Os 10 melhores softwares gratuitos de faturação em 2026
Melhor seleção de software gratuito de faturação
O software gratuito de faturação permite-lhe criar e enviar faturas, acompanhar pagamentos e gerir a faturação sem pagar mensalidades. Se gere projetos, fatura clientes ou controla o tempo, encontrar o software gratuito de faturação certo ajuda-o a simplificar o seu fluxo de trabalho, a manter os clientes informados e a receber mais rapidamente. Passei anos a equilibrar prazos apertados e requisitos de clientes em constante mudança — sei como é fácil esquecer a faturação quando os projetos ficam agitados.
Este guia compara as principais ferramentas com planos ou períodos de avaliação gratuitos, centrando-se nas opções que se integram nos seus fluxos de trabalho de projetos e permitem uma faturação organizada e pronta para apresentar aos clientes. Encontrará a solução mais adequada à sua equipa, ao seu processo e ao seu orçamento.
Why Trust Our Software Recommendations
Our team has been testing and reviewing software since 2012. As project managers ourselves, we know how difficult—and important—it is to choose the right software.
For this guide, we evaluated tools using hands-on testing and independent research, scoring tools using our selection criteria. We also draw on insights from industry thought leaders and practicing project management experts.
Our reviews reflect our human editorial judgment, not a sales pitch.
Expert reviewers:
Tabela comparativa de software gratuito de faturação
Esta tabela comparativa resume os detalhes de preços das minhas principais escolhas de software gratuito de faturação:
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for project billing with EU VAT built in | Free plan available | From $7/user/month (billed annually) | Website | |
| 2 | Best for invoicing backed by Square's network | Free plan + free trial available | From $49/month | Website | |
| 3 | Best for turning tracked hours into invoices | Free trial + free plan available | From $9/user/month (billed annually) | Website | |
| 4 | Best for time-and-expense-to-invoice billing | Free plan + 14-day free trial available | From $19/month | Website | |
| 5 | Best for mobile invoicing with Tap to Pay built in | Free plan available | From $7.60/month (billed annually) | Website | |
| 6 | Best for Kanban project billing | Free plan available | From $11.67/month (billed annually) | Website | |
| 7 | Best for invoicing with multi-country tax built in | Free plan available | Free to use | Website | |
| 8 | Best for invoicing with AI payment alerts | Not available | Free forever plan | Website | |
| 9 | Best for mobile invoicing with 20+ payment gateways | Free demo + 7-day free trial available | From $6.67/user/month (billed annually) | Website | |
| 10 | Best for billing across projects and a client portal | Free plan available | From $24/month (billed annually) | Website |
Avaliações do melhor software gratuito de faturação
Abaixo encontram-se os meus resumos detalhados do software gratuito de faturação que integrou a minha seleção. As minhas avaliações apresentam uma análise detalhada das funcionalidades, dos melhores casos de utilização e das integrações de cada ferramenta, para o ajudar a encontrar a melhor opção para si.
Elorus
Best for project billing with EU VAT built in
Elorus is an invoicing and billing platform for freelancers and project teams, offering invoice creation, time tracking, project profitability, recurring billing, online payments, and multi-currency support on its free forever plan.
Who Is Elorus Best For?
Freelancers, consultants, and client-focused project teams who need invoicing, time tracking, and EU VAT features in one platform.
Why I Picked Elorus
I picked Elorus as one of the best because it combines project billing, EU VAT support, and time tracking in a single free-forever plan. I like that I can send recurring invoices, accept payments through multiple gateways, and track project profitability—features that are usually locked behind paid tiers elsewhere.
Elorus Key Features
- Multi-currency invoicing: Easily issue invoices in any global currency with automatic exchange rate calculation.
- Automatic payment status notifications: Receive instant alerts when clients view, pay, or miss invoice due dates.
- Advanced estimates and quote-to-invoice conversion: Turn client-approved estimates or quotes into invoices with a single click.
- Developer API access: Integrate Elorus with your workflow or build custom automations using the open API, available on all plans.
Elorus Integrations
Elorus offers native integrations with Stripe, PayPal, Braintree, RevolutPay, Authorize.Net, Asana, Jira, Trello, and Slack. It also provides an API for custom integrations.
What's Free?
Elorus offers a free-forever plan that supports one user, unlimited invoices, and up to five clients. The free plan includes time tracking, project billing, and essential integrations, but you’ll need to upgrade for more users, advanced automations, and higher client limits.
