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With so many different project management solutions available, figuring out which ones have features to support your project financials is tough. You know you want to simplify the tracking of project progress and expenses while providing a seamless process for generating and managing invoices but need to figure out which tool is best for it. I've got you! In this post I'll help make your choice easy, using my personal experiences with dozens of different PM tools with large teams and projects to share my picks of the best project management software with invoicing.

What is invoicing in project management?

Project management software with invoicing is a comprehensive tool that combines project management functionalities with invoicing capabilities, enabling you to create, send, and track invoices directly within the same platform. This type of software typically includes features for project planning, task management, collaboration, and time tracking, allowing users to efficiently manage and monitor various aspects of a project.

This software not only saves time but also improves accuracy in financial transactions and maintains a cohesive and organized approach to project execution, financial tracking, and client billing.

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 for centralized global invoicing

  • 14-day free trial + free demo available
  • From $26/user/month (billed annually)
Visit Website
Rating: 4.5/5

Scoro is a comprehensive work management software designed for professional services, offering a wide range of features to manage processes and improve efficiency. It has comprehensive invoicing features that cater to various industries such as consultancy, agency, architecture & engineering, software, IT, and event management.

The software provides automated billing and invoicing, allowing users to cover any billing scenario and automate the invoicing process. It also allows you to manage and centralize global finances with different currencies and create invoices for customers around the world. Additionally, Scoro offers a range of other project management features such as sales and CRM, resource planning, retainers, time tracking, reporting and dashboard, cost management, and collaboration. 

Scoro integrates with QuickBooks, Xero Accounting, Expensify, Stripe, Google Calendar, iCal Calendar, MS Exchange, Dropbox, FTP, Google Drive, Slack, and Zapier. It also provides an API for custom integrations.

Scoro pricing starts from $26/user/month (billed annually), with a free trial available.

Best integrated invoicing and profitability tracking

  • Free demo available
  • Available upon request
Visit Website
Rating: 4.4/5

Accelo is a cloud-based platform designed to help professional service businesses manage client work from start to finish. It combines project management, time tracking, and invoicing features to streamline operations and improve efficiency. With Accelo, your team can oversee projects, track billable hours, and handle billing—all within one system.

Accelo's project management capabilities let you plan, manage, and collaborate on client deliverables with ease. You can create detailed project plans, assign tasks, and monitor progress in real time, ensuring projects stay on track and within budget. The platform also offers features like task lists, scheduling, and notifications to keep your team organized and informed. 

Invoicing is straightforward with Accelo's integrated billing system. You can generate invoices directly from logged work, reducing manual data entry and the risk of errors. The system supports various invoicing methods, including billing for work done, percentages of the budget, or remaining budgets, giving you flexibility in how you bill clients. This integration of invoicing also helps you track overall project profitability. Additionally, Accelo allows you to create invoice templates and manage services and materials lists, making end-of-month invoicing quicker and easier. 

Integrations include Google Workspace, Microsoft 365, Microsoft Exchange & Microsoft Outlook, Xero, QuickBooks Online, HubSpot, Mailchimp, Salesforce, Stripe, PayPal, Jira, Continuum, Zendesk, Practice Ignition, Google Analytics, and others.

Best for financial forecasting

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4/5

NetSuite’s is a cloud-based finance and ERP solution with built-in project management, billing, and collaboration features. Project managers can leverage finance-first dashboards for labor costs, expense tracking, and other profit and loss statement items. A cool feature of Netsuite is estimations, which lets you forecast the profitability of projects based on up-to-date metrics.

Consolidated invoicing is another valuable feature for expedited payment processing. This tool generates a single invoice for each client that pulls information from multiple invoices for one holistic document. Leverage this to bill by-client, regardless of the number of projects attached to their account.

NetSuite connects with a range of first-party tools to expand the functionality of your ERP solution. Additionally, the NetSuite SOAP API allows for integrations with third-party apps.

NetSuite costs from $999/month as a base cost + $99/user/month and offers a 14-day free trial.

Best for agencies

  • Free trial available
  • From $9/user/month (billed annually)
Visit Website
Rating: 4.4/5

Bonsai is a business management platform designed to meet the needs of agencies and other professional service providers. It has project and task management tools as well as client management features like proposal drafting, contract management, and invoicing and billing capabilities.

The software has automated invoice generation to speed up the process, and users can also automate sending invoices out and following up with clients for payment. Payment processing is also included, helping to keep track of project financials in the same place. Multiple currency and tax settings are supported, which allows agencies to work with international clients.

Time tracking tools are also included, and allow users to monitor billable and non-billable hours and manage team member workloads effectively. Reporting supports financial tracking and forecasting, helping users maintain profitability.

The software integrates with several other tools including Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, HubSpot, and more.

Best integration with your current PM system

  • 14-day free trial + free plan available
  • From $8.50/user/month
Visit Website
Rating: 4.7/5

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 those already in the Zoho app ecosystem

  • Free plan available
  • From $9/month (billed annually)
Visit Website
Rating: 4.6/5

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

  • Free plan available
  • From $11.95/month (up to 2 users)
Visit Website
Rating: 4.5/5

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

  • 14-day free trial
  • From $4.99/user/month (billed annually)
Visit Website
Rating: 4.3/5

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

  • From $10/user/month for general sales staff (only some data accessible).
Visit Website
Rating: 4.2/5

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 client invoicing and management

  • 14-day free trial
  • From $29/user/month (billed annually, min 5 seats)
Visit Website
Rating: 4.1/5

Ravetree is an all-in-one work management solution that allows you to manage your projects, resources, billing, and clients in one place. The cloud-based software also has a built-in CRM to help you manage your contact records, sales pipeline, lead activity, and emails. Projects can be managed through a Kanban board, calendar, or spreadsheet in the system. Projects can be broken down into tasks, and tasks can be broken down into checklists, helping make workloads more manageable for everyone.

