Invoicing Software for Consultants
Estimates, invoices, and payments built for consultants managing advisory engagements, strategy projects, implementation support, and training.
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The billing problem for consultants
As a consultant, your expertise is in delivering great work for organizations and executives seeking expert advice and implementation support. But getting paid for that work? That's where things break down. Between creating estimates, tracking payments, and following up on overdue invoices, billing eats into time you should be spending on advisory engagements, strategy projects, implementation support, and training. Most consultants either use spreadsheets, generic accounting software, or nothing at all — and end up losing money to late payments, unclear scope, and administrative chaos.
Common billing issues
- Every client has different billing expectations — hourly, daily, fixed-fee, or retainer
- Detailed activity reports are expected alongside invoices to justify consulting fees
- Long payment cycles from corporate clients strain cash flow for independent consultants
- Proposals need to look premium to match the rates you're charging
What consultants try instead
Most consultants start with spreadsheets or Word documents for estimates, then move to generic accounting tools like QuickBooks or Wave when things get complicated. Some use a patchwork of apps — one for estimates, another for invoices, a third for payment tracking. Others just send plain emails with amounts and hope for the best.
Why generic tools fall short
Generic tools aren't built for how consultants actually work. Spreadsheets look unprofessional and can't collect payments. Accounting software is designed for bookkeepers, not for client-facing billing. Stitching together multiple tools means nothing is connected — your estimates don't become invoices, your invoices don't track payments, and you spend hours every week on admin that should be automatic. The result: you look less professional than your work deserves, and your cash flow suffers.
How Loopjet works for consultants
Loopjet supports every billing model, pairs activity reports with invoices to justify fees transparently, and produces professional documents that match your consulting brand — from proposal to final payment. With Loopjet, your entire billing workflow lives in one place: create professional estimates, convert them to invoices with one click, collect payments via cards or bank transfers, and give each client a branded portal where they can view everything. Activity reports keep your work visible, automatic reminders keep payments on track, and multi-currency support means you can bill organizations and executives seeking expert advice and implementation support anywhere in the world.
Create your first estimate
Build a professional estimate in minutes. Add line items, set payment terms, and send it to your client with one click.
Convert to invoice on approval
When your client approves, turn the estimate into an invoice instantly. Payment links are included automatically.
Get paid, automatically
Clients pay via card or bank transfer. Loopjet tracks everything and sends reminders — you focus on your work.
14-day free trial · $9/month · Cancel anytime
Frequently asked questions
Is Loopjet designed specifically for consultants?
Loopjet is built for freelancers and small businesses who bill clients for services — which makes it a perfect fit for consultants managing advisory engagements, strategy projects, implementation support, and training. Every feature, from estimates to payments to client portals, is designed for the way you work.
How much does Loopjet cost for consultants?
Loopjet starts at $9/month with everything included — estimates, invoices, payments, client portals, and multi-currency support. There are no per-invoice fees, no transaction charges on your end, and no feature gates. You can start with a 14-day free trial to see if it fits your workflow.
Can I switch to Loopjet from spreadsheets or another tool?
Yes. Most consultants are set up and sending their first estimate within 3 minutes. You don't need to import anything — just start creating documents and Loopjet handles the rest. Your clients see a professional, branded experience from day one.
Does Loopjet support recurring invoices for retainer clients?
Absolutely. Set up a recurring invoice once and Loopjet sends it automatically on your schedule — monthly, quarterly, or whatever works for your organizations and executives seeking expert advice and implementation support. Payment reminders are included, so you don't have to chase anyone.
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Ready to simplify your billing?
From estimate to invoice to payment — Loopjet handles your entire billing workflow so you can focus on what you do best.
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