The Ultimate Guide to the Best Invoicing and Client Management Software (Updated 2024 List)

Running a business can be hectic, and picking the right client management and invoicing software is crucial for maintaining efficiency and staying organized. With so many options out there, it’s tough to know which one to choose. 

This blog provides an in-depth guide to the best invoicing and client management software, covering key features, pricing plans, ratings, and user reviews. By comparing these aspects, you’ll be better equipped to select the software that best fits your business needs.

Software	Starting Price	Overall Rating	Trial Period	Free Plan
Refrens	₹3900/year	4.9⭐	Yes	Yes
Vyapar	₹3399/year	4.0⭐	7 Days	No
Zoho	₹749/year	4.5⭐	14 Days	Yes
FreshBooks	₹13167/year	4.5⭐	30 Days	No
myBillBook	₹399/year	4.4⭐	14 Days	No
Tally Solution	₹9000/year	4.4⭐	7 Days	No
Busy Accounting	₹9999/year	4.4⭐	15 Days	Yes
Marg	₹5400/year	4.5⭐	7 Days	No
ProfitBooks	₹8988/year	4.5⭐	No	Yes
HostBooks	Custom	4.9⭐	No	No

Detail Analytics of the Best Invoicing and Client Management Software

1. Refrens: Best Invoicing and Client Management Software

With over 1.5 lakh users across 178 countries, Refrens stands out as the most popular choice among freelancers, consultants, and agencies for all their invoicing and client management needs.

Refrens is an all-in-one tool for invoicing and client management, designed to simplify your business operations. It handles GST invoicing, e-invoicing, and e-way bills, ensuring everything is compliant and efficient. Plus, it keeps all your client and vendor information neatly organized, complete with automated reminders.

Key Features of Refrens: 

• GST Invoicing: Create fully customized GST/non-GST invoices in seconds with automation assistance.
• E-Invoicing: Instantly generate e-invoices with multiple GSTINs, IRN & QR codes in bulk, and auto-validate data to ensure compliance.
• Invoice Tracking: Monitors the status of invoices, such as sent, viewed, and paid.
• Tax Calculation: Automates tax calculations, including VAT, GST, and sales tax, based on the client’s location.
• E-Way Bills: Seamlessly generate E-way bills to comply with transport regulations.
• Quotation & Estimates: Create attractive quotations and estimates instantly with quotation software. Share and track when clients view them.
• 1-Click Sharing: Quickly share quotations and invoices over WhatsApp/email or schedule for later.
• Automated Payment Reminders: Get paid faster by sending automated reminders to clients over WhatsApp and email.
• Manage Clients and Vendors: Easily view and organize all your clients and vendors. Add new ones, update details, and archive inactive contacts to streamline your list.
• Track Data and Financial Transactions: Monitor all financial transactions with clients and vendors and track invoices, payments, and expenses to ensure accurate financial records and compliance.
• Generate Client Statements: Create detailed client statements showing all transactions. These statements help maintain clear communication about payments and balances, ensuring transparency.

Additional Features: 

Seamless Accounting, Proforma Invoices, Recurring Invoice, Delivery Challan, Sales Orders, Purchase Orders, Lead Management, Sales CRM Software, Pipeline Management Software, Credit Notes, Debit Notes, Multi-Currency Invoices, Invoice API, Inventory Management, Lead Generating Forms, Expense Management Software, Comprehensive Reports, Managing Multiple Businesses & Team Members, Live Support, IndiaMART CRM Integration, Invoice Templates

Pricing Plans: 

• Basic: Free
• Books Essential: ₹3,900/year/business
• Books GST: ₹7,500/year/business
• Books Pro: ₹8,500/year/business

Ratings: 

• Capterra: 4.8⭐/05
• G2:  4.6⭐/05
• Software Suggests: 4.8⭐/05
• Software Advice: 5⭐/5
• Get App: 4.9⭐/5

2. Vyapar: Online Invoicing and Client Management Software

Vyapar is an effective and user-friendly software solution designed for businesses of all sizes to streamline their invoicing and client management processes.

