Invoicing for Financial Service Professionals
Financial Service Professionals
For financial services professionals and financial planners, managing payments and invoicing can take valuable time away from client advising and portfolio management. Invoiv offers a streamlined solution, allowing you to create professional invoices tailored to your services—whether it’s for hourly consulting, investment planning, or asset management fees. With Invoiv, you can offer clients flexible payment terms, including recurring billing for ongoing services, and secure payment links that make it easy for them to settle their accounts quickly and securely.
No credit card required to sign up. You get your first 30 days for free.
After that Invoiv costs as little as $2.00 per month or $10.00 per year.
Challenges In Billing for Financial Planners
Invoiv automates payment follow-ups, sending reminders as due dates approach, so you can ensure timely payments without needing to manually track each invoice. The real-time dashboard provides a clear view of your incoming payments, outstanding invoices, and overall cash flow, helping you stay organized and maintain a healthy financial foundation for your business. By automating the invoicing process, Invoiv lets you focus on what matters most—helping your clients achieve their financial goals.
Automate Repetitive Tasks
Eliminate manual data entry and automate tasks like invoicing and expense tracking, allowing you to focus on strategic growth initiatives.
Profit Per Client
One of Invoiv's standard reports is profit per client. You can quickly see who you're spending the most time with and make sure you are billing them appropriately.
Time Based Billing
With our premium account, you can access our HRM module, allowing you to track time spend on projects. This allows for time based billing by client.
All Plans Include Core Features
All plans offer a 30 day free trial. Basic plans are $2.00 per month for up to 10 invoices. Standard plans are $5.00 per month for up to 25 invoices. Unlimited plans are just $10.00 per month.
Invoice Templates
Choose from all our available invoice templates.
Online Payments
Customers pay you via your Stripe or PayPal account.
Digital Invoice Delivery
Customers get invoices via email with a link or QR code to pay online.
Cash Flow Reporting
All accounts include our full reporting suite to help optimize your cash flow.
Invoicing Simplieid
Elevate Your Invoicing
- SIGN UP: Join the Invoiv community by signing up for an account. Just a few details, and you’re on your way to experiencing the convenience of efficient invoicing.
- CUSTOMIZE AND CREATE: Personalize your invoicing experience by adding your company logo, contact information, and payment terms. Then, effortlessly create professional invoices for your clients, adding line items and quantities as needed.
- SCHEDULE OR SEND INVOICES: Once your invoice is ready, schedule the invoice for any date or send it instantly by email. Monitor the status of your invoices, track payments, and easily manage your financial transactions
Basic Plan
$2
per month
- 30 Day Free Trial
- 10 Invoices Per Month
- 50 Quotes Per Month
- Unlimited Invoice Templates
- Payments Via PayPal or Stripe
- Multi User Roles
- Multiple Business Units
- HR Management
Standard Plan
$5
per month
- 30 Day Free Trial
- 25 Invoices Per Month
- 150 Quotes Per Month
- Unlimited Invoice Templates
- Payments Via PayPal or Stripe
- 3 Multi User Roles
- 3 Business Units
- HR Management
Premium Plan
$10
per month
- 30 Day Free Trial
- Unlimited Invoices Per Month
- Unlimited Quotes Per Month
- Unlimited Invoice Templates
- Payments Via PayPal or Stripe
- 5 Multi User Roles
- 5 Business Units
- HR Management