Pros and Cons
Pros:
- No transaction commission on online payments
- Recurring invoices and payment reminders on free tier
- Combines invoicing with project time tracking
Cons:
- Client portal requires upgrading to a paid plan
- Free plan limited to 5 active clients
Best for invoicing backed by Square's network
Square Invoices is a free invoicing software tool that lets you create unlimited invoices and estimates, send contracts for e-signature, accept a wide range of online payments, and manage client billing directly from web or mobile apps.
Who Is Square Invoices Best For?
Square Invoices is a strong choice for independent consultants and contractors who need unlimited free invoicing, e-signature contracts, and online payment acceptance across multiple methods.
Why I Picked Square Invoices
I picked Square Invoices because I rely on its unlimited free invoicing and payment options backed by the trusted Square network. I can request contract e-signatures, mix project deposits and milestone payouts on a single invoice, and accept card, ACH, and even Apple Pay payments from clients instantly.
Square Invoices Key Features
- Contracts with e-signature: Send reusable contract templates that clients can review and sign directly online.
- Recurring invoice scheduling: Automate invoice creation and delivery on daily, weekly, monthly, or yearly cycles.
- Batch invoicing: Send one invoice to multiple customers at once for recurring or repeated project fees.
- Estimate-to-invoice conversion: Instantly turn accepted estimates into billable invoices with a single click.
Square Invoices Integrations
Square Invoices offers native integrations with QuickBooks Online, Xero, Square POS, Square Appointments, Square Online, and other Square ecosystem tools. It also connects with Zapier and provides an API for custom integrations.
What's Free?
Square Invoices offers a free-forever plan that lets you send unlimited invoices and estimates. The free plan charges a fee only when you accept payments, and advanced features like custom workflows or automated reminders are part of paid tiers.
Pros and Cons
Pros:
- Contract e-signature included with invoices
- Broadest range of payment methods supported
- Unlimited invoices on the free-forever plan
Cons:
- Multi-currency invoicing is not supported
- No native billable-hours time tracking
Harvest
Best for turning tracked hours into invoices
Harvest is a free invoicing and time tracking software that lets you track billable hours, capture expenses, create and customize invoices, manage clients, and send estimates with basic project and reporting capabilities.
Who Is Harvest Best For?
Harvest is a solid choice for solo project managers, freelancers, and consultants who need to quickly turn tracked billable hours and expenses into client invoices.
Why I Picked Harvest
I picked Harvest as one of the best because I can turn billable hours and expenses tracked in real time into branded invoices with just a click. I like how estimates convert straight to invoices after client approval, and the built-in retainer tracking helps with recurring project billing. This tight loop from time tracking to invoicing nails the "best for turning tracked hours into invoices" promise.
Harvest Key Features
- Recurring invoicing: Schedule invoices to send automatically for ongoing projects or retainer work.
- Multi-currency support: Create invoices in various currencies, setting the currency per client or project.
- Estimates-to-invoice conversion: Convert approved estimates directly into invoices without duplicate entry.
- Automated late-payment reminders: Send custom reminders to clients when invoices become overdue.
Harvest Integrations
Harvest offers native integrations with Stripe, PayPal, QuickBooks Online, Xero, Asana, Trello, Jira, Basecamp, and Slack, with access to over 50 integrations on paid plans. An API is available for custom integrations.
What's Free?
Harvest offers a free-forever plan for one user and up to two active projects. If you need more users or projects, you’ll need to upgrade to a paid plan.
Pros and Cons
Pros:
- Converts approved estimates to invoices directly
- Includes built-in timer and expense tracking
- Turns tracked hours into invoices instantly
Cons:
- Online payments not included with free plan
- Free plan limits to two active projects
Hiveage
Best for time-and-expense-to-invoice billing
Hiveage is a free invoicing software platform designed for freelancers, consultants, and agencies, offering unlimited invoices, estimates, time tracking, expense capture, and support for 12+ payment gateways.
Who Is Hiveage Best For?
Designed for freelancers, consultants, and small agencies that need unlimited time, expense, and invoice management for project-based work.
Why I Picked Hiveage
I picked Hiveage as a top choice because it’s the only free invoicing platform I’ve used that lets me track time, expenses, and mileage, then convert them directly into invoices. I like that unlimited invoices, estimates, and time tracking are included on the free tier, and 12+ payment gateways give my clients payment flexibility.
Hiveage Key Features
- Multi-currency invoicing: Bill clients worldwide in their preferred currency directly from your dashboard.
- Estimate-to-invoice conversion: Turn client-approved estimates into invoices with a single click.