With over 1 crore happy customers, Vyapar offers a comprehensive suite of tools to help businesses efficiently store and organize client information, generate professional invoices, track payments, and enhance overall business productivity. Recognized as the best purchase sales invoice software, Vyapar makes it an essential tool for managing all your invoicing needs effectively.

Key Features of Vyapar:

• Cloud-Based Accessibility: Access your invoicing and client management system from anywhere with Vyapar’s cloud-based software, ensuring your data is securely stored and always up-to-date.
• Comprehensive Invoice Management: Create professional invoices, track expenses, manage inventory, and generate purchase orders all within a single platform.
• Customization and Branding: Customize your invoices with your logo design, choose from a variety of invoice and quotation templates, and personalize the layout and color scheme to reflect your business identity.
• Streamline Payment Collection: Send invoices via WhatsApp or email and receive payments online through various payment gateways, improving cash flow and payment convenience.
• Real-Time Tracking and Reporting: Monitor invoice statuses, track payments, and generate automatic reports for easy financial analysis and informed decision-making.

Additional Features of Vyapar:

Lead Management Software, Expense Tracking, Inventory Management, Multi-User Support, Sales CRM, Automated Payment Reminders, Comprehensive Reporting Capabilities, Integration with Online Payment Gateways, Exceptional Customer Support

Pricing Plans: 

7 days free trial period 

• Silver Plan: ₹ 3399/year
• Gold Plan: ₹ 3999/year

Ratings:

• Software Advice: 4.5⭐/5
• Get App: 4.4⭐/5
• Capterra: 4.4⭐/5
• G2:  4.6⭐/5
• Software Suggest: 4.7⭐/5

 3. Zoho: Free Invoicing and Client Management Software 

Zoho is a comprehensive suite of cloud-based software designed to help businesses manage various aspects of their operations. Known for its user-friendly interface and robust functionality, Zoho provides tools for CRM, invoicing, project management, and more. It aims to streamline business processes, improve productivity, and enhance customer relationships through automation and insightful analytics.

Key Features of Zoho:

• Professional Invoicing: Zoho Invoice allows businesses to create professional invoices quickly, ensuring a strong brand image and timely payments.
• Client Management: Zoho CRM offers a centralized platform to manage client interactions, automate sales processes, and provide insightful analytics to improve customer relationships.
• Automated Recurring Invoices: Schedule and automate your recurring invoices, ensuring timely billing without manual intervention.
• Quotes and Estimates: Create and send quotes to clients, and easily convert approved quotes into invoices.
• Customer Portal: Provide clients with access to a portal where they can view and pay invoices, and track their transaction history.
• Detailed Reports: Generate comprehensive reports on various aspects of your invoicing and client management processes for better decision-making.
• Payment Reminders: Automatically send payment reminders to clients, helping you get paid faster and reducing overdue invoices.

Additional Features of Zoho:

Multi-language Billing, Customizable Templates, Seamless Integration with Third-party Applications, Centralized Client Information, Omni-channel Communication, Workflow Automation, Lead and Account Management, Multiple Pipelines, Sales and Pipeline Tracking, Advanced Customization, Data-driven Decision Making.

Pricing Plans:

14 days free trial

• Standard: ₹749/year
• Professional: ₹1999/year
• Premium: ₹3999/year
• Custom: Contact to get a custom quote as per your business requirements

Ratings:

• G2 4.1⭐/5
• Capterra 4.3⭐/5
• Get app 4.3⭐/5
• Software Advice 4.5⭐/5

4. FreshBooks: Best Accounting and Bookkeeping Software

FreshBooks is a cloud-based accounting software designed to simplify the accounting and bookkeeping needs of small business owners, freelancers, and accountants. It offers a comprehensive suite of tools to manage invoices, track expenses, and handle payments with ease. 

With an intuitive interface and robust functionality, FreshBooks helps users save time and stay organized, making it easier to focus on growing their business.

Key Features of FreshBooks:

• Invoicing: Create and send invoices quickly, accept online payments, and use automatic payment reminders to maintain a steady cash flow.
• Client Management: Keep track of your client’s information, manage communication, and view detailed histories of interactions and transactions to maintain strong client relationships.
• Expenses Tracking: Monitor and categorize expenses efficiently, upload receipts, and keep your financial records accurate.
• Reporting: Generate detailed financial reports, gain insights into your business performance, and make informed decisions.
• Estimates: Create professional estimates, convert them into invoices, and win more business by providing clear cost breakdowns.
• Proposals: Draft comprehensive proposals with rich text content, images, and customizable sections to showcase your services.
• Payments: Accept various payment methods, set up recurring billing, and automate payment collection to improve cash flow.

