Fixed fees, hours and expenses
Consulting invoicing software
Consulting invoicing software for independent consultants and small firms. A fixed-fee milestone, the hours logged on an engagement and the flight you rebill all reach one invoice on net 30 terms, and corporate clients pay by ACH.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- From $19/month
- 14-day free trial
- Same-day US support
Consulting invoice example
A strategy engagement's first milestone, with extra workshop hours and travel.
Invoice
CN-0115
Net 30
Bill to
Brightwell Logistics
Attn. accounts payable · Lake Mary FL 32746
Market assessment, milestone 1
1
Workshop facilitation
5 hrs
Travel, flight and hotel
1
Example with sample data
Milestones from the proposal
Send the proposal as an estimate the sponsor signs, with a deposit if you want one up front. Each milestone is then billed separately on the engagement.
Estimates and e-signaturesHours on top of the fee
Work outside the fixed fee is logged as billable time. Invoice the engagement and those hours show up as lines, ready to trim before the bill goes out.
Time trackingTravel and expenses rebilled
Flights, hotels and research subscriptions go on the engagement as expenses, so the rebill line matches what you paid and nothing is missed at month end.
Job expensesNet terms and reminders
Set net 30 as your default, and an open invoice gets reminders at 3, 7 and 14 days after it falls due. Accounts payable gets a copy as a billing contact.
InvoicingConsultant invoicing software at a glance
What it does
- Signed proposals with depositsE-signed estimates
- Billable hours to invoice linesEdit before sending
- Expenses kept per engagementRebill as lines
- Net terms and remindersOverdue invoices flagged
What it doesn't do
- Multi-currency invoicesUS dollars only
- Purchase order matchingPut the PO in the notes
- Vendor portal uploadsUpload to the client's portal yourself
- Rates by client or roleOne rate per consultant
Smarfle vs HubSpot for consultants
| Smarfle | HubSpot | |
|---|---|---|
| Entry plan | Solo $19, 1 user | Free CRM, or Starter $20 |
| Mid plan | Starter $99, 5 users | Professional from $890 |
| Deal pipelines and sales forecasting | Limited | Yes |
| Large third-party app marketplace | No | Yes |
| Self-serve signup with no sales call | Yes | Yes |
Consulting invoicing pricing
An independent consultant needs only Solo, $19 a month, and payments carry Stripe processing plus Smarfle's 0.5%.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
What consultants ask about client invoices
Is there invoicing software for independent consultants?
Can I bill a fixed fee and hourly work together?
Can I rebill travel?
Can I invoice in euros or pounds?
What happens when a client pays late?
Can I bill several engagements on one invoice?
Can a monthly retainer bill itself?
Can a client find past invoices?
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