- Payment gateway integrations: Accept payments through 12+ gateways like PayPal, Stripe, Braintree, and Square.
- Real-time invoice notifications: Get alerts when clients view, partially pay, or fully pay invoices.
Hiveage Integrations
Hiveage offers native integrations with PayPal, Stripe, Braintree, Square, Authorize.Net, 2Checkout, Pin Payments, WePay, and connects with Zapier. An API is available for custom integrations.
What’s Free?
Hiveage offers a free-forever plan with unlimited invoices, estimates, time tracking, and expense capture. Some features—like adding team members or additional payment gateways—require a paid plan.
Pros and Cons
Pros:
- Real-time invoice viewed and paid notifications
- Convert estimates to invoices instantly
- Time, expense, and mileage tracking included
Cons:
- Free plan limited to 5 clients
- Recurring invoices not on free plan
Bookipi is a mobile-first free invoicing software platform with Tap to Pay, automated reminders, recurring billing, CRM pipeline tracking, and card payment support from both web and mobile apps.
Who Is Bookipi Best For?
Freelancers and independent consultants who need a simple way to invoice, accept payments, and manage client billing from their phone.
Why I Picked Bookipi
I picked Bookipi because having Tap to Pay built in makes invoicing and accepting in-person payments from my phone simple. I like that I can instantly send invoices, collect card payments on the spot, and manage a whole client pipeline all in one mobile app. The ability to convert estimates or quotes to invoices with a tap speeds up milestone billing when I’m working on-the-go.
Bookipi Key Features
- Customizable invoice templates: Adjust logo, colors, tax fields, and line items to match your brand and workflow.
- Client Pipeline Kanban CRM: Drag and drop clients through sales, estimate, and invoice stages on a visual board.
- Integrated email correspondence: Send and reply to customer emails directly inside the platform for streamlined client communication.
- Multi-language mobile app: Access invoicing tools in 10+ languages from the Android or iOS app.
Bookipi Integrations
Bookipi offers native integrations with Stripe, PayPal, Gmail, Apple Pay, Google Pay, and Afterpay. Real-time sync is available across web and mobile apps, and CSV export supports bookkeeping hand-off. An open API or Zapier integration is not prominently documented.
What's Free?
Bookipi offers a free-forever plan with basic invoicing, client management, and access from both web and mobile apps. Some advanced features and payment integrations may require a paid upgrade.
Pros and Cons
Pros:
- CRM pipeline Kanban board for tracking clients
- Recurring invoices included on the free plan
- Tap to Pay built into mobile invoicing
Cons:
- No built-in time tracking for invoices
- Free plan capped at 3 invoices monthly
Best for Kanban project billing
Invoice Ninja is a free invoicing software platform that combines unlimited invoice creation, multi-gateway online payments, project-based billing, time and expense tracking, client management, and native Kanban boards for professionals handling project work.
Who Is Invoice Ninja Best For?
Freelancers, consultants, and small agencies who need project billing, time tracking, Kanban boards, and invoicing in one platform.
Why I Picked Invoice Ninja
I picked Invoice Ninja because I use its Kanban project boards to link tasks and billable time directly to invoices, all on the free plan. The built-in timers let me track project work, switch tasks, and roll hours into invoice line items with one click—no manual entry. This setup works great for managing multi-stage client work and billing by milestone.
Invoice Ninja Key Features
- Branded client portal: Share invoices, payment history, and documents with clients on a secure portal included in the free plan.
- Mobile and desktop apps: Access full invoicing, time tracking, and expense features on iOS, Android, macOS, Windows, and Linux with real-time sync.
- Payment gateway integrations: Connect to over 50 payment providers—like Stripe, PayPal, and Square—to accept client payments online.
- Recurring and auto-billing: Create recurring invoices with automatic billing cycles and pull from saved payment methods for ongoing client work.
Invoice Ninja Integrations
Invoice Ninja offers native integrations with Stripe, PayPal, Square, GoCardless, Authorize.net, Mollie, Braintree, Checkout.com, Gmail, and Microsoft 365. It also connects with Zapier and provides an API for custom integrations.
What's Free?
Invoice Ninja offers a free-forever plan that supports unlimited invoices, clients, and branded client portals for up to 20 clients. Core features like invoicing, time tracking, project management, and Kanban boards are included, but advanced features and white labeling require a paid upgrade.
Pros and Cons
Pros:
- Supports unlimited invoices on the free plan
- Offers client portal for branded invoice sharing
- Includes Kanban boards and billable time tracking
Cons:
- Automated payment reminders require paid upgrade
- Free plan capped at five clients
Best for invoicing with multi-country tax built in
Odoo Invoicing is a cloud-based invoicing software that lets you send unlimited invoices, manage clients and payments, handle multiple currencies, and integrate with tax, payment, and project management tools.
