Have you ever noticed how a branded invoice feels more organized and professional? It’s not just a small detail—it helps reinforce your brand and leaves a lasting impression on your clients each time they receive a bill.
That’s where white-label invoicing software makes a difference. These tools allow you to customize invoices with your logo, colors, and brand, ensuring every interaction reflects your business identity.
We’ve looked at the top options, evaluating their customization features, ease of use, payment flexibility, and value for businesses. Before diving into the details, here’s a quick look at the top choices for the best white-label invoicing software.
Quick List of Top White Label Invoicing Software
- Agency Handy: All-in-one white label invoicing with automated payments, branding, and client management, plus scheduled reminders.
- QuickBooks: Streamlined invoicing and strong accounting capabilities, perfect for small businesses needing full financial control.
- Service Provider Pro: Branded client portal and billing automation with advanced white-label capabilities for agencies.
- FreshBooks: User-friendly invoicing and expense tracking with customizable templates and automated billing.
- Rocket Driver: White-labeled portal for invoicing, project management, and marketing services, designed for scaling agencies.
- OneBill: Flexible billing models and multi-entity invoicing, ideal for businesses managing complex financial operations.
- HoneyBook: White-label invoices and bundled documents with integrated client tracking for creative professionals.
- ProfitBooks: Simple, cost-effective invoicing with robust inventory tracking and multi-currency billing for small businesses.
- Moon Invoice: Automated billing system with offline sync, recurring billing, and project management tools for freelancers and small teams.
- Zoho Invoice: Free invoicing with custom templates, time tracking, and payment integration for small businesses.
What is White-label Invoicing Software?
White-label invoicing software is a solution that gives your business complete control over the invoicing process. It allows you to move beyond basic templates and limited features by customizing every aspect to fit your brand.
You can add your logo, choose your brand colors, and design a professional layout that aligns with your business identity.
Unlike platforms like QuickBooks or PayPal, where their branding remains visible, white-label invoicing software lets you fully personalize your invoices. This means you can include custom notes, set up recurring invoices, and even allow partial payments if needed.
Additionally, white-label invoicing software often integrates with payment gateways, allowing clients to pay directly through your branded invoices. This makes invoicing more efficient for you and creates a smoother payment experience for your clients.
Top 10 White Label Invoicing Software: A Quick Comparison Table
Here’s a comparison table for the top white-label invoicing software based on their key features, user capacity, free trials, and pricing:
Alternatives | Branding & Customization | Recurring Subscription Management | Automated Invoices & Notifications | Users (Starter Plan) | Pricing (Annually) |
Agency Handy | Logo Color customizationclient portal branding | Yes | Customizable | 3 | $49/month |
QuickBooks | Logo | Yes | Basic | 1 User Plus Accountant | $8.10/month |
Service Provider Pro | Logo Client portal | Yes | Customizable | 5 | $99/month |
FreshBooks | Logo color | Yes | Basic | 5 | $13.7/month |
Rocket Driver | Logo | Yes | Customizable | Unlimited | Not available |
OneBill | Logowhite-label portal | Yes | Customizable | Not mentioned | Custom Pricing |
HoneyBook | Logo ColorsInvoice template customization | Yes | Customizable | Unlimited | $16/month |
ProfitBooks | Logo | Yes | Basic | 1 | Free |
Moon Invoice | LogoInvoice template customization | Yes | Basic | 1 | $5.47/month |
Zoho Invoice | LogoInvoice template customization | Yes | Customizable | Unlimited | Free |
Best White Labeling Software for Invoicing, Billing, and Subscriptions
With the right white-label invoicing software, you can customize every aspect of your invoices, from adding logos to choosing payment terms. We shortlisted these tools based on key features like customizable logos, invoice templates, multiple currency support, and automated reminders.
1. Agency Handy
Agency Handy is a white-label client portal with invoicing features that simplify billing for businesses and freelancers. You can create detailed, professional invoices quickly, ensuring that every client receives accurate billing information.
To begin with, you can customize the workspace with your logo, brand icon, custom domain, and email setup for automatic reminders. There you go, fully professional white labeling.
For general invoices, there will be reminders for 3 days and 7 days. Then, it’ll be one per week. For subscriptions, the client will get reminders 3 days and 1 day before the due date. And this is totally automated.
Besides that, the platform allows you to customize invoice templates, so you can easily choose the one that more aligns with your brand and audience.
Moreover, Agency Handy offers flexible payment structures. You can set up customized payment terms, including one-time payments, installment plans, or subscription billing for ongoing projects.
This flexibility lets you align payments with the progress of your projects, ensuring that you get paid on time without sacrificing control over your finances.
It also integrates seamlessly with various payment gateways, such as Stripe, PayPal, Wise, and manual banking. You can also create invoices in multiple currencies to handle clients from any part of the world.
In addition to invoicing, Agency Handy gives you tools for order management, task tracking, and communication, all through a branded client portal. It’s a comprehensive solution that helps you manage everything from billing to project updates in one place.
Key Features of Agency Handy:
Agency Handy offers a whole host of features that focus on client management, including invoicing and billing, as well as task management features. Here are the top features:
Multi Package Service Catalog
The new multi-package service catalog allows you to group services and offer up to 3 package tiers. You can set specific prices for each package and show a price range at the preview. For flexibility, you can choose to show or hide pricing for certain clients.
Additionally, you can integrate different payment gateways per service and even offer trial periods, allowing clients to test your offerings before committing. Once done, clients can leave reviews to provide valuable feedback.
Customizable Forms
Agency Handy’s intake forms allow you to gather essential project details upfront, ensuring orders are completed accurately. These forms are fully customizable, so you can capture the specific information needed for each project.
You can choose when to present the intake form, either before or after purchase, depending on how much information is needed to start. Adding custom fields like text boxes, checklists, and file uploads gets all the necessary data in one go,
The platform’s order forms are designed to simplify the checkout process while offering upselling opportunities for additional services. These forms are also customizable, allowing you to add fields for name, email, and specific service options.