Additional Features of FreshBooks:

Accounting, Time Tracking, Projects, Reporting, Mobile Access, Payments, Mileage Tracking, Payroll, Apps Integration, Developer API, Affiliate and Referral Programs

Pricing Plans :

• Lite: ₹13,167 per year
• Plus: ₹22,869 per year
• Premium: ₹41,580 per year
• Select: Custom price based on your business requirement

Ratings:

• Capterra: 4.5/⭐5
• Software Advice: 4.5⭐/5
• G2: 4.5⭐/5
• Get app: 4.5⭐/5
• Software Suggest: 4.7⭐/5

5. myBillBook: Best GST-Invoicing and Client Management Software 

myBillBook is the best invoicing software designed for small and medium businesses in India. It offers a wide range of features to streamline GST billing, invoicing, e-invoicing, and e-way billing needs. With a user-friendly interface and multi-device support, myBillBook simplifies business management and enhances efficiency.

Key Features:

• Customizable Invoices: Fully customizable GST and non-GST invoices with multiple theme options to reflect your brand’s identity.
• Automatic Invoice Sharing: Share invoices automatically via SMS and WhatsApp to ensure timely communication with clients.
• Quotation & Estimates Creation: Generate quotations, estimates, and proforma invoices with ease to streamline client interactions.
• POS Billing: Efficient POS billing functionality that works both online and offline for uninterrupted business operations.
• Delivery Challans: Create and manage delivery challans seamlessly to keep track of goods in transit.
• GSTR Filing: Simplified GST return filing with easy export options and comprehensive report generation.
• E-Invoicing and E-Way Billing: Effortless compliance with GST regulations through integrated e-invoicing and e-way billing features. Experience seamless operations with advanced e-invoicing software.

Additional Features of myBillBook:

Customer Support, Marketing Capabilities, Service Reminders & CRM, Loyalty & Rewards Program, Professional Business Cards, Multi-Language Support, Billing App

Pricing Plans:

• Silver: ₹399/year
• Diamond: ₹2,599/year
• Platinum: Custom price based on your business requirements
• Enterprise: Custom price based on your business requirements

Ratings:

• Capterra: 4.6/⭐5
• Software Advice: 4.5⭐/5
• Software Suggest: 4.8⭐/5
• G2: 4⭐/5
• Get App: 4.6⭐/5

6. Tally Solution: Best Business Management Software 

Tally Solutions is India’s leading business management software solution, enabling nearly 2.5 million businesses worldwide. TallyPrime, its flagship product, is designed to make business owners efficient, empowered, and happier by streamlining their invoicing, accounting, and business management processes. 

With intuitive and powerful dashboards, secure access, and flexible features, TallyPrime adapts to the unique needs of small and medium enterprises, enhancing productivity and compliance.

Key Features of Tally Solution:

• Customizable Invoices: Create and customize invoices to reflect your brand’s identity with multiple template options.
• Automated E-Invoicing: Generate e-invoices instantly for single or multiple invoices, integrated seamlessly with the portal.
• MSME Compliance: Simplify MSME payments with features to print UDYAM registration numbers, track receivables, and send reminders.
• Advanced Reports: Access a diverse set of customizable and insightful business reports to make informed decisions.
• E-Way Bill Generation: Generate e-way bills directly within the software, ensuring compliance without manual intervention.
• Secure Data Access: Access business reports securely from anywhere, anytime, with multiple user and feature-based security levels.
• Client Communication: Send invoices and payment reminders automatically via WhatsApp and SMS to enhance client interaction.
• Excel Import Function: Import ledgers and transactions from Excel to TallyPrime easily, regardless of data structure.
• Business Management: Manage cash flow, inventory, and business relationships efficiently with powerful tools and dashboards.
• GSTR Filing: Simplify GST return filing with easy export options and comprehensive GSTR-1, GSTR-2, and GSTR-3B reports.

