categories/billing?segment=small-business)can help ease some of the strain when it comes to streamlining billing and collection processes. To keep a small business afloat, efficient, closely monitored billing practices are a must. These tools frequently offer features for time tracking, invoice due dates and reminders, tax calculators, and more. These automations, templatized tasks, and reminders help a busy accountant who is potentially stretched thin. Invoicing software for small businesses is typically a point solution (a tool that only provides billing features), but there are also [small-business accounting tools](https://www.g2.com/categories/small-business-accounting) which introduce automations into a small business’ end-to-end financial management process, including the billing and collections process. There are a number of free invoicing software products, or products which offer a free trial, that can be beneficial to a smaller company that is just starting out and either doesn’t know the extent of tools needed or is looking to limit expenses. These offerings are typically stripped-down versions with a heavy focus on simplicity and ease of use. **Inventory-based billing software –** Companies that sell physical goods may want to consider purchasing an inventory-based billing software tool. As mentioned above, many billing software products are geared toward billing hours or for services. However, companies that maintain an inventory and sell goods may want to consider an inventory-based billing tool with features specific to their use case. ### Billing Software Features Billing and invoicing software features have many benefits; however, most tie back to the simple solution that these products help minimize late or missed payments, as well as optimize and automate the overall collection process. The following are all reasons why businesses should adopt billing software: **Invoice creation –** Billing software offers users easy and simple invoice creation, whereas prior to billing software, users were required to build out each invoice manually. Instead of this labor-intensive process, invoice templates in billing software enable fast and streamlined invoice creation. By providing pre-built invoice templates, users can quickly create an invoice to be sent off to a customer. If one wishes to customize an invoice, they can include a variety of personalized information, such as a logo, business address, company branded colors, and any other necessary information required in the form. Additional invoice information may include receipts to prove expenses and tax rates, among other fields. Each of these customizations helps make sure a business receives all the formal information required to bill a customer. **Online invoicing –** Prior to billing software, businesses had to not only manually create their invoices, but also send them through the mail. This would take a considerable amount of time and make collections for end of month, end of quarter, and end of year time consuming. If a business prefers to print out invoices and mail them, many products offer the ability to print; with the use of billing software, companies can instantly send over an invoice to a customer via online invoicing. This allows simultaneous invoicing to customers all over the world. Businesses can rapidly collect, because customers can submit payment directly through the invoice, no matter their location. This is particularly convenient for global businesses because billing software can record finance records in all currencies and convert to an overall total. The streamlining of the billing process is a major benefit for businesses and a key reason why companies choose billing software. **Automated reminders –** If a lawyer or a project manager has one client, it might not be a burden to call said client and inquire about paying bills every month; for businesses with hundreds or thousands of clients, it can be a major hassle. Billing software allows users to set up automated alerts that send reminders to customers before their payments are overdue. By setting up these automated alerts for all customers, the accounting team at a company never has to worry about remembering who they have or have not bugged to pay their bills. Additionally, no one has to take the time out of their day to call up and pester a customer for money. These automated reminders help ensure that a business misses less payments from its customers. **Estimates –** Similar to building invoices, many billing solutions allow users to build estimates through the use of pre-built templates and many customization options. The benefit of creating estimates inside billing software is that if the customer accepts the estimate, the user can turn the estimate into an invoice quickly and seamlessly, without having to recreate all the information on the invoice. By recording estimate history, businesses can track rates of acceptance and re-evaluate pricing and discounting tactics to optimize landing new business. **Recurring billing –** For long-term customers, businesses can use billing software to set up recurring payments that automatically charge customers in an agreed-upon cadence. If customers have submitted a credit card as preferred payment, it will automatically be run by the business at each correct date. This makes it easier for both the business and customer, since they can worry less about making and receiving the payment and rely on the software to do the work for them. For businesses that use a subscription-based revenue model, these solutions are often considered subscription management software; however, there is some overlap between the two. **Billable time tracking –** Instead of requiring users to record their billable hours in a spreadsheet or complementary solution, billing software often offers time tracking capabilities. This enables employees to record the exact hours that they work on specific projects and then bill at the rate appropriate to that service. This allows high-level insight into the project as a whole and how much it is costing the client. This functionality is used in PSA software, but offers additional project and resource management capabilities. **Flexible billing options –** The subscription management features within billing software enhance these solutions by easily offering different pricing package for certain customers and unique billing structures. These flexible pricing options make life easier on sales teams and accountants by providing reasoning, one-off value details, and the level of discount they are providing to customers as a whole. For professional services or project-based companies, these flexible billing options are very important. Administrators can set billing rates for specific employees or projects instead of having one standard rate across all business units. Additionally, businesses can opt to bill at certain milestones within the project, even if it is not complete. This is particularly convenient when expensing materials for the client. This flexible functionality is prevalent in PSA software. **Payment tracking and reporting –** When a business has alerted a customer of a required payment and they still do not follow through with their contractual agreements, billing software makes it easy to understand who is lapsing. Instead of digging through spreadsheets or books to know who has and has not paid during that payment period, billing software offers payment reports to get a quick view into customers at fault. Also, these payment reports can provide insights into who has possibly overpaid their invoice and has earned a credit, or which customers require a refund. **Revenue reporting –** Billing software can help businesses record and track revenue. Often, these solutions integrate with a CRM or accounting tool that helps track end-to-end financial details. By knowing which accounts have paid their bills and the overall financial standing of the company, businesses can build budgets, forecast, and give clear pictures into their revenue status. Billing data can feed into corporate performance management (CPM) tools to help conduct such projections. **Client portals –** Some billing solutions offer a client portal or a forum for accountants from both parties to communicate with each other to solve problems. Different departments are also provided a centralized location to view and understand billing details. Companies can make payment information and options clear to customers through the methods indicated by the billing software product. In addition to basic communication, a client portal provides a location for customers to see their entire transaction history and any outstanding payments. If a customer needs a copy of a particular invoice or receipt, instead of submitting a request for that document, they can simply download it from their portal. This saves time for both the business and customer. This transparency is also particularly beneficial for project managers who are billing a client for specific tasks or milestones, as well as tracking expenses. The client can have exact insight into the progress of the project and what they are being charged for. **Mobile billing –** Many billing solutions offer a mobile application so that users can send and receive invoices on the go. This is particularly helpful for service businesses, so that when a project or job is completed the employee can send an invoice immediately upon completion. By sending it from a mobile phone, the employee does not need to record the information after the fact; instead, they send the invoice and receive it on the spot. This is an invaluable time-saver for small businesses. ### Billing Software Trends The billing software industry has not taken many progressive steps in terms of innovation in recent years; however, some basic trends in the entire software world are relative to billing and invoicing software, including cloud-based and mobile applications, as well as integrations. In the future, billing solutions may include blockchain technology. Blockchain ledgers would help improve the speed of transactions from business to business. In addition, it would help security concerns by keeping the terms of a contract encrypted, as well as the amount of the transaction private. Blockchain may help billing users optimize ledger recordings by automating the step between billing and general ledger. The payment would be automatically put into a blockchain ledger and the information recorded. This would help improve financial close and make the life of accountants much easier at the end of months, quarters, and years. ### Potential Issues with Billing Software Any time a company is making transactions, there also runs a risk of error. For billing and invoicing software, these errors may come in a variety of different ways. **Failed Transactions –** One error may be a failed transaction, where the customer provides a payment but it does not go through. This may happen when the customer is light on cash or something much less concerning occurs, such as an expired credit card. Regardless, this can cause difficulties for accounting teams because they are not receiving the correct amount of funds on time. **Discounts and Promotions –** Many billing solutions provide flexible payment options, but if these are not communicated properly, customers may pay an incorrect amount. If a sales representative has given an incorrect discount, then this may cause errors. Fortunately, billing solutions usually display how much credit a customer has in the event of overpaying. **Automatic Billing Issues –** This is more likely to be a concern with subscription management software, but it is relevant to billing solutions as well. If a customer is signed up for automatic billing each month, but for some reason has insufficient funds in their account, then the automatic transaction would be rejected. This again becomes problematic when trying to collect funds by a certain date. Additionally, if a customer is unaware that they are enrolled in recurring billing and is subsequently charged, then they may be unhappy. ### Software and Services Related to Billing Software There are a number of related software categories that integrate and work in tandem with billing and invoice software. [Accounting software](https://www.g2.com/categories/accounting) is the most obvious of all billing integrations. By connecting billing and accounting software, companies can improve tracking and recording practices and further automate tedious accounting tasks. Smaller companies may choose to utilize [small-business accounting software](https://www.g2.com/categories/small-business-accounting) that offers all necessary accounting functionality for smaller shops, including invoice creation and online invoicing. Additionally, [ERP systems](https://www.g2.com/categories/erp-systems) may provide billing modules within the accounting solutions offered. [CRM](https://www.g2.com/categories/crm) systems can connect to billing solutions to provide insight into exact accounts and their billing history, as well as denote any outstanding payments they may have. This is convenient because it provides transparency across business units, aligning sales and accounting teams. Sales may also utilize [CPQ software](https://www.g2.com/categories/cpq), which can be impacted by billing in the sense that the quotes provided from a CPQ solution can be turned into an invoice. Again, this helps optimize processes for sales and accounting. For professional service companies, connecting [time tracking](https://www.g2.com/categories/time-tracking) and billing is critical because they frequently bill hourly. Providing insights into the amount of time an employee put into a specific project and how much they earned for the company based on that time tracking is a crucial business process. Often, time and billing capabilities are combined in [professional services automation (PSA) software](https://www.g2.com/categories/professional-services-automation), which can send invoices directly from the tool. Subscription management software offers recurring billing functionality for businesses that use a subscription model for revenue. These payments will be processed automatically. This is particularly convenient for e-commerce businesses that rely on yearly or monthly subscriptions.