You can include optional add-ons to boost order value, giving clients the freedom to select extra services at checkout. The self-checkout feature makes it easy for clients to complete their orders independently, speeding up the sales process.
Client Management
Agency Handy’s client profiles centralize all client data, from contact details to order history, keeping everything in one place for easy access.
To further personalize the client experience, the platform offers a customizable client portal sign-in message, making clients feel welcomed and reinforcing your brand identity with every interaction.
Order Management
Once you have a client order, you can manage your orders seamlessly by breaking down the tasks and assigning them to the team members. Prioritize them based on the competition sequence.
Set due dates and assign priority levels—whether low, medium, or high—to help keep everyone on track. With the Kanban board, you can easily monitor progress, check the status of each task, and make sure the order is completed on time.
Team Collaboration
Each team member is given a clear role—such as super-admin, admin, manager, or assignee—so everyone knows their responsibilities.
And for seamless internal communication, the clients can share feedback and approve tasks once the orders are in Review mode. That way, you and your team can stay updated real time and be on the same page.
This keeps everyone aligned on their tasks and reduces the need for back-and-forth emails.
Billing and Invoicing
Billing and invoicing is as smooth as butter. You’ll get automated invoices once there’s an order and get paid via Stripe, Wise, PayPal, and manual banking.
You can do customized invoices, too, for one off and subscription based orders depending on your order or package request.
And send automated reminders 3 days and 1 day ago for subscription packages and after 3 days and 7 days of sending regular invoices.
Support and Security
Agency Handy’s built-in ticketing system ensures that no client queries go unanswered. Both you and your clients can create tickets based on urgency, and assign them to team members with specific priority levels.
For enhanced security, the platform provides role-based access control, allowing you to assign roles such as super admin, admin, manager, or assignee. This ensures that sensitive data and tasks are only accessible to authorized team members.
Additionally, the built-in ticketing system allows clients to submit issues directly, or you can create tickets for them to track any ongoing concerns.
Reporting and Analytics
Agency Handy’s reporting dashboard offers a clear overview of essential business metrics. You can track revenue for the past 30 days, view completed orders, monitor open tickets, and assess team performance.
These insights allow you to make informed, data-driven decisions.
Workspace Customization:
Agency Handy offers customization options for your workspace. You can personalize the workspace with your logo, branding colors, and even a custom domain and client portal.
You can also customize a sign-in message for your clients in the client portal , attach a file as well or add in custom
This adds a professional touch to every client interaction.
Pros of Agency Handy:
- One-to-one migration support to onboard easily.
- Kanban boards offer a transparent overview of task progression.
- The user-friendly platform ensures easy navigation for all.
- Customizable portal, service listings, and forms for a personalized experience.
- A dedicated support team to promptly resolve any concerns.
- Agency Handy provides affordable plans that fit agencies of all sizes.
Agency Handy Pricing
Agency Handy offers 3 tier pricing plans for both monthly and annually:
Pricing Tier | Monthly Price | Annual Price | Users | Features |
Solopreneur | $69 | $49 | 3 | Unlimited ClientsCustom BrandingTask ManagementCustomizable Invoicing TemplatesNotes, Client & Internal Team ConversationsClient Approval |
Teams | $149 | $99 | 10 | |
Pro | $199 | $149 | 30 |
What People Say About Agency Handy?
Rating on Capterra: 5 out of 5
“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity.” – Priyanka P.
Rating on G2: 5 out of 5
“It helps me sell my services with ease. Also, you can collaborate with your team in serving your customers within the platform.” – Franklin N.
Rating on Product Hunt: 5 out of 5
“If you are handling multiple clients or an agency, try it out. One of the best solutions to manage everything in one place.” – KH Sayed
Rating on Trustpilot: 3.8 out of 5
“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.” – Vikas Patil.
Why Should You Choose Agency Handy for White Label Invoicing?
Clients and businesses have specific desires when it comes to invoicing, and Agency Handy delivers on every front. Here’s how:
Issues in White Label Invoicing Software | How Agency Handy Solves Them |
Lack of Branding Options | Customizable invoices with logos, colors, and branding elements. |
Complex Invoicing Processes | An easy-to-use platform for quick, professional invoice creation. |
Limited Payment Flexibility | Supports one-time, installment, recurring, and milestone payments. |
Few Payment Methods | Integrate with Stripe, Wise, PayPal, and manual banking options. |
Difficulty Handling Global Clients | Direct payments with multi-currency support for international clients. |
Incomplete Billing Details | Detailed invoices, partial payments, and milestone billing for accuracy. |
2. QuickBooks
QuickBooks is a versatile accounting software tailored for both small businesses and accountants. For small businesses, it automates invoicing, tracks income, and expenses, and integrates with bank accounts to ensure accurate, real-time data syncing.
This feature eliminates the need for manual data entry and helps streamline cash flow management. It also tracks profitability, allowing business owners to keep a close watch on their financial health.
For accountants, QuickBooks provides advanced features like expense tracking, bank reconciliation, and customizable invoicing. These features make it easier to categorize expenses and attach receipts.
Additionally, the software offers detailed reporting, including profit and loss statements, balance sheets, and cash flow analysis, which provide deep insights into a company’s financial status.
In comparison HoneyBook targets creative professionals with features like client tracking, project management, and invoicing, focusing on streamlined workflows. QuickBooks, on the other hand, offers stronger accounting tools for businesses needing detailed financial management.
Key Features of QuickBooks
Managing your business finances can be overwhelming, but QuickBooks Online makes it simpler with the features below:
- Customizable Invoicing: Create professional, branded invoices with your company logo. Send invoices directly to clients via email and track payment status in real time.
- Automated Bank Feeds: Connect your bank accounts and credit cards to QuickBooks. Transactions are automatically imported, reducing the need for manual data entry.
- Inventory Management: Track inventory levels, set reorder points, and manage products across multiple locations. QuickBooks helps you maintain optimal stock levels and avoid shortages.
- Multi-Currency Support: Handle transactions in multiple currencies, making it easier to manage international clients and vendors. QuickBooks automatically updates exchange rates for accurate financial reporting.