Additional Features of Tally Solution:

Powerful Business Management, Inventory Management, Business Reports, Credit and Cashflow Management, Taxation and Compliance, Banking Features, Net Capabilities, Cost Control, and Analysis, Enhanced Security Management, Payroll Management, Customizable Dashboards, Multi-User Access, Personalized Advanced Reports

Pricing Plan: 

• Silver Rental: ₹9,000/year
• Silver: ₹22,500/year
• Gold Rental: ₹2,250/year
• Gold: ₹67,500

Rating : 

• Capterra: 4.4⭐/5
• G2: 4.4⭐/5
• Get app: 4.4⭐/5
• Software Advice: 4.5⭐/5

7. Busy Accounting: Best Financial Management Software 

BUSY Accounting Software is a comprehensive and robust solution designed for micro, small, and medium enterprises. This integrated software simplifies business accounting, financial management, and GST compliance, making it an essential tool for modern businesses. 

Available on desktop, cloud, and mobile platforms, BUSY offers a scalable and easy-to-use interface, ensuring seamless management of your business operations.

Key Features of Busy Accounting Software:

• GST Invoicing: Effortlessly create GST-compliant invoices, ensuring all transactions adhere to regulatory requirements.
• GST Filing and Return: Simplify the process of filing GST returns with automated features that reduce manual effort.
• Auto e-Way Bill & e-Invoices: Generate e-way bills and e-invoices automatically, streamlining logistics and compliance.
• GST Reconciliation: Match your GST data with GSTN records for accurate reporting and compliance.
• GSTIN Verification: Verify GSTINs in real-time to ensure valid transactions and avoid penalties.
• Sales and Purchases Analysis: Get detailed insights into your sales and purchases, helping you make informed business decisions.
• Bank Reconciliation: Reconcile bank statements with your accounts effortlessly, reducing discrepancies and errors.
• Customer Management: Maintain comprehensive records of your clients, including contact details, transaction history, and outstanding balances.
• Multi-Branch Management: Manage multiple branches from a single platform, ensuring consistent operations and reporting.
• Discount Scheme Management: Implement and manage various discount schemes to enhance customer satisfaction and loyalty.

Additional Features of Busy Accounting Software:

Financial Accounting, Inventory Management, Mobile Application, Multi-Godown Management, Payroll Management, Customer Service, Production and Job Work Management, Order and Quotation Management, Multi-Currency Handling, Backup Utility Program

Pricing Plans:

• Express: Free
• Basic: ₹9,999/year
• Standard: ₹14,999/year
• Enterprise: ₹19,999/year

Ratings:

• Get App: 4.6⭐/5
• G2: 4.4⭐/5
• Capterra: 4.6⭐/5
• Software Advice: 4.5⭐/5
• Software Suggest: 4.6⭐/5

8. Marg: Best Software For Business Operations 

Marg ERP is a comprehensive business management software designed to streamline and enhance various business operations, from GST billing and filing to inventory and accounting.

With over 1 million satisfied users and a robust support network of 850+ centers, Marg ERP empowers businesses across different industries, including retail, distribution, and manufacturing. Its innovative features and user-friendly interface make it an ideal solution for boosting business profitability and operational efficiency.

Key Features of Marg: 

• Send Invoices on WhatsApp: Send invoices directly to your customers on WhatsApp, reducing paper usage and printing costs.
• e-Invoicing: Generate error-free e-Invoices without visiting the portal, ensuring zero downtime.
• Payment & Reconciliation: Simplify payments and bill-by-bill reconciliation with Marg Pay, offering 0% service charges and 2% cashback for retailers.
• GST Billing & Return Filing: Create GST invoices, multiple e-way bills, and directly upload files to the GST portal for seamless return filing with efficient GST billing software.
• Barcode Management: Encode and centralize product information in a barcode for quick and accurate product tracking during billing.
• Online Purchase Import: Import purchases directly into the software through PDF, Excel, or CSV files, ensuring 100% accuracy.
• Direct Calling: Connect your mobile with the system by scanning a QR code to place calls directly to customers for order taking.
• Live Credit Limit Management: Set and track credit limits for customers, receiving live notifications during billing whenever the limit is reached.
• My Shop QR Code: List and upload products, schemes, and offers in a QR code that customers can scan to place orders.
• eRetail Web Application: Place online orders directly to distributors, check order status, and view nearby distributors and schemes within Marg ERP.