Who Is Odoo Invoicing Best For?
Odoo Invoicing is a smart choice for project-driven consultants, small agencies, and independent contractors managing client billing across multiple countries.
Why I Picked Odoo Invoicing
I picked Odoo Invoicing because I like how it handles multi-country tax compliance out of the box and lets my team send unlimited invoices to clients worldwide for free. I can configure VAT and local fiscal rules for 160+ countries, auto-calculate FX rates, and give clients a self-serve portal with online payments in their preferred currency.
Odoo Invoicing Key Features
- Branded customer portal: Clients can view, download, and pay invoices online and exchange messages in a secure, branded space.
- Automated dunning workflows: Set up follow-up reminders for overdue invoices by email, SMS, and physical mail right from the platform.
- Invoice QR codes: Add QR codes to invoices so clients can pay using their preferred banking or mobile app.
- Credit note and refund management: Issue and track credit notes and refunds directly from the same invoicing dashboard.
Odoo Invoicing Integrations
Odoo Invoicing offers native integrations with Stripe, PayPal, Authorize.net, Adyen, Buckaroo, Ingenico, Ogone, Alipay, AvaTax, UPS, and FedEx. An API is available for custom integrations.
What's Free?
Odoo Invoicing offers a free-forever plan that lets you send unlimited invoices, manage clients, and handle multi-country taxes for one user. Integrations are limited, and you’ll need to upgrade for advanced features or multiple users.
Pros and Cons
Pros:
- Branded customer portal for clients
- Handles multi-country tax compliance by default
- Unlimited invoices and users on free plan
Cons:
- Advanced invoice templates require technical help
- Free plan limited to one app only
Best for invoicing with AI payment alerts
Zoho Invoice is a free invoicing software platform for creating custom invoices, tracking time and expenses, automating reminders and recurring billing, managing client payments, and integrating with 10+ payment gateways.
Who Is Zoho Invoice Best For?
Solo project managers and small service-based businesses that need free, automated invoicing, time tracking, and client portal features without upgrade pressure.
Why I Picked Zoho Invoice
I picked Zoho Invoice because the AI-driven payment alerts from Zia save my team from chasing overdue invoices, especially on retainers. I also rely on the client portal for real-time invoice tracking and letting clients pay online instantly. The built-in time tracking converts hours to invoices in just one click.
Zoho Invoice Key Features
- Multi-currency and tax support: Send invoices in multiple currencies and automatically apply region-specific tax rates and exemptions.
- Client self-serve portal: Let clients view invoices, make online payments, and download PDFs from a branded portal.
- Expense and mileage tracking: Categorize expenses, attach receipts, and track vehicle mileage directly in the platform.
- Mobile and desktop apps: Access invoicing, time tracking, and expense features on iOS, Android, macOS, Windows, and through a Chrome extension.
Zoho Invoice Integrations
Zoho Invoice offers native integrations with Stripe, PayPal, Authorize.Net, Square, Zoho CRM, Google Workspace, Microsoft 365, Dropbox, and Zapier. An API is available for custom integrations.
What's Free?
Zoho Invoice offers a free-forever plan with no user or invoice limits. You get access to core invoicing, time tracking, expense management, and payment integrations, but advanced accounting features are not included.
Pros and Cons
Pros:
- Branded client portal for online payments
- AI predicts payment delays for follow-up
- Recurring and scheduled invoices fully supported
Cons:
- Must migrate to Zoho Books to upgrade
- Free plan limits users and invoices
Best for mobile invoicing with 20+ payment gateways
Moon Invoice is an invoicing software platform for freelancers and small teams, offering customizable templates, time and expense tracking, online payment integration, project-linked billing, reports, and mobile access across iOS, Android, and web.
Who Is Moon Invoice Best For?
Freelancers, consultants, and small teams who need fast invoice creation, project-linked billing, and integrated mobile access on iOS and Android.
Why I Picked Moon Invoice
I picked Moon Invoice because I like how quickly I can create professional invoices using over 60 customizable templates right from my phone. I’ve used the mobile app to link billing directly to project tasks and accept payments through regional gateways like UPI and Paytm, not just Stripe or PayPal. That flexibility is a game changer for remote or on-the-go project work.
Moon Invoice Key Features
- Customer self-serve portal: Clients can view invoices, track payments, and download statements without emailing your team.