- Time Tracking: Track billable hours for employees and contractors. Integrate time tracking with invoicing to ensure accurate billing for hours worked.
- Payroll Management: Manage payroll for employees and contractors, including tax calculations and direct deposits. QuickBooks simplifies payroll processing, ensuring compliance with tax regulations.
- Customizable Chart of Accounts: Set up a customized chart of accounts that suits your business structure. This feature helps you categorize and track all financial transactions effectively.
- Financial Reporting: Access detailed financial reports, including profit and loss statements and cash flow summaries. These reports help monitor the financial health of your business and make informed decisions.
Pros of QuickBooks:
- Extracts and tracks receipt details from pictures
- Manage cash flows, invoices & expenses in one platform
- Saves small businesses from hiring accountants
- Assists with federal and state tax reporting
Cons of QuickBooks:
- Bank feed sometimes misses transactions without alerting users, causing reconciliation problems.
- Limited project tracking features make it challenging to distinguish between items by class and project.
QuickBooks Pricing
QuickBooks has a four-tier pricing system with annual and monthly payment options. Here are the details:
Pricing Tier | Annual Pricing | Monthly Pricing | Users | Features |
Simple Start | $102 | $9.50 | 1 user + accountant | Track income & expensesSend custom invoices & quotesConnect bank accountsTrack GST and VATAccess insights & reportsUse on any deviceFree supportSecure cloud storageAccountant accessReports and dashboardsUnlimited invoicesProgressive invoicingFor 1 user + accountant |
Essentials | $150 | $14 | 3 users + accountant | All Simple Start featuresManage bills & paymentsTrack employee timeMulti-currency supportFor 3 users + accountant |
Plus | $215 | $20 | 5 users + accountant | All Essentials featuresRecurring transactions & billsTrack inventoryTrack project profitabilityManage budgetsFor 5 users + accountant |
Advanced | $410 | $38 | 25 users + accountant | All Plus featuresAutomate workflowsCustom reporting fieldsCustomize dashboardsCustomize role permissionsBackup online & restore dataManage revenue recognitionFor 25 users + accountant |
What Do People Say About QuickBooks?
“The top-rated accounting program for SMBs!
Overall: Since I’m also an accountant and bookkeeper for a few other small firms, I use it for their payroll and financial records as well. Regularly, I utilize the whole software for my company’s payroll, time tracking, and accounting needs. To streamline accounting, I recommend that all of my customers switch to QuickBooks.
Pros: All of our financial records, including bookkeeping, accounting, payroll, and budgeting, are maintained in QuickBooks Online. The program’s principal user is me, but I’ve also sent copies to the company’s grant writer, accountant, treasurer, and auditor.
Cons: Cleaning up the books is a fantastic idea in theory, but the execution fell well short of expectations. It would have been better if they had questioned my role in the organization more thoroughly before making the changes.” – Laura H.
3. Service Provider Pro
Service Provider Pro is a great option for invoicing clients, offering strong white labeling features. You can fully customize each invoice, adding your logo and choosing from different templates to match your brand’s identity.
But SPP goes beyond just invoicing. You can also customize the entire client portal, giving your clients a smooth and branded experience from start to finish. This extends to order forms and task management, making it simple for clients to place orders and stay updated on their progress.
SPP’s advanced template editing allows you to add custom pages and features, giving your clients a more personalized experience. With its detailed CRM capabilities, you can also manage custom fields and securely handle client data.
Billing automation is another highlight, streamlining subscription management and payment processing. This makes it easier for both you and your clients to handle finances smoothly and efficiently.
However, compared to Agency Handy, there are some key differences. While SPP offers 100% white labeling only in its highest-tier plan at $1500, Agency Handy includes white labeling in all their packages.
Agency Handy also offers more flexibility with customizable forms, detailed service catalogs, and multi-package service options, allowing agencies to upsell services more effectively.
Further Read: Service Provider Pro Alternative
Key Features of Service Provider Pro
Service Provider Pro is a white-labeling client portal with invoicing capabilities that are most suitable for creative agencies and small businesses. Here are the main features:
- White-Labeling: SPP offers full control over client-facing interfaces, enabling agencies to brand their portals, invoices, and communications. This includes sending emails directly from their own domain for a more personalized, professional client experience.
- Branded Billing & Invoicing: SPP enables agencies to customize invoices with their branding. Automated reminders ensure timely payments and reduce manual follow-up efforts.
- Client Portal: The platform provides a unified space where clients can manage everything from orders to invoices and communications.
- Order Management: SPP offers highly customizable order forms that can be tailored to fit different types of services. Features like conditional logic, add-ons, and multi-step checkouts ensure a smooth and efficient ordering process.
- Comprehensive CRM: SPP’s CRM capabilities include the use of custom fields, secure data handling, and compliance with GDPR. It also allows you to track client interactions and manage relationships more efficiently.
- Advanced Forms & Intake: With a drag-and-drop form builder, agencies can easily create custom intake, order, and contact forms. The platform supports advanced features like multi-page forms and conditional logic.
Pros of Service Provider Pro:
- Accessible to new users with limited technical knowledge
- Quick response to support request
- Regular updates to add more features
- Client and team communication in one platform
Cons of Service Provider Pro:
- Full white labeling is only available on the highest plan
- High entry cost with a pricier starting plan
Service Provider Pro Pricing
Service Provider Pro (SPP) offers three pricing tiers, each catering to different agency sizes and needs:
Pricing Tier | Annual Price | Monthly Price | Users | Features |
Basic | $99 | $129 | 5 | Custom workspace domain White-label email domain Built-in HelpdeskAffiliate and referral tracking |
Pro | $249 | $299 | 10 | All basic features plusEditable client-facing pagesClient-side teamsCreate a reseller program |
Plus | $1500 | $1500 | 50 | Custom rules & workflows Custom integrations Priority support via Slack Remove “Powered by”Uptime SLAAPI Access |
Similar Read: Service Provider Pro Pricing
What Do People Say About Service Provider Pro?