New clients can submit requests through forms built with the software. From there, you're able to send an estimate for their project (estimate templates are available). As projects progress, the software tracks expenses and time, helping you stay on budget and notice if you're over-spending. Your time and expense tracking helps you generate an invoice, which can be sent directly to a client through a client-facing portal you can set up with the software. Retainers can also be established and managed, allowing for different types of agreements to be made.

The software’s billing functionality also supports rate-based or flat-rate billing. You can set up bill rates on different projects, individuals, work roles, and retainers, and adjust those bill rates based on factors like scale and complexity. A 7-day free trial is available, and paid plans start from $29/user/month.

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The Best Project Management Software With Invoicing Comparison Chart

Here is a table where you can compare all the tools we just covered in the overviews.

Tool Best For Trial Info Price
1
Scoro

Scoro can cover a wide range of billing scenarios and automate invoicing.

Best for centralized global invoicing

14-day free trial + free demo available

From $26/user/month (billed annually) Website
2
Accelo

Users can manage billing and invoices for different projects directly within the Accelo platform.

Best integrated invoicing and profitability tracking

Free demo available

Available upon request Website
3
NetSuite

NetSuite’s project dashboards provide space to track project completion, profit and loss statements, and task lists.

Best for financial forecasting

Free demo available

Pricing upon request Website
4
Bonsai Agency Software

The software has project, client, and billing management capabilities all wrapped into one system.

Best for agencies

Free trial available

From $9/user/month (billed annually) Website
5
Everhour

Everhour helps project managers track time and then create invoices based on this data.

Best integration with your current PM system

14-day free trial + free plan available

From $8.50/user/month Website
6
Zoho Invoice

Zoho Invoicing projects your total receivables and flags what items are coming due or are already overdue.

Best for those already in the Zoho app ecosystem

Free plan available

From $9/month (billed annually) Website
7
Avaza

Avaza task boards lets you communicate, add notes, and attach files in real-time for whole team collaboration.

Best for communication and collaboration

Free plan available

From $11.95/month (up to 2 users) Website
8
Hubstaff

Hubstaff lets you create online invoices, send them to clients based on time tracked or manual entries, record payments, and automate your process.

Best to automate invoicing & track status

14-day free trial

From $4.99/user/month (billed annually) Website
9
FinancialForce

FinancialForce dashboards help you visualize outstanding balance values, invoicing trends, and sales by location.

Best for Salesforce users

Not available

From $10/user/month for general sales staff (only some data accessible). Website
10
Ravetree

Advanced billing and invoicing capabilities are built right into the platform, so there’s no need for a separate billing app.

Best for client invoicing and management

14-day free trial

From $29/user/month (billed annually, min 5 seats) Website

Other Project Management Software With Invoicing Options

There are 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.

  1. Harvest

    Free PM software with invoicing

  2. Cenchu Passion App

    Project management with invoicing for startups

  3. Plutio

    For freelancers and entrepreneurs

  4. Taimer

    For professional services

  5. Productive

    For agencies operating globally

  6. Wrike

    Time tracking & timesheets for easy invoicing

  7. Kantata

    For its financial management capabilities

  8. VOGSY

    For invoicing subscriptions, retainers, installments

  9. Projectworks

    For invoicing and resource management in one place

  10. Paymo

    For small & medium teams

  11. Procore

    For construction teams

  12. Kaseya BMS

    For professional service automation tools

  13. FreshBooks

    Accounting software with project management and invoicing.

  14. Zistemo

    If you also need staffing tools

  15. WorkflowMax

    To manage projects and your sales funnel

How I Picked The Best Project Management Software with Invoicing

The criteria I used to select the tools on this list were straightforward. I used my project management experience to define them and to narrow down the list of software I initially had.

User Interface (UI)

I looked for interactive tools that look great and make good use of whitespace so you can use them. A good UI makes accessing different views (like Kanban boards) intuitive, lets you quickly distinguish elements from to-do lists that require your attention, and review your notifications and other work management activities in a single place without confusion.

Integrations

No tool is an island. Therefore, I looked at all the ways these tools can help you connect with other cloud-based solutions. This can include pre-built integrations with workflow management or other project-related tools and custom integrations using an API. Finally, I add information about integrations you can access through third-party connectors like Zapier.

Pricing

I looked at the pricing these tools offer. And because I know it can be hard to commit long-term to a tool, I look for monthly pricing on a monthly payment plan. I also grab information from free trials, free versions, demos, and anything that can help you experience the software before buying.

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.

  1. 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.
  2. Task management: helps you create and organize jobs within projects and assign them to users. Always finish projects before due dates.
  3. 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.
  4. Reporting and analytics: let you track total revenue, paid and unpaid invoices, project progress, estimated costs, and more.

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.

Who benefits from invoicing in project management?

Anyone can benefit from invoicing. However, small teams, freelancers, and startups will greatly benefit from having it. These groups normally have budget constraints and other places where they need to invest their money rather than paying for three or four different tools.

project management software with invoicing logos list

What's Next?

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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Ben Aston
By Ben Aston

I’m Ben Aston, a digital project manager and founder of thedpm.com. I've been in the industry for more than 20 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony. I'm a Certified Scrum Master, PRINCE2 Practitioner and productivity nut!