Additional Features of Marg ERP:

Manage Inventory, Purchase & Sale Claim, MargMart E-commerce, ECOD Secure Data Management, Digital Salesman Integration, GPS Tracking

Pricing Plans:

• Gold Plan: ₹5400/year
• Diamond Plan: ₹8100/year
• Platinum Plan:  ₹15,300/year
• The Platinum Plus Plan: ₹29,700/year
• Enterprise Plan: Custom price based on your business requirement

Ratings:

• Capterra: 3.3⭐/5
• G2: 4⭐/5
• Software Suggest: 4.5⭐/5

9. ProfitBooks: Best Online Accounting Software 

ProfitBooks is an intuitive online accounting software designed for small businesses in India. It simplifies financial management by allowing users to create beautiful invoices, track expenses, and manage inventory without requiring any accounting knowledge. 

With ProfitBooks, business owners can keep their finances in order, make better decisions, and maintain positive cash flow effortlessly.

Key Features of ProfitBooks:

• Professional Invoices: Generate invoices easily and send them to clients with just a few clicks.
• Estimates and Quotes: Generate estimates and quotes quickly and convert them to invoices seamlessly.
• Recurring Billing: Set up recurring invoices for regular clients to save time and ensure timely payments.
• Track Receivables: Keep track of outstanding payments and follow up with clients effortlessly.
• Payment Gateway Integration: Accept online payments through credit/debit cards, net banking, wallets, and more, with automatic accounting entries.
• Multi-Currency Invoicing: Issue invoices in multiple currencies to cater to international clients without hassle.
• Expense Tracking: Record and categorize business expenses to monitor spending and manage budgets efficiently.
• Expense Reimbursements: Simplify the process of reimbursing employee expenses with easy tracking and reporting.
• Client Collaboration: Invite clients to view invoices and financial reports, fostering transparency and better communication.
• Detailed Reporting: Generate detailed financial reports, including Profit & Loss statements and Balance Sheets, to gain insights into business performance.

Additional Features of ProfitBooks:

Bank Reconciliation, Voucher Customizations, Inventory Management, Multiple Warehouses, Purchase Orders, Vendor Management, Payroll Processing, Service Tax, VAT & GST, Journals & Ledgers, 45+ Financial Reports.

Pricing:

• Startup: Free
• SMB: Rs 8988/year

Ratings:

• GetApp: 4.4⭐/5
• Software Advice: 4.5/⭐5
• Capterra: 4.5⭐/5
• Software Suggest: 4.5⭐/5

10. HostBooks: Best Cloud-Based Invoicing and Client Management Software

HostBooks is India’s easiest cloud-based accounting software, designed to streamline and automate accounting, billing, bookkeeping, and financial tasks for businesses of all sizes. 

With advanced features like one-click bank statement import, AI-powered reconciliation, and real-time business updates, HostBooks ensures accurate, secure, and efficient financial management. Trusted by over 6,00,000 MSMEs and 75,000 CAs, HostBooks is your go-to solution for comprehensive business accounting needs.

Key Features of HostBooks:

• GST Invoicing and Billing: Create and manage GST-compliant invoices and bills effortlessly.
• Client Management: Maintain comprehensive client profiles with detailed transaction history and contact information.
• Real-Time Business Updates: Access up-to-date financial data and business insights anytime, anywhere.
• AI-Powered Reconciliation: Automate the reconciliation of bank statements and book transactions using AI.
• MIS Reports: Generate 31+ Management Information System reports, including vendor and chart of accounts reports.
• Inventory Management: Track stock levels, manage inventory with MRP, and maintain accurate records of acquisitions and dispositions.
• Flexible Data Import: Import data from Excel sheets with test import functionality to ensure accuracy.
• Data Backup and Cloud Synchronization: Safeguard your financial data with automatic backups and cloud sync for easy restoration.
• Forward and Backward Integration: Seamlessly integrate with ERP, GST software, e-invoice, and e-way bill systems.
• Advanced Security: Ensure the safety of your data with Transport Security Layer 1.2 and AES 256-bit encryption.