Rate on Capterra: 5 out of 5
“SPP makes running my business so much easier
Overall: Their tool is stable, does what it needs to do, and makes regular updates which is great and their support is one of the best I’ve dealt with using any SAAS tool.
Pros: Just does, what it is meant to do, simple yet effective. It has all the features that you need without all the extra add-ons that you just never need. It makes dealing with my customer’s orders, quick, responsive, and easy for my team and my customers.
Cons: If I could improve anything, I would love to see more features added to make the order forms a little easier to customize and make them a little more unique without lots of coding.” – Robert K.
4. FreshBooks
FreshBooks is an easy-to-use invoicing and accounting platform made to simplify financial tasks for small businesses and freelancers. It allows you to create professional, branded invoices with customizable templates and colors.
You can even edit or hide company details directly on the invoice page, giving you control over how your invoices look.
In addition to invoicing, FreshBooks offers essential accounting features like double-entry bookkeeping and the ability to generate accurate financial reports, such as profit and loss statements and balance sheets.
Automated billing makes cash flow management easier, allowing you to focus on running your business without getting overwhelmed by complicated features.
Compared to QuickBooks, FreshBooks is focused on keeping things simple. It offers ease of use and core accounting functions, while QuickBooks provides more advanced options like detailed reporting, inventory management, and hundreds of integrations.
Overall, FreshBooks is a great option to meet the needs of small businesses and freelancers who want a straightforward and cost-effective way to manage their finances.
Key Features of FreshBooks:
FreshBooks is a versatile white-label expanse management software with features designed to suit small businesses and freelancers. Here are the top features:
- Customizable Invoicing: Create branded invoices with various templates and color options, ensuring your business identity is always front and center.
- Automated Billing: Set up recurring invoices and payment reminders to streamline cash flow and reduce manual work.
- Expense Tracking: Easily categorize and track business expenses, helping you manage your finances more effectively.
- Time Tracking: Track billable hours directly within the platform, seamlessly integrating time tracking with invoicing for accurate client billing.
- Financial Reporting: Generate essential financial reports, including profit and loss statements and balance sheets, to stay on top of your business’s financial health.
- Client Portal: Provide your clients with a secure portal where they can view invoices, check project statuses, and manage payments, enhancing their overall experience.
Pros of FreshBooks:
- Easy for non-accountants to navigate
- Create branded, professional invoices effortlessly
- Track billable hours and expenses seamlessly
- Simplifies recurring invoices and payment reminders
- Manage finances from any device
Cons of FreshBooks:
- Problems with electronic payment options
- Fewer integrations compared to QuickBooks
FreshBooks Pricing
FreshBooks has a 3-tiered pricing system. Here are the details of the plans:
Pricing Tier | Annual Pricing | Monthly Pricing | Features |
Lite Plan | $165 | $6 | 5 billable clientsUnlimited invoicesExpense entriesEstimates and time tracking |
Plus Plan | $287 | $10 | Everything from the Lite packageplus 50 billable clientsdouble-entry accountingscheduled late fees, and client retainers |
Premium Plan | $522 | $18 | Unlimited billable clients and all Plus featuresPlus project profitability tracking and customized email templates |
What Do People Say About FreshBooks?
Rate on Capterra: 5 out of 5
“My life was a mess until I started using Freshbooks.
Overall: When I think about using Quickbooks or Excel I start to have a panic attack. When I think about using Freshbooks I get a refreshing feeling of a calm, relaxing wind.
Pros: I record my time and expenses and it automates everything else.
Cons: I don’t have any complaints. It just works and seems simple and easy.” – Josh G.
5. Rocket Driver
Rocket Driver is a leading white-label provider that offers more than just branded invoicing. It also provides digital marketing tools and services that help agencies grow effortlessly.
One standout feature is the automatic payment retry for failed transactions, which instantly notifies clients if something goes wrong. If you’ve ever dealt with failed payments, you’ll find this feature incredibly helpful in keeping things smooth and stress-free.
Rocket Driver is built for agencies that want to scale. It offers unlimited sales reps and client management, making it a great choice for businesses of any size.
You also get access to a fully white-labeled partner portal, marketing portal, end-client portal, and a rep training portal. These tools ensure your branding stays consistent across every client interaction.
In addition to its invoicing and management tools, Rocket Driver provides a full range of digital marketing services. From website setup to social media management and SEO campaigns, agencies can easily outsource their marketing tasks and focus on core operations. With the support of marketing experts, you can grow your agency without stretching your team thin.
Rocket Driver’s mix of tools and services helps you manage everything, from marketing to client onboarding, in one integrated platform. If you’re looking for a white-label billing solution with multiple portals and full support, Rocket Driver is an excellent option.
Key Features of Rocket Driver
Here are the key features that make Rocket Driver a good choice for businesses.
- White-Labeled Portals: Fully white-labeled Partner, Marketing, End Client, and Rep Training Portals allow agencies to brand all client-facing and internal tools as their own.
- Unlimited Sales Reps & Customers: Even the Starter Plan allows for unlimited sales reps and customers, making it a scalable solution.
- Powerful Project Management: includes real-time chat, message boards, and document sharing, ensuring that every project stays organized and on track.
- Comprehensive Marketing Tools: Advanced plans include features like social media management, SEO campaign setup, and PPC (Pay-Per-Click) campaign management to enhance online visibility and drive conversions.
- Sales Funnel Creation: Rocket Driver enables businesses to design effective sales funnels tailored to their needs. This improves lead generation and boosts customer conversion rates.
- Automated Reporting: Generate and deliver reports automatically, keeping clients informed about their digital strategies’ performance.