- Quick Scan AI for receipts: Snap and upload paper receipts to auto-extract expense details for billing.
- 66+ invoice and estimate templates: Access a wide range of professionally designed, customizable PDF formats for invoices and estimates.
- Multi-currency and group tax support: Issue invoices in over 100 currencies and calculate layered taxes for global clients.
Moon Invoice Integrations
Moon Invoice offers native integrations with Stripe, PayPal, Square, Braintree, Google Pay, Apple Pay, Razorpay, WooCommerce, Gmail, and Basecamp, and connects with Zapier. An API is also available for custom integrations.
What's Free?
Moon Invoice offers a 7-day free trial with access to its full features. After the trial, you'll need to upgrade to a paid plan to continue creating invoices or accessing premium functionality—there's no free-forever plan.
Pros and Cons
Pros:
- Built-in AI for fast receipt scanning
- Supports over 20 payment gateways
- Invoice from mobile with 60+ templates
Cons:
- Some users report missing invoice data
- No free-forever plan currently visible
Agiled is an all-in-one invoicing and project management platform that lets you create invoices, manage billable time and expenses, accept online payments, and handle client communications from a unified workspace.
Who Is Agiled Best For?
Agiled is a strong choice for freelancers, consultants, and small agencies who want invoicing tightly connected with project management, time tracking, and a branded client portal in one workspace.
Why I Picked Agiled
I picked Agiled because I can invoice across multiple projects and let clients access everything through a branded portal. I like that I can send recurring invoices, track billable time, and link milestones or expenses right to invoices. The client portal keeps communication, payments, and files organized in one place for each client.
Agiled Key Features
- Centralized invoice dashboard: View, filter, and manage all invoices with real-time status updates in one workspace.
- Partial and milestone payments: Handle deposits, scheduled payments, and progress billing directly from each invoice.
- Built-in time and expense tracking: Track billable hours and expenses that flow straight onto invoices as line items.
- Multi-currency invoicing: Invoice clients in any currency with automatic exchange rates and region-specific tax fields.
Agiled Integrations
Agiled offers 40+ native integrations, including Stripe, PayPal, Wise, QuickBooks Online, Xero, Slack, Zoom, Google Calendar, Mailchimp, and HubSpot. It also connects with Zapier and provides an API for custom integrations.
What's Free?
Agiled offers a 14-day free trial with access to its full features. After the trial, you'll need to upgrade to a paid plan to continue creating invoices or accessing premium functionality—there's no free-forever plan.
Pros and Cons
Pros:
- Unlimited invoice templates for multiple industries
- Project-linked invoicing with milestone payments
- Built-in client portal for invoices and projects
Cons:
- Branded portal requires paid upgrade
- Free plan limited to two clients
Outro software gratuito de faturação
Eis algumas opções adicionais de software gratuito de faturação que não integraram a minha seleção, mas que ainda vale a pena conhecer:
- Clientary
For retainer billing with a client portal
- Paymo
For time-tracked project billing on a free plan
- Wave
For invoicing with ACH and bookkeeping
- InvoiceBerry
For invoicing with multi-language quotes
- Helcim
For recurring billing with card vault
- ZipBooks
For solo project billing with Square or PayPal
- Akaunting
For open-source self-hosted invoicing
- Refrens
For quoting and invoicing with a client portal
- SolidInvoice
For self-hosted invoicing with no caps
- PayPal Invoicing
For milestone billing backed by PayPal's network
How I Evaluate Free Invoicing Software
First, I define what counts as free. For invoicing software, that means a free-forever plan—not a trial—since client billing is ongoing and a 14-day window won't cut it for retainer work or recurring project milestones. From there, I split my evaluation into core functionality every tool must cover and the differentiators that separate a good fit from the right one.
Core Functionality (Table Stakes For This List)
In addition to my free offer requirements, I also use a scoring system to select tools for my list. Here's how it works:
When I'm selecting tools for my list, I rank each one on a scale from 0 (does not offer the functionality) to 5 (excels in this area) for each core functionality listed below. I then calculate the tool's total score into a percentage, using 75% as a benchmark to help assess its overall fit for the list.
- Invoice creation & customization: I look for editable templates with branding options, line items, and tax fields so your invoices look professional when they land in a client's inbox.
- Client & invoice management: Each tool should let you store client records and track invoice status—sent, viewed, paid, overdue—without toggling between spreadsheets and email threads.
- Online payment acceptance: I check which payment gateways are included on the free plan, since tools like Square Invoices and Zoho Invoice take different approaches to card, ACH, and PayPal support.