Additional Features of HostBooks:

Full Data Accuracy, Continuous Technical Support, Valuation of Stock, Journal Vouchers, Compliance With Tax Law, Fixed Asset Module, Financial Process Automation, One Portal For Multiple Business Entities.

Pricing Plans: Custom price based on your business requirement 

Rating:

• Software Suggest: 4.3⭐/5
• G2: 4⭐/5
• Capterra: 4.8⭐/5

Importance of Invoicing and Client Management Software

• Automating Invoicing: Streamline the invoicing process, reducing manual work and errors.
• Online Invoice Generator: Quickly create professional invoices to improve business credibility.
• Electronic Invoicing: Ensure compliance with digital tax regulations and save time.
• Invoice Reminder: Automatically send reminders to clients to reduce late payments.
• CRM with Invoicing: Manage client relationships effectively while integrating invoicing features.
• Overdue Invoice Management: Track and manage overdue invoices to maintain healthy cash flow.
• Inventory Invoice Integration: Combine inventory management with invoicing to keep accurate records.
• Small Business Invoicing: Tailor solutions to meet the unique needs of small businesses.
• Invoicing and Billing: Simplify billing processes and enhance accuracy.
• Late Payments: Reduce the risk of late payments through automated follow-ups.
• Invoicing Process Optimization: Improve overall business efficiency by optimizing the invoicing process.
• Automated Invoice Benefits: Enjoy benefits such as time savings, reduced errors, and improved cash flow.

Factors to Consider When Choosing Software

“Automated invoicing has become an absolute necessity since it’s such a time-saver. It has eliminated tedious manual invoicing workflows, which can be responsible for damaging cash flow because of not issuing invoices on time.” Draven McConville, CEO of Klipboard, the job management software.

• Choosing the Best Invoice Management: Ensure the software meets your specific invoicing needs.
• User Interface and Ease of Use: Select software that is intuitive and easy to navigate.
• Scalability and Customization: Choose software that can grow with your business and be customized to fit your processes.
• Security and Compliance: Ensure the software complies with industry standards and secures your data.
• Integration with Other Tools: Look for software that integrates seamlessly with your existing systems.
• Customer Support: Opt for software that offers robust support to help with any issues.
• Pricing and Total Cost of Ownership: Consider the pricing plans and total costs involved.
• Business Guide Features: Look for features that provide guidance and best practices for invoicing.

Steps to Evaluate Software Effectively

• Identify Needs and Requirements: Define what you need from the software, such as features for automating invoicing and handling overdue invoices.
• Research and Shortlist: Research different options and create a shortlist of potential software.
• Request Demos and Free Trials: Use demos and free trials to get hands-on experience with the software.
• Compare Key Features: Evaluate features like invoice reminders, CRM with invoicing, and electronic invoicing capabilities.
• Read Customer Reviews: Analyze user feedback to understand common invoicing challenges and user satisfaction.
• Analyze Pricing Plans: Compare pricing to ensure it fits within your budget while offering the necessary features.
• Check Integration Capabilities: Ensure the software integrates with your existing tools and systems.
• Evaluate Customer Support: Test the responsiveness and helpfulness of customer support.
• Consider the Best Time to Send Invoices: Look for software that offers flexibility in scheduling invoice delivery.
• Final Decision: Choose the right accounting software that meets your business needs and helps grow your small business.

By following these steps and considering the highlighted factors, you can choose the best invoicing software and client management software to streamline your invoicing process, handle inventory invoices, and manage late payments effectively, ultimately helping to grow your small business.

Conclusion:

Choosing the right invoicing and client management software can greatly enhance your business’s efficiency and organization. Each software offers unique features, from invoicing basics to comprehensive financial management. By comparing key features, pricing, and user reviews, you can find the best fit for your needs. Effective invoicing and client management streamline operations and boost productivity.

Recommended Reads:

• Top E-Invoicing Software in India: Detailed Analysis
• Top 8 e-Way Bill Software
• Billing Software For Export Business
• Top Accounting and Inventory Management Software for Businesses: A Comprehensive Guide