Pros of Rocket Driver:
- Easy to use, clean, and user-friendly interface
- Efficient customer portal with transparent info for clients
- Real-time collaboration with customers, brokers, and drivers
- Strong customer support and proactive feedback implementation
- Simple and modern design with easy access to key information
Cons of Rocket Driver:
- Reporting features are complex and time-consuming
- Occasional delayed updates and bugs
Rocket Driver Pricing:
Rocket Driver has a 3 tier pricing system. Here’s a list of all the features included in the plans:
Pricing Tier | Monthly Price | Business Suites | Features |
Silver | $495 | 10 | Unlimited ClientsUnlimited Sales RepsLive Partner TrainingEmail Ticket-Based SupportWhite Label ToolsPartner PortalMarketing PortalEnd Client PortalRep Training PortalState-of-the-Art Marketing Website |
Platinum | $795 | 35 | All Silver Features Plus Social Media Campaign (16 Monthly Posts)SEO Campaign (35 Keywords, 100 Backlinks, Technical SEO Fixes)On-Page Blogs: 4High DA Backlinks: 20WEB 2.0 Blogs: 3 |
Diamond | $1495 | 50 | All Silver FeaturesPlus Automated Billing SystemProfessional Logo IncludedSocial Media Campaign (36 Monthly Posts)SEO Campaign (75 Keywords, 220 Backlinks, Technical SEO Fixes)On-Page Blogs: 12High DA Backlinks: 30WEB 2.0 Blogs: 8 |
What Do People Say About Rocket Driver?
Rate on Trustpilot: 5 out of 5
“They get 5 Stars! Adding Rocket Driver’s services was like flipping on a switch for us. We can do so much more for our clients now without the extra overhead. It’s been a game-changer for staying ahead in the market.” – Henrik Windriver
6. OneBill
OneBill gives you the flexibility to handle all kinds of billing, whether it’s one-time, recurring, usage-based, or a mix of all three.
What makes it even more powerful is its ability to bill as multiple entities from one platform, making it perfect if your business has branches or subsidiaries in different locations.
If you deal with complex billing, like in telecom or SaaS, OneBill’s advanced usage-based billing features ensure your invoices are accurate and based on real consumption.
It also automates tax compliance and works seamlessly with payment gateways, simplifying your financial operations.
While QuickBooks mainly focuses on accounting, OneBill goes beyond by offering full billing and revenue management. Its ability to support multiple companies and handle diverse billing needs makes it a great solution for businesses managing different revenue streams.
Key Features of OneBill
OneBill offers a fully functional platform designed to simplify complex billing processes and enhance overall revenue management. Here are the features:
- White-Labeling Capabilities: Customize your own branded portal with a unique URL and login page, giving your clients a seamless experience under your brand.
- Flexible Billing Models: Supports a wide range of billing types, including subscription billing, usage-based billing, hybrid billing, and dynamic/rule-based billing, all in one platform.
- Customer Self-Service Portals: Empower your customers to manage their accounts, subscriptions, and payments through user-friendly, branded portals.
- Revenue Automation: Automate revenue recognition, invoicing, payment processing, and tax compliance, reducing manual intervention and ensuring accuracy.
- Wholesale Billing & N-Tier Channel Partner Management: Manage complex billing relationships with resellers, partners, and distributors, all while automating commissions and settlements.
- Fulfillment Orchestration & Provisioning: Streamline the delivery of products and services with automated workflows for provisioning and order fulfillment.
- Reporting & Analytics: Gain insights into your billing, revenue, and customer data with comprehensive reporting and analytics tools that help drive informed decisions.
Pros of OneBill:
- Handles complex recurring billing
- Can generate invoices of multiple companies from one subscription
- Real-time reporting and updates
- Migration from other billing platforms is seamless
- Integrates with QuickBooks, DocuSign, and payment processors
Cons of OneBill:
- Slower load times during peak hours
- Rectifying invoices can be complicated
OneBill Pricing:
OneBill offer three pricing tiers with targeted features list:
Pricing Tier | Features |
Lite | Subscription ManagementBilling Automation and Revenue Management (Standard)Configure, Price, QuoteReporting & AnalyticsCustomer Experience 360Customer Self-Service PortalsService Desk / Help DeskOpen APIs |
Flex | Everything in Lite Plan +Billing Automation and Revenue Management (Advanced)Usage-Based BillingHybrid BillingDynamic/Rule-Based BillingeCommerce Enablement |
Enterprise | Everything in Flex Plan +Wholesale Billing & Channel Partner ManagementFulfillment Orchestration & ProvisioningBusiness Process OrchestrationRevenue AutomationSupport for Multiple Business Entities |
What Do People Say About OneBill?
“OneBill – Simple – Fast – Efficient
What do you like best about OneBill?
Our existing billing system was slow, clunky to operate, offered very little support, and never delivered on promises made. OneBill delivered everything we asked for, their customer support was fantastic. Requests for changes were made quickly and efficiently. The complete rollout took less than 1 month from signing on. We send invoices and receive payments daily and it is so easy to use. OneBill’s integration with our existing systems was faultless. Couldn’t ask for anymore.
What do you dislike about OneBill?
Absolutely nothing to dislike about the OneBill system.
What problems is OneBill solving and how is that benefiting you?
OneBill has helped solve our billing issues for both recurring and nonrecurring charges. It has saved considerable time for our users.” – Brenda T.
7. HoneyBook
HoneyBook makes it easy for you to customize your invoices to match your brand. You can add your own headers, messages, and choose fonts, colors, and button styles that fit your business. This gives you full control over the look of your invoices, making them both unique and professional.
One of HoneyBook’s best features is its smart files. These allow you to combine proposals, contracts, and invoices in one place. This simplifies the process for both you and your clients.
You can also track client interactions, making it easier to manage projects smoothly and efficiently.
While HoneyBook handles basic bookkeeping tasks like invoicing and payment tracking, it doesn’t offer the detailed financial reports or tax management that QuickBooks provides.
QuickBooks has advanced features such as profit and loss reports, inventory tracking, and full accounting tools. However, you can integrate HoneyBook with QuickBooks, so you can manage both client projects and finances without missing out on those key features.
HoneyBook also helps you track leads by giving you reports on where your leads are coming from. This helps you improve your strategy and book more clients.
With a mobile app and G Suite integration, HoneyBook lets you manage your business on the go. It’s an all-in-one tool for managing clients, offering invoicing, bookkeeping, and project management in one easy-to-use platform.
