The Best Project Management Software with Invoicing
These are ten of the best tools that combine project management with invoicing.
Keep reading for a detailed look at each tool. First, here is how I choose the solutions that made the cut.
Project management software helps you get work done. But many of the top solutions fail when it comes to the most important part of the project: getting paid.
That’s not the case with the products on this list.
I’ve filled this article with 10 of the best tools that combine project management software with invoicing, to make getting paid easy. There’s everything from products that integrate with your existing software to all-in-one suites that change the way your entire business works.
Here’s a rundown of the tools that made the cut.
Project Management Software with Invoicing Comparison Criteria
The criteria I used to select the tools on this list were straightforward: I looked for those that simplify project management while letting you manage invoices.
Some of the features that helped included:
- User Interface (UI): I looked for tools that look great and, more importantly, are easy to use.
- Integrations: No tool is an island. I looked for products that can hook up with your existing tech stack.
- Value for $: The tools on this list all provide bang for the buck of the right user.
Project Management Software with Invoicing Key Features
None of the project management tools below are the same. But most of them have things in common. Here are some of the top features to look out for.
- Time-tracking: lets you track how many hours a task or project takes. Each employee tracks the work they do, and tools automatically total these hours. You can use this information to create detailed invoices.
- Task management: helps you create and organize jobs within projects and assign them to users. Always finish projects before due dates.
- Client portals: allow clients to view your invoices and related data such as expenses and tracked time. You may be able to accept online payments from within these portals.
- Reporting and analytics: let you track total revenue, paid and unpaid invoices, project progress, estimated costs, and more.
Overview Of The 10 Best Project Management Software with Invoicing
Here are ten of the best project management software with invoicing. I included products suitable for various needs—the best one for you will depend on your requirements.
Best time tracking & timesheets for easy invoicing
Wrike is an all-in-one project management and invoicing software that simplifies how you manage projects. It's a comprehensive solution that helps users track progress, collaborate with team members, and create invoices for clients. It integrates with popular apps like Dropbox, Google Drive, Trello, Slack, and Microsoft Teams so teams can access their files quickly without switching between different applications.
Wrike has an invoicing feature that makes it easy for businesses to invoice customers quickly and accurately. The invoicing feature allows users to create quotes or estimates for customers and then convert them into invoices once the customer approves them. This helps streamline the billing process, so businesses don’t have to manually calculate or chase down customer payments. The invoices are automatically sent out by email so customers can pay quickly without hassle or delays in payment processing.
Wrike's timesheets help teams coordinate better and track resources in real time. With its intuitive interface, a resource manager can extract valuable data from the system to create useful reports and share them with team members. It enables organizations to track costs across projects, visualize workloads differently, gain insights into employee performance metrics, and monitor project statuses. Teams can complete projects more efficiently and ensure that every minute is accounted for.
Wrike's custom request forms feature allows project teams to streamline collecting and organizing data from external sources. It makes it easier for stakeholders to share ideas, insights, and additional digital content—such as documents and images—with teams. The feature allows users to set up their custom forms with predefined fields, responsible users, and configured validations, ensuring consistent information gathering and uniform data formatting for easy teamwork. All collected data can also be stored in a centralized database available to all parties involved in the project.
Features include project management, task scheduling/tracking, resource management, expense tracking, API, budgeting, Gantt charts, marketing automations, collaboration support, and reporting.
Integrations include 400+ pre-built native integrations, including integrations with the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.
Wrike costs from $9.80/user/month and offers a 14-day free trial.
Best integration with your current PM system
Everhour helps you track how long tasks take from within your existing project management software like Asana or Basecamp. You can see overall hours worked on a project as well as time spent by individual employees. You can easily export this data into invoices and send them to clients. You have full flexibility on pricing as the tool lets you set different rates, budgets, and discounts depending on the project.
Everhour has additional financial functionality, like project budgeting, expense tracking and reimbursement, project costing reports, and task planning estimates. Everhour works best with project management tools that don’t have in-app time tracking available or lock it to a higher paid plan with unnecessary feature bulk that you aren’t going to use.
Everhour integrates with Asana, ClickUp, Basecamp, Pivotal, Trello, JIRA, Github, Slack, QuickBooks, Xero, and FreshBooks.
Everhour costs from $8.50/user/month and offers a 14-day free trial.
Best for small & medium teams
Paymo is a project management software with invoicing designed for small and medium teams. It's built to help users generate and send invoices, manage projects and tasks, and track work time all on the same platform or from the mobile app.
Paymo streamlines project management by offering features like task management, time tracking, reporting, a client portal, and invoicing. You can generate invoices based on time entries and then make additional adjustments manually. Editing is done in WYSIWYG mode and you can send it out in just a few clicks.
