Recurring Billing Software

One thing I dislike about Xero is that certain accounting tasks can take several steps, especially when I’m reconciling transactions or trying to locate specific financial information. While the interface is generally useful, some areas could be more intuitive for users who aren’t accounting experts.

Those extra steps can slow down my workflow when I need to get things done quickly. Xero could improve the experience by streamlining navigation, making frequently used actions easier to find, and offering clearer in-app guidance within the more complex features. Review collected by and hosted on G2.com.

Xero helps solve the problem of managing accounting and financial information manually. It brings together tasks such as invoicing, bank reconciliation, expense tracking, and financial reporting in one place.

This benefits me by saving time, reducing manual data entry, and making it easier to keep track of the financial position of the business. Having financial information organized in one system also makes day-to-day accounting tasks more efficient. Review collected by and hosted on G2.com.

I dislike how complicated and non-intuitive it is to create a simple report when I need to drill down to information below the general journal entry level. I once spent hours trying to pull detail for all journal entries that hit a given GL account, but it only returned the lines that hit the GL account—not all the lines from the entire journal entry, which is what I was looking for. I’d like to be able to use AI within NetSuite to create a report with the content and formatting I want, instead of going through the lengthy, cumbersome process of selecting parameters one by one from an unbelievably long dropdown lists & trying to decipher without in-window helps what different versions of the same field name actually represent. Review collected by and hosted on G2.com.

NetAsset, combined with NetSuite, is helping us manage our fixed assets. It’s still a work in progress, but it’s been beneficial to link expense transactions to asset items and connect historical purchase information to each asset. I also appreciate being able to save notes and attachments with each fixed asset, which gives us a better handle on what we have and a stronger feeling of stewardship over our resources. Review collected by and hosted on G2.com.

There are some gaps I've noticed with coupons, emails, and notifications:

- I'm not able to create a limited time coupon that is single-use per customer. I can only create a limited time coupon with no redemption limit per customer. I wish there was an easier way to make coupons for a customer campaign, for example.

- There isn't a way to remove $'s from welcome emails for subscriptions. I wish invoice details could be kept separately from welcome emails.

- A notification to admins when duplicate customer profiles are created would be helpful!

- A more straightforward option for customer deposits would be great for a more customized organization like ours. Review collected by and hosted on G2.com.

Chargebee is the infrastructure that allows us to charge for our product and manage recurring billing for customers. We're able to easily process customer payments and update their offering to our specifications. Review collected by and hosted on G2.com.

There are no real issues on my end. As a reviewer and approver, I find just seeing the complete invoice sometimes a little confusing, but it just takes a little moving around to review all the information I want to see. Review collected by and hosted on G2.com.

The biggest benefit I have found is prior to my approval as a first level supervisor, the invoices would be approved, and the work was not done to my satisfaction. They would pay and the job was not done or done well. Now if I'm not happy, I can deny the invoice and have the biller come back and make the necessary changes before getting paid. Review collected by and hosted on G2.com.

1. Limited customization

Some users want more control over invoice/quotation layouts, fields, reports, and branding.

Some system-generated text cannot be completely removed or changed.

2. Advanced features may require a paid plan

The free plan has limitations, particularly around customization and document functionality.

Some users find the paid plans relatively expensive when they only need basic invoicing. Review collected by and hosted on G2.com.

Refrens is primarily solving the problem of scattered, manual financial administration. Instead of managing quotations, invoices, expenses, payments, customers, vendors, and accounting records separately—often using spreadsheets and different software—Refrens brings many of these activities into one platform. Review collected by and hosted on G2.com.

There are many steps to verifying your business and setting up payment processing. If you have to change a bank account, you have to go through verification again. Review collected by and hosted on G2.com.

I just started a business and was spinning in circles setting up a process to write customer agreements and collect payments. Anchor has both electronic agreements and payment processing integrated so I could put the services right in the proposal, and set how they should be billed. The customer can add their payment method right to the agreement and pay the invoice immediately. I love that in just a few minutes I had monthly invoices set up and I don't have to manage invoices moving forward. Review collected by and hosted on G2.com.

For some reason, Bill disallowed the use of certain symbols in their Memo section. They used to allow me to use the @ symbol and additional symbols like that, and now they don't. I found it quite helpful to use those and unnecessarily restrictive. I imagine there's a coding reason for it or something like that, but I wished they didn't change that. I also find the Approval process can be confusing at times, because the steps aren't specifically guided as seamlessly as they are in the iPhone app. The app moves me through the approval process really easily and smoothly. The desktop app I don't always know if the approval and payment out has processed correctly. Review collected by and hosted on G2.com.