Further Read: Best HoneyBook Alternatives
Key Features of HoneyBook:
HoneyBook is a client management platform that helps manage projects, send invoices, and streamline communication. Here’s a list of its best features.
- Advanced Invoice Customization: HoneyBook allows full control over invoice design, from adding custom headers to changing fonts, colors, and button styles, making it easy to align invoices with your brand.
- Lead Source Tracking: Easily track where your leads are coming from with detailed reports, helping you optimize your business strategies and improve your booking rates.
- Automated Workflows: Automate repetitive tasks like sending follow-up emails and reminders, saving time and streamlining your process for a more efficient workflow.
- Client Portal: Clients can access their projects, invoices, and contracts all in one place, enhancing the client experience and reducing back-and-forth communication.
- Project Management: HoneyBook provides an intuitive dashboard where you can track the entire client journey, from inquiries to project completion, making it easy to manage multiple tasks and clients.
- Scheduling Tools: With HoneyBook’s built-in calendar and integration with platforms like Calendly, managing appointments, deadlines, and meetings becomes effortless.
Pros of HoneyBook:
- Customizable automation streamlines workflows
- Combines contracts, invoices, and client management
- Polished templates appear professional
- Responsive customer support for setup and assistance
- The mobile app enables business management on-the-go
Cons of HoneyBook:
- Transaction fees are higher than desired
- Payment deposits take longer to process
HoneyBook Pricing
HoneyBook offers a 3-tier pricing plan payable monthly or annually. Here are the details:
Pricing Tier | Monthly Price | Annual Price | Features |
Starter | $19 | $16 | Unlimited clients and projectsInvoices and paymentsProposals and contractsCalendarAll professional templatesClient PortalBasic reports |
Essentials | $39 | $32 | All Starter featuresSchedulerAutomationQuickBooks Online integrationUp to 2 team membersExpense managementProfit and lossRemove “Powered by HoneyBook”Standard reports |
Premium | $79 | $66 | All Essentials featuresUnlimited team membersPriority supportMultiple companiesOnboarding SpecialistAdvanced reports |
Further Read: HoneyBook Pricing and Plans
What Do People Say About HoneyBook?
“Great CRM & invoicing tool.
What do you like best about HoneyBook?
I can create an inquiry go directly to a proposal and send it off to the client.
What do you dislike about HoneyBook?
Editing contact proposals and the line is still a bit clunky
What problems is HoneyBook solving and how is that benefiting you?
Streamline the workflow.”
8. ProfitBooks
ProfitBooks is an easy-to-use invoicing and accounting platform designed for small businesses. It offers a variety of customizable tools to help streamline your financial management.
With white-label invoicing, you can add your logo and adjust templates to fit your brand, ensuring every transaction looks professional. This keeps your branding consistent, from initial quotes to final payments.
ProfitBooks includes features like multi-currency billing, payment gateway integration, and automated invoice reminders. This makes it simple to send invoices and track payments.
For businesses with recurring clients, the platform supports automated billing, saving you time on manual invoicing tasks. The client portal also allows customers to view their invoices, check payment history, and make secure payments online.
If invoicing is your main focus, ProfitBooks offers a free forever plan that covers key functions such as creating and sending invoices, tracking payments, and offering clients an easy payment process.
While it has some basic accounting tools, its strength lies in its invoicing and billing features.
Overall, ProfitBooks delivers a flexible and branded invoicing experience, helping you maintain professionalism while its automated features save time on routine billing tasks. It’s a simple yet effective tool, with a free plan that works well for startups.
Key Features of ProfitBooks
Apart from white-label invoicing, ProfitBooks also has other useful features. Here are the top features:
- Flexible Billing Options: Create and customize professional invoices, manage quotations, and support multiple currencies, streamlining your payment process.
- Inventory Management: Track your inventory lifecycle from raw materials to finished goods, manage stock transfers between warehouses, and monitor low stock levels with ease.
- Customer and Vendor Management: Maintain detailed records of customers and vendors, track payments, and generate reports quickly for better financial control.
- Remote Bookkeeping: Enjoy remote bookkeeping services with a dedicated bookkeeper who will manage your financial records, allowing you to focus on growing your business.
- Role-Based User Access: Invite multiple users and assign them roles, ensuring secure and efficient access control across your team.
- Customizable Reports: Access over 45 insightful reports, including balance sheets, cash flow statements, and tax reports to track and optimize business performance.
Pros of ProfitBooks:
- Takes almost no time to set up
- Seamless invoice layout and SKU uploading
- Covers key accounting functions, including tax reports
- Complete inventory management is possible for medium-sized business
- Generous free plan and affordable pricing
Cons of ProfitBooks:
- Lacks advanced GST functionalities
- Applying customized discounts on invoices can be a hurdle, leading to potential errors.
ProfitBooks Pricing:
ProfitBooks has a free plan that will work for small teams, and if you have a limited budget, signing up for this tool is a no-brainer. The premium version is also very affordable.
Pricing Tier | Monthly Pricing | Features |
STARTUP | FREE Forever | Supports Single UserCreate Up to 25 Invoices Per MonthManage Up to 100 CustomersTrack Up to 25 Products or Services |
SMB | $20 | Supports Unlimited UsersCreate Unlimited InvoicesManage Unlimited CustomersTrack Unlimited Products or Services |
What Do People Say About ProfitBooks?
“Quite user-friendly. Excellent support team. This software is extremely good.
What do you like best about ProfitBooks?
For startup companies like us, it was found extremely useful. Implementation was quite seamless.
What do you dislike about ProfitBooks?
E-way bill generation is not possible in this software, I guess. Could not find any other weak area in this.
What problems is ProfitBooks solving and how is that benefiting you?
We were using Tally Prime before. But this one was found to be more user-friendly. A lot of analytics were possible at the click of a button. Its dashboard gives us a glance at our business. I can say that this a thoughtfully made software for any type of business.” – Suresh Kumar P.
