Invoice app for consultants
The invoice app for consultants and advisors
Bill projects, milestones, and retainers with clean, professional invoices — complete with SAC codes and GST — and keep a clear line of sight on every client's balance.
- Professional service invoices with SAC codes
- GST for advisory and professional fees
- Track retainers and milestones per client
- Client statements as a polished PDF
Invoice app for consultants
Made for how consultants actually bill
Consulting income is projects, phases, and monthly retainers — not products off a shelf. Simple Billing is shaped around service billing, not stock.
Milestone and phase billing
Break an engagement into line items — discovery, delivery, review — with your rates and notes. Issue as you complete each phase, and the client sees exactly what they're paying for.
Retainers made repeatable
Save your standard retainer as catalog items so each month's invoice is two taps. Consistent numbering and terms keep long engagements tidy.
SAC codes and GST on professional fees
Advisory and professional services carry SAC codes and GST — add them per line and the tax invoice splits CGST/SGST/IGST correctly for Indian clients.
A clear ledger per client
Each client page shows billed-to-date, outstanding, and full invoice history — so you always know where a retainer client stands before the next call.
Statements that read professionally
Send a client a proper Statement of Account PDF — opening balance, every invoice and payment, running balance, and amount due — not a screenshot of a spreadsheet.
Bill clients anywhere
Work with overseas clients too: set the currency and tax labels per business, with 160+ currencies and no forced India fields when they don't apply.
Service billing without the product-shop baggage
Most invoicing tools assume you're selling products — stock counts, warehouses, SKUs. Consultants sell time, expertise, and outcomes, so half of that software is noise you have to navigate around every time you bill.
Simple Billing treats services as first-class. Your 'catalog' is your offerings and rates; your invoices are line items describing work; your reporting answers 'who owes me and how much?'. Retainers, milestone invoices, and professional-fee GST all fit naturally, without a single inventory field in sight.
For advisory firms with a handful of high-value clients, that clarity matters more than breadth. A tidy statement, a correct GST invoice, and an accurate outstanding figure per client is most of what the finance side of a consultancy needs — and it's exactly what this app does.
How it works
Up and running in minutes
- 01
Set up your business once
Add your logo, currency, and tax details in a two-minute onboarding. Turn on India GST mode if you need CGST / SGST / IGST.
- 02
Add customers and items
Save the people you bill and the services you sell, so every future invoice is a matter of picking, not retyping.
- 03
Issue, send, and get paid
Generate a professional PDF, share it by email or WhatsApp with a UPI QR, then record payments and chase overdue balances.
FAQ
Consultant invoicing — FAQ
- Can I bill monthly retainers easily?
- Yes. Save your retainer as catalog items and each month's invoice takes a couple of taps with consistent numbering and terms. Record the payment when it arrives and the client's balance updates automatically.
- Does it handle GST on professional fees?
- Yes. Turn on GST mode, add SAC codes to your service items, and invoices apply CGST/SGST or IGST based on the client's place of supply — the correct treatment for advisory and professional services.
- Can I send a client a statement of account?
- Yes. From any client you can generate a professional Statement of Account PDF showing opening balance, every invoice and payment in order, the running balance, and the amount due.
- Is it suitable for a small advisory firm?
- Yes. Owner, admin, manager, and viewer roles let a small team share access with server-enforced permissions, while the product stays focused on billing rather than full accounting.
- What does it cost?
- Start free with one business and 50 invoices a year. Paid plans add unlimited invoices, the item catalog, GST/VAT breakdowns, and reporting for regularly billing firms.
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Bill your next engagement the clean way
Free to start, no credit card. Send a professional consulting invoice — retainer or project — in minutes.