Bill really keeps the vast majority of my payment management in one easy to use resource. It's very helpful to konw I can just handle the vast majority of my financial payment/management needs inside this program. Review collected by and hosted on G2.com.

The initial API integration required some adjustments on our side and a good understanding of the Monetization data model. The implementation was successful, but more end-to-end examples for less common transaction-rating scenarios would make the first setup easier. Review collected by and hosted on G2.com.

We use Tridens Monetization to calculate transaction fees when pricing depends on cumulative volume within a billing cycle and on additional attributes, including source, destination, and account type. Automating these calculations removes a significant amount of manual work, applies the same rules consistently, and makes it easier to introduce or change rate plans. Review collected by and hosted on G2.com.

A few things that could use some polish: we've run into occasional outages, which doesn't happen too often but could potentially be an issue if I needed to get an urgent invoice out. I'd also love the ability to export just my search results rather than being forced to export every invoice each time - a small thing, but it'd save a lot of time. Lastly, because of how tightly Tabs integrates with our other systems, there are some restrictions on making manual updates or edits, which can be a bit limiting when we need to make a quick fix on the fly. Review collected by and hosted on G2.com.

Automated invoicing, with integrations to our other platforms such as Salesforce and NetSuite. Additional features down the line that could further automate our revenue recognition process. Review collected by and hosted on G2.com.

Honestly I havent been working with it enough to find something I dislike but at the moment I am hard pressed to find something as well. Overall the product works as intended and I hopefully do not find anything I dislike moving foward. Review collected by and hosted on G2.com.

Our first day implementing Bill360 we had a customer use the "pay now" options and that is already a one time customer that we will not have to reach out to in order to get paid. Also the outstanding payments being included on the invoice helps so much. This is one thing our owner has wanted for a long time with our invoicing. Review collected by and hosted on G2.com.

Honestly nothing, maybe that I spent so long looking for a good provider before I landed on Sequence! Review collected by and hosted on G2.com.

Before Sequence we didn't have a proper way to build, send and sign commercial quotes - it lived across documents and manual work. Now quoting, pricing and e-signature sit in one tool, the signed quote flows straight into the billing schedule, and there's approval routing we can turn on as the team grows. It means the sales team can move on a deal without waiting on someone to assemble the paperwork by hand. Review collected by and hosted on G2.com.

The calendar is buggy and it doesn't offer me the option of seeing all the calendars of the whole office at the same time. I coordinate the schedule and I need to see everyone's availability. In addition, we need to color-code our appointments and B4T doesn't do that. We use Google instead. Review collected by and hosted on G2.com.

We keep practice info at our fingertips and use it to track time. I also like the task tracking and the ability to set up task flows that trigger the next step on completion of the previous. It helps me stay on top of my cases and bill all of my time. That helps my productivity and keeps the clients happy. Review collected by and hosted on G2.com.

They were fine for a number of years but things dramatically changed this year. With one day notice they changed their processing timelines from 1 day to 3 days. They then had a series of errors that extended the 3 day fund hold to 6 days. They have done a terrible job of communicating, have been combative, and have turned into an awful partner. They are also, with no notice, instituting burdensome rules that I have not seen from other processors and offering no justification for those rules. My guess is that they had a major fraud incident. Something definitely changed on their end. Review collected by and hosted on G2.com.

We use Checkbook to process payments and issue paper checks for our end users. Review collected by and hosted on G2.com.

The dispute and fraud support process has been extremely poor. We had 20 unauthorized card transactions totaling $475.35, reported them immediately, and Mercury still concluded they were “authorized” without explaining what evidence supported that decision.

Over 34 days, we dealt with 3 support tickets, repeated email follow-ups, and multiple requests for help through X/Twitter. We were repeatedly told the case had been escalated, but substantive responses did not come.

What concerns me most is not simply that the dispute was denied. It is that Mercury would not answer basic questions about how the transactions were authenticated, such as whether the physical card, digital wallet, PIN, CVV, or 3-D Secure was used.

For a financial platform, the support experience when something actually goes wrong is extremely important, and this has been the weakest part of Mercury by far. Review collected by and hosted on G2.com.

Mercury helps us centralize business banking, manage company cards, control team spending, and handle day-to-day payments in one place.

For a growing remote company, the main benefit is convenience. It is much easier to issue and manage cards, monitor transactions, and keep company banking organized than with many traditional banks.