Set yourself apart from your competition by customizing your invoices. Create your own template styles with HTML/CSS, add your business logo, and even a thank-note to leave a lasting impression. You can clone invoices to save time or send recurring invoices to your clients. You can also export your invoices as PDF files or in bulk as CSV.
Paymo integrates with popular apps such as Square, Stripe, PayPal, Slack, Google Suite, JotForm, and Zapier, to name a few.
Free for freelancers and teams of up to 10 users. Paid plans start at $9.95/user/month. Paymo comes with a 15-day free trial.
Best for those already in the Zoho app ecosystem
Zoho Invoice is powerful invoicing software and part of the Zoho app suite for small businesses. Zoho Invoicing is one of many business services that you can select from within the Zoho platform. Other available tools include project management software and a CRM solution.
The tool combines invoicing with time tracking. It’s easy to keep track of billed and unbilled hours from the dashboard as well as set budgets for projects and track progress. A cool feature to note is retainer invoices. Use this to collect advance payments for retainers and then deduct this amount from the final project invoice. Their self-help client portal is also super useful. Clients can access the portal to check what they are being billed for and then settle invoices within the portal.
Zoho Recruit integrates with 45+ other Zoho tools for CRM, finance, marketing, IT, and other departments. Zoho also integrates with third-party apps like Slack, G-Suite, Outlook, Checkr, Mailchimp, ResumeLibrary.com, LinkedIn, Facebook, Twitter, Twilio, Indeed, Monster, CareerBuilder, DropBox, and a whole host of others. You can also actress hundreds more through a paid plan with Zapier.
Zoho’s invoicing solution is free for one user and up to five customers. Paid plans start at $9 per month when billed annually. There is also a mobile app for both Android and iOS.
Best for communication and collaboration
Avaza combines project management, time tracking, and invoicing within the same platform. You can create new projects and then split them into tasks your team can collaborate on. Expense tracking is easy, and you can track time spent on projects from within the software. Use this data to create accurate invoices and then share them with clients. If you have recurring customers, automate invoices based on these payment schedules.
A standout feature is the built-in chat software that lets you communicate within the tool. It has powerful features like channels, file sharing, and client collaboration. It means you don’t need another messaging solution like Slack or Google Hangouts.
Avaza integrates with Xero, QuickBooks, SharpSpring, Stripe, Google Apps, Trello, Basecamp, Zendesk, Google Docs, Insightly, Google Sheets, Evernote, Github, Google Drive, Dropbox, Google Calendar, JIRA, Mailchimp, Salesforce, and Slack.
Avaza has a free plan for 1 user and up to 5 invoices. Paid plans start at $9.95/user/month. You can add extra features to each plan for a small fee. There’s no free trial but you can book a demo on the website.
Best to automate invoicing & track status
Hubstaff is a full-featured, free project management software with invoicing (with freemium upgrades) that’s best for remote or distributed teams. It’s a lightweight, native time tracking tool that includes screenshots, time tracking, invoicing, and project management. Its simple interface and design make it really easy for your team to enter their time and for you to track their progress.
Budget management is straightforward—using Hubstaff you can easily set time limits and budgets for your team to bill against with a maximum number of hours you want a member to be able to work in a week and the app will automatically prevent them from exceeding the limit.
When you’re working with a distributed team it can be hard to verify exactly what people are doing and how they’re spending their time so Hubstaff has some pretty handy tools to give you insight into what your team is doing in the time they’re logging to your project with screenshots and activity levels. Now you can also see which applications your team members are using and what URLs they are browsing while they’re tracking time.
Integrations are well supported across stacks of different tools including project management tools Asana, Jira, and Basecamp, payments, accounting, and invoicing integrations including QuickBooks, Paypal as well as Salesforce and Zendesk among others.
Hubstaff is free to use for 1 employee. Paid plans cost from $7/user/month and come with a 14-day free trial.
Best for Salesforce users
FinancialForce is a suite of tools built to be used with Salesforce CRM. The suite includes powerful project management and invoicing features. The main benefit is that everything happens from within the CRM—great if you don’t fancy juggling multiple tools. Use the project management tool to create projects that directly link to CRM entries. You can then assign task members and track the time it takes to complete these projects.
When the work is done, you can create invoices directly from the same CRM entries. This ensures consistency between the information in your CRM and invoices. FinancialForce can generate invoices in batches or by setting up recurring invoices to speed things up.
FinancialForce integrates with Salesforce, ADP Human Capital Management, Asperato, Avalara, Cloudbudget, Conga, Own Backup, Vena, XCD Capital Management, Zimit, AccessPay, Avidxchange, B2BGateway, Callidus Cloud, Docusign, Expensify, Jitterbit, and other third-party apps.