9. Moon Invoice
Moon Invoice is an all-in-one white-label invoicing tool designed to make your business operations smoother.
With features like customizable PDF templates, easy payment integration, and offline data sync, it’s a practical choice for small businesses and freelancers. You can quickly create professional invoices, estimates, and credit notes, helping you ensure accuracy and avoid mistakes.
What sets Moon Invoice apart from alternatives like QuickBooks is its ability to work offline, share invoices via WhatsApp, and support multiple currencies—perfect for handling international transactions.
It also includes time-tracking and expense management tools, making it easy for you to keep an eye on hours worked and business expenses.
Additionally, Moon Invoice generates financial reports automatically and comes with project management tools, giving it a competitive edge against platforms like FreshBooks.
Overall, it’s a powerful, cost-effective solution for businesses looking for simplicity and efficiency in their invoicing and management tasks.
Key Features of Moon Invoicing:
The features of Moon Invoice are designed to simplify invoicing and streamline your business processes. Here’s what it offers:
- Recurring Invoices and Expenses: Set up recurring invoices and expenses to automate daily, monthly, or yearly billing.
- Credit Note Management: You can easily issue and manage credit notes for client refunds or invoice adjustments.
- Project Management Module: Manage ongoing projects with built-in project management tools. Add tasks, track hours, and generate timesheets to invoice clients for project work seamlessly.
- Financial Reporting: Moon invoicing provides access to 15+ business reports, including profit and loss, inventory, and expense tracking. These reports help businesses maintain financial transparency and forecast stability.
- Purchase Order Creation: Generate and customize purchase orders with ease. This feature allows businesses to handle vendor transactions with accuracy.
- Signature and Document Attachments: In this platform, You can add customer signatures or attach relevant documents to invoices and credit notes.
Pros of Moon Invoicing:
- Easy to set up and user-friendly interface
- Allows users to sync data across multiple devices
- Manages project hours and expenses
- Professional templates for invoicing and emails
- Multi-currency support for international billing
Cons of Moon Invoicing:
- Profit reports lack in-depth details, limiting financial insights.
- Device syncing is inconsistent, causing occasional delays and errors.
Moon Invoicing Pricing:
Moon Invoice offers a flexible four-tier pricing system designed to accommodate businesses of all sizes. Here are the details.
Pricing Tier | Annual Pricing | Monthly Pricing | Features |
Bronze | $5.47 | $7.99 | 25 Active ClientsUnlimited Invoices & EstimatesUnlimited Time TrackingUnlimited Projects & TasksProforma InvoicesCredit NotesPayment RemindersPayment ReceiptSingle Payment for Multiple InvoicesAll Native Platforms App & Web App |
Silver | $6.83 | $9.99 | Unlimited Active ClientsUnlimited Expense TrackingRecurring invoicesInvoice TrackingInventory ManagementTimesheetDynamic StatementE-SignatureAccept payments from Debit & Credit cards, PayPal, and many more |
Gold | $10.25 | $14.99 | Manage 2 businessesInvite 5 UsersAdd Multiple Bank and Credit Card AccountsImport Bank and Credit Card StatementsBank RulesAuto Connect Invoices & ExpensesConnect and Fetch Bank & Credit card Feeds via Bank Feeds ProviderBank ReconciliationDelivery ChallanBank SynchronizationAutomated Tax Calculation & PaymentsCustomer PortalFinancial ReportingBankingApple & Android Tap to PayAPI Integration |
Platinum | $44.42 | $64.99 | Manage 10 businessesInvite 15 UsersCustom DomainMultiple BranchesMoon HRM – Employee Management Software (10 Employees) |
What Do People Say About Moon Invoicing?
“Great invoicing solution for small business
Pros: Moon Invoice was by far the easiest to set up and deploy on MacOS. We were up and running in about a day including setting up backups.
Cons: We haven’t really come across anything missing from Moon.” – Jim J.
10. Zoho Invoice
Zoho Invoice is a free invoicing software designed for small businesses looking to simplify billing and expense management. It allows users to create professional invoices with customizable templates, automate payment reminders, and track expenses.
The platform supports multi-language and multi-currency invoicing, making it ideal for businesses with international clients.
For small businesses, Zoho Invoice automates the invoicing process, streamlining cash flow by integrating payment gateways and offering recurring billing options.
The software also supports time tracking, project-based billing, and comprehensive financial reporting, helping business owners keep tabs on their financial health without manual effort.
For users needing more advanced accounting features, Zoho Invoice integrates seamlessly with other Zoho products like Zoho Books and Zoho CRM, enabling a full-scale financial management system.
In comparison, FreshBooks focuses more on user-friendly invoicing and accounting for freelancers and small teams, with features like time tracking and project management.
While both platforms offer customizable invoices and automation, Zoho Invoice stands out with its free plan, multi-currency support, and deep integration with Zoho’s broader suite of business tools.
Key Features of Zoho Invoice:
Managing invoices and expenses for your small business is simplified with Zoho Invoice, offering a variety of essential features:
- Customizable Invoicing: Create professional invoices with personalized templates that include your company logo and preferred design. Zoho Invoice also supports multi-language invoicing, helping you cater to clients globally.
- Recurring Invoices: Automate your billing process by setting up recurring invoices. This feature is perfect for subscription-based services, ensuring clients are billed on time without manual intervention.
- Multi-Currency Support: Zoho Invoice allows you to manage international clients with ease by supporting multiple currencies and automatic exchange rate updates.
- Expense Tracking: Record and categorize expenses, upload receipts, and convert billable expenses into invoices. This helps streamline financial management and keep track of costs efficiently.
- Time Tracking: Track project hours and staff time to ensure accurate billing. Zoho Invoice integrates time tracking with project-based invoicing for better transparency.
- Payment Management: Integrate with multiple payment gateways, including credit cards and online payment processors, to facilitate easy payment collection. Automated payment reminders help ensure timely payments from clients.
- Financial Reporting: Access detailed reports that cover sales, expenses, taxes, and cash flow, providing real-time insights into your business’s financial health.