- Recurring & automated invoicing: For retainer work, I evaluate whether you can set up recurring schedules and automatic payment reminders rather than manually duplicating invoices each billing cycle.
- Time & expense billing: I look at how each tool handles logging billable hours and project expenses and converting them into invoice line items—especially useful when billing hourly across multiple client projects.
- Multi-currency & tax support: The tool should handle invoicing in different currencies and let you configure tax rates for the regions you operate in, whether that's VAT, GST, or sales tax.
Once I have a list of tools that meet the criteria, I consider what sets each platform apart.
Differentiating Factors (What Sets Vendors Apart)
Here's how I compare and contrast different vendors:
Standout Features
I look for a client self-serve portal where clients can view invoices, download PDFs, and pay balances on their own. That cuts down on status-check emails mid-sprint. I also evaluate quote-to-invoice conversion, since project work starts with estimates and one-click conversion keeps billing aligned with approved scope. Tools like Invoice Ninja and Clientary handle this differently, so I check how each connects quoting to invoicing. Beyond that, I consider Zapier and native integrations that push invoice data into your existing stack without manual re-entry.
Beyond Features
I check how fast you can go from signup to a sent invoice. Tools like Square Invoices and Zoho Invoice offer guided setup flows that walk you through logo upload, tax IDs, and gateway connection, so you're billing within minutes rather than hours. I also evaluate payment gateway choice, since a free plan that only supports one gateway limits how clients can pay you. Some tools let you enable multiple options per invoice, which matters when a retainer client prefers bank debit over card. Finally, I look at data export options—CSV and PDF archives keep you from getting locked into any single platform.
Como escolher um software gratuito de faturação
Como encontrar um software gratuito de faturação que se adapte realmente à forma como a sua equipa regista o trabalho faturável, gere os clientes e acompanha os projetos em curso?
| Se a sua prioridade for | Procure |
|---|---|
| Faturação flexível de projetos | Opções à hora, avença e por marcos no plano gratuito |
| Integração simples do controlo de tempo | Registo de tempo e despesas associados às faturas |
| Transparência para o cliente | Portais de autosserviço para clientes ou acompanhamento do estado das faturas em tempo real |
| Conformidade internacional | Configuração gratuita de várias moedas e impostos específicos de cada região |
| Acesso móvel e remoto | Aplicação móvel completa e suporte para gateways de pagamento |
Como avaliar a sua seleção
- Teste a faturação de um projeto real: Crie e envie 2 faturas utilizando modelos de faturação diferentes para verificar se opções como a faturação à hora e por marcos se sincronizam realmente com o seu fluxo de trabalho.
- Analise os fluxos de trabalho de controlo de tempo: Associe uma folha de horas ou um registo de despesas a uma fatura — confirme que consegue importar as horas faturáveis sem introdução manual.
- Avalie o acesso dos clientes: Conceda acesso ao portal do cliente a um colaborador e pré-visualize a forma como este verá as faturas pendentes, pagas e vencidas.
- Emita uma fatura internacional: Emita uma fatura numa moeda diferente da local e adicione impostos para, pelo menos, uma localização estrangeira.
- Compromisso entre flexibilidade de código aberto e integrações de pagamento: Decida se pretende evitar a dependência de um fornecedor, aceitando gateways limitados, ou dispor de opções de pagamento abrangentes através de uma plataforma gerida.
O que é um software gratuito de faturação?
O software gratuito de faturação é uma ferramenta digital que permite criar, enviar e gerir faturas sem pagar taxas de subscrição. Estas plataformas oferecem funcionalidades essenciais, como personalização de faturas, acompanhamento de clientes e pagamentos, e suporte para faturação recorrente. O software gratuito de faturação ajuda equipas e profissionais independentes a gerir trabalho faturável, comunicação com clientes e despesas de projetos, mantendo os custos baixos e registos exatos e organizados.
Funcionalidades
Vejamos as funcionalidades normalmente encontradas no software de faturação e quais são geralmente incluídas nos planos gratuitos e nos planos pagos.
Funcionalidades normalmente gratuitas do software de faturação
- Criação e personalização de faturas: A maioria das plataformas permite criar faturas profissionais utilizando modelos. Pode adicionar o seu logótipo, ajustar as cores e incluir mensagens ou condições personalizadas para cada cliente.
- Gestão de clientes: Armazene dados básicos dos clientes, como informações de contacto e moradas de faturação, numa base de dados central. Isto facilita a reutilização dos registos dos clientes e o acompanhamento do respetivo histórico de faturação.