FinancialForce’s cost depends on the number of user types: $175/user/month for all core features, $125/user/month for financial reporting access only, and $10/user/month for general sales staff (only some data accessible).
Best for invoicing and resource management in one place
Projectworks is a project management solution with time and expense tracking, resource planning, and invoicing capabilities. The software helps users manage resource scheduling and booking, timesheets, time-off requests, and invoicing more efficiently. It's tailored for businesses in various industries, including architecture, engineering, consultancy, and software development.
The platform's invoicing solution is built to support manual, fixed price, and T&M billing. Users can link their project time and expenses to each invoice they create, providing full transparency to all the invoices. The tool also creates visibility on what's already been invoiced and what hasn’t. The software is designed to integrate into any major accounting system, so users can easily dispatch invoices either through the platform or their existing accounting software.
In addition to the invoicing tool, the software has other useful project and resource management features. Users can connect the timesheets with existing project financials and budgets, and sync existing leave balances to third-party payroll management tools to continuously monitor costs. The timesheet and time-off management features combined with skills mapping make assigning tasks to various resources more efficient and effective.
The tool's integrations include Azure DevOps, Hubspot, Jira, MYOB, QuickBooks, and Xero. Additional integrations can be accessed through a paid Zapier account.
Pricing is available upon request, and users can request a free trial via the website.
Cenchu Passion App
Best project management with invoicing for startups
Cenchu Passion App is an all-in-one business software with CRM, support desk, project management, timesheets, reminders, and, of course, invoicing. The invoicing feature lets you send professional-looking invoices to clients based on time tracked. They can pay the invoices using PayPal, Stripe, and PayU. You can also set up automated messages to remind clients to pay their invoices.
Cenchu Passion App has a modest per-user price that startups won’t find hard to swallow. For this, you get 10GB space, 5,000 data records per employee, and access to all the software features. They also offer a fuller enterprise plan if you experience sudden growth and need to scale quickly.
Cenchu Passion App does not list any third-party integrations on their site.
Cenchu Passion App costs from $8.99/user/month and offers a free demo.
Best free PM software with invoicing
Harvest is free time tracking software that lets you create invoices based on tracked time and expenses and then send them to clients from within the software. The great thing about Harvest is what happens after you send the invoice: clients can instantly pay online via PayPal or Stripe and you can even set up automatic reminders and thank you notes so nothing gets forgotten.
Harvest’s dashboard shows each month’s total invoices and the percentage that clients have settled. It’s a great way to see what you are owed and follow up where necessary. Their comprehensive team reporting solution even lets you track staff hours, logged time per task, billable and non-billable time, project types, and schedule capacity per member.
Harvest is free to use for up to 1 user and 2 projects. The pro plan costs from $12/user/month and offers a 30-day free trial.
Need expert help selecting the right Project Management Software?
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The Best Project Management Software With Invoicing Summary
Freemium version available
|From $9.80/user/month||Visit Website|
14 days free trial
|From $8.50/user/month||Visit Website|
Free plan available
|From $5.95/user/month||Visit Website|
|From $9 per month when billed annually||Visit Website|
Free plan available
|Plans start at $11.95/month||Visit Website|
14-day free trial
|From $7/user/month||Visit Website|
|From $10/user/month for general sales staff (only some data accessible).||Visit Website|
A free trial is available.
|Pricing information is not provided by the vendor.||Visit Website|
Offers a free demo
|From $8.99/user/month||Visit Website|
30-day free trial + freemium plan available
|From $12/user/month||Visit Website|
Other Project Management with Invoicing Software Options
There’s plenty of other great tools that combine project management with invoicing. If the above solutions don’t meet your needs, maybe one from the list below will.
- Kaseya BMS – Best for professional service automation tools.
- Axiom Worx – Best for enterprise clients.
- Workflowmax – Best to manage projects and your sales funnel.
- Freshbooks – Best accounting software with project management and invoicing.
- MyIntervals – Best project management tool built for small teams.
- Zistemo – Best if you also need staffing tools.
- Duet App – Best if you want to self-host your software.
- Procore – Best if you work in construction.
Why Combine Project Management with Invoicing?
Combining project management and invoicing makes sense as you use data from the former tool to generate invoices. You know what work has gone into a project and you can bill clients accordingly.
What is the Best Overall Project Management Software?
Don’t necessarily require invoicing built-in to your PM tool? If you want the overall best project management software, check out our list of the best project management software.
What Do You Think About These Project Management with Invoicing Tools?
Do you currently use any of the tools on this list? Or is there one I missed? I’d love to know what you think, so please share any suggestions in the comment section below.
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