- Customer Portal: Zoho Invoice provides a self-service portal where clients can view invoices, make payments, and review order history, improving the overall client experience.
Pros of Zoho Invoice:
- Customize professional invoices that reflect your brand with flexible templates.
- Enhance billing precision through integrated time tracking and project management tools.
- Multi-language support helps maintain seamless communication with global clients.
- Integrates smoothly with other Zoho products, creating a unified business management system.
- The free version offers complete access to all features.
Cons of Zoho Invoice:
- The login process can be sluggish, occasionally taking up to 30 seconds to load.
- Limited options for adjusting the size of logos or signatures on invoice templates.
- Changing currency on individual invoices can be complicated, involving several steps.
Zoho Invoice Pricing:
Free Plan: $0/month
Access all features such as customizable invoices and estimates, time tracking, project management, expense tracking, multiple payment gateways, and a client portal. This plan is ideal for businesses of any size seeking a complete invoicing solution at no cost.
What Do People Say About Zoho Invoicing?
Rating on Capterra: 4.7 out of 5
“Invoicing Tool to Cover Basic Needs”
Pros: It is easy to understand and set up. Every user does not need training.
Cons: Often bugs occur. PDF support in various languages is desired to be better. Some features are unusable.”- Anonymous User.
Why White Labeling is Good for Your Business?
White labeling is a powerful strategy, with 71% of businesses reporting increased customer loyalty and brand recognition.
It enables companies to offer branded services like invoicing without the need for costly in-house development.
Many businesses save up to 30% on operational costs, gaining a competitive edge while delivering a seamless, customized experience to clients.
- Enhances Brand Recognition: Consistent branding across invoices and client portals strengthens your brand presence and builds trust with clients.
- Builds Client Loyalty: Offering a fully branded experience keeps clients engaged and fosters long-term relationships by reinforcing your identity with every interaction.
- Saves Time and Resources: Using a white-label solution eliminates the need for developing custom invoicing tools, allowing your team to focus on core business functions.
- Customizable to Fit Client Needs: Tailored invoices, service listings, and branded portals allow you to offer personalized solutions that match the specific needs of each client.
- Increases Perceived Value: A branded experience signals professionalism, elevating your service offering and making clients see you as a more capable, trustworthy business.
- Streamlines Billing Processes: Automating invoicing and offering flexible payment structures helps reduce administrative work, leading to faster payments and smoother operations.
What to Consider When Choosing White-Label Invoicing Software
When selecting white-label invoicing software, it’s important to consider the following features to elevate your business and seem more professional.
White-Labeling
White-labeling lets you customize every aspect of the client experience. You can add your logo, colors, and even set up a custom domain, so clients receive invoices through a branded URL.
This strengthens your brand and builds trust with clients. Some platforms also let you customize email templates, ensuring all communication, from invoicing to reminders, reflects your brand identity.
Flexible Payment Structures
Offering flexible payment options, such as one-time payments, recurring billing, or installment plans, ensures you can meet different client needs. This makes billing easier to manage and keeps clients happy by providing tailored payment options.
Integration with Payment Gateways
Seamless integration with payment gateways like Stripe, PayPal, and Wise allows clients to pay quickly and easily. This feature speeds up the payment process and provides a hassle-free experience for your clients.
Automated Billing and Invoicing
Automating your invoicing process saves you time. With automated recurring billing and reminders, you don’t have to worry about missing an invoice. This helps keep your cash flow steady and reduces the need to manually follow up with clients for payments.
Client Portal
A branded client portal gives clients easy access to their invoices, payment history, and project updates. This adds a professional touch and makes the client experience more transparent, with everything branded to your business.
Multi-Currency Support
If you work with international clients, multi-currency support is crucial. It allows you to handle payments from various regions without the hassle of manual conversions, making it simpler to expand your business globally.
Secure Data Management
Strong security features are crucial for protecting sensitive client information. Secure data management ensures that all financial data remains safe, which helps build client confidence and keeps your business compliant with data protection regulations.
What’s The Best White Label Invoicing Software?
For white-label billing and invoicing, Agency Handy stands out as the top choice. It lets you create professional invoices that reflect your brand, giving your business a polished and consistent appearance.
With support for multiple currencies and payment gateways, you can easily manage payments from clients across the globe.
What really sets Agency Handy apart is its flexible payment options. Whether it’s one-time payments, recurring billing, or installment plans, it covers everything. You can also handle partial payments and milestone-based billing, making it easy to align payments with your project’s progress.
If you need more advanced financial reporting, QuickBooks is a solid alternative. For smaller businesses looking for straightforward invoicing, FreshBooks provides a simple, user-friendly experience.
Final Words
Finding the right white-label invoicing software can make your billing process smoother and your business look more professional. It’s all about giving your clients a seamless, branded experience while keeping your finances in check.
Whether you need flexibility with payment structures or just want to add a personal touch to your invoices, the perfect tool is out there for you.
So, explore your options, pick the one that fits your needs, and start invoicing with confidence today!
FAQs
What is white-label software?
White-label software is a platform by adding your own branding, logos, and colors, making it look like the software was created by your business. This gives you full control over the user experience while building trust with your clients.
How does white-label invoicing benefit my business?
White-label invoicing strengthens your brand by providing a consistent experience for your clients, reinforcing your business identity with every invoice. It also makes your business appear more professional and reliable, building stronger client relationships.
Can I customize everything in a white-label invoicing solution?
Most white-label invoicing platforms allow you to customize logos, colors, invoice templates, and even domain names. The amount of customization available depends on the software, but many offer enough options to tailor the platform to your brand.
Is white-label invoicing software expensive?
Pricing varies depending on the platform, but many offer flexible plans, including affordable tiers or even free versions like Zoho Invoice for small businesses. It’s easy to find a plan that fits your budget while offering the features you need.
Do white-label invoicing tools support multiple currencies?
Yes, many white-label invoicing platforms support multi-currency transactions, making it easy for businesses to work with international clients. This helps simplify payments and expand your business globally without any extra hassle.