- Acompanhamento básico de pagamentos: Monitorize o estado das faturas (enviada, visualizada, paga, vencida) para saber sempre quais os clientes que lhe devem dinheiro e quem precisa de um lembrete.
- Opções limitadas de pagamento em linha: Aceite pagamentos através de um portal de pagamentos predefinido, normalmente cartão de crédito ou PayPal, sem integrações personalizadas abrangentes.
- Faturação recorrente: Configure faturas automáticas para trabalhos recorrentes, como avenças mensais ou faturação de subscrições, reduzindo o trabalho manual.
- Faturação de despesas e discriminada: Adicione despesas faturáveis, produtos ou serviços como itens individuais, para que os clientes recebam uma discriminação detalhada dos encargos.
- Exportação ou transferência em PDF: Gere cópias transferíveis das faturas enviadas, permitindo-lhe manter registos digitais ou em papel conforme necessário.
- Relatórios básicos: Aceda a relatórios simples para consultar saldos pendentes, o total faturado este mês ou uma lista de faturas vencidas.
Funcionalidades normalmente pagas do software de faturação
- Personalização e identidade de marca avançadas: Desbloqueie a edição completa de modelos, domínios personalizados e opções de marca branca para criar faturas que correspondam totalmente à identidade da sua empresa.
- Vários portais de pagamentos e portais personalizados: Permita que os clientes paguem através de portais adicionais (Stripe, ACH, transferência bancária, etc.) ou disponibilize métodos de pagamento específicos de cada região para aumentar a flexibilidade.
- Lembretes automáticos de pagamento: Envie automaticamente e-mails programados aos clientes quando as faturas se aproximam da data de vencimento ou ficam vencidas, reduzindo o acompanhamento manual.
- Portal de autosserviço para clientes: Permita que os clientes iniciem sessão para consultar faturas atuais e anteriores, pagar saldos e aceder a orçamentos ou recibos sem terem de os solicitar.
- Várias moedas e gestão fiscal avançada: Emita faturas em várias moedas e automatize o cálculo de impostos para diferentes países e regiões, apoiando empresas com clientes internacionais.
- Integração do acompanhamento de tempo: Ligue folhas de horas ou ferramentas de gestão de projetos diretamente à faturação, para que as horas registadas sejam convertidas instantaneamente em faturas faturáveis sem necessidade de voltar a introduzir os dados.
- Conversão de orçamentos e estimativas: Crie orçamentos ou estimativas detalhados e converta-os em faturas com um clique quando o trabalho for aprovado.
- Automatização de fluxos de trabalho e integrações: Ligue a faturação a ferramentas de contabilidade, CRM ou gestão de tarefas para sincronizar dados e automatizar passos repetitivos.
- Relatórios e análises detalhados: Aceda a painéis aprofundados que apresentam tendências de receitas, hábitos de pagamento dos clientes e informações sobre o negócio para o planeamento financeiro.
- Funções e permissões de utilizador: Defina diferentes níveis de acesso para os membros da equipa, para que apenas o pessoal autorizado possa consultar, enviar ou editar faturas e dados dos clientes.
Vantagens
A implementação de software gratuito de faturação proporciona várias vantagens à sua equipa e à sua empresa. Eis algumas das que pode esperar:
- Custos de faturação reduzidos: Pode criar, enviar e gerir faturas sem pagar mensalidades, graças a planos gratuitos permanentes com muitas funcionalidades.
- Ciclos de pagamento mais rápidos: O acompanhamento integrado dos pagamentos e o suporte para gateways online ajudam a sua equipa a receber rapidamente e a manter os clientes atualizados.
- Comunicações profissionais com os clientes: Os modelos editáveis e as opções de personalização da marca dão às suas faturas um aspeto cuidado e pronto para enviar aos clientes, sempre.
- Faturação recorrente automatizada: A faturação recorrente e os lembretes de pagamento reduzem o trabalho manual ao faturar avenças, marcos ou projetos por subscrição.
- Acompanhamento preciso do tempo e das despesas: Pode registar horas e despesas faturáveis — e depois convertê-las em itens de linha da fatura — para garantir que a sua faturação está alinhada com o trabalho do projeto.
- Maior conformidade internacional: Os campos de moeda múltipla e de impostos personalizáveis permitem-lhe gerir clientes e impostos em diferentes regiões sem custos adicionais.
- Maior transparência para os clientes: Os portais de clientes de autosserviço, quando disponíveis, permitem aos clientes aceder às faturas atuais e anteriores, consultar o estado dos pagamentos e descarregar registos sem trocas de mensagens adicionais.
