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.
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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.
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.
Plutio is task management software with built-in invoicing. It has all the project management features you’d expect, like checklists, task templates, delegation, and reminders, to name a few. It helps you streamline your workflow by creating projects, breaking them down into individual tasks, and assigning them to team members.Built-in time-tracking makes the tool a powerful way to create invoices. Just record all your team’s work on each task, then generate invoices for the entire project.
You can easily choose which tasks go into an invoice, which is helpful if you tend to include non-billable work in projects. Just mark non-billable tasks as such so that the software doesn’t add this work to the invoice. Plutio tracks whether clients open invoices, so you don’t have to worry about whether clients have received your bills. You can also set up automatically recurring invoices if you have clients that you charge the same amount each period.
Plutio integrates with Shopify, Square, Stripe, and hundreds more
Plutio costs from $15/month for 1 user + $2/user/month for additional contributors. They offer a 7-day free trial.
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.
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.
Taimer is business software designed specifically for professional service businesses. It’s a suite of tools with solutions for sales, project management, billing, and tracking. You can track projects from onboarding to billing within the same tool. You can automatically generate professional documents by adding time spent, services, and expenses. Then, view the status of all your invoices in the dashboard.
A useful feature within Taimer is financial estimates. These help your plan for growth by showing earnings forecasts. You can get further insights into your finances by integrating your accounting software, like QuickBooks and Visma Fivaldi.
Taimer integrates with DocuSign, QuickBooks, Maventa, OneDrive, Asiakastieto Oy, Procountor, eFina, EmCe, Netvisor, Ropo, Fennoa, Mepco, Talenom, HubSpot, Merit Aktiva, Fortnox, and Google Calendar.
Taimer costs from $19.40/user/month billed annually (billed as €16/user/month). If you want unlimited invoices, you need to add another $4.61/user/month (billed as (€3.80/user/month). They offer a freemium version of the software as well as a free trial.
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).
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.
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.
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.
Need expert help selecting the right Project Management Software?
We’ve joined up with the software comparison platform Crozdesk.com to assist you in finding the right software. Crozdesk’s Project Management Software advisors can create a personalized shortlist of software solutions with unbiased recommendations to help you identify the solutions that best suit your business’s needs. Through our partnership you get free access to their bespoke software selection advice, removing both time and hassle from the research process.
It only takes a minute to submit your requirements and they will give you a quick call at no cost or commitment. Based on your needs you’ll receive customized software shortlists listing the best-fitting solutions from their team of software advisors (via phone or email). They can even connect you with your selected vendor choices along with community negotiated discounts. To get started, please complete the form below:
15 days free trial
|From $9.95/user/month||Check out Paymo|
14 days free trial
|From $8.50/user/month||Check out Everhour|
7 days free trial
|From $15/month for 1 user + $2/user/month for additional contributor||Check out Plutio|
30 days free trial
|From $12/user/month||Check out Harvest|
Offers a free demo
|From $8.99/user/month||Visit Website|
14 days free trial
|From $19.40/user/month billed annually (billed as €16/user/month)||Check out Taimer|
|From $10/user/month for general sales staff (only some data accessible).||Check out FinancialForce|
14 days free trial.
|From $999/month as a base cost + $99/user/month||Check out Oracle NetSuite|
|From $9 per month when billed annually||Check out Zoho Invoicing|
|From $9.95/user/month||Check out Avaza|
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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