
Billing Software for Professional Services

Best Features of Billing Software for Professional Services

Time Tracking Integration
Track billable hours accurately and link them directly to client invoices. This feature ensures that all billable work is captured and invoiced, crucial for professional services to maintain profitability.

Retainer Management
Manage client retainers effectively, ensuring that all work done within the retainer period is accounted for. This feature helps professional services firms maintain clear financial agreements with clients.

Multi-Currency Invoicing
Handle international clients with ease by invoicing in multiple currencies. This feature is essential for professional services firms with a global client base, ensuring accurate and compliant billing.

Client Portal
Provide clients with access to a secure portal where they can view invoices, make payments, and track project progress. This feature enhances client communication and satisfaction, crucial for building long-term relationships.

Document Management
Store and manage all client-related documents securely within the software, ensuring easy access and organization. This feature helps professional services firms maintain compliance and improve workflow efficiency.

Expense Tracking and Billing
Track and bill clients for reimbursable expenses, ensuring that all costs are covered. This feature is vital for professional services firms that often incur expenses on behalf of their clients.
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No more paperwork, no more stress! Switch to digital billing today and experience hassle-free invoicing with CaptainBiz.


Steps to Start Using CaptainBiz Billing Software
- Visit Captainbiz.com: Go to the Captainbiz website and click on ‘Start Free Trial’ to begin the sign-up process.
- Enter Your Business Details: Fill in your GST number, company name, first and last name, registration type, mobile number, and email address. Set a secure password for your account.
- Start Your Free Trial: Click ‘Start Free Trial’ to explore all the features that Captainbiz offers and see how it can support your professional services firm.
Benefits of Using Captainbiz Billing Software

Accurate Billing
Time tracking integration ensures that all billable work is captured and invoiced accurately, helping professional services maintain profitability.

Clear Financial Agreements
Retainer management features ensure that all work within a retainer period is accounted for, helping firms maintain clear financial agreements with clients.

Global Client Handling
Multi-currency invoicing allows professional services firms to handle international clients with ease, ensuring compliant and accurate billing.

Enhanced Client Communication
The client portal provides a secure and transparent platform for clients to view invoices and track project progress, improving satisfaction.

Efficient Document Management
Storing all client-related documents securely within the software improves workflow efficiency and helps firms maintain compliance.
FAQs – CaptainBiz Bill Making App
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