Custos e preços
Compreendo que chegou a este artigo à procura das melhores opções de software de faturação disponíveis gratuitamente. No entanto, uma vez que os planos gratuitos oferecem apenas funcionalidades limitadas, é bastante provável que precise de fazer um upgrade do seu plano no futuro.
A tabela abaixo resume os planos comuns, os respetivos preços médios e as funcionalidades normalmente incluídas no software de faturação:
Tabela de comparação de planos de software de faturação
| Tipo de plano | Preço médio | Funcionalidades comuns |
|---|---|---|
| Plano gratuito | $0 | Criar e enviar faturas, gestão básica de clientes, acompanhamento básico dos pagamentos, exportação para PDF e pagamentos online limitados. |
| Plano pessoal | $5–$15/utilizador/mês | Todas as funcionalidades gratuitas, modelos e opções de personalização da marca adicionais, integrações básicas de pagamento, relatórios básicos e automatização limitada. |
| Plano empresarial | $15–$40/utilizador/mês | Todas as funcionalidades do plano pessoal, suporte para várias moedas e impostos, faturação recorrente e automatizada, relatórios avançados e integrações. |
| Plano empresarial de grande dimensão | $40–$100+/utilizador/mês | Todas as funcionalidades do plano empresarial, funções e permissões personalizadas, automatização avançada de fluxos de trabalho, suporte dedicado, exportação de dados em massa e integrações personalizadas. |
Perguntas frequentes sobre software de faturação gratuito
Aqui ficam algumas respostas a perguntas comuns sobre software de faturação gratuito:
É possível utilizar software de faturação gratuito com vários membros da equipa?
Sim, alguns softwares de faturação gratuitos permitem adicionar vários utilizadores, mas a maioria limita esta funcionalidade aos planos pagos. Se a colaboração em equipa for importante, verifique se o nível gratuito inclui acesso multiutilizador ou permissões baseadas em funções antes de se comprometer. Soluções como o Invoice Ninja e o Akaunting suportam frequentemente utilizadores adicionais nos seus planos de código aberto ou gratuitos, mas os serviços geridos podem limitar esta funcionalidade aos planos pagos.
As ferramentas de faturação gratuitas são seguras para os dados dos clientes e dos pagamentos?
Sim, a maioria das plataformas de faturação gratuitas conceituadas utiliza encriptação e cumpre as normas do setor para proteger os dados dos clientes e dos pagamentos. Verifique sempre se a plataforma que está a considerar utiliza HTTPS em todas as ligações e apresenta as suas medidas de segurança numa política pública ou numa página do centro de ajuda. As opções autoalojadas, como o SolidInvoice ou o Akaunting, atribuem à sua equipa uma maior responsabilidade pela manutenção das correções de segurança e das definições do servidor.
É possível ligar software de faturação gratuito a ferramentas de controlo do tempo?
Sim, mas as integrações variam consoante a plataforma. Algumas ferramentas, como o Zoho Invoice, oferecem controlo do tempo integrado, enquanto outras, como o Wave ou o InvoiceBerry, podem não disponibilizar integrações diretas com folhas de horas nos seus planos gratuitos. Se o controlo do tempo for essencial, procure funcionalidades nativas ou confirme se o software suporta integrações com a ferramenta que prefere — por vezes através do Zapier ou de conectores semelhantes.
Que gateways de pagamento funcionam com software de faturação gratuito?
A maioria das ferramentas de faturação gratuitas suporta pelo menos um gateway de pagamento predefinido, frequentemente o PayPal ou o Stripe. Outras plataformas, como o Square Invoices ou o Wave, podem limitar a utilização ao seu próprio serviço de pagamento no plano gratuito. Se os seus clientes precisarem de opções de pagamento flexíveis, como ACH, cartão de crédito ou Google Pay, consulte a lista de gateways de pagamento do nível gratuito antes de começar a enviar faturas.
É possível migrar os seus dados para fora do software de faturação gratuito mais tarde?
Sim, a maioria das principais plataformas de faturação gratuitas disponibiliza opções básicas de exportação de dados — normalmente em formato CSV, PDF ou Excel. Isto permite-lhe fazer cópias de segurança das suas faturas, clientes e pagamentos ou mudar para outra solução se o plano gratuito deixar de ser suficiente. As ferramentas de código aberto oferecem normalmente mais controlo sobre a criação de cópias de segurança de toda a sua base de dados. Teste sempre o processo de exportação antes de ficar demasiado dependente da plataforma.