That said, those benefits are heavily undermined when fraud or dispute support fails, because that is when you most need the bank to be responsive. Review collected by and hosted on G2.com.

Integrations and proposals have some kinks, but the support and development team will actually get involved to help work these out. Review collected by and hosted on G2.com.

Proposal workflow is seamless for me and customers Review collected by and hosted on G2.com.

One of the main concerns is transaction fees. While Square is convenient, its per-transaction pricing can become expensive over time, particularly for businesses with high volumes or larger ticket sizes. Unlike some competitors, there’s limited room to negotiate lower rates. Review collected by and hosted on G2.com.

It also removes complexity from taking payments. Whether you’re on-site, remote, or working across cities, you can accept payments quickly and securely without needing multiple tools. That reliability improves cash flow and reduces the time spent chasing payments. Review collected by and hosted on G2.com.

sellsy has many different features, I have not yet explored all the uses Review collected by and hosted on G2.com.

the creation of invoices and their management Review collected by and hosted on G2.com.

One thing I don’t like is that sometimes it takes a while for the money to show up in my account, which can be stressful. Additionally, the options for integrating with other apps I use daily are pretty limited, and the customization options are somewhat restricted.It would be great if PayPal improved its user interface and provided more flexibility for business users. Review collected by and hosted on G2.com.

PayPal Invoicing has significantly reduced the time and effort I used to spend creating invoices manually in Word or Excel. With just a few clicks, I can now generate professional-looking invoices instantly. All my transaction records are neatly organized in one place, which makes tracking and managing payments much simpler. I also appreciate being able to share a customized payment link with my clients, making it easy and convenient for them to pay me quickly. Review collected by and hosted on G2.com.

Honestly, my dislikes are less about things Assembly does poorly and more about a few things I desperately wish it would let me do.

First, invoicing could use a little more flexibility. Once an invoice has been sent, I can't edit it, which can be frustrating when a client changes something, I've made a mistake, or an adjustment needs to be made after the fact. I would LOVE the ability to edit and resend an existing invoice rather than having to work around it.

I would also sell a small piece of my soul for automatic late fees! ;) We all have those clients who apparently believe due dates are merely suggestions, and being able to automatically assess a late fee based on rules I set would make the invoicing functionality significantly more powerful for my business.

And finally, this one is entirely selfish: PLEASE give me dark mode. I spend an ungodly number of hours staring at screens every day, and my retinas would personally like to submit this feature request.

None of these things would stop me from recommending Assembly, obviously. They're quality-of-life improvements I'd love to see precisely because we use the platform so heavily. Assembly has become such an important part of our operations that now I just want it to do ALL THE THINGS. Review collected by and hosted on G2.com.

Before Assembly, way too much of our client management lived in separate places, and honestly, too much of it lived in my head. We had email for communication, separate systems for documents, internal processes for recurring tasks and follow-ups, and the constant challenge of making sure nothing fell through the cracks as we grew.

Assembly gave us a central hub for our clients AND our team. Client communication, document collection, recurring requests, workflows, contracts, invoicing, forms, and resources can all live within the same ecosystem. Instead of my team having to remember what needs to happen next, we can build processes that tell them. Instead of repeatedly chasing clients for the same information, we can automate requests and reminders. And instead of clients digging through six months of emails trying to find something, they have one place to go.

The biggest benefit has been getting processes out of my head and into an actual system. As the owner, that is invaluable. My team can serve our clients consistently without needing me involved in every step, which gives me the ability to spend more time actually growing the business instead of constantly managing the administrative details of it.

Now, with Assembly's growing AI functionality and the Claude MCP integration, that efficiency is going even further. We're not just storing information in one place anymore. We're beginning to actually USE that information more intelligently, without constantly moving it between platforms or manually giving AI the context it needs.

The result is less administrative work, fewer things slipping through the cracks, a better client experience, a more self-sufficient team, and a business that is significantly easier to scale. I genuinely don't know that I could go back to running my company the way I did before Assembly. Review collected by and hosted on G2.com.

I find it inconvenient that the sign-up experience and the invoice creation interface are separate, which can make the overall process feel less seamless. It would be more convenient to have a unified experience that allows users to sign up and easily transition directly into creating and managing invoices. Review collected by and hosted on G2.com.

Zoho Invoice helps me create and send professional invoices to my clients quickly and keeps my invoicing process organized. It makes it easier to manage client billing, track invoices, and maintain a professional image when requesting payments. Review collected by